• Is it possible to match the people that liked our page with contacts in the CRM?

  Hello! I would like to connect our contacts in the CRM with their profiles in Facebook. How can we achieve this? Is there a way to do it through the likes in our Facebook page? So far, I have been only able to match with contacts or leads that sent us a direct message via facebook. Most of our contacts do not contact us that way but then they go and like our page. Is there a way I can do this? I would like to have their social media profile picture in the CRM contacts picture. Best regards,

• Email Compose Check Spelling Broke

  I have 1 report of this and I have reproduced it in Chrome and MS Edge. Anyone seeing this same issue? 1 In the CRM, Click on the the send email button for a contact record. 2 Type some text in the body of the email. 3 Click the SpellCheck button at the bottom right of this compose window. All the content in the body disappears. (Makes for a short email) LOL

• Add new related list to see the emails with the same subject line structure

  Hi,  We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily.  I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, Engin

• Related Module fields are blank in report (Accounts/Products modules)

  Hi, I'm trying to produce a report based on Products module, with Accounts module as a related module. When running the report, all Product fields have a value, but none of the Accounts fields do. Is this expected behaviour?  Thanks, Levi

• 予定の日本語訳がイベントへ変更されるアラートがでましたがとこで確認できますか？

  タイトルのとおりですが、CRMやDeskにログインしてメッセージが出たのを記憶しています。 予定からイベントへの日本語訳の変更は正しく嬉しい限りです。 過去のアラートやアナウンスを確認するのはどこでできますでしょうか？

• How to populate the Deals module with an input from a Contact

  Hello, What are the ways to have a Contact associated with a Deal fill out an online form so that the data appear in the said Deal? Say, I create a questionnaire for a client to fill out, she submits it, and the answers appear right in the related deal for me to review when preparing for that job. A PDF attachment solution is not desired. Thank you!

• Editing Product Details Field in Invoices and Quotes - Zoho CRM

  I know the product details field in invoices and quotes says that it's not editable but I really need to edit them cause they don't apply to my product. I need a different setup for it since I operate a travel agency. What can I do? Any suggestions? 

• Quote Customisation - Product Details

  Our quote requirements seem to fall outside of the standard customisation that is available. The quotations we generate do not relate to held stock neither do they have a simple, single price. We quote for the removal of products offering a potential value for any that can be resold. On the quotation, we will need to add in each product line product description (free text), quantity, processing charge, a supplemental charge for additional services and then the total which is essentially (Return*Quantity)-(Processing*Quantity)-(Supplement*Quantity)

• Enable Notification using ZOHO CRM Notification Api , is there any wrong thing i did?please Replay ASAP

  Url https://www.zohoapis.com/crm/v2/actions/watch Header scope:ZohoCRM.notifications.ALL Authorization: Zoho-oauthtoken 1000.f5971d88a8a89d5ee73242850ebf5ac7.f601a579fdb39f9294363a9388543444 Content-Type:application/json sample Input {     "watch": [         {             "channel_id": "1003330068002",             "events": [                 "Leads.all",                 "Deals.all"             ],             "channel_expiry": "2019-06-06T16:30:00+05:30",             "token": "T1000000068002",    

• Zoho Campaigns and Zoho CRM automation for opens and clicks

  Hello - I've setup both Zoho CRM and Zoho Campaigns and I've integrated the two so the campaign results are automatically sent to CRM - very cool.  I've been trying to figure out the best way to alert my sales team when someone open and/or clicks on an email.  I can obviously filter my leads and contacts down by campaign and activity but ideally I'd like to create a follow-up task for the lead/contact when the open/click.  I can't see to figure that out - is there a way?

• Delete all contacts at once (10,000)

  I inadvertantly added contacts the wrong way, 10,000 of them. Now I can only delete 100 contacts at a time. How can I get back to zero and start again?

• How to know who filled in a zoho form from a workflow

  I've got a workflow action set up to send an Email Template, associated with a Zoho Form. I want that workflow to tell me who it was, when it happens and give me in the notification, a link to the new record. The workflow is only set for new records.  That part works fine, but I cannot get the workflow to notify me as the admin, when it happens and give me a link to their record. Is that at all possible. It's such a simple task, but I can't believe how difficult Zoho makes it. After the form is filled

• Creating a CRM task from a Campaigns recipient report

  Hi, For a set of targeted newsletter, we want our sales to be able to contact who click on links in the newsletter. There is a report available to download in the Report tab, under Recipient Activities. So today, our Marketing is downling the CSV file, and copy paste each recipient and clicked link into the CRM as new task... I like to automate the process to push to the crm (where our sales are working) each recipient and the list of clicked link, as a CRM task. I can't find a way to do this. -

• Subform Not Able to View in Client Portal

  How can I display subform information in Client Portal?

• AND logic for Reports using Campaign Name

  Hi, I've got a question about an unexpected results when creating a report. I've created a report to find campaigns that contain a particular string in the campaign name. I create two filter criteria using Campaign Name to find two different strings in it. When I use the OR logic in the report it returns, as expected, records that contain both of the desired strings. However, and this is the unexpected part, when I use AND logic on the same filter it returns NO results. This is unexpected because,

• Help! Calculating a Aging by Dates if Null

  I'm working in Zoho CRM desperately trying to calculate aging between to dates, but - if the completed date is not inputted (indicating it's still open), I'd like to use now.  I want to return a whole number.  This is what I came up with, but it will not work... Floor(Datecomp(If(${Implementations.SSL Cert Ticket Completed}==isNull(),Now(),${Implementations.SSL Cert Ticket Completed}),${Implementations.SSL Cert Ticket Date})/1440) Help - how can I calculate the aging (time in days) it took to go

• Using look up fields in public forms

  Hi i had made a lovely form for customers to leave reviews for various members of our association. The idea was a customer would use the lookup field to find the relevant member, review them and the data would come back and be stored on the crm. We do need the customers details. I understand this is not going to work in a publicly shared form. I guess i could do a form for every member but that is a pain.  Is there another way. The idea is our member could give them a link or even a QR code. 

• API Token

  Hi, Our web developer has asked if I can set up API access into Zoho CRM, so he can run GET requests against the contacts. I've found the help document here: https://www.zoho.com/crm/developer/docs/api/get-records.html Which gives me the API Get URL and the header, but I can't figure out how to create the API Authentication token. I've gone to https://api-console.zoho.com.au/ and logged in with a CRM account.  I've set up (I believe) the API for access.   My API Authentication configuration:  - Server-based

• Search Facebook profiles from CRM module not working since long days. Any explanation?

  I may have read something like Facebook banned Zoho CRM to access or search Facebook profiles from Zoho CRM. What's the latest update on that? We are a multinational company but our major business area is in Bangladesh. Most of the people here has Facebook profile. But it's too difficult for us to manually search and integrate their Facebook profile in Zoho CRM module. Currently it's only working with Twitter but not Facebook. Google+ is dead. So in this situation, if Zoho can't be able to re-instate

• Copying Email Templates from Marketing Hub to CRM to be used in a workflow.

  Hi, How can I clone the email templates we have in Marketing Hub into CRM so that I can use them for a workflow in CRM? Thank you, Nikki

• How to add a Zoho Form entry as a Related List in a Zoho CRM Contact

  Hello! Is there any way to add a Form entry as a related list to a contact in a custom layout? Im using Zoho Forms to create a really complex form for an application. Most of the information there, under some layers of logic, will be used only once thus most of the information on the Form will not be needed in the CRM. However, we do need to have something relating the Form submitted and the Contact that did so, for future reference or for that single use. It can be a link to the Zoho Form submission.

• Autopopulate email address based on Contact Name

  I am new to ZoHo CRM and am trying to further customize a custom module.  The custom module called Sales Visit includes an Account Field (lookup field), a Contact at Account field (lookup field) and a Contact Email field (Email).  I would like to make sure that the Contact at Account is limited to those contacts actually in that particular account and autopopulate the email field with the Contact at Account's email address. I've looked into workflow rules and it would seem that functions are needed. 

• Mapping multiple values in a subform - each a different row.

  Hi there,   Along with zoho community forums help, I have created a workflow with a function that maps desired fields from my ‘Property enquiries’ module to my ‘Leads (buy / rent layout)’ module. The code is as follows:   //Code starts propenrec = zoho.crm.getRecordById("Property_Enquiries",id); emailrec1 = propenrec.get("Email"); propid = propenrec.get("PropID");   searchleadsrec = zoho.crm.searchRecords("Leads","(Email:equals:" + emailrec1 + ") and (Layout.id:equals:xxxxxxxxxxxxx)");   info searchleadsrec.size();

• Disable Calendar notification

  Can you please give us the option to DISABLE calendar notifications for events from Google Calendar? Every event I create in my synced Google calendar is popping up as a notification :(

• Deal Import Not Populating Correct Deal Owner

  I am importing 20-30 deals from several Deal Owners. All Deal Owners are active. Using the 'Sample_Deal' spreadsheet provided by Zoho, I have populated the fields to be imported, including the 'Deal Owner' and the 'Deal Owner ID'. When going through the mapping steps, I see that the 'Sample Data From File' section shows the 'Deal Owner' and 'Deal Owner ID' are mapped and showing the correct owners. After successful import, the 'Deal Owner' name and the 'Deal Owner ID' revert to my name and ID. Any

• API to pull contact's photos from CRM

  Hey there, We keep a list of contacts in the CRM and we would like to show those contacts as a list of profile on our website. We are planning to use the REST API to pull the data of those records from the CRM and display it on the website. However, according to the documentation of the Zoho CRM REST API, I see no option to pull the photos that we have uploaded for the contacts. Is there anyway or any workaround to do that?  We would like to also display the photos that we have on the contacts. Thank

• Prevent Contacts without Account from Syncing to CRM

  We’re using the 2-way sync between Desk and CRM. Works perfectly 95% of the time, but occasionally we get new tickets via email that also create a new Contact. The new Contact is not associated to an Account, but still sync to CRM automatically. In our organization, we require an Account. Is there a way to prevent contacts with no Account association from syncing to CRM? Ideally we give the agent the ability to associate the Contact to an Account before it syncs. 

• Zoho CRM New Logo

  I noticed an updated logo for the Zoho CRM application being introduced in a few places. It's a welcomed refresh of the outdated drawing style of a handshake from 2000s. :) Thank you!

• No BOOKS Estimate Template selection capability from within CRM

  Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate.  From the CRM side it seems users cannot choose, or change, what BOOKS estimate

• Zoho CRM and Quickbooks Enterprise

  I am looking for information to integrate our Quickbooks Enterprise with our Zoho CRM. I've read through the knowledge base but all the threads I'm finding are from 7 to 9 years ago. Can anyone point me in the direction of more updated information? If there is not a specific integration, does anyone have a workaround that they've used to get QB information into QB? Our company functions relatively separately. Currently, our sales representatives and tech support use Zoho, but our accounting team

• CRM Lead to Deal Based on Replies to Email Campaigns

  Hello all, I am using the CRM & Campaigns app. Currently we send out multiple email campaigns per month. What I am trying to achieve is that when a Lead replies to any campaign, it automatically converts the Lead into an Account and also creates a Deal assigned to that account. Is this possible? Cheers

• Where are the field names for functions in CRM?

  I'm admittedly a rookie at functions, but I am trying to confirm/modify field details in an existing function that's not working properly. I know there is a place in CRM where I can find the list of the system names of my fields. I thought it was under Modules>Fields adjacent to the related field labels, but I'm not seeing the list there anymore. Can anyone help? Thanks!

• Restore data of ZOHO Analytics

  I did a data synchronization of ZOHO CRM to ZOHO Analytics where I unmarked a some tables in the synchronization, this action deleted graphics, dashboards and querys in my ZOHO Analytics account. In the trash are my graphics, dashboards and querys but I can't restore. I received this error: Sorry, view(s) cannot be restored. All or some of the selected view(s) have dependency over deleted columns of tables in a integration workspace (setup pulling data from another application), hence cannot be restored.

• Reporting Emails tracked with Plugin-Outlook

  I was guided towards the filter below as a way to report on emails sent using the Oulook Plug In. I get nothing back. Is there documentation on how to use the plug in to track emails?

• Advice on creating a collection of Campaigns

  A campaign is a single message or offering at a point in time to a specific audience. Sometimes we want to send a sequential series of these. For example: Campaign 1 – January -  discount on soups Campaign 2 – February - two for one desserts Campaign 3 – March - free appetizers In reality, during the year we would be sending multiple “Campaigns” that together make up an ordered collection of “Offers”. What would be the best way to organize this in Zoho CRM? Would Campaigns become a collection of

• Automate lead generation using SalesIQ and CRM integration

  Integrate SalesIQ with Zoho CRM to get the max out of your lead generation process. Zoho CRM can help you perform deeper analysis on your leads and enriches your customer data by providing valuable information on prospects. This integration allows you to manage all the needed CRM data within the SalesIQ app.   This can help you to automate your workflow and target prospective customers. Many features in SalesIQ can be customized based on the CRM values, by combining both the data from SalesIQ and

• Zoho Campaign Sync limit - 50

  Hi, We're new to Zoho Campaign and are using it to sync contacts from Zoho CRM to Zoho Campaigns.  We're syncing two main lists - each with about 40 segments. We're syncing these daily, so we're going to hit the 50 syncs/month limit.  Is there a way to increase this limit, or to sync every two days?  Every week is really too long between syncs, but every 2 days would be sufficient. Thanks  Luke

• Zoho Campaigns - Missing contacts from Synced list (Zoho CRM)

  Hi, We've just recently taken out a subscription to Zoho Campaigns, and we've performed an initial sync.  After the sync, the number of active contacts didn't match our expectation until we found the "Ignored Contacts" section. In the ignored contacts section, we had contacts blocked under the following areas: File Duplicated - no problems with this Invalid Pattern - we fixed the email address and now that's working Empty Email Addresses - expected behaviour Group Emails - We don't know why these

• Track back created customers to leads (including information on lead channel and lead source)

  I'm looking for a way to track the efficiency and profitability of a booking (deal made/customer created) by following the booking back to its original lead, which has all of detailed info such as lead source, channel. My goal is to determine which type of lead channels are conversing best through Zoho. I currently have stage 1: leads, stage 2 sales enquiries and stage 3: bookings. Any ideas are highly appreciated. Thanks.

• Issues with ClickSend SMS plugin

  Hi,  I'm using the ClickSend SMS plugin in Zoho CRM.  I've connected it to my company account and it works well from the admin account I installed it on.   however, when I try to run it from another user account, I get an error: I've given the user access to the module and the buttons on the contact module, but it's not changing their accessibility. Is there something else I need to perform? Thanks  Luke

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