• Integrating Mail, CRM and contacts

  Hi all, Maybe you could give me an answer to the question below. For me, it is important whether this is feasible in Zoho Assuming there are three objects: 1. Contacts 2. Leads (Leads are actually contacts in the preliminary stage) 3. Emails Further, there are 3 employees in our company Employee 1 Employee 2 Employee 2 My question: Can the zoho one system provide either or both of the following ? - employee 1 clicks on a contact / lead A, and then emplyoee 1 sees all the corresponding

• Pulling a Custom CRM field from a form and adding it into a campaign email - Merge Tag?

  I tried searching for a solution in the form, but I am honestly not sure what to even search for. We have a dealer app created with several custom Account level fields I have created an email campaign and need to pull in one of the custom fields (Scode) into the email. I've tried using the custom merge tag creator but when I search for the field (Scode) from the CRM - it does not locate it.  I followed the knoweldgebase articles online and can do it with default fields. But the custom ones we created

• Is there a way to include contacts from a Public View into a campaign

  Hi, We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails.  We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts. We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time. For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria. When I go to create a campaign though,

• Segment report from multi-select field

  Hello community, We are segmenting our contacts using a multi-select field. One contact may belong to multiple segments. Segments are a list of 10 differents entries qualifiying our industry. Now we want to have some statistics, and build a report listing the number of contacts per segment, and possibiliy the list of these contacts. Example: Contact A : Segment 1, Segment 2 Contact B : Segment 2, Segment 3 Contact C : Segment 4 Report should list: Segment 1 : 1 Segment 2 : 2 Segment 3 : 1 Segment

• Workflow based on SalesSignals

  Would be great to be able to create automated workflows based on SalesSignals. Any word on if this will be available in CRM any time soon?

• Can't Email Zoho Finance Estimate from CRM

  I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator).  Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings.  I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role

• How To Post to Cliq Using Zoho CRM Deluge

  Hi, How Do I Post to chat/user from Zoho CRM? I Need to create a connection. Is There any tutorial on how to do it? I Saw something that is not relevant to the new Zoho Api-Console. And Why isn't it created automatically?

• Zoho CRM Mail - Default emails shown from CRM not personal within CRM

  i send alot of emails from zoho crm , but i have set up an emails tabs and use zoho to manage all  my incoming emails. i was wondering is there a way to default the view to emails sent by zoho crm rather than the public user within zoho crm. thanks

• The sales cycle and its implementation in CRM

  In our previous discussion, we looked at what Sales Force Automation is and how it helps businesses overcome obstacles in a sales process. The process of taking a customer through a sales cycle, right from acquisition to conversion and retention can be streamlined, and routine tasks such as sending emails, scheduling tasks, and updating fields can be automated using a CRM, so that you are more efficient and save time and effort. Now, let us specifically look at what a sales cycle is and how Zoho

• Zoho Users in Brisbane or Gold Coast

  Hi, We are looking at moving from Netsuite to Zoho One.  Are there any users of Zoho One in Brisbane or the Gold Coast that wouldn't mind us coming to have a look at how you are using it for your business? -Pros & cons -Issues that you encountered -What platform you are using for an ecommerce website? Thank you. Your help will be greatly appreciated

• Sending to Cliq from CRM

  Hi, I'm building a workflow in CRM which starts e Deluge script. In that script, I like to send a message to a channel. I see a connection is mandatory. How can I find the requested connection name between the CRM and Cliq ?

• Say goodbye to monotony in sales. Say hello to automation.

  In many organizations, a large portion of a salesperson's time is spent on routine administrative activities rather than on sales or customer interactions. This work often consists of sending follow-up emails, creating task lists, and filling out paperwork. While each of these routine activities plays a crucial role in your sales process as a whole when carried out manually, they can become a bottleneck to achieving your sales targets. This, in turn, results in process delays and demotivation. If

• View name is either invalid or not present.

  So im trying to update records in zoho creator from zoho crm using the function zoho.creator.updaterecords; im getting this message : {"message":"View name is either invalid or not present.","status":"Failure"}. I have double checked a lot times and im sure that im putting the correct owner name, app link name and form link name. So what could be causing this error? 

• How do I Set Margins for Invoices?

  Hi, I'm trying to create a customized invoice in Zoho CRM based on the invoice template we currently use, which is a Word document. I'm 90% of the way there, but when I go to print, the invoice fills the page and some of the text falls outside the printable area and is cut off. I've tried using HTML code to set the margins, but whenever I use standard code for this type of formating (i.e. body styles) the html editor just deletes it. How can I specify the margins on my invoices so they don't generate

• Zoho Sign webhooks

  I'm trying to get a Zoho Sign webhook to work with a standalon REST API function in Zoho CRM. The webhook set up in Zoho Sign is calling the function, but I don't know what I need to name the argument in order to receive what Sign is sending. I looked at the documentation, but it's not clear what argument to give the name of the function so as to get the object that the webhook is sending. I looked at this help article but it's still not very clear what is sent. Does it send anything? If it does,

• Analysing Stage History with Reports

  Hi all, I'd like to be able to produce a report where I can see the time spend (average, median, max and min) for every stage in potentials. Right now, I have the problem of only being able to produce a report that gives me the time spent on the present stage of the potential. The goal is to be able to measure the efficiency of the sales team on which stages they spent most of their time (or less). I want to identify which stages are the bottles necks and which aren't. I know I can see the time spend

• Criteria Deal "Closing Date" not appearing in Analytics or How to KPI closed deal this quarter

  Hello to the community,  I am going nuts on this one, I am trying to get simple KPI to display on my "Analytics" dashboard pannel : Value of the deal closed this quarter.  I just cannot figure out how to it. Support sent me a picture on how to set the KPI but they use the "Closing date" criteria and I don't have. Here the support capture and mine.  Am I the only one ? Do you see the "closing date" criteria ?  The support KPI My criteria list  

• Step up your lead generation game with online forms

  Hello fellow form builders,   Generating leads for your sales team gets easier when you integrate your CRM with online forms. To help show you how to use forms as part of your lead generation strategy, we have exclusive tips and tricks on how to collect, update and prioritize lead information in Zoho CRM based on form responses.  1. Create new leads If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Check out the article on how

• Power of a Birthday Wish as Client Nurturing

  I don't think I'll make a revelation by saying how heartwarming and personal it would be for a client, whether existing or potential, to receive a birthday wish. Zoho seems to have the means but I cannot find info on taking the full advantage of them. In my vision, I'd set an annual template congratulating the client, along with cute graphics, warm wishes, and a little gift of a discount or a freebie. It would cycle throughout the year on auto-pilot bt at the end of the year I'd refresh the template

• Issue with If, And statement "Incorrect type of data argument"

  Can you take a look and tell me what I am doing wrong? I'd like to add additional conditions to the simple formula, but my attempt at adding "And" is causing the error "Incorrect type of data argument" Unsure of what I did wrong.... This formula works fine: Works If(Contains(${Potentials.Work Category},'Generator Installation'),Concat('Provide and Install a ',${Potentials.Generator Brand},' ',${Potentials.Generator Size},' ',${Potentials.Generator Fuel Type},' Powered ',${Potentials.Phase},'v generator.

• Customizing Email Templates in CRM

  Ive created an email in CRM templates and added a button to click but the button is green.  I would like to change the color to coordinate with our branding but can not located anywhere to do this.  As an alternative I tried uploading a image file to use but it will not format the image appropriately to use.  Any suggestions on how to customize the button color?

• Has anyone here created a sync between Zoho Contacts and Joomla?

  Ive been looking for a way to either 2-way-Sync Joomla with zoho, or to somehow treat zoho as the source of authority. Has anyone tried this, heard of someone doing this successfully,heard of a product that can do this? Does anyone know what the issues are from experience?

• Creating Zoho CRM Task - Remind_At Problem

  Hi, In Creating A Task Using Flow, Is there any way to set the reminder to be a pop-up instead of email? I Tried using the Same syntax as it is in the Task Record: "ALARM": "FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:2020-05-04T06:30:00+06:00" No Luck there... This is The Response: Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for Remind_At and try again." I Saw That People have asked to Create This option in the CRM API Since 9 Years ago... Any News?

• Send emails for expiring quotes

  Hi, I can set up a quotes-based template with the intention of emailing contacts to let them know the quote is/has expired but I can't see where I can action this.

• Function to assign a Potential to a Contact automatically

  Hello. I have some forms integrated with CRM, so every submitted form creates a new potential. In the potential, I have "Main Contact" field, so I need a Function to assign the potential to the "main contact" automatically.  So, imagine that I have an account name "ONE".  This company submitted a form, that creates a new potential in my CRM. This potential, is directly created under this account "ONE", but I need to assign the main contact of this account to this potential. Could someone develop

• Tasks: Possible to move the reminder onto first screen? Set default time on reminder?

  Hello. This is a two-part question regarding TASKS. PART ONE Is it possible to minimize the number of clicks it takes to create a task and a task reminder? Currently, when you click on "Add a new task," you fill in the Subject and Due Date on the first screen, but are required to click on REMINDER to set up a reminder on a second screen. After setting up the reminder, you must click DONE to return to the first screen where you must click on SAVE to complete the function. How can we customize this

• Tip #7: Trigger Zoho CRM workflows and assignment rules upon form submissions

  How to trigger Zoho CRM workflows and assignment rules for records added using Zoho Forms? The workflow rules and assignment rules in Zoho CRM let you decide what happens to your entries when they enter your CRM. Usually, workflows or assignment rules trigger an action, send emails, or assign tasks to a user.  When you are creating new records from form entries, the workflows that you have configured will still be triggered. On form submission, the configured workflows and assignment rules will be

• Integrate Zoho CRM with Amazon Quicksight

  Has anyone integrated Zoho with Amazon Quicksight?  I know I could use Analytics, but there are various non-Zoho related reasons that I need to do it from Quicksight too.  I suspect that I will need to create a separate MySQL database synced with Zoho and link Quicksight to that.  Any thoughts? Thanks Matt

• Postcode Address finder for Zoho CRM (UK Only)

  Hi I'm pleased to share that a new extension that will save UK Zoho users time on data entry whilst validating their addresses is now live on the marketplace. https://marketplace.zoho.com/crm/postcode-address-finder-for-zoho-crm-uk This extension is now within Zoho CRM as a custom button on Create and Edit Leads, Contacts, Accounts and Deals and uses the Zoho address fields - which ensures compatibility with the CRM Inventory modules and Google Maps. Feel free to check this out and let me know if

• Setting Assignment Rules

  Hey I fetching my leads from wordpress contact form-7 to ZOHO CRM through lead magnet plugin. I am able to get the leads in my module.  Now I want to assign these leads to the respective team members. For that I used Assignment rules and created the same. But whenever the lead comes it is not assigned. Could anyone help me out with this issue? Thanks  Archana

• Best method to search for a customer using CRM - Creator integration

  Hi, I'm working on an app that makes use of the Creator/CRM integration. Since you can only access one field at a time using the Integration field type, I'm trying to find the best way to do a customer search. For example, if I choose Last Name as the Integration field, then you could have a dozen customers with the same last name and no way to see which is the one you are looking for.  Any advice? Thanks, David

• Generating a report for each activity with a payment plan.

  Our company would like to track each user's activities and have a report generated calculating the total amount owed for each task to the user. Meaning, we want to setup a bonus system that is calculated on each task the user has completed. For example, they called a lead, converted a lead to contacts, completed a stage in the deals, etc. All of these activities will have a certain payment plan, and should be presented in the end report. Is there a way to get this done in CRM Zoho? Thank you

• Getting Zoho Sign fields for CRM

  Using Zoho Sign with a custom module, so can't use the extension.  Use a webhook and Flow to send the sign doc with the default value of the fields set.   When a document is signed, I want to check the completed fields in the signed document against the CRM fields.  Seems relatively straight forward.... apart from my deluge skills just aren't quite good enough. I can get the data using zoho.sign.getDocumentByID.  I can see the data I want, but I don't seem to have the skills yet to extract the field

• Right nowzoho not support Asterisk/Avaya/Elastix anyone have solution?

  HI, We have just talk to phonebridge department and agent said right now zoho not support Asterisk/Avaya/Elastix. We have use asterisk any one have solution to integration or guide how to? We need popup incoming and outgoing looklike zoho api can only log and click2call.

• Search not working for certain users and certain terms

  Some users have let me know that the search function is not working as expected, they get taken to a page that tells them that the 'Page cannot be accessed' and to contact the administrator. I did notice that the URL doesn't have the query string that usually gets appended when searching for something, but when they manually add something like `/crm/org[organisation_id]/search?=plants` to the URL, it redirects them to just `/crm/org[organisation_id]/search`, which provides them the 'Page cannot be

• Notify other users when Notes are updated

  Hi there, In my Zoho CRM system I've set up email notifications to alert other Users when a change is made to a Potential, to keep the whole team up to date. My problem is that I can't find a way to include the Notes section in the information that gets sent by email. Is there a way of updating other users when a Note is added/changed in a Potential? Many thanks, Chris

• Display related rows from custom table in a section of a tab on a CRM account.

  We are just getting started with ZoHo applications. What is the best method for displaying related rows from a custom table(cust_equip) that is in our workspace in analytics which was created by uploading data from a excel worksheet. This custom table will be refreshed on a schedule so the user will be able to view most current data. Some Accounts, not all, have rows in this custom table(cust_equip). A CRM Account is related to it's rows in this custom table(cust_equip) by it's Zoho Id(i.e. AccountNumber).

• Fields in layout rule randomly appearing when condition not triggered

  Hi Zoho CRM team,  My sales team has brought this to my attention that fields in the opportunity layout which are part of a layout rule are appearing when creating a new opportunity, even when the conditions are not met.  The layout rule was set up in June 2019 and has been working until recently.  You guys know any reason why this problem suddenly started happening?

• Multiple Super-Admins

  Have more than one super admin capable of creating and modifying user accounts. For example, our Technology Manager is our super admin, however he might like to delegate the task of removing user accounts to one of his support staff whilst still remaining a super admin himself.

• Booking calendar with CRM calendar sync

  I set up Bookings to sync with CRM, so events from CRM disabled the busy time in Bookings. - Is there a way to have the way around, or - Is there a way to see in CRM Calendar view, all the bookings, and how ?

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