• Delete Creator Record if Removed from CRM

  Hi all, I've created a flow to transfer my CRM contacts over to a Creator app but would also like to be able to remove the records from Creator if I remove the contact from my CRM. Is this possible? If so, what should I use within Flow to make this happen? Thanks in advance :)

• Zoho CRM - Transitive workflow (2nd workflow triggered by the 1st)

  Hello, Is it possible to have "transitive" workflows? By "transitive" I mean: 1. workflow updating a field in associated module (e.g. Calls -> Contacts) 2. workflow updating a field in the same module which is triggered by the first workflow. Example: Create a call with subject: test 1. workflow triggered by "create or update call" with "subject that contains test" -> update corresponding Contact's "additional zip-code" 2. workflow triggered by 1. workflow update -> update Contact's Status to "blah

• Why are emails sent to client from a CRM user visible to all other CRM users?

  Zoho has quite sophisticated settings to set up users within Roles and Groups to control what data users can view or edit. This has enabled us to have separate departments on Zoho only seeing the data that they should see. But there is a big problem (for us) because if a user from one department emails a client (using the CRM) then all other users in any department can see that email. In short there is not privacy settings at all for client emails - all users in your organisation will see all emails

• How to Run an Action Between Two Modules?

  Could someone help me with running this task between two modules, please? A contact has 3 custom fields (check boxes A, B, C) that are manually filled. A job is created for that contact. This job has another custom checkbox X. It needs to be automatically checked if either of those A, B, C boxes are checked. Multiple jobs can be subsequently associated with a contact. Everytime an action needs to be done to see if checkbox X needs to be checked or not based on the same criteria. Thank yuo!

• CRM lookup fields in creator show some bugs while searching

  I have a lookup field in creator that integrates with contacts module. When I'm searching for certain names of contacts, it doesn't find these contacts by their full name. If I search only for some words of the last name i can find them, but not always. It also seems to be random, some contacts I can search by their full names, others I can't. And they are saved in CRM just like those I can't find. Seems like a bug to me. How can I get this fixed?

• how to increase email limit per day?

  how to increase email limit per day? Or how to send directly through zoho campaigns?? I need send emails with filters by accounts, events, custom module, tags, custom fields but sync CRM with Campaings not give me this

• If And wrong result

  Hello,  I want to create a this formula, If Field 1 < 3 Then Field 2 = Red If Field 1 > 3 And Field 1 < 10 Then Field 2 = Orange  If Field 1 > 10 Then Field 2 = Green I wrote this formula on zoho :  If(And(${Contacts.Field1}<3),'Red',''), If(And(${Contacts. Field1}>3,${Contacts.Gestion du stress}<10),'Orange',''), If(And(${Contacts.Field1}>10),'Green','') Problem is, if Field1 = 9 for example, I get this answer :  ','Orange',' I just want : Orange

• Quick Create from related list

  Problem - We run a finance brokerage with need to store customers address history for up to 5 years which and mean multiple address records and the same for employments. Currently I have solved this 2 ways, 1. to add more address fields within the contacts record (makes the contacts record quite large for customers with alot of history), 2. Use custom modules to store previous address & employment history.  The second way seems to be a clean approach, I then came across "quick create" however we

• Help with CRM - Books integration Use Case

  Hi,  we have been using Zoho CRM for a few years now and would like to start using Zoho Books, but I have not been able to find a way to make it work for our use cases. Background 1. We need to invoice from at least 3 different companies 2. All potentials

• Sorting in Kanban Board Extension

  I love the new Zoho CRM's Kanban Board extension from the Marketplace! It became my default page for Zoho CRM! I use Zoho Projects but what I find super useful in CRM's Kanban Board is that I can visualize all my Deals by stage but even more importantly, have a cool overview of all tasks related to the Deals. Before discovering this board, I would manually copy them to Zoho Projects. Now I don't have to! I created workflows which auto-generate tasks based on a custom Deal stage. It is awesome to

• Associate a Zoho Form entry to a CRM contact

  Hello, i am having trouble with having Zoho Form submissions associate with CRM contacts.  I currently have a custom module built in CRM called contracts.  I then have a contract form built in Zoho Forms that integrates with the fields in the Contract Module in CRM.  What i wish to do is have a way to have the contract Form show up as a related list of a specific contact.  So if "John Smith" submits a contract form, it will show up in "John Smith's" CRM profile as a related list.   I used the "Zoho

• CRM: Data Enrichment - values for Industry?

  I am using Data Enrichment in CRM to bring in data. I want to be sure that my 'Industry Type' field has the proper values in CRM so that that data point can be brought in. Does anyone know the list of values for Industry Type, or where Zoho pulls this data from?

• Field Mapping CRM to Project

  Is it possible to map custom fields from the CRM to Projects? When a Deal is won I would like to create a Project based on the Deal. I would like information from the Deal to be populated in the associated Project. If the data cannot be mapped is it possible to create Lookup fields in Projects with the CRM data? Examples: Deal: Providing a Training to a Company Contact in Deals to Contact in Project Date of Service in CRM to Date of Service in Projects

• New CRM User Should Be able to see ONLY his OWN CONTACTS or LEADS...??

  Dear Team, We want to add a new user, but want him to see his own leads / contacts / accounts; but he should not be able to see all contact or leads or accounts already in the CRM or created by us.... ... But, as an administrator we should be able to access his data, and NOT vice-versa.. Kindly assist in the same as its a priority.. I had been trying to each your call centre but had been put on hold for a long time. Please help me...!!

• Create a Custom Module in ZOHO CRM

  Create a Custom Module Log in to ZOHO CRM portal with Administrator privileges and there are two options available to create a Custom Module. 1st is, Under the Modules tab, click on Create New Module. And 2nd is, Go to Setup > Customization > Modules and Fields.

• Attachment size limit

  Is there any plans to increase the size limit from 5mb? Surely this can only make more money for Zoho?  Or i have seen a forum post proposing shared links to saved files when saved in Zoho docs

• Manage your project's work items efficiently with the Kanban Board extension for Zoho CRM

  The Kanban Board extension for Zoho CRM acts as a visual management tool for your CRM data. It is a great way to view all the records in your CRM segregated the way you want to visualize them. You can organize them based on deal status, lead pipeline

• Add / Remove Products from an Account

  Hello all I was wondering whether it is possible to add or remove the related records such as products from an Account I would like to get that information from another system and have it constantly updated per account. So far I only see there is https://www.zoho.com/crm/help/api/updaterelatedrecords.html method but it only updates the record which is already related. My idea is that if external information says "customer A has products x y z" and in my CRM customer A has k and x added, I would be

• Workflow instant action (Cliq notification) not triggering on Accounts matching certain conditions

  I'm trying to get an automated Cliq notification to occur whenever a specific field (i.e. Phone) has been updated in an Account — it works when I apply the rule to "All Accounts" but I can't get it to work correctly for accounts with specific criteria (i.e. includes specific tags such as "Client"). Any suggestions for what I am doing wrong?

• Delete Forecast

  Zoho Team,        I created a forecast for testing purposes and I realized it automatically sent an email to all my users without my knowledge, which brought up a lot of confusion. I don't want the forecast anymore. Is their a way to delete the forecast and all its elements? If this could be done without sending auto-generated emails, that would be great. Thanks, ARMGroup

• 自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード

  自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード　です。 需要あるか分かりませんが、必要な方お使いください。 例：「＊＊＊＊様 20200213 ワッペン」 関連タブ 商談 SHODAN_ID =  商談.商談のID 以下はDelugeコード dealDetails = zoho.crm.getRecordById("Deals",SHODAN_ID.toLong()); newdealname = ifnull(dealDetails.get("field19"),""); mp = Map(); mp.put("Deal_Name",newdealname); update = zoho.crm.updateRecord("Deals",SHODAN_ID.toLong(),mp); info mp; info update; 「 field19 」は　カスタマイズ ＞ タブ＆項目 ＞ 商談 ＞ 項目 ＞ 商談名自動生成；数式（文字列） 「 field19 」の数式は「Concat(${商談.取引先名},'様',' ',Substring(Tostring(${商談.作成日時}),1,4),Substring(Tostring(${商談.作成日時}),6,7),Substring(Tostring(${商談.作成日時}),9,10),'

• Add Contact Roles to Accounts Module Header

  The deals module allows the display of contact roles in the header. Yes, you can have roles that display in contact related list in accounts, but there does not appear to be a way to have that role show in the header of accounts. Why can you show the role in deals, but not accounts? We have renamed the accounts module clients in our business and sometimes we have multiple contacts associated with a particular client. It does not make sense that you can show contact roles in the deals module but not

• Internal error to update the stage

  Good morning,  I am trying to build a function to update stage of a Quote, and independent of what I use as “Deal_name” I receive this message: {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} The code that I am using: quote = Map(); deal = Map(); idQuote = "4214616000003852002"; quote = zoho.crm.getRecordById("Quotes", idProposta); deal = zoho.crm.getRecordById("Deals", 4214616000003842061); quote.put("Quote_Stage", "Aguardando Assinatura"); response = zoho.crm.updateRecord("Quotes",

• Approve Leads Zoho CRM IOS App

  I am unable to approve leads in the IOS CRM app.  Am i missing something or is this not possible?  They have a lock icon that says Waiting for Approval, but i don't see anywhere i can do that.  

• How to put attachments with CASES

  Dear Team, In automated response in CASES, we need that with - We should be able to attach documents with CASES. To get the ATTACHMENT uploaded in the Template so that , when the automated response is emailed , the email contains the respective attachment (of that relevant case only). Kindly assist asap.

• データサービス【2月13日（木）,20日（木）無料セミナー＠東京】 Zoho CRMをもっと快適に、スマートに！ カスタマイズ事例紹介セミナー。～皆さまの「こんなことできませんか？」を実現してまいりました～

  データサービスで来週、カスタマイズ事例紹介セミナーを開催します！ 「こんなこと、できそうだけど設定方法がわからない。」 といったお悩みをバシッと解決してまいります！ 奮ってご参加ください。 セミナー詳細 お申込み --------- 中小企業のZoho CRMのご担当者様、管理者としてお使いの方に向けた、 データサービス初の事例紹介をメインとしたセミナーを開催します。 Zoho CRMの拡張性の高さは好評いただいているところなのですが、 「見積書を自動で作りたいのですが...」 「人手をかけることでなんとか乗り切ってるけど、本当は自動化できる部分があるのでは？」 「カスタム関数ってどこまで、何ができるんでしょうか？」 といった、モヤモヤを抱えたままお使いの方もいらっしゃるのではないでしょうか。 弊社がこれまで、導入支援やサポートサービスを通してお問合せをいただいているお客様からも そのようなお悩みをよくお伺いしております。 今回のセミナーは弊社が実際に導入支援をさせていただいたカスタマイズの事例をもとに、 「こんな用途でこんな機能を実現できました」という形で紹介いたします。 せっかく高い拡張性を備えたZoho

• Web to case localization

  Hello, We do business in a bilingual country and we need to add a web-to-case webforms to our website. Can I use the same form for both english and french with localization settings (translation) or do I need to create two separate forms? I cannot find any information about this. In the case of using two separate forms, this will create doubloon in my data for my multiple choices field (one word in French and one word in English for the same actual choice) and affects our statistics and report capabilities,

• How to add Gravity form data fetching to zoho crm

  Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.

• Migrating From Version 1 API to Version 2 "Facing Issues"

  I have created Zoho API which was using Version 1 one now i need to migrate into Zoho API Version 2 but i am facing issues running the below code: <?php $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/"; $fields = json_encode(array("data" => array(["City" => "Egham"]))); $headers = array( 'Content-Type: application/json', 'Content-Length: ' . strlen($fields), 'Authorization: Zoho-oauthtoken 4869c41171910edf553c07461c59a059', ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $apiUrl); curl_setopt($ch,

• Why Should I Use the Leads Module? Looking to Simplify.

  Posted previously, but starting a new topic. What is the advantage of having a lead?  Why not just enter all as Contacts? I have been toying with the idea of entering everyone in the Contacts Module, and using a "Contact Type" field to change the record from "Lead" to "Contact".   You can set up and save a View in the Contact Module so that you only see Leads, Contacts, or other types of contacts that you have. This would also let you convert someone back to Lead, just by changing the selection in

• CRM Drop Down to Associate with Contacts

  Is it possible to create a picklist associated with CRM contacts in the Zoho Projects? When collaborating on a project with a team it is important that we know who the external/customer point of contact is for that project. I have created a layout that adds a point of contact text box and one for related contact information but I have to manually enter information.  It would be more convenient and likely reduce the potential for errors if I could have a drop down list linked to Zoho's CRM where I

• Push your Campaigns Status to Fields in CRM

  Often our users in CRM want to filter contacts on the basis of their Campaigns’ status but at the same time it is a tedious task to open every contact and find the status with respect to their sent campaigns.  Zoho Campaigns offers "Push Campaigns Status" option which can push the Campaign status to the text area fields in Contacts or Leads module, respectively. Now, you can create a view on the basis of status and easily filter depending upon open rate or click rate. Thus you can target the filtered

• POP3 Email Configuration with Administrator Role Issue

  Hello all, We want to save the emails of a Zoho CRM user to the CRM before deactivating the user account. I've learned the only way to do this is to link the email account via POP, then do a backup. I've assigned the user the Administrator profile, navigated to the email page, and attempted to setup a POP3 Office 365 account. However, I get the error "Sorry, you do not have privileges to perform this operation. Please contact your administrator for permissions". From my research, this error seems

• Add Product to Account and Contact on lead converstion

  Hi, Currently, when I add a product using the related list to a lead and I then convert the lead, the product only maps/carries over to the deal, is there a way where it can also copy over to the account and maybe even the contact.

• What is syntax for adding a CRM field into Creator

  I'm trying to fetch the email from the CRM field into Zoho Creator form. can someone help me with the syntax to be used for fetching records from CRM to creator. Thank you.

• BUG: CRM iPad App - Unable to edit Product Description on Quote Create/Edit

  My users are now unable to edit product description when creating quote on the iPad app which makes it kind of useless. This is not a permissions issue as I can perform the same task on the iPhone app. Summary: Create quote, try to edit the product description. It does not allow you to do this. If using iPhone app or Browser, you can edit this field. Screen recording attached. Notes: User has correct permissions User Uninstalled and re-installed app Happens to any user who logs in on iPad app. iPad

• Desk and CRM 2way integration

  Hi, I have set up Zoho Desk and CRM integration. But there aren't all CRM contacts on the Desk. Could you help me please? Thanks

• Automatically Create A Project in Zoho Projects From Zoho CRM Potential

  I want to accomplish the following using a Zoho CRM workflow rule custom function: Automatically create a project in Zoho Project from inside Zoho CRM Set the project start and end dates Set tasks start date and due dates Associate the Zoho Project with the appropriate Zoho CRM Potential I have been able to successfully accomplish item #1 but I'm having issues with the other items. My request is for assistance with the code to accomplish items 2, 3 & 4. Since I am new to this, I would appreciate

• New in Zoho CRM: Zoho PhoneBridge

  We are happy to announce Zoho CRM's Telephony Integration - Zoho PhoneBridge Zoho PhoneBridge helps you to connect your telephone systems (PBX) with Zoho CRM and allows you to interact with your CRM account during all your inbound and outbound calls. You can also capture all the details of the call by logging the call. The key features of this integration include the following: Manage inbound and outbound calls Log call details Single click dialing  Associate existing CRM group users Manage call

• Add reminder when creating a Task with aa custom function.

  I have function which creates task in Zoho Crm, I want to fill the reminder field but I'm just not able to do it, here's the code: UpdateActivity = Map();  Contact = SMSHist.get("smsmagic4__Contact");  UpdateActivity.put("Description","NEW SMS FROM " + Contact.get("name") + ":" + SMSHist.get("smsmagic4__Text"));  UpdateActivity.put("Send_Notification_Email",true);  UpdateActivity.put("$state","save");  UpdateActivity.put("$process_flow",true);  UpdateActivity.put("$approved",true);  UpdateActivity.put("Remind_At",{"ALARM":"FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:"

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