• Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

  Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate

• CRM APP

  So the crm can now have image uploads. Great for us doing site surveys and linking them to customers. Unfortunatley the crm app does not show the image fields.  Any ideas of must we create a form and then link that?

• Dynamic user applications for CPQ?

  Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes

• Client Script Error - Cannot read properties of undefined (reading 'CRM')

  Hi Guys I have a custom form, and I have a client Script set for onLoad of the new form. Below is the script I have defined and the error: Cannot read properties of undefined (reading 'CRM') See Screen Shot Attachement for Details. Here is the Script:

• Zoho Flows

  Basically I can't build a connection that works between Excel on OneDrive and Zoho. I wanted to have 1 flow checking on a row added to an excel file and then intiate an import of that row. I'm doing that manually now and thought that this could be automated.

• Image upload custom field iOS

  Another day / Another frustration with Zoho I created a custom image field in CRM. Imagine my surprise when that field is not available in the iOS app. I spend time designing a system and then have to spend even more time redesigning the system to work

• How to set an automatic BCC recipient

  Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,

• Where are scheduled emails stored?

  After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer

• Linking records from different modules

  Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the

• How can I customize my sales pipeline in Zoho.com CRM ?

  Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?

• Entry created or updated - not getting all fields

  I have a flow that fires on an entry being created or updated in a custom module in CRM.  It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times.  For some reason,

• Zoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting

  void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))

• Is there a way to force a page refresh after changing a Subform via Workflow / Function?

  I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain

• Unable to validate DMARC for the email

  I have recently started to use the ZOHO CRM tool and I'm currently on free trial period. However, when I tried to test the email, it was landing in SPAM or JUNK folder of the recipient's inbox. I learnt about the DMARC, so i have completed SPF and DKIM

• Zoho Product Sync between Books and CRM is a mess

  The syncing of products between Zoho Books and CRM is completely broken. Why is ZOHO CRM the center of all products? Surely it should be Books or Inventory that is the central focal point of all things to do with a business backend (i.e. not marketing

• Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

  Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete

• How do I setup product syncing between Desk and CRM?

  How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to

• Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets

  Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono Correo

• We're turning five this May, and we need your participation to make this more memorable!

  Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

• View Filter for Date field type doesn't give option for "not in the last" or "before x days"

  I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call

• Add Custom Text Fields as a component in Dashboards

  Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of

• Increase the rows that can be exported in a formatted report

  Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh

• Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

  Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if

• Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)

  Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous

• Team work space

  Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team

• FILE_NOT_SUPPORTED Error making Bulk Write request

  Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File

• Can't access to a Custom Module in Client Script

  I just created a new Module few hours ago. Now I'm trying to fetch data from this module in a client script but I cant't. When I write ZDK.Apps.CRM. it doesn't recognize the new module. It recognize all other modules (from Zoho and custom) but not the

• Zoho CRM Canvas is slow in loading

  Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is

• Complex CRM Automation

  Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to

• Chronic Bugs in their search API

  Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"

• Users don't have access to WhatsApp chats

  Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.

• Creating a Quote from a Deal in CRM

  Hi, Can someone tell me what the standard fields are that pull across to a quote when you create one from an existing deal? I have our CRM which pulls across the company, contact etc. Then a clients which pulls over the deals name and nothing else. No

• Exporting Sub-Fields to Email Templates

  We have an Estimates module with a sub-form for estimate calculations. Is there a way to export only some of the columns to a mail merge or writer to produce a report? eg I want don't want the Suppliers details included.

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• How can I create a deal with multiple payment milestones in Zoho CRM?

  Hi. We are a services based company and most of our deals involve monthly invoicing for T&M work or payment milestones for fixed price projects. How can I create a Deal in CRM that shows monthly (or multiple) payment milestones, rather than just the total

• Push app events to Zoho CRM for enhanced engagement

  Push app events to Zoho CRM for enhanced engagement Hello Apptics Community, Introducing Zoho Apptics' integration with Zoho CRM – a new addition to the list of apps you can integrate with Apptics! You can now analyze event data from Apptics alongside

• Circuite fail because www.zohoapis.com:443 refuse conection

  Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with

• Condition in templates

  Is it possible for me to add merge field conditionally in my templates. For example Dear ${Leads.Gender == "Male" ? "Sir" : "Ma"},

• Levenshtein Distance in Zoho Deluge (Because Why Not?)

  Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.

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