• Email sent of ZOHO CRM arrives to SPAM

  Hello! I am sending emails from a workflow using email account of a CRM user, those mails are arriving to spam from users. Is possible to fix it? Thanks!1

• Connect Sipcall with Zoho CRM

  How can I connect or integrate sipcall into Zoho CRM?

• How to set up shared email box?

  Hello, I have an email box called negocios@dtps.solutions. I configured it in channels> email, however, I do not receive email in CRM, I can only send it. Help me pls! Walter Santos

• Project > CRM integration.

  Hi, I've associated CRM and Zoho Projects successfully but when I add a task and try to add to CRM I get a message saying "no accounts or deals found".  I had this issue once before and managed to fix by disassociating the project and then reassociating but this hasn't worked. Can anyone suggest a fix?

• How to customer contract

  Hi, We are a developed agency and we use contracts with hours for our clients. So we have a client that pays X EUR for 10 hours of work. Now we want to use ZOHO for all of our internal processes so we need a solution for this. Is it possible to create a customer contract (not SLA) where you can define hours in combination of tasks for a client. Contract : 10 hours - Ticket 1 -  2 hours spend - Ticket 2 - 3 hours spend Hours left : 5. If we made 10 hours with the client the contract must be renewed.

• Auto Number not showing

  I have added an Auto Generated Number field in the Deal layout. This is in a section which is displayed conditionally, only when the Stage is "Deal Won". Problem I am facing is that whenever I am creating a fresh deal or a new deal from Contacts, the order id is getting generated successfully, but whenever I am doing it on a deal already created, and trying to edit it and changing the stage and then saving order ID field is blank and shows n/a. Any idea why wouldn't it generate for existing deals?

• CRM Form - Not Responsive? Any Tips?

  Good Morning- I'm new to Zoho and REALLY loving it. Awesome platform. I've ventured into adding a Zoho CRM Form to my web site. But, I've noticed they are not responsive. Any tips/tricks to adding a form to a web site that is designed to be viewed on mobile devices as well? Thanks!

• Updating assigned layout for modules does not work

  I configured a custom layout for the leads & customer modules, but it does not work or update. I already assigned the right layouts to the assigned user profiles. Can anyone help me out?

• Cease Emails Bouncing from Invalid Addresses

  Email campaigns play a crucial role in generating leads for any business because they are a powerful tool for identifying and converting the leads by establishing stronger relationships with them. However, the success rate of the email campaigns depends

• API v2 No SDK

  I am currently hosting through a Wordpress Only Host that does not allow Composer or 3rd party SDK's.  How can I use v2 API without the SDK or is there another way to include the sdk?

• Case Sensitive Duplication

  Guys, Can you help? I use the CRM as a B2C system. Our company regularly cold calls so to keep track of this we upload every lead to the system so we know who we have called and when. This could be as many as 1000 new leads a day. To simplify the process we use formulas in excel to auto generate email addresses based on first names and last names. This generates email addresses that could be either john.smith@test.com or John.Smith@test.com depending on the users input. However, when new leads are

• Zoho CRM task to Zoho Connect Task , less restriction

  Dear Connect & CRM team ,  As we can add task from CRM to Connect task , but there is much restriction such as , only 1 assignee, no comment, no timeline , no file , .... . As the task needs teamwork to solves , manager tracking . All of fast tasks across all Zoho except Zoho Project, we manage it in Connect. Tasking for customers in Zoho CRM is super poor , so if possile ,  we would like to have Zoho CRM task functions are same as Connect as part of Zoho CRM module. OR at least, when it is pushed

• Creating Convert Button From Custom Module to Lead Module

  Hello I am getting an error on Line 2 of my code stating: 'TEXT' can not be cast to 'Long'. Here is my code:       archiveIdLong = input.archiveId.toLong();       archiveDetails = zoho.crm.getRecordById("Archive", archiveIdLong);       first = ifnull(archiveDetails.get("First Name"),"");       last = ifnull(archiveDetails.get("Last Name"),"");       name = first + " " + last;       LeadMap = map(); LeadMap.put("First Name", ifnull(archiveDetails.get("First Name"),"")); LeadMap.put("Last Name", ifnull(archiveDetails.get("Last

• Leads not assigning to signed in company when created through API

  Hi, I have created an app on your system and am using the PHP sdk for CRM. We are capturing leads from multiple clients who sign in through the OAuth process to the app. Unfortunately all the leads captured through the app are going to the account that created the app rather than the user who is signed in. Scenario: Company A registered the app, Company B creates a lead through the app but the lead gets stored in the list of Company A. Expectation: The lead should be stored in Company B. I cant find

• ZOHO Flow Issue - CRM to Cliq

  Hi All, I'm trying to create an automation where a cliq message is sent when a field is changed in ZOHO CRM (accounts).To be more specific we have a mood field for our clients and I want to notify the team in cliq when a clients mood is changed to unhappy in the CRM. The flow seems easy but I can't seem to make it work. Any help is appreciated. Screenshots are attached! -M

• Indiamart Integration

  Hello, Can I integrate Indiamart to zoho CRM, From IndiaMart I get enquiry and leads, can i connect those directly to Zoho CRM ?

• OAuth2 Verification through Google Scripts (Please help!)

  Hello, I am having a great deal of trouble trying to set up OAuth2 from a google script within Google Sheets to change values in Zoho CRM. I cannot figure out how to receive the Grant Token and then resend that in a POST command. I have tried following Google's OAuth2 github documentation and Zoho's but I am unable to solve my problem on my own. Any help is appreciated.

• Why doesn't Mail Merge leave a record in the customer record?

  Believe it or not we actually do write real letters - letter not emails - using Mail Merge in CRM. Believe it or not, the fact that we have done so isn't recorded in the customer record. When we brought this up with support, they seemed unable to comprehend that we were doing this. They kept referring back to "emails". Not talking about email. Talking about Mail Merge. You provide the facility, it seems incredible that sending a communication would not log as an activity. Very short sighted that

• Seamlessly Sync Survey responses to CRM

  Hi, I want to send a survey to all our clients. It's 1 question and I want the answer to be recorded in the CRM. Is there a way to connect/sync the survey respondent to the CRM contact without having the person "re-add" their email data? In another words, By sending the survey from the CRM or Campaigns, can it automatically sync the respondent back to the CRM? Thanks you, Julien

• Zoho Webhooks IP range for whitelist

  Hello, We are using webhooks for send custom GET query's to our API's to implement our business process. For security policies its a must for us to create a white list of webhooks servers IP from EU.  Please could you send us this range of IP. Kind regards

• All ZOHO Apps In One Page

  Hello! I was wondering if there was any way to get all of the ZOHO apps integrated into one page? We have a few apps added into the CRM (projects and zoho sign); however, we would like to have many more apps in one page so we don't have to switch between tabs while working. Most importantly, we would like to have Cliq in the same page as the CRM/Projects. Any insight would be most helpful! Is this something that you can do with ZOHO Creator? I can't find any examples of what ZOHO Creator is capable

• How to Leave Previous ZoHo Company and Start New?

  I logged in to create my own account in ZoHo today for a company I have started, but it said I already have an account. When I logged in, I learned that a company that I was consulting for a few months ago added me into their CRM so I can only see their data. How do I leave their organization and create a new Zoho CRM for my own contacts?

• Is it possible to use an external api within the zoho crm application?

  Hello, I would like to use zoho crm a lot, but I did not find anything similar to solve my problem. I need to use an external api inside the zoho form page to get and record the data. With this Api I would like to fill in the data automatically, after having made an inquiry in the zoho field. I need to solve this problem as soon as possible. THANK YOU!

• where are the files stored when uploaded to crm, projects, Cliq and books?

  where are the files stored when uploaded to crm, projects, Cliq and books? couldn't find them and this will result in repeating to upload same files.

• Email Automation

  I am trying to automate as much of the grunt-work so to speak for my digital agency. Currently; our workflow for sales goes something like this: Find leads by visiting websites for specific industries in specific areas Automatically adding them to ZohoCRM using Hunter (integration) Manually emailing them all (mainly for personalization) I know there's use of Macros and WorkFlows to be able to select a number of leads and then email them one email template etc... I'm looking for something a little

• customer survey with star rating- to a publish report but in stars

  So creating a survey was simple but the next is to take the customer responses in the star formate and publish them on our website. I have open analytics but there is no obvious way. Any ideas please

• new leads not coming through ZOHO CRM

  Hi  I have recently integrated the ZOHO CRM with one of my FB ads; Have also installed the mobile app and linked my ZOHO account into it. But somehow I am not receiving any new leads notifications which would otherwise allow me to contact my fresh leads almost instantly!  Please help!!! 

• Zoho Sandbox Blueprints

  How many Blueprints can I have in my Zoho Sandbox? I am on the Enterprise edition.

• Revenue Module's not working on homepage

  Hello all,  I am trying to use the Revenue Target this Year and Revenue this Month modules on our CRM homepage. We have had sales but these modules aren't moving at all. I can't seem to find settings for these either.. (See screenshot) Can someone help me out? My sales team needs to see the sales in total and I think the module on the homepage would be a great tool.

• in CAMPAIGNS, add geolocalisation of PROSPECTS and CONTACTS

  Hello, for those who are stil doing CAMPAIGNS IRL with face to face meetings and so on, it would be helpful (in the process of organizing the tour to visit the leads and contacts from a campaign) to have the possibility to locate the leads/prospects and contacts geolocalized on a map. This function is to compare with the mobile function 'Near me' but before the campaign did start, during the preparation process. Regards Christian

• auto BCC on email so email is added to account record

  Hello, I'm a new zoho user and am wondering if theres a function that will easily allow me to have all emails attached to a clients account based on their email address.  E.G. I receive an email from client@company.com Company.com is set up as an account in Zoho so this email is automatically stored in their account and the history is seen under the emails section of the account page. Thanks!

• header rows in a deal, hide? reduce?

  Hi all, is it possible to reduce the amount of "header" rows? for example from 5 to 2, so in below example only account name and contact name: furthermore, can I use territories, but also not show them here? Looking forward to your help :-)

• Client/Lead Age related report or workflow

  Is there any way for a report or workflow to pull a list of contacts/leads in crm that are within a specific age? I would like a monthly report to show me people who are turning 65 within the next 8 months.  Is this possible with Zoho? So for the month of February, it would show only people turning 65 within March thru October of that year.  The March report would show April thru November. I haven't found a way to do such a report or workflow.

• Develop Your Email Marketing Strategies Using the SendinBlue Extension

  Email marketing is one of the most widely used means to reach out to, and retain customers. Email campaigns help to strategically connect with your audience to promote your brand and improve sales. Email marketing offers many different ways to connect

• Dynamically show fields

  Hello! I am using ZOHO CRM. I wonder if there is any possibility to conditionally show\hide fields based on previously selected option from lookup. Structure: every Product has a brand, and every Brand has a Line. I need to dynamically change a Line lookup into the Product, based on previously selected Brand. I've tried to create a layout rule, but it doesn't fit my needs, because it is based only on a pick list, which doesn't allow to include additional information like country or discount Products

• Does Writer integrate will Zoho Social?

  Hi, I don't know if this service is available but if it is not I would like to suggest integrating Zoho Writer with Zoho Social.  I want to be able to post to my wordpress blog and my social through Zoho CRM Social and be able to utilize the SmartQ also.

• Can I change the Dropbox extension folder name?

  Hi, Ihave just installed the dropbox folder name. At the moment files are saved in Zoho CRM > FIRST & LAST NAME. Is there any way of adding more information to this folder like (FIRST & LAST NAME - ZIP CODE)? Thanks

• iOS App Zoho Card Scan

  Good day, how can I add additional values to the app? I scan regulary business cards, but I would like to add them to the custom field values I created in my Zoho CRM. But it looks like that in the app it is fix to choose one from the given values.  For example how do we get the lead, I do not need "cold call" but I would like to add the certain event. Or I would like to write the topic we talked about.  Seems that the mobile app are not as integrated as it should be. Any chance to change it? Charly

• Trigger CRM workflows in Forms

  Hi there...is there any documentation about how Forms integrates with the Zoho CRM...specifically the "Trigger CRM workflows" checkbox? What would happen if that box were not checked...would Forms not update fields...or I am not sure where in the CRM to specifically mention a CRM workflow?  I know the CRM can initiate a workflow when a field is updated, but can I find out the documentation on this more specifically? Thanks!

• Pushing data from third party software to Zoho

  Hello, I was looking through the different APIs available and couldn't find what I was looking for. My company is trying to push data from our web-based application to Zoho. I was tasked with finding the API necessary to do this, can anyone help? Is it possible? We have standard fields within our software that will be mapped to Zoho. Our customers (users of our website) will also sign up and have their own Zoho account, so the API will have to be sort of universal for everyone. When we add a new

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