• Salesforce Migration to Zoho CRM - Problem with the file format of the invoices.

  We are currently in the process of migrating from Salesforce to Zoho. All data from Salesforce to Zoho was not the problem. The problem is the bills. Salesforce has a kind of EPS format. But Zoho can not do anything with this format. Now the question: Does anyone have a solution for importing invoices from Salesforce customers into Zoho CRM so that they can be viewed and printed or sent via email? Attached are some samples of the Salesforce files.

• attach zoho emails to opportunities

  Is there a way to attach existing emails to a opportunity in the CRM?  so that when I click on the opportunity, I can view all the emails associated to that opportunity? 

• Zoho Projects in relation to CRM, Calendar, and Mail... Are they integrated?

  Are these apps integrated? I feel like they are not and that they must be used separately.  For example, can you create a task specific to a specific lead and have it show up in Zoho projects as well and on the Calendar?

• Integration with CRM & Project - missing fields

  Hi CRM: I am trying to create reports in Analytics from data in CRM which I would like to filter by User role. Role isn't included in the Analytics User table and when I looked at the configuration in CRM the User table was shown in the list of modules you can select additional fields for. Projects: I want include the users' project portal rate in reports but again I can't see any way of pulling this data in from projects (only the User Hourly Rates table which would require manual data entry). If

• Hidden Fields in Zoho CRM with chrome extension

  If searched the https://help.zoho.com/portal/community site and it seems that you can only hide some fields if you have the enterprise edition. I'm not looking for a Security solution, I only want cleaner interface so I think the only way is to develop a chrome extension. I've already stared to develop it in https://github.com/fmmribeiro/scZohoHideElements But using a "Content Script" the extension is fired before the page is fully loaded (zoho uses some kind of async content loading) HOW do I execute

• Import specific contacts from CRM to Campaigns?

  Hello, in ZOHO CRM I have tagged many different clients with a specific tag. I want to import just these people into a ZOHO Campaign to send them a special offer from my business. I am having trouble navigating Campaigns on my own. Can anyone offer some help?

• [Feature Request] Nested Workflows

  Problem Workflow list can become very long, making it hard to identify what workflows are responsible for which actions Suggestion Nesting or Foldering functionality of workflows Current Workaround Attempting to generate a naming scheme, however this is non-ideal SmallBestOriginalRemove

• Creator with integration field to CRM Contacts (or leads,etc)

  Hi. I am still struggling with this issue. I have an Integration field on a creator form, which is linked to the Zoho CRM, Contacts module.  It is providing a list of emails from different though it does not matter what field I am looking to use for the selection.) The dropdown list for this integration field will never return the complete list of contacts (emails from the CRM).  It will only ever list the first 200 (or 20, if you write deluge script to perform the action manually).  It seems there

• How do I get my Zoho CRM Campaign module updated with Zoho Campaign information?

  I have created and sent an email campaign from Zoho Campaigns, I have enabled the Sync Settings so it will create and Update the Member status in CRM.  The Campaign has been created in CRM, but the contacts have not been updated, and I cannot see the Subject and Sender details like I do in Campaigns.  The specific member information does flow in, as I have created the field for this info to flow into. Is there a setting or something I should do to have the contact list flow in and sync to the CRM

• Get your CRM events on your iPhone, MacBook and Apple watch.

  Why go through the process of constantly logging in to your Zoho CRM account to view or edit your daily appointments? Enable CalDAV sync from your respective Apple devices to receive notifications and reminders of upcoming events that you have entered in Zoho CRM's calendar. Here's what you get with CalDAV   One calendar for personal and work appointments. Managing more than one calendar is tedious. While most of you can manage office appointments and personal ones easily, it doesn't have to be difficult

• CRM - Using Deluge to populate field on CREATE.

  Can someone please give me the example syntax in a Deluge function for the following? I am able to create a Workflow rule on EDIT which populates a field on a record based on some logic. But I cannot figure out how to do the same thing on CREATE. I suppose the reason for it not working on CREATE is at the time of the new record being added, that record does not yet have an ID. Therefore, there is no way to populate values in a map and do an Update, because that new record does not exist yet. Am I

• CRM: import specific contact fields from MS Outlook?

  Is there a way to map the incoming fields from MS Outlook to Zoho CRM?  I can't find a way to synch the "Suffix" field and it seems like such a basic need - to be able to choose what fields are imported and to where.  Is this possible?  If not - please add this as the integration seems a bit "light" without the abliy to include information like a cell phone number etc...   Thanks, -Ben

• CRM usage limits button, links, custom fields

  Hi, I think it would be nice to have in the module summary the usage together with the limit like you do for the custom fields where, see attached picture, you say Custom - 11 out of 305. Why don't you do the same for buttons, links and so on?

• Emails from CRM going to Outlook prompt annoying message to recipient

  Hi, I would like to send emails from Zoho CRM, but when the sent message is opened in Microsoft Outlook, this message appears, probably because of the tiny invisible image that has to be downloaded for the email tracking feature in CRM. Is there a way to keep the email tracking in CRM, but prevent this annoying message from appearing?  Almost all my customers use Outlook, so I don't want this message to make me appear like a spammer. Thanks! Steven

• Whats the difference between subText and mid?

  subText and mid seem to do the same thing. Can anyone explain the difference between these two, please?

• Date-Time Error on record update,

  Hello I have this simple loop script to update a date-time field with a date/time specified. I have the variable being passed in as a DateTime, but im receiving and error that the timechange variable needs to be datetime? It already is? Can you look and see why this is erroring out? //Define  the query to locate all the records that match a zip code. query = "Zip_Code:equals:75056"; //Create the list col_leads = zoho.crm.searchRecords("Leads", query); //Date-Time for the record update. timechange

• Bluepring available in Vertical CRM?

  Hi!  We are starting to build a CRM for our Vertical and can´t find the option for Blueprint.  We see it in the non-Vertical Zoho CRM but not in the Vertical Zoho CRM. Any help is greatly appreciated

• CRM pour e-commerce

  Est-ce que vous utilisez Zoho pour votre site e-commerce ?

• Help getting SalesIQ chats into specific user's CRM module

  New user here. I've tried my best to find an answer to no avail. I have six users within a Zoho One account. One main/admin account and five location accounts. I have five hosted URL's each with a unique embed of a SalesIQ chat widget. Each of these chat widgets is associated with one of the five user accounts mentioned above. So location_one.com has a specific chat widget, location_two.com has a specific widget etc. 1. I need the Main/Admin account to see and access all chat sessions, while limiting

• Is it possible to trigger changes in Zoho CRM from within a DESK ticket?

  Could it be possible (via workflow, blueprint, ...) to trigger some things to change or to be created in Zoho CRM?

• updateRecords from Creator to CRM HELP!!

  I have a Creator form set up that acts as a calculator for Line Items in a CRM estimate.  I set up a function on Success which submits the added subform records as Line Items in an existing estimate using the updateRecord() function.  This works to an extent....  The issue is.. if there are more than one of the same product added as a Line Item it does NOT add the multiples.. it simply overwrites the first entry with the latter's values.  I understand why this is happening but I can not come up with

• Email Reminders: How best to set up reminders for emails waiting for response?

  Hi there, hope anyone can help me. Its great that you can set actions for emails sent out of Zoho CRM, like when a recipient opens an email or clicks on a link, or when it's rejected. But what about email actions for emails that get no response? I sent out a lot of individual emails, and I would love to get reminded of it by the system if the recipient of an email is not getting back to me, for a time that I can set when I sent it. How would this be possible at present? if its not a direct feature

• Custom Module Data not accessed by Zoho CRM app.

  I have created a custom module for Zoho CRM but the data does not show up in the Mobile CRM app.  How do i access this information because it is important when i'm away from my computer. Please help ASAP.  Thank you. Boris 

• Better Social Management in CRM

  Every time I speak of better social profile management for my clients I am referred to the social module or the feed (that doesn't work if the profile email is different from the facebook profile) and that's it.  The one thing holding me back to going Zoho full time with my accounts is the severe lack of 360-degree view of my accounts social profiles. We do digital marketing and social/reputation management. Its vital to find and view all social profiles for a lead and to easily access the same profiles

• Create Report/Query table from two Databases

  Hello, I would like to combine the information from Zoho CRM database with Zoho Books database.  Is it possible to create a Report/Query table from these two databases? Thanks in advance for your support. Santiago

• No authorized connection between hubspot and Zoho mail.

• How do I add a new lead source?

  Sorry, I am having trouble identifying how to add new lead sources. My company needs the ability to track specifically which of our marketers and ad campaigns give us the most and most profitable leads.

• Old Design of CRM Calendar

  Can I use the old version of the CRM calendar or be instructed on how to re-format it? Since the update over the weekend of 6/28-29/2014 my workers cannot read this Light-weight light-gray text on white background, We liked the bold and easy to navigate headings for events.

• Webform: Overwrite Hidden Lead Source with URL Lead Source

  When someone fills out my webform, I have a hidden field with "Website" as the Lead Source.  But suppose I buy a banner ad on SomeDirectory.com.  I will want to send people to my website but I want the Lead Source to come though as SomeDirectory (or some other value) instead of "Website". Is it possible to pass the Lead Source value through the URL?  Such as abc.com?leadsource=SomeDirectory or pass a UTM value as the lead source? I would want the value in the URL to overwrite the value in the webform.

• contact roles / contact entries

  On the potentials page, you can select a role for each contact.  I had naturally assumed this would update the person's contact details but when you click on their name to view them on the 'contact details' page the role doesn't show up anywhere i.e. it doesn't seem to carry this information across....which means you have to enter the same info manually again under Title...this seems to me to be double entry.  Why is this?  Is there a fix? I'm a new person to Zoho CRM so appreciate I may not be understanding

• How dow we close/disqualify bad leads.

  I have leads that have either left their company, or they are simply not interested anymore. How can I close/disqualify the lead without deleting their information? 

• Spam through Webforms - Captcha is bypassed

  We are getting lots of spam emails through the Zogho CRM we forms.  Spamers are bypassing the Captcha and Terms some how. When we contacted Zoho they says that there is no solution as it's a known issue. Onlythign they can do is to block the senders IP and which is not a good solution as spammers sends from different IPS. I wonder how zho forms are so vulnurabile and you are selling this still.  Forms are submitted with below vaues and its clear that spammes are bypassign these values. I agree the

• ZOHO CRM : Insert Invoice using InsertRecords API

  We are working on a WordPress plugin which will create the new entry inside invoice module in the ZOHO CRM when the order is processed using the API. From the API Docs, it can be done using the insertRecords API. URL:  https://crm.zoho.com/crm/private/xml/Invoices/insertRecords Also, we need to pass the following parameters to insert the invoice: https://www.zoho.com/crm/help/api/modules-fields.html#Invoices We have confusion about the Lookup data type fields ( http://prntscr.com/hg72sj ).  Can we

• Automatically change stage after 10 days.

  If a deal has been in a specific stage for 3 days is it possible to automatically switch the deal to the next stage?

• CRM "On User Input" trigger

  Hi I've been working in Creator for a year, now developing in CRM. I'm quite confused, I use "On User Input" so much in Creator, but can't find any way to replicate it in CRM. Are there any ways to trigger a function when a box is checked, and not when the record is saved? Thanks! Levi

• Need help pulling in data from propertydata.co.uk API

  I need to import data from propertydata.co.uk API to be entered into ZOHO crm. I have the API, I have the CRM field setup, I just need some help link one to the other. Thanks :)

• Create task for untouched leads

  Hi! I would like to ask if Zoho CRM  is capable of doing this: If the lead is remained untouched for 2 days or above, can it automatically create a task (for example: "Check this lead" task)? Maybe a custom function? Thanks

• I can't get my apikey from eu servers

  I try with https://eu-accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=user@domain.com&PASSWORD=pass and I get this response # #Tue Mar 15 13:45:23 CET 2016 CAUSE=GET_METHOD_NOT_ALLOWED RESULT=FALSE

• Dates backwards on CRM Home Dashboard?!

  Why is the default for events and tasks UPSIDE DOWN in the CRM home tab? Who in this world needs to know the LAST event of the day at the top of the list? Yes, I know I can go and click both the event and the task column every single time I goto the home dashboard but WHY is this not a settings option? still shaking my head at this one.

• Bulk add notes on contacts, leads, deals, etc...

  Hi there,  I would need to bulk add notes to contacts or leads, and this feature might be useful also to deals, campaigns etc Example of use case   - I review my leads, and based on the scoring, I decided not to contact 10 of them: bulk selection > add note "I reviewed this lead, and the scoring is too low to take action"   - I review my deals with my sales manager, and I want to mark them as reviewed during our monthly review > bulk select > add note "Deal reviewed during monthly meeting with John"

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