• How to update multiple records using JSON body ?

  I need to update multiple records in leads table using the API. However, the documentation only includes examples with XML and not with JSON. Could someone please provide an example of how to achieve the same using JSON request body ?

• integrating Zoho into a squarespace website is it possible?

  We are wanting to use squarespace for our website but want integrate zoho as our CRM does anyone know if this is possible? If yes what is the best way to do this?

• Is it true that Products don't sync between the CRM app and the Subscriptions app?

  Trying to set up a subscription in Subscriptions using a Product that I have created in CRM. However the Product list from CRM does not appear in Subcriptions...

• Upsert Does Not Insert

  So we're following the upsert documentation from https://www.zoho.com/crm/help/api/v2/#ra-insert-or-update. This does not work as expected. Consider the following INSERT operation: curl -v -H 'Authorization: Zoho-oauthtoken 1000.d4ec21a4b5e683bfeed3f545fc4dfeb8.13b57082a6cc54151b673866430dcfb2' https://www.zohoapis.com/crm/v2/Accounts -d '{"data":[{"id":null,"Owner":{"id":"3297614000000156188"},"Description":null,"Account_Name":"Blergh","Phone":null,"Account_Number":null,"Account_Type":null,"Ownership":null,"Industry":null,"Employees":null,"Annual_Revenue":null,"Created_By":{"id":"3297614000000156188"},"Billing_Street":"123

• CRM for customer emails and Campaign for comercial email

  Hi, We are trying to adapt the CRM to the new GDPR law. Our problem is the following: - The mass mailing of emails through the CRM is used to send emails to our clients related to the service they hire (not commercial emails). - We use Zoho Campaign to send commercial emails to Leads and Contacts. - In our web forms we have included the acceptance checkbox for commercial emails synchronized with the Email Opt out field in CRM. We found that there are contacts that become customers who have the Email

• Forward to Adventnet.com after completion lead form

  Hello everybody, I tried updating my web form. Now, after completion, the form doesn't get submitted. I get redirected to www.adventnet.com (the old Zoho company?) and don't see the lead appear in Zoho CRM. Does anybody have an idea for a solution? Thanks in advance, Mitchell

• app language

  Hi, I've been testing Zoho CRM app (android version) but I cannot change the user interface language. Unlike the Desktop version where I can change the language, I cannot do this on the app version.

• Zoho CRM Training for Administrators

  Hello everybody,  We're happy to announce the launch of the Zoho CRM Training Program for Administrators and implementation specialists. We'll be conducting online training and classroom training in major cities across multiple countries. This is a three-day course, complete with demonstration and hands-on exercises to help the trainees understand the various Zoho CRM Adminstration modules, how and when to use them and to learn the best implementation practices. You can meet and interact with dedicated

• ZOHO CRM for a mix B2C - B2B model

  We are working in the building renovation market. Our customers are mostly individuals. But we also have customers like Architechs, Contractors or Neighbourhood Associations. The standar account-contact model looks to work with us, becouse sometimes we consider the father as account, and his wife and some of the chidren as contacts. Some times we have a contractor with various customers, so we have them all as account and we use the parent account field. The problem we have is to convert a lead that

• Portal URL developer edition

  Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).

• Replacement for Gmail contextual widget - Google is disabling contextual widgets on August 1 2018

  Given that Gmail contextual gadgets will soon be disabled on August 1. Is there a plan to offer a replacement with a new gmail add-on? Instead of just the google chrome extension. The chrome extension requires our user to be logged into google chrome with their work account (not always the case, they often have a personal gmail account and a work gmail account they're signed into on their personal laptops) and also forces users to use chrome as their browser.

• Get a Integration Dropdown Field

  Hello, I'm trying to do a simple thing, get the name or id from a integration field (integrated with my potential on my crm), the field works fine, gets all the names of my potentials. But im testing a way to get the id or name of the selected potentential on the selected name on the drop field and it says always that its null. I really need help in this. Check the prints: print 1 print 2 print 3

• Automatically creating a NEW deal after 30 days

  Hi, Is it possible to automatically create a new Deal for a recuring customer, after 30days the current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals 30days after the job has been completed. Please help

• When should I use a custom module vs. a layout?

  Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module.  I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals.  Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a

• AdWords gclid coming through but no other data

  We are having an issue whereby the AdWords GCLID is being populated in ZohoCRM but none of the other AdWords data is being populated. This is happening on every lead. It has been well over 48 hours for most of these leads if not longer. See image below. Are we missing a step?

• Fields on CRM Integration

  Hello, I'm trying to make a new form that integrates with my zoho crm (Potentials module) but i only get on creater a few fields from it, like potential name, stage, amount etc. How can i get all the fields? including the ones that i've created on my CRM? Thanks

• Auto Select/Fill an Entry the Look-Up Field

  I've been playing around with the CRM Template and I created a Stateless Template to allow customers to sign up online. I've run in to an issue of the forms being submitted and the lead owner field being empty. I want to have the Look Up Field auto Populate with the "WEB" Username Load, Validate or Click... pretty much at any part. (Screen Cap) Any help would be appreciated. SC

• Is it possible to bulk delete Accounts without deleting the associated Contacts and Deals?

  I have quite a few accounts in my CRM that got created incorrectly. But they have valid contacts and deals associated to them. When I delete the Account it's deleting the Contacts and Deals too. What is the most efficient way to remove these Accounts without it affecting anything else?

• What's New this March 2018 in Zoho Invoice?

  Hello Everyone,  March is here, and we are back with a bunch of new features that we've rolled out this spring. Read on to know more about the updates!  Secure Data Export Last month, Zoho Invoice had introduced Export Templates and this month we have enabled the option to export data in XLSX format for smarter and secure data export. Enter a password to protect your file and click Export to export your data securely. Updates on Stripe Integration  Zoho Invoice is integrated with Stripe to make online

• Creator to fetch Potential (deal) and update field

  Hello, I need some help, i'm trying to get my code to lookup on CRM by id the deal (and it works) After it i want to update a dropdown field on it with the data from my creator form. I'm using this code: LeadRec = Add_New_Lead[ID == input.RecID]; LeadRec.Lead_Status=input.Status; dealidstring = toString(LeadRec.Oportunidade_Relacionada_ID); dealid = zoho.crm.searchRecords("Potentials", dealidstring); vend = dealid.get(0).get("STAGE"); updatedeal = zoho.crm.updateRecord("Potentials", dealid, {"STAGE":LeadRec.Lead_Status});

• Selecting Search results no longer opens new Tab

  As the title says, when selecting a search result from the drop-down options no longer opens a new tab. I was talking with somebody in Zoho Chat this morning and apparently this is a change Zoho made. They said they would notify their developers.  I'm very disappointed in this change, and so are all the users at my company. Being able to stay on your current tab and open a new tab is a very good and productive option. I don't see why they would take this away; at least give us the option to choose

• Sending Data from CRM to Books

  I'm trying to send a date field from CRM to Books but I keep getting an error saying its an improper statement. I can't see any issues with the below. Below is the custom function in CRM designed to update a date field on a sales order when a potential is edited in CRM Date = input.LiveDate; organizationID = input.OrgID; salesorderID = input.SalesOrderID; OrdRSP = zoho.books.updateRecord("Salesorders", organizationID.toString(), salesorderID.toString(), {"custom_fields":{{"customfield_id":"95687000003461005",

• Getting Related Lists for Custom Modules

  I have a custom module (CustomModule1) 'Presentations'. All of my 'Leads' have a lookup field that allows them to be tied to a given 'Presentation'. So the items from the 'Leads' module populate a related list 'Attendees' in the 'Presentations' module. I'm trying to make an API call to get a list of 'Attendees' for a given 'Presentation' ID, and I'm struggling. To the best of my knolwedge the call should look like the one below: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?authtoken=<authtoken>&scope=crmapi&id=<PresentationID>&parentModule=CustomModule1

• Lookup custom field gives always the account name and anything other

  Hello to everyone, I use API ZOHO CRM from my back office. When a client register on my site i create an account and an contact on Zoho CRM. I would like to use my id (named id_anagrafica) to bind account and contact on ZOHO CRM. For this purpose, i created a lookup field for a custom field on the contacts module: Now when i select custom field (id_anagrafica) from my created look up it shows me the account name list, I see the id_anagrafica but which is not selectable. Only the account name is,

• Updating a Child Record of a Deal?

  Hi, all! We're trying to update a datetime field in a record in a Custom Module (Forms) that's a child to Deals (we call them Engagements) At some point after testing, the Custom Function stopped... well.. functioning. I tried just trying to get a print of the related records using this code. engagementIdStr=input.engagementId.toString(); relatedforms = zoho.crm.getRelatedRecords("CustomModule1","Deals",engagementIdStr); info relatedforms; I got a "4401Unable to populate data, please check if mandatory

• Trying To Create A Chart In Reports- No Option To Do So

  I'm trying to create a pie chart from a report I've created in Zoho CRM. It is a Summary Report that has filter criteria- is there something else I'm missing to have the "Create Chart" feature appear in the top-right of the page?

• Dialling codes for phone numbers

  Hi there, As our company is international, and we would like our users to be able to utilise the mobile app to make phone calls, we would find it useful to have some guidelines / compulsory conventions around phone numbers. For example, we would like all Australian numbers to have +61 and drop the 0 at the front. This will save our users not in Australia time spent trying to figure out what to prefix the telephone number with. Maybe it could be a built in feature, like a user could select a timezone

• Creating report to find records without an Activity in a particular state

  Is there a way to do this? In effect, I need to check for the lack of existence of an Activity (Tasks, in my case). Further, I want to generate a report that shows me Leads/Deals/Accounts/Contacts with no Activity having a Status of Completed.

• Custom Function Event Time Zones?

  Hey, I've created a custom function whereby a Date/Time field is entered into a Lead as part of a blueprint/workflow, and then an event is created for the entered time. The function itself works fine, however the event that is created is always 7 hours ahead of the date/time that was entered. My first thought was that this must be an issue with the timezone that the event is created in, so I tried specifying the timezone as part of the custom function based on the users location, but it seems to

• Do I need to license SalesIQ for all the users of CRM?

  If I have more than 10 users in my CRM with professional licenses, and all of them need access to insights from SalesIQ, what license should I get for SalesIQ? Feature wise, I only need the professional license of SalesIQ.

• Outlook CRM Plugin Event Creation under lead/contact

  Hi, I'm testing out the Outlook CRM plugin, I was wondering does anyone know if it is possible to create an event under a lead/contacts name from the outlook calendar, I can create the event in CRM under their name and then this syncs with my outlook calendar but ideally what I would like is that I create it in outlook, then searches the email and associates that event under the lead in CRM. Does anyone know if this is possible? Regards Michael 

• Improve webhooks parameters in the User Defined Format

  Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.

• CRM - can multiple mail accounts show up as one inbox?

  Using CRM, I've got multiple email accounts - can I configure settings to have them show up as one email inbox?

• Square Integration - does customer data sync?

  I am currently on a trial for Zoho One.  I have integrated Square and sales data is syncing seamlessly.  The challenge is that specific customer data is not integrating.  Only a generic, "Square Customer" is coming over. Is there a way to integrate Sync specific customer information from Square into Books and there sync into Zoho CRM?

• Outlook plugin error

  Hi there, Our CRM users with the Outlook plugin are continually getting this pop-up in their Outlook: The pop-up is quite annoying and occurs anytime a user clicks on an email. We've also noticed Outlook takes longer to load up with the plugin installed, and the side pane doesn't always remember credentials.

• Possible to send a text message from within Zoho CRM using Twilio?

  Is it possible to send a text message to a contact or lead from Zoho using Twilio?  If so, please provide a link to the instructions.  

• Issues Mail Merging

  Hello! It seems as though Zoho has changed their mail merge fields so all the templates I've created and uploaded now are not merging correctly and I'm getting errors saying those fields don't exist anymore...I even deleted and re-downloaded the Zoho MS Word Add on and Internet Explorer Add on to try two different ways of mail merging documents, and I am still having issues. Also, it seems that even when I created a new mail merge document today and complete the mail merge, it only allows Time New

• Insert/Update Lead from XML

  Buenas tardes, Tengo datos de clientes en XML y me gustaría saber si hay alguna forma de automatizar la inserción en CRM. Los archivos XML están alojados en una PC local. Gracias por adelantado. Atentamente.

• Website form => CRM => create attachment (mail merge) => save in the CRM => send doc to LOB (external app).

  Hi, I have been trying to accomplish a goal that so far seems to be impossible, yet very simple.  Context: Real Estate, a seller who wants to sell his/her house, fills the web form, giving the address, name, etc. Info to CRM. Upon certain conditions,   a contract from mail marge is sent back to the person. The problem:  The PDF (from the mail merge) needs to be attached to the place where it started, the CRM (LOB, an app for snail mail,  can only get info from one app -CRM- , not two apps - CRM and

• Suggested Improvements to Zoho

  Hi there, I've been a user with Zoho CRM for about 3-4 years now. It's been great, and has helped us grow our online revenue, and keep track of our customers and contacts. Although - over the years, I've noticed many small improvements, I find it beginning to lack behind other comparable CRM/Marketing systems. I could be mistaken, but I've been yearning for features, like link tracking, lead scoring - basic information to see how my leads, and list have been interacting with my marketing efforts.

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