• Conversion Rules

  Hi, We are looking for a solution where a Lead can be created with minimal amount of required information (First Name & Last Name) but before the Lead can be converted to a Contact, the Lead's Email & Phone Number fields have to be filled. We can set "Required Fields" in Contacts which only applies when a new Contact is created but these rules DO NOT apply when a Lead is converted.

• Will a Mail Merge or Campaign Result in a Better Response Rate on a Promo Email?

  Greetings: My firm uses a CRM by the name of Zoho. Our business is commercial real estate (B+B). We email listings to segmented lists (i.e. law firms, 1 to 10 employees, 10017 zip code) of potential customers.  We have about 11,000 contacts in lists of various target industries. We have been using the Campaign module of Zoho which is designed for email promotions. Zoho requires that this module be used when more than 500 emails are sent.  Would it improve the response rate if we don't use the Campaign

• Subscriptions and CRM integration doesn't work correctly (for crm contacts)

  Hello, I integrated Zoho Subscriptions with Zoho CRM. And synchronization is active now, but I have some problems with contacts info. My "Subscriptions contacts" less than my "CRM contacts" and some contact info wrong. Could you help me please, thanks? Best

• Issue with CRM Mobile App when wanting to change task owner

  Hi, On the Zoho CRM mobile app (I use iPhone), when I try to assign or change the owner of a task, it only shows me (admin user) and one other user. The other 2 users are not shown as an option on the mobile app, but are shown on the desktop CRM. Anyone have an idea as to what is going wrong?

• Android, location (GeoTag) problem

  We are trying to connect “contacts” to an exact geo address/location. But the Thing is that when we copy the “plus code” addresses from Google Maps into the street address in the CRM, and then search for the contact location, it doesn’t locate it. This happens because it doesn’t recognize it, and we believe this is happening because the Zoho CRM app (in Android) changes the format. For example; it will change it from “7HQQ8FXF+CV” to “7HQQ8FXF CV,” and this is not recognized when searched by Google;

• Get Drop Down List From Zoho CRM with matching condition

  Getting this option value based on matching condition from zoho crm account records Some thing like this <select> <option value="account_id1">account_name</option> <option value="account_id2">account_name</option> <option value="account_id3">account_name</option> </select> Here my code  getSupplierRecords = zoho.crm.getRecords("Accounts"); for each  getSupplierRecord in getSupplierRecords { if(getSupplierRecord.get("Tipo de Entidade") == "Fornecedor") { input.Select_Supplier:ui.add(getSupplierRecord.get("Account

• Campaigns and CRM integration doesn't work correctly

  I mapped related fields. But it doesn't work for multiselect custom fields. I have one more question, I can't find "sync now" button. Why should I wait next retrieval time?

• Zoho CRM and PM in Office 365

  Hello, our organisation would like to use Zoho CRM and PM features combined. Our staff is generally not IT savvy and I wanted to know, whether anyone has integrated Zoho CRM successfully and how it is running? Can I used Office 365 Desktop (Outlook) normally and CRM does it's thing or does is take a lot of administrative effort? What CRM functions are fully supported? There was a thread from a year ago I have read. I just wanted to make sure this is still the most updated information. Any other info

• Convert lead loses email history

  Hi, After converting a lead to account/contact, I lost all the email histories related to that lead. Is this intentional or am I missing something here?

• HEEELLOOOO I HAVE BEEN WAITING FOR 2 WEEKS FOR A RESPONSE WHAT THE HELLL!!!!!!

  See question here. https://help.zoho.com/portal/en/community/topic/imap-not-connecting-to-hubspot-crm

• HTML Emails out of Person's record

  Hi there, since I started using Zoho CRM I was able to send HTML Emails out of people's records. I copied my HTML code in the email window, even if the code was long (more than 100.000 characters), pressed Sent and all was fine. I've sent hundreds of emails like this...up until recently. For some time now, when I do the same I've done for weeks, I get an error message, telling me that the line is too long. See attached screen grab on this error message. Obviously something has changed? Is sending

• How to put Group in created project by custom functions

  How to put Group in created project by CRM custom functions My Code My Code ProjectName=((((input.AccountName) + " ") + year(today)) + " ") + input.DealType; URLSPostProj="https://projectsapi.zoho.com/restapi/portal/[Portal ID]/projects/?authtoken=[AuthToken]&scope=ZohoProjects"; mappings=map(); mappings.put("name",ProjectName); mappings.put("template_id","1115954000000075429"); URLSPostProjExa = postUrl(URLSPostProj,mappings); ----------------- The Project is add Grouped in my created Group

• What is the behaviour of CRM API: insertRecord method with duplicateCheck=2

  Using the CRM API, I can add a record with method "insertRecord" passing a parameter "duplicateCheck=2" and ZOHO will either insert the record (if one with the same email address doesn't already exist), or update a record (if one with the same email address is found). Questions in case a record is found and will be updated: 1 - Does ZOHO keep track/record/history of previous values for those fields updated? 2 - Does ZOHO flag anywhere in the system that the record has been updated through the API?

• no one answering the phone or live chat or responding to emails

  hi  i am trying to connect to zoho but no reply, i have tried calling your UK tel number emailing support and presales  forum post live chat left voicemail for the account manager I am disappointed by this experience thus far!  Would it be better to take our business elsewhere seeing as we are a NEW customer, if so what are the other options?

• Using ToNumber in Formula Field

  Trying to use Operators with a string converted to number using 'ToNumber' returns an empty string in the lead layout.  ToNumber returns the number correctly but does not support any numeric operators. Is the understanding correct. ?

• Send invoice on save?

  Hello! We are using Zoho CRM with Zoho Invoice and creating invoices within Zoho CRM. When we do this, the process is: click new invoice and fill everything in save the invoice (which makes it into a Draft) click the invoice number click email to send it Is there any way to send it as soon as we save it? In other words, can we skip the draft process? This would make the process much simpler: click new invoice and fill everything in save the invoice, which emails it immediately Thanks for your help!

• How to pull Name and address ( street,city,postal code) info from profile to custom module?

  I would appreciate if someone can help me with creating the automation behind the procedure of pulling Profile info into another standard module ( from Contacts to accounts)

• Email Subject Lost Upon Sending :-(

  Hi there, I'm send emails through CRM, and the subjects are being lost, such that "No Subject" is shown in the Email Section. In the recipient's email, there is a subject, though! Here's a screencast illustrating this: http://take.ms/ScHBz Any ideas? Thanks in advance James

• Getting an API auth token from Zoho CRM with two factor authentication enabled

  Hi I am writing an integration with the Zoho API and I am using two factor authentication. So far as what I have understood from the documentation is that to get an Auth token I have to call this URL with the respective fields filled in: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] So my first question is: How is that secure in any way? The user's Email and Password/Application specific password

• Account emails

  Hi, I've noticed a serious flaw with how Zoho works currently. I've added companies I want to work with in the Account module but don't have any 'contacts' within that company (account) as I don't know anyone there yet. I need to mail their contact mail address, usually hello@companyname.com or similar.  Zoho has no way of adding a company address and sending a mail to introduce myself. It can only deal with people within the company. I've been told by support that I have to ring up the company and

• How to add leads from website to CRM by setting up a form thru Zapier..

  Can someone please help me i am losing my mind i have tried hundreds of times to use the zapia UI to connect my web forms to my zoho crm account.  it seems to get as far as building the account but no lead gets transferred.. mattter of fact it seems to skip the step where i am supposed to match the fields in the zoho crm to the fields coming in on the web.. I have been able to make the webform method work however i cant use that due to other problems..I tried the API but that did not work for me

• Intregration with 3CX

  Does anyone know where this is an integration product for ZOHO CRM and 3CX VoIP? Or maybe there is another one I can use I have the 3CX installed and Zoho. Anyone Help

• Report - Individual Lead

  I need to add a new button on teh lead pag to print a pdf report by including some of the information at the record level for that lead. I know how to add a button to a module, but I am not sure whether this can be achieved using a url (maybe Zoho Forms) or  a custom function. In either case, how can I pass the values from the lead module? Thanks Shafeek

• How do I use a custom function (CRM) to automatically copy custom data from Account to Sales Order?

  I'm trying to copy data from custom fields in an Account to a new Sales Order when a new Order is initiated (before Saved or Created). I've tried using a custom function but it appears that it will only run when the order is Saved (Created) or Edited. Zoho is obviously able to do this with fields that are fixed.  Is there a way to do it with custom fields? Thanks in advance.

• Is it possible to create line items in Email Templates?

  Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible.  Is it, and if yes can I possibly get an example? Thanks. Scott B.

• Pull Date from CRM

  Hi there, I'm having issues pulling date data and auto-populating my Creator fields with it.  I'm successful in pulling other types of date.  Here's the code I'm currently using to pull data: crmResponse = zoho.crm.getRelatedRecords("Contacts","Contacts",input.Customer_name_ID.toString()); c=crmResponse.get(0); Email=c.get("Email"); Account_number=c.get("Customer number"); Address=c.get("Address"); Address_cont_d=c.get("Address cont'd"); City=c.get("City"); State=c.get("State"); Mobile=c.get("Mobile");

• Syncing contacts from CRM to Campaigns - empty fields don't sync

  We sync Contacts from Zoho CRM to a list in Zoho Campaigns, and then segment that list to send various targeted emails.  Those segments are defined with filters based on fields coming from the CRM contacts.  When a field is blank in Zoho CRM, the mapped field is not getting updated in the Campaigns record.  It leaves the previous value. For example, our CRM Contacts have a custom field called "Is Director?" which, if set to "Yes," tells us the person is the director of their organization.  When that

• Import Activites and associating with Account, Opportunity(Deal) etc.

  I've tried to import an activities csv file several times today. The file will upload and all field mapping works except the account will not match up to the related to field. I need a way to mass upload activities and have them match up to the account, deal, contact they were created for. Any suggestions?

• Two-Way Sync on Custom Fields

  Hi There, We use both CRM and Helpdesk. We have some custom fields created in CRM for software version installed and a few others. Ideally we would like to have the ability to view and update this field within Helpdesk. Is there a way to do this?

• About CRM and DESK integration

  Hi, The company I work for is traying to decide if we are going to get Zoho. To do so, we need to know how the integration between those 2 systems work regarding USERS PERMITS. Are DESK USERS allowed to see and modify ALL information in CRM? (quotes, pricing, sales opportunities, etc.) Or they just see contact information (and previous tickets at DESK)?  If they see and modify all information, is there a way to RESTRICT the actions DESK USERS can perform in CRM?  Let me explain a bit better: The

• How To Get All Product Ids That Are Related With A Deal

  my question is simple.. i made a deal.. Then i attach some products with it. Now i wan't to get all the products related to this deal with api.

• Importing contacts and associating with accounts

  Hi I have imported my customer accounts into "Accounts" successfully. However, when I import the contacts, I am unable to associate them with the respective Account. I have tried matching the same Account Name into the Contact Import's "Account Name" - and it doesn't associate. I've tried to match the Account ID to the Contact Import's "Account Name" and it doesn't work either. There's no "Account ID" field for me to associate the Contact with... Am I missing out something here? WH

• Proyects dont be shown at Accounts

  Hi, Lately the recent proyects we have created dont be shown at CRM (Accounts page). Regards

• Send field from creator to crm lookup field

  Hi, I am sending an account name from a creator form called Contacts.  The Account Name is the name of the company the new contact works for.  I am able to send all the data and create a new contact; however, the company name does not show up.  The field in CRM for the Account Name is a CRM lookup field. I have the code written so that when the new contact is created, the new company is also created.  In my CRM both the new contact and company exist, but the Account Name on the contact is not updating

• Trigger Zoho CRM task upon event in Zoho Invoice

  Hi there,  I'm trying to set up a workflow: Account balance is overdue by X days --> New task in Zoho CRM assigned to Account Manager.   Can this be done? Note: We already set up email reminders in Zoho Invoice yet our team would prefer tasks in the CRM.  Thanks! P.S.: A fantastic out of the box feature addition would be a color-coded status flag (e.g. Paid, Outstanding, Overdue, In Collection) on the account record in the CRM . Ideally in the "Receivables" column. 

• Unable to remove secondary email address, but, I'm the Super Admin. Why isn't it working?

  I have tried so many ways and times to remove the secondary email account on my user account. I keep getting a message to contact the adminstrator, even though I am the Super Admin. How can I resolve?

• Multiple businesses in CRM

  Hi team, I was wondering how I would go about setting up a second business within one ZOHO CRM account. Or would I need to create a second ZOHO CRM account? Thank you.

• Sign Up Form - Data Destination

  I set up a new email sign up form in Campaigns and signed up a test contact. However, I am not finding that contact in my list in Campaigns, and it does not appear to be in Zoho CRM yet. What is the timing on its being available in the database and lists? Do I need to specifically set up that data transfer? My CRM and Campaigns instances are already connected.

• Workflow rule works when tested but does not when automated

  Hi..I just created a basic workflow rule for every new lead in the CRM fetched from our website's contact us page. The contacts are getting fetched all right but the workflow is not getting triggered for them! Any idea why this is happening? 

• CRM Accounts there is no information about Customer sync?

  I have a issue where i want use the same customer in Zoho Subscription after create in CRM. Sync mode is on and at the moment when a account is created I have a new customer in books (the same id in subscription). If i retrieve customer in books i’m able to see the link and ids but my workflow start in CRM where i want to get information across books or subscription but there is no ID related in CRM. There is way to get or use the same customer and prevent duplication if the first read is in CRM.

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