• More Syncs per day with Zoho Campaigns

  I was told by the Zoho campaigns team that there is an issue with CRM that makes only 5 syncs possible to be active at a time (even if they are scheduled to each run on different days of the week). This is very limiting since often we need or want several concurrent lists that are easiest to segment as views in the CRM vs from a master list in Zoho Campaigns. When will you be opening the API to allow more active syncs per day to reach the CRM?

• Cant see my potentials

  Where are my potentials going? I am calling: /crm/private/xml/Potentials/insertRecords I am receiving: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Potentials/insertRecords">     <result>         <message>Record(s) added successfully</message>     </result> </response> All good so far,  however where can I find the records on CRM? I run a search for "Three Tone Basket - Blue Interiorby Layne Rowe Changes (White)by Jochen Ott" (which was within the data i passed) and it

• Zoho sheet iOS

  Hi Please bring Zoho sheet to iOS

• iPad apps?

  Hi Zoho is there any reason why you produce iOS apps mainly for iPhone and not support iPads? Apps I would like iPad support - mail, mail admin, sales iq, campaigns, projects, people, social.

• Zoho CRM UI

  Hi If & when is the new Zoho CRM UI coming out? Please follow mircosofts lead with Windows 10 left hand menu icons & hamburger menus as everyone uses wide screens and is the best use of screen space available. Something like Zoho mail would be great!

• Automation tied to notes

  Is it possible to be notified via email when a new NOTE is added to a lead? I can get an email notification when we edit a field in the LEAD, but we would like to know when a new note has been added. Cheers, Brian

• Can I map a dependency using 2 date fields?

  Hi, I'm looking to map a dependency between 2 date fields - Closing date and Start date. So, if a Potential is closed on e.g. 31st January, I'd like to ensure that the only available Start date could be no earlier than 1st February.  I know dependencies can be mapped between pick list items as a standard functionality, but it doesn't look like it can be done for date fields. Has anyone got a workaround? Many thanks, Chris

• change company of contact person in a task

  I have added a task to someone that I met. Later I attach this person to a company. But the task is still connected to the person and the related to field is empty. Example: I create a task for Mr Jones. I don't know which company Mr Jones works for. A week later I create company ACME and add Mr Jones to it. When I view the task, it is still connected to Mr Jones, but the related field is empty although it should show company ACME.

• Close trial CRM accounts, but retain email adresses

  Hi, I have setup an organisation with Zoho and created multiple email accounts. I have just started setting up an organisational CRM and invited all the organisation members. I have since discovered that 2 users have inadvertently opened and become the admin for their own trial version of CRM. Because of this they are unable to accept my invite to the organisational CRM. How do I cancel the trial versions, so that they can accept my invite? I do not want to have to change the email address of the

• Customer Reward or Loyalty

  Hello All, My use case is as follows: 1. Upload offline customer details to Zoho CRM 2. Connect my e-commerce website with Zoho CRM (via Zoho API) 3. For every purchase transaction on the website, a new invoice or sales order gets created in Zoho CRM (real-time or asynchronous) 4. Create and manage a customer reward system in Zoho CRM. So the next time, a customer makes a purchase on my e-commerce website, a look up is made to Zoho CRM, determine the rewards and offer it right away on my website.

• Notes Will Not Save

  When entering notes within Leads or Contacts, the information will disappear, and not save. (See Image Below) A blank box appears when I click the save button.  I've tried multiple browsers, clearing my cache, deleting my cookies, logging out and back in, and attempting under different users. This is frustrating. I have to double the amount of work I do since the notes will not save. Please advise.

• Notes Will Not Save

  I've tried multiple times to save notes within Leads and Contacts. After filling out the not and clicking Save the section goes blank (See the image below). I've tried this in multiple browsers; I have the same issue. I've deleted my cookies, logged out and back in, and tried under different users.  This is frustrating, I have to double my work since the notes are not saving. Please advise.

• Broken Images in ALL Email Templates

  Email templates have been going with broken images signs since yesterday. Can't understand why I'm facing this problem. Please, if someone knows why and how to fix it, help me! Thanks. Felipe Amorim

• Cannot configure email in Zoho CRM

  I am unable to configure email to work inside Zoho CRM. I watched this demo video: https://www.zoho.com/crm/lp/demo3.html I am following these instructions: https://www.zoho.com/crm/help/zoho-mail/configure-zoho-mail-add-on.html#Set_up_Mail_Account_(POP) On this page, while logged into Zoho CRM: https://crm.zoho.com/crm/ShowSetup.do?tab=personal&subTab=emailSettings&action=zmail I see this: When I click the "Configure now" button, nothing happens. How do I integrate Zoho CRM with email as explained

• Blogger, CRM, Feedburner Help

  I have a website through Weebly and a blog through Blogger. Subscribers are managed through Feedburner. My e-mail is through Zoho. I'm trying to figure out how to set up Zoho CRM so that when someone subscribes through Feedburner, the contacts go directly to CRM. This way Feedburner sends out my blog posts as I publish but I could also send out a separate e-mail to subscribers through CRM. Does anyone have any suggestions? I feel this should not be as difficult as it seems. Thanks, Andrew

• Sync Free CRM with iPhone?

  I would like to sync the free version of ZOHO CRM with my iphone so that contacts and calendars are on both but when I try to set it up via a new Exchange Active Sync as instructed here:   https://www.zoho.com/mail/help/access-from-mobile.html  I get an "Unable to Verify" error and cannot conntect. I am using my zoho username (my personal email) and zoho password correct, so I am wondering if this option is not available for the free version?  I checked my administrator settings but it looks like

• Mail is getting flagged as "read"

  I setup Zoho Mail so I can send mail from within Recruit.  We are using MS Exchange SaaS / Office 360 hosted exchange server accounts.  I can see, send and receive e-mails now.  But all my incoming mail gets automatically flagged as "read", even though i have not read it in either Outlook or any of the Zoho products.  Please help? 

• Warning when e-mail contains empty field

  Sometimes e-mails get sent while some referenced fields (${Contacts.Field}) they reference are still empty. Especially new employees sometimes forget to fill in some fields before they send an email to a client for example. It would be nice if you got a warning when the e-mail you are sending (either manually or with a macro) contains at least one empty field. I don't know exactly what the implications of this would be. Maybe some people rely on empty fields so either one field or another gets displayed.

• MONITOTING RULES

  I want to know, what means the monitoring rules? I how i can used it? :)

• Android App: Multiple Notifications

  Is there some reason we get a separate notification of each incoming email? The CRM app is creating many notifications and this is not a good practice. There should be one notification with an email count, similar to how Gmail does it.

• I get an error when I try to call any crm api.

  I get an error when I try to call any crm api. https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=*****&scope=crmapi&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Email,Company)%20&lastModifiedTime=2010-04-21%2011:09:23 This error appears in all responses. <error> <code>4834</code> <message>Invalid Ticket Id</message> </error>

• Error calling method searchRecords in CRM API

  Consists in No filters correctly if one of the filtered fields is modified in records resulting from the previous search. For example: We have a record in the Potentials module with the following data: Potential_ID: xxxxxxxxxx Stage: Seleccionada 1st.- We call the API as follows: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?newFormat=2&authtoken=Token&scope=crmapi&criteria=((Stage:Seleccionada))&fromIndex=1&toIndex=200" The API returns us: Potential_ID: xxxxxxxxxx Stage: Seleccionada

• CRM mobile app - lead module map not working

  Team, The map icon is not working for the leads module. It works in contacts and accounts.  Tested both android and iOS

• URL shortner

  Hey, Is there a way to shorten URL's within Zoho CRM? Alternatively, any integration that might do so ? I configured Zoho CRM to generate specific URL's based on some  specific fields from my leads. This URL is then being used in my email marketing system. Unfortunately, Gmail doesn't seem to be so keen on this generated URL (it is really long). After testing with a shortened URL within the email, I don't have any issue and the emails go straight to inbox. Becaus ethis link is built on CRM fields,

• Campaign Report which not only shows campaign results but also shows leads, opportunities and customers that resulted from the campaign

  I have been asked to create a report which gives the information on the campaign such as opens clicks etc, but also reports on the leads, opps and customers created as a result of that campaign using the integration from Zoho Campaigns to Zoho CRM.  Is this possible? 

• Language setting on ZOHO CRM IPhone app

  Since one of the latest iPhone ZOHO CRM app updates, my app is in German. Cannot find where to set it back to English.

• 'Send Mail' Not Working from 'Activities' tab after switching to IMAP

  Hi, After switching to IMAP I cannot sent an email from my Activities tab. An error pops up that says:  "TypeError: Cannot read property 'value' of undefined Zoho crm" It appears to work from the lead and contact section in that the email pops up with no error but I have yet to discover if it actually sends. Thanks in advance, Paul

• Can Zoho do what MailChimp does?

  Mailchimp.com: Email marketing service from MailChimp. Design, send, and track HTML email campaigns. I really want to use ZOHO as my one-stop shop for all my business needs - and email marketing will play an important role in this. I need to be able to send HTML newsletters for monthly subscribers as well as send those emails to leads. Is this possible right now? Does ZOHO Mail even sync with ZOHO CRM yet? If so, how do you do this? For now, I guess I can use Mailchimp to create the online forms

• email reminders not sending for some contacts

  Hi, My invoice reminders work for most clients, but i have a couple that the email isn't sending, and i'm getting the internal reminder instead. I've double checked that they have an email and that its set as primary contact... any clues? Thanks

• Tighter integration between zCRM and zSUPPORT ???

  Are there any plans to have better integration between crm and support? We use CrmPlus and have access to the dedicated zoho support add-on but due to poor integration we use CRM cases. We will eventually need to move to a dedicated support portal but with the current setup this will mean migrating totally to another provider. I'd appreciate any info on future integrations between the two.

• Is there any way to sync contacts from CRM to Campaigns immediatly?

  Hello, Having the contacts in Zoho CRM, we want sync to Zoho Campaigns to send autoresponders immediatly when leads are suscribing in Zoho CRM. We can sync contacts daily, weekly and monthly but we need that being at the moment. Is there any solution for this? Thanks, i wait for your answer.

• CRM mobile tasks not syncing properly

  i have many tasks that show up in my iPhone app for Zoho CRM as not completed (e.g. not started, or in progress), yet they have all be correctly marked as complete in my online CRM instance.  how do i clear out all these old tasks from my CRM mobile app?  yes, I know that i can open each of them in mobile and mark them as completed, but there are hundreds!  besides this will over-write the correct completion date which is already in the online version for these tasks. note, the problem may be related

• How to automate quotes creation and emailing?

  Hello, Does anyone knows how to create a workflow to automate the creation of new quote each time a web form is submitted? I have automated Lead to Contact/Potential conversion but I would like to go further and automate Contact/Potential to Quote creation but I can't find how to do that. I have a custom field named "Asked for quotation" which is a boolean automatically set to "True" when the webform is submitted. I would like Zoho to make a new quote each time a new potential is created with the

• Cannot Add User to Campaigns; Error Message

  My company uses both Zoho CRM and Zoho Campaigns. Insofar as I can tell, the two products are synced up using the sync key you provide. I am trying to add my boss, who is a user in Zoho CRM, into Zoho Campaigns so that he can view the analytics for our emails.  I am getting this error message. This email address has been already used in some other organization. So you cannot add/invite this user I have seen on threads here, here, and here that the error message results because the user I am trying

• office 365

  We have been evaluating the IMAP integration for a few weeks and have noticed that when the CRM polls exchange in Office 365 it set the e-mail to read, rather than leaving it as unread. This is really frustrating, has anyone else seen this problem and know how to fix it? David 

• Update customModule1 when Lead is converted

  Hi, I've created a new module (wishes) which is related (*:1) to a Lead or Account. On the Wish module, I've added 2 lookup fields for Leads and Accounts to set this up. Scenario: I want to convert a Lead into an Account (and Contact). On the related Wish module, the lookup field Lead info should be transferred to the lookup field Account. Is this possible? If yes, is it possible to automate this within the process started when the [convert] button is clicked? Thanks in advance for looking into this.

• What can we do to avoid spam messages?

  I use a web-to-lead form on my company's website and I've been got a lot of spam messages, as you can see on following snapshot: So, what can I do to avoid those annoying stuff? I've configured the Recaptcha from Google and programmatically adapted to web-to-lead form in order to try blocking those spammers, however they still coming. If there something I can do it would be wonderful. My hosting is from GoDaddy with cPanel, if it's relevant.

• Instalar ZohoSalesIQ

  Hola Deseo instalar la aplicación para seguimiento de prospectos "ZohoSalesIQ pero me indica el siguiente mensaje de error: "Tiene la edición gratuita de la cuenta de Zoho SalesIQ y, por tanto, no se puede probar el seguimiento de usuarios. Póngase en contacto con  support@zohosalesiq.com  para el acceso." Seria de gran ayuda para mi, si usted puede mirar un poco en esto Gracias

• Workflow not sending emails

  I put on my website a "new lead" form and additionally I configured a workflow to send a "thankyou" email when a new lead comes from website and the rule should be applied only when a lead is created and not edited. But in my case, I set in config to aprove each lead before, in order to avoid spammers. The problem is that the email has not been sent and I have no idea why. So, my point is: when a lead needs to be approved, is it considered as a new lead from the "workflow view"? Can we apply a rule

• Contact sync push data to zoho CRM not pushing previous campaigns contacts

  Hello, I setup contact sync in CAMPAIGNS and configured it to push opened + clicked as leads to CRM. I created the sync on Feb 1st, however, in CRM, I can only see contacts from recent campaigns and nothing from previous campaigns (Jan 24 and earlier). Noting that: - I specified the SYNC fetch details to pull everything - The contacts have full info (first name, last name, email, company, title) If you can look into our CAMPAIGNS account, you'll find that for example all OPEN in campaign Bank List_2

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