• Integration with Zoho CRM?

  Will it be possible to integrate WorkDrive with CRM similar do Zoho Docs?

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• How to quickly & easily search for Contacts/Accounts

  Just started with Zoho and it's seems pretty good but the one absolutely horrendous thing about it is searching for Contacts and Accounts. I could be doing it wrong and any advice would be appreciated. If I want to look for a Contact, then the process

• Shared Inbox Help

  Hello All, When we secure a deal we end up managing a lot of our projects through a shared company email inbox. We have a lot of emails so need to share them in case one of the team is off/busy, they all need picked up and actioned the same day. It is

• Zoho Projects connector with Zoho CRM (Related List module) features

  Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,

• Attach Subform images from Zoho Creator to CRM Module

  Good afternoon eveyone. I am having a difficult time trying to find a way to attach a subform image from a creator app to a CRM module. I have tried so many ways that I don't even know which way was on the right track because none of them worked. If anyone

• Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?

  I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newly

• Auto assignment of tickets to an agent in Zoho Desk based on Account owner in Zoho CRM

  Hello everyone! I have written a custom function in Zoho Desk to automatically assign a ticket to an agent in Zoho Desk based on the account owner in Zoho CRM when a new ticket is created in Zoho Desk. I hope this helps who need it. You must create a

• Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom

  Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the

• Pagination help

  Hello everyone. I have this code below that gets all accounts based on specific criteria. I just discovered that it's not pulling in all of the accounts due to the 200 item limit. I've been trying to follow some pagination examples but can't seem to figure

• Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!

  Dear All,  Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from

• CPQ Quantity suggestion does not allow multiple products

  I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base

• How to auto-update a task owner in a preset list of tasks on a new project?

  We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we

• Zoho CRM - COQL query failing with no reason

  Hi I'm trying to execute a COQL query but it's returning an error. Unfortunately I cannot understand where I'm wrong The query is the following;: URL: POST https://www.zohoapis.com/crm/v2.1/coql Body: { "select_query": "select id,Adjustment,Billing_City,Billing_Code,Billing_State,Billing_Street,Buyer_PO_Number,Delivery_Date,Delivery_Method,Due_Date,Grand_Total,Invoice_

• Default view in Email on Company Module

  Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differently

• Show or hide a field based on the value selected in another field?

  Can this be done in CRM? If not and can only happen in Creator is there a way to combine Creator and CRM without paying for 2 accounts? Thanks in advance for your response(s). Moderation Update: I'm locking this post since a solution has been provid

• Zoho Analytics - CRM Sync Failure

  We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.

• I need to add difference for Average Row at the end

  (Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99

• Using functions in Zoho CRM Circuits, howto and solution

  So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was

• VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

  Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Product Registrations via Zoho CRM

  Hello, I would like to have a public page, where users can enter product registration details.  This needs to be many-to-one (registrations-to-contact).  I tried the CaseToWeb Form.  It adds a Contact and Case, which is fantastic.  However, it will only let me add a few details on the Contact such as Name, Phone, Email.  I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian

• Stop Zoho Forms from Updating Zoho CRM if a field is already populated in Zoho CRM

  I capture data in Zoho forms and feed it into my CRM through the native integration. However, there are some fields that I would not like to be updated by the Form integration if there is already data in that field in the CRM. Is there a way to make the

• How i can move the records from blueprint A (inactive) to new blueprint B (Active)

  Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo

• Attach image from Creator Subform to Deal

  Can anyone help me figure out how to attach an image from a creator subform to a Deal? I have read through all of the documentation and can't find anything for my specific scenario. Everything I have found is attached from the Creator form (not subform)

• Deals Stage Change From Stage Stepper Not Detected by Client Script

  Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the

• Profile photo not syncronized in Zoho Recruit - Zoho CRM syncronization

  How come, profile photos (candidates, contacts, and accounts) can't be synchronized between Recruit and CRM? Surely it can't be a technical problem? Is there some solution that I haven't noticed?

• API Casing needs consistency in names

  The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in

• Function Needed: Update Account or Contact Profile Image

  Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo  I would like to create a deluge script that

• How create deal with label added using api

  Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,

• Deluge Script - "Mismatch of data type expression" Error When Retrieving Account ID

  Hi everyone, I'm working on a Deluge Script in Zoho Creator to create Accounts and Locations. I'm running into a "Mismatch of data type expression" error when trying to retrieve the ID of a newly created Account. Here's the relevant part of my code: accountResponse

• Address Input and Map Functionality Challenges in Zoho: Need Advice

  I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions

• Tracking leads through the sales process

  Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a

• Flow with CRM

  Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

• Subform Time field showing as null in script.

  Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are

• Free developer edition of Zoho CRM

  A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version

• Creator Subform to CRM Subform

  Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have a Creator form that once submitted creates a new Location in the CRM. Inside a Location there is a subform for hours of operation. I collect those hours in

• ZohoCRM Workflows Not Triggering After Tool Recovery

  I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggering

• External ID validation.

  I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

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