• Pulling data from CRM into Creator using searchRecords

  I'm trying to build a Creator application that will update CRM data using zoho.crm.updateRecord method.  For this method I need the ID, and I am having trouble finding a good way of getting the ID of an existing record.  I have tried using zoho.crm.searchRecords with the Email as a criteria, but I do not know how to then extract a specific segment of the response.  Here's what the code looks like.  I just don't know what to set CRM_ID to to get only a part of Record. Record = zoho.crm.searchRecords("Leads",

• Skype Click to call link, petition to remove!!

  Zoho, Please remove your formatting on numbers in Zoho CRM. The Skype click to call formatting is preventing me from being able to call numbers from my computer(with google voice) and from my new android phone. Please keep in mind that some people do not want to use skype, for those who do, there are plenty browser add ons that will give them that functionality.

• Integration of Zoho/SalesIQ with ZohoCRM and ZohoCampaigns = not simple, needs simplification, hard to get working

  I have been trying to get a ZohoCRM, ZohoCampaigns and ZohoVisitorID (SalesIQ) system ensemble integrated for use with our small company's emailing outbound work and site visitor tracking as well as content marketing (asset) tracking of downloads and fulfillment. all this should be appearing in CRM as I understand it, but we're having a very rough time figuring out how to get it all to work seamlessly, where to include what code to make things work, etc.  Where is the support for this integration?

• Traffic Light Dashboard for Sales in Zoho CRM (RED/GREEN/YELLOW)

  Hi, I am new to Zoho CRM, I am a former Salesforce.com user, and i found the traffic light sales dashboard very useful while tracking monthly or weekly sales. Sales to date. (Sales to date, according to a monthly quota, red if the sales are low, yellow if medium, and green if the salesman reaches the sales target, pic attached) However, i cant seem to make it available on Zoho CRM. Anyone knows how to make this available or only salesforce.com has it? I appreciate your help. Regards,

• Share contacts between CRM and Mail

  Hi, I have one question: Can I share the contacts created into the CRM with the contact list of Zoho´s Mail? Greetings, Andrés

• Autoresponder and Leads/Contacts sync?

  Hello there, i have a fast and simple question.. what happen if a LEAD synced from CRM on campaigns and subscrived to an autorespoder campaign become a CONTACTS on CRM ? The conversion unsuscribe them from autoresponder campaign ? if that happen how i can re-suscribe or continue the autoresponder? thanks           

• Getting Started - Campaigns or CRM First?

  Zoho has so many products and so much capability, I've gotten overwhelmed and lost.  The Campaign Help section has some good articles on how to perform certain tasks, but I could really use an overview with step-by-step instructions.  I'd appreciate your advice on how to proceed. Here's what I want to do:  Create information request forms on my web site and then send autoresponders (date-based and action based) to subscribers.  (Some of the autoresponders will not only provide information but ask

• Updating a record based on a date in another field (automatically adding time to another record)

  Hi, I have a custom module I have created for construction and property based transactions. One of the functions that is increasingly becoming more and more important is the ability to automatically populate dates based on dates within the same module. For example field 1) is updated with a date. I would like fields 2) 3) and 4) to also be updated based on the date that is entered into field 1). Here is what I have tried: I can create a formula to auto-populate each field but then the fields are

• Zoho phone support is down

  How am I supposed to get through to support?  I have filled out two tickets that never got responded to. When I call the "24 hour" Zoho CRM support 1-888-900-9646 I am directed to leave a message. Every time I leave a message, they call me back after hours (we are closed after 4, and I mention it in the message). I then call back the next morning to speak with your "24 hour" team and yet again the cycle continues of leaving a message and not getting called back until after we close. I demand a response,

• Adding Custom Zoho App to an Existing Form in Zoho CRM

  Hi there,  First off, I'm really impressed by these forums and the quality of the support from Zoho. Thanks so much in advance! My question: Is there a way that I can add the code of a custom Zoho app to an already existing form within our Zoho CRM? Background explanation: I found this great code snippet on the Zoho Creator Forums: https://creator.zoho.com/sampleapps/format-phone/#Form:Format_Phone I would like to add this code to the existing Phone Number fields in our CRM so that all future phone

• Import products with prices not possible?

  We are trying to use the Product module for the first time and imported our data for about 500 products.  We have the list price in our csv file and mapped that properly, I think.  But after the import the prices are not shown on the product detail page. After looking around the forums we see complaints from other people about not being able to import prices.  Should the prices be imported from a csv file during the import, or is this broken in your code? Should we be using the Price Books to get

• New Comment Notification Feature!

  Yello... Just wish to commend you guys. I think the new feature that alerts you when a lead has been updated with a comment is sooo useful. It makes communicating with my team so much easier and efficient. Thanks! Zakaria Desai

• Is this possible with workflow rules in CRM?

  We would like to establish a workflow that is triggered as soon as a new record is created in LEADS according to the attached diagram. The workflow has to be executed fully automatically. Can we accomplish this with ZOHO? A good advice will be very much appreciated.

• Creating additional notes area

  Hi, just curious if I can clone the Notes area so we have two identical notes areas. The point of this would be to have internal notes (with time stamps) viewable to our team internally.   Then we could have a second notes area (with time stamps) that we could use for profiles of users who need to view only very limited areas of our database.  They would have access to Notes 2 (for example) but not Notes area 1.   A simple text area as a solution wouldn't be ideal because there is no time stamp/user

• Can I have various users using the same account

  Is it possible to purchase one CRM user account and have various employees use it?  I dont want to purchase an account for each employee, its expensive for our company.  Can we buy 1 user account and then have a field that the employee enters their name so that we know who is using the account or who is editing information. For administrator level activity can we also do that inside of the same user account, using a password? or should an administrator have a separate user account purchased?

• Report trigger when a field is updated

  Dear All,  I am trying to configure a report in order to measure weekly changes in client status. Because I need to know certain field updates I try to configure this in reports. Unfortunately this is not possible to add the standard filter when " certain field is updated". Only account, this makes the reporting not very trustworthy... Can you help or develop a field update standard filter, or does it already exist? Thank you very much!

• BEWARE 3rd Party Plugin for WordPress -- Someone Hacked My Site

  I am posting this as a warning to others. Yesterday, we installed a plugin on our wordpress site to create a form and capture leads.  Within 1/2 hour, someone had hacked into our WordPress Site, had changed my google password, and was trying to access my google account. This is the plugin we used:  https://wordpress.org/plugins/wp-zoho-crm/ Here is a screenshot (continued below) I contacted Smackcoders. Even though this plugin was updated 1 month ago -- in September 2014 -- they said it was out of

• Export single Contact from CRM to Recruit

  Is it possible to export a single contact from Zoho CRM to Recruit?  We don't want to export them all as we only have Clients who are actually interested in using us in Recruit, therefore keeping it much tidier.  Therefore, we don't want to export all contacts, or those that have been updated recently, or any of the options you have.  We just want to be able t tick a box and for that single contact to be exported.

• Lead keyword tracking (from Adwords via web-to-lead form)

  We recently moved from Salesforce and this is one of the features we really miss. Is this something Zoho are working on?

• Using gmail w/ SideKick not getting back into ZOHO CRM

  So, it's a unique issue, but one most sales organization would needs addressed. We do a lot of outbound work and this includes using Zoho's mail editor in CRM to send follow-up messages. So, I can call, leave a message and then send an email and this outbound message logs in both my Zmail and Gmail outbound. This is good! Issue being is that when the client replies (I have tested this with a personal account), the email does not make it back into the CRM where I would be notified of an inbound message.

• Syncing Zoho Contact with Zoho CRM and accessing them from Microsoft Hotmail

  Hi, I'm still very new to Zoho, but I was wondering: Is there a way to ensure that all contacts added to Zoho CRM are likewise added to Zoho Contacts? (and vice-versa?) Also, I was wondering if there was a way that Zoho Contacts or CRM could be 'shared' to my Microsoft Hotmail address, so that when Zoho contacts details are added or updated, it's also automatically up to date in my Hotmail. What would be even greater if there's a way the Zoho contacts could remain somewhat separate within my Hotmail

• API Usage query

  Hi, We have not implemented any API, but according to Setup - Developer Space - CRM API... Can Usage Information Methods Today's Requests Max Limit per day getSearchRecords 0 250 getCVRecords 0 250 All Methods together 20 8500 Can I find out where these 20 requests have come from? Thanks, - Adam

• Create a report of invitees for an event

  Is it possible to create a report of the invitees to events?

• Lead Groups or Lead Folders

   I am using Zoho Crm to help manage clients or "callers" in my business.  I have my lead form set up with one of the first Fields being a drop down box, ready for clicking what category of callers I am on the phone with. For example: ______________________________ A: Sales                                              |<-------------- B: Technical                                        | C: Customer Service                          | ______________________________| Is there a way to set Zoho Crm up

• Check for email reply & run workflow rule (automatically)

  Using zoho CRM and creator. Lead comes into CRM. Want to be able to check if the lead email address has replied (a new email from them) automatically and if they have, trigger a workflow rule (change lead record). Is there anyway possible to do this with a combo of CRM / Creator or with the deluge script?

• Zoho CRM Freezing Browser when attaching document

  I'm trying to attach a document to an Account record but my browser freezes up each time I click on Document link.  I'm using Firefox 32.0.3 which I think is the most current update.  I'm running on a Inspiron laptop on Windows 7. Also...  down at the bottom of my browser (lower left hand) the words javascript show up when I click on the Document link.

• Email/Mail Merge Template Questions

  Hi there, We are trying to set up templates for our crm workflow, and we have a couple of questions. 1) Which type of templates should we be using for sending automated workflow emails, Email Templates or Mail Merge Templates? Can you explain the differences, and when each type is best used depending on the scenario? The help guide answers did not provide very clear answers. 2) On the Mail Merge Templates, is there a way to have each template automatically select the correct email address based on

• Microsoft Outlook 2013 plug in is not working

  I installed the plug ins but it is not working , always disable so what I can do 

• Sync settings for Google Apps question

  When setting up Calendar Sync in Zoho CRM there is a option the set target calendar via a drop down menue. Can this target be my default calendar associated to my Google account? (I can´t test this since I´m on a free license testing) Joachim

• Right CRM software

  Hello friends, Can anybody suggest me a right CRM solution for hotel management ? Do reply.

• CRM Custom Reports do not Appear as Source Reports when creating Dashboard Elements

  I am trying to create dashboard charts based on reports that I have created in CRM. The reports work and run as reports but are not available for selection as Source Reports when creating the Dashboard Element. What am I doing wrong?

• Do get Notification for delivery failure of email sent from CRM workflow (using non-Zoho smtp configuration) ?

  Hello experts, I have checked for any existing topic related to this so I am writing this again? If this has been discussed before, please point me to it. I am using Zoho CRM. As a user, my email and login is my company's email. (let's say it is called user@dvsum.com) What I am trying to do is send emails to my contacts in CRM. So when I click send mail from the contacts page, it opens up the dialog box and it populates with the contact email and correctly populates the "from" and "reply-to" address

• Where is "Automation" in Zoho Crm?

  Hi,  I am using as a free user and I'm exploring CRM. I'm totally new to this and am unsure if I'm looking in the wrong place! I couldn't find the "Automation" button. My setup only has 10 categories as compared to the 13 on the demo video's. Is this because my account is a free account and I have to upgrade it to a premium account first? Thank you so much!!

• API integration to/with the CRM

  Hello,       i want to integrate an API of an email marketing programe that i use, to the CRM and i don't know how. Here is the API of the other software and the instructions. http://envialosimple.com/es/api-http-email-marketing ...but i don't get how i can integrate one in an other. First, is it possible to do this? I was told that yes it is. Second, how do i have to do and where? Third, thank you. Regards, Lucas.

• Solution Roadmap, CRM Implementation, and Data Integration Strategy

  I'm new to CRM and am still learning about it. I have an assignment on CRM and since I have no prior experience in this area, I am struggling with it. I wonder if any one of you could give me some insights as to how I should go about it or any tips in answering this as I am so clueless right now. I am not here to ask direct answers from anyone, I know it's an assignment and I'm supposed to be the one giving the answer, but if anyone could direct or guide me as to how I should go about this, I would

• Back up of whole CRM system

  Hi We have heavily customised our Zoho CRM system and I want to backup everything, not just the data inside it. How can I do that? (I also have elements that draw on apps in Creator - can I also back those up and how) Many thanks

• Email lookup using custom function

  Would it be possible to do the following using a custom function inside crm (or creator as we have both and linked) : 1) Schedule a function once a day that would look at all leads with a certain criteria 2) If fit this criteria, check the count of emails sent to us, by the lead Email address 3) If say for example, the lead has sent us one email, update a custom field labeled "lead responses" to 1? Trying to find a way for our agents to better check responses automatically without having to check

• Reports Module showing me data that doesn't exist!

  I've created several reports to provide detail on opportunities in certain stages. For example, I have one which should display multiple fields for opportunities at Stage "Qualified Lead," with a closing date between Jan1 and Sep 30 of this year. The report seems to be pulling all the records that match those criteria. However, it is also creating rows for several "opportunities" that appear in the report with no data at all. The qualified lead and closing date fields are blank or null. And when

• Huge problems using webhooks on Accounts

  I created a Workflow rule to execute on CREATE using a webhook and followed the instructions https://www.zoho.com/creator/help/api/rest-api/rest-api-add-records.html and had new account details copied over to my Zoho Creator app. I then disabled the CREATE workflow rule and created a new rule to execute on CREATE or EDIT and setup the webhook in the same way. This resulted in a new account being entered in the Zoho Creator app whenever a CRM record is changed. Initially I thought that EDIT would

• CRM BUG !!!! WONT LOAD ANY VIEW

  I need help as soon as possible, the vies is not working in my CRM, my team cant work with out updates filter !!! 

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