Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution.
We have used a lookup of sorts to create tasks in the past, so that fields are filled in and then read when a task is being created, controlled by Flow. However we're finding that to be quite restrictive and often buggy. It also requires a 1:1 map of field so we have now run out of custom fields in Projects. 
Forms is much neater and friendlier to use, it's much more dynamic and ultimately has a better and easier integration into Projects. 
Obviously the issue is I can't seem to have the best of both worlds, an integration between CRM and Projects using flow doesn't require duplication of information like Forms to Projects does; but it also doesn't enable attachments of documents into the task like Forms - Projects has.

Has anyone else encountered this issue? Found a way around it?
Contextually we are trying to manage requests coming from our sales team to our engineering team, keep them tracked in Projects, and move away from emails that get missed and lost

      • Sticky Posts

      • Free Webinar - Digital signatures for digital contract management with Zoho CRM

        Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
      • New User Interface for your Email integration in Zoho CRM

        Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
      • Fetching leads from Zoho CRM into Zoho Creator, automatically

        I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

        • Recent Topics

        • Collections Management: #4 Before, During & After Payment Processing

          "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems
        • Account name not populating when importing contacts

          When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file
        • Suggestion to improve zoho writer

          I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks
        • webhook basic authentication

          II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555
        • Custom function return type

          Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
        • Issue with Hour Calculation in Zoho People Attendance Module

          I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the
        • Push Notification for New Bookings in Zoho Bookings App

          when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
        • Automation in Zoho Sprints

          Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add
        • Export Purchase orders as Excel

          Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel
        • Draft & Schedule Emails Directly in Bigin

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but
        • TDS Filing

          Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?
        • Create CRM Deal from Books Quote and Auto Update Deal Stage

          I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
        • Send email template "permission denied to access the api"

          Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
        • Zia’s AI Assist now helps you write clearer notes — in seconds

          After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now
        • Shortcut to fill a range of cells

          Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found
        • Object required error

          Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws
        • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

          I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account
        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
        • New Series Announcement - Ecommerce Marketing Tips

          Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
        • Marketing Tip #7: Add a blog to your online store

          A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common
        • Kanban view on Zoho CRM mobile app!

          What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
        • Allow Regular Users to Directly Transfer Ownership of Files & Folders

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders
        • Triggering rules on lead conversion

          There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
        • Customised Funnel

          We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the
        • Trigger Zapier on Deluge Insert Into Function?

          Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context
        • Can you inject JS in an HML+CSS+Deluge Page?

          I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there
        • Display Client Name in Zoho Creator Client Portal Dashboard

          Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
        • Zoho unified inbox

          The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
        • Best Practice for Penny Rounding & FX Adjustments in Zoho Books

          Hi everyone, I’m just looking for some clarity on the correct way to handle very small rounding differences in Zoho Books when dealing with foreign-currency payments. What I’m currently doing: • I enter the supplier bill exactly as shown. • When paying
        • Is there a problem with sharing workdrive files with links since last night?

          As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are
        • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

          Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
        • Phantom Opening Balance

          While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.
        • Production Management Tool (MRP / BOM)

          Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources
        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
        • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

          Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to
        • Exporting tickets

          I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?
        • Editing the Ticket Properties column

          This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
        • Copy field information to clipboard

          I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?
        • Issuing reconciling a bank statement

          HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation
        • Detect and ignore bots in visitors

          The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
        • Next Page