Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, Chris
Syncing scheduled calls to Outlook
Synchronization from Zoho CRM to Outlook (2007) using the plugin seems to work for events but not scheduled calls. Is this functionality possible? If not, is it planned for the future?
Are RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephony
Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.
Move or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 different
Maximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.
Zoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?
Sync custom Booking form in CRM
Hello, I try to sync custom form fields in zoho booking and integrate in zoho crm. I need to add company name and service. Any suggestion how to do?
Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?
How to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but none
CRM EMail not updating
This was working a few days ago after I configured it, was getting my GMAIL email in the CRM and the little mail icon would update, but now it is not working anymore...Please let me know how to fix this...I did not change any settings, and am hesitant
CRM Gmail extension does not work for Edge browser
Hi, I've installed the Chrome extension on Edge browser from the below link: Zoho CRM for Gmail - Chrome Web Store (google.com) as a result, the extension was installed, it asks to click the "Authenticate Google", but nothing happens when clicking the
Gravity Forms multiple checkbox field to Zoho CRM Multi-line Field.
When I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. The data from the Multi-Select Checkbox Field to Zoho CRM Multiple Line Field is shown as below. [“MON 3pm-6pm”, “MON 6pm-10pm”] I would like it to be:
Does Zoho offer a map that plots all CRM accounts on it?
My boss wants a live map (think google maps) that plots all the accounts we have in our crm onto the map. Is this possible or available some how?
WorkDrive Extension for Zoho CRM stopped working - Problem with Reinstall
Hi Everyone, For some unknown reason my WorkDrive Extension for integrating Zoho Crm stopped working. Basically I was unable to create any folders from within the CRM related list. This problem extended to even a new lead created, so effectively the link
App Spotlight: LogixOne Operator for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. LogixOne LogixOne Operator is a fully featured field service management solution built
Streamline instant chat messages within Zoho CRM
If you're looking for an easier way to connect and use Telegram, WhatsApp and SMS (via Twilio) within Zoho CRM please check out: https://clearscope.solutions/zoho/zoho-market-place-plugin/logixone-chat-zoho-crm
Using Cliq
We are yet to use Cliq, but would like to understand how best to use it or other communication software by Zoho. I got here. There is only one thing: the button Enable. When I press it, you display an error message. What should we do to communicate using
Microsoft365 / ZOHO CRM Sync - Can It Be Done?
Hi all, it seems that I can only sync ZOHO CRM with a new folder in Outlook Calendar, Contacts and Tasks, not with an existing calendar, contacts, or tasks already in Outlook/Microsoft365. Is this correct? If so, it is a pretty big limitation! Are there
Zoho CRM integration with Constant Contact
Hi All, I am looking for integration between the zoho CRM and marketing automation tool "Constant Contact" but I am unable to find it in the marketplace. When I see the Zoho CRM's website -> marketing section, it displays the section where I can see the
How to Add button for Custom Module
Hi Team, We want to incorporate a customized button into the Custom modules of our Zoho CRM account. We've observed that it's feasible to create custom buttons for both default modules and custom modules created using extensions. However, it's not possible
Zoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?
Facebook Ads Custom Audiences
I chose Zoho CRM over your competitors for many good, valid reasons. Those reasons remain good and valid. That said, I must admit, this feature of Salesforce is pretty awesome: http://www.buddymedia.com/newsroom/2012/09/salesforce-marketing-cloud-announces-facebook-custom-audience-targeting-integration/
Create Task from Outlook Email
Is this possible?
Not able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be grateful
Edit document before sending with "send with Zoho Sign" Button
I often need to make minor changes to a contract on a per-deal basis. I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it. Is there a way to do as I've
Customer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please see
Zoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quite
Using dynamic parameters at a request body of connector API
I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":
Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?
Connect Lemlist to Zoho Crm
Hi, I want to connect lemlist to Zoho crm How can i do that? any documentation about that is appreciated Thanks
Mail Merge & Zoho Sign
Hello, is it possible to use a mail merge template to send the prefilled document with Zoho Sign? If yes, how? My mail merge document does not show up in the "Add Document" button after clicking on "Send with Zoho Sign" as described here by "Anu": h
Add multiple email messages with one click with Zoho CRM Addin for Outlook
Hi All, I saw a similar post from 6+ years ago with the same concern but that post has been locked without a helpful response. The original post was for the Outlook plugin but the concern is still the same. We use Zoho CRM Addin for Microsoft Outlook.
The number of Multi Line (Small) field has exceeded the limits
I encountered a weird problem when trying to install an app from marketplace (below). My "Shoots" module (corresponding to native "Potentials") has about 15 of those custom fields — not something I'd think as excessive. I emailed the address noted but
Email Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never ending
LinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,
Wildix Integration problem - clicking on the green phone icon doesn't run the call
Hello, I'm trying to integrate Wildix to Zoho CRM using Telephony's Marketplace Wildix app. I followed this guidelines (Zoho Products integration with Wildix PBX - Documentation - Confluence | Wildix (atlassian.net)) and I was able to: connect the marketplace
Zoho CRM integration with Grandstream UCM 6108 Telephony
We've subscribed Zoho CRM and would like to attach it with Grandstream telephony system. Can you help out on this? Thank you Job
CRM for Gmail issue
Recently the "hover" function - Search for email in CRM - stopped appearing. I use Chrome 106.0.5249.119 and have uninstalled and re-installed the extension with no luck. Without this functionality, it's lost of a lot of its benefit, especially since
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