Currency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background · Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. · We sell
Filter organization with active Zoho Subscriptions in CRM
Hi all, we have activated the Zoho Subscriptions Integration in the Zoho CRM, so we can see the active subscriptions for each organization in the organization module in the crm. This is working fine. For us, it's important to be able to filter organizations
How to add Vendor_Name in Purchase_Order module insert REST API
Can you provide a sample input Json for purchase_order module insert REST API ? I am posting below JSON {"data":[{"id":"233855000000834001","Subject":"testpu","Vendor_Name":"kkvendor","Billing_City":"surat bharat","Purchase_Items":[{"Total":5915724.0,"Quantity":33.0,"Description":"na
CDATA Zoho-Excel Plug-In Setup
I downloaded the trial version of CDATA's Zoho-Excel plug-in and am having issue with setup. Specifically, it seems to center on creating a custom OAuth app. Although I'm technically adept, I am not a coder/programmer. Here's what I do: I go to register a custom app at accounts.zoho.com/developerconsole and click "Add Client." Click "Server Based Applications" Give it a client name (no problem) Add my company's homepage URL (no problem) Authorized Redirect URIs (maybe a problem) After looking at
Synchronizing data from Magento store and Zoho CRM
We are looking for an Extension to Integrate and Synchronise data between Magento and Zoho CRM. Does anyone have any suggestions or experience with any services?
CRM & Finance Suite Not Syncing...
I'm seeing an issue with CRM and the Finance Suite not syncing. Everything has been activated/enabled and the vendors and items sync (although there is no data to sync) but the accounts/contacts won't play ball. The sync status says done, but the sync
RingCentral Video Invite
Can this please be fixed with urgency? Should be a quick fix - just an internal email template problem. The RingCentral meeting integration has an issue. The meeting invite email is not including the necessary PIN (meeting ID) information in the One-Tap
Improving Card Scanner results
Hello. We have tried the Card Scanner Android app but the results have not been very positive. It works fine with very simple cards (black on white), but fails quite a lot if the card doesn't have a very simple design. Besides that, the app struggles
Create deal via API
Hello! I try create deal via API. I recive access_token and put it in this code: public function insert(){ $access_token = '1000.917e9c46e56677a285f4ac1b3f6d4298.ce3f663d3546f947b02583149a941b55'; $post_data = [ 'data'
Wildix
Hi, Has anyone got the phone bridge up and running with Wildix? I'm having a nightmare with it. Zoho sees the client just fine, even tries to dial but then fails with an error message Dialed number is not reachable Our provider has enabled the bridge,
Integration Zoho CRM (Passing Google Ads - GCLID) with Integromat
I'm trying to create a lead with Integromat using Zoho CRM (Create an Object) and when all fields and dynamic fields are loaded, I can't find the GCLID field, only my base and custom fields. On the other hand, in Zapier the field (GCLID) does appear.
Service Industry - Potentials Won and automatic creation of project
Hello, I have been asking myself if it would be possible to get the option to create automatically a project once the Potential is Closed Won. The current package seems to work on the assumption that sales and potentials are for goods but we are working in the service industry and the potentials are project-based. This integration would make sense since there is now the Zoho CRM Plus license. Any ideas and suggestions are welcome Regards, Victor MdS
I'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. How
Can no longer hear ringing or callee.
I'm using Phonebridge and Twilio to dial-out and get the popup. Popup seems to be working but I can no longer hear ringing or speaking on the other end no matter how long I wait. Seems to be a poor integration with Windows Sounds. Anyone know of a
Push back Bounced Status to CRM, similar to Opt-Out
I couldn't figure out how to push back bounced recipients to Zoho CRM? This is very important. Thank you for advice. Our email data process, great for cleaning out old lists: new emails get loaded by field, sales as CRM leads emails are synced into Campaigns
With Microsoft Disabling Legacy/Basic authentication methods in 2022, are there any solutions on the roadmap?
In October 2022, Microsoft will be disabling basic Authentication Methods. Their latest article about this can be found here: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210
Response code for 0 records in get records api
What status code is returned by zoho get records api when there are no records ? Is it 204 ? How can we exactly conclude that there were no more records ?
Need a real sync between Zoho CRM and Subscription to make emails campaigns based on subscriptions
Hi group ! We need to have a view and list of all primary contacts of accounts that have no Subscription (in Zoho Subscription) or a Subscription to a particular product
Couldng get adwords infos by GCLID
hi to all we are using webforms in our website. so we know that the setup is ok. we can get gclid information to zoho crm as expected. and with this gclid zoho gets adwords information about that lead from google adwords. but time to time I can see
Zoho Sign Email subject and document record
in CRM, when I send a mail merge document with Writer and Sign, the email subject of the outgoing email is still the standard Zoho Sign email subject. ZohoSign Documents record is missing
Creation of Invoice from CRM doesn't show field shipping_charge_sac_code
When I create an Invoice in Zoho Books, I can add the shipping charges, shipping tax and update the SAC (which is mandatory to update by law) However, when I create an invoice in Zoho CRM, it allows me to add shipping charges, shipping tax BUT doesn't
Integrate Outlook calendar with Zoho CRM
Hello, I use Outlook for organising my work diary but I am looking for a way to add in appointment details for the leads and deals and then have that appointment and client name and address sync with Outlook calendar. Can this be done and if so how?
When integrating Survey with CRM the Survey does not show for submitted Leads
I am testing your native integration between Survey and CRM. I have it set up so that when users submit a Survey they are created as a Lead inside the CRM. On the Lead detail page at the very bottom there is a "Zoho Survey" box where I assumed links to
How to track email activity from sent email in ZOHO CRM.
When i was using Hubspot CRM, there was a special email that was always in the BCC that tracked recipients' activity on the email like open time/date, time looking at email, links clicked etc. Is this feature available on the ZOHO CRM? I am having trouble
Invoice Myself To Pay Salesperson Whenever a Deal Reaches a Certain Stage
We need a way of sending ourselves a purchase order automatically whenever a "Deal" reaches a stage other than "None". It's basically a reminder to pay our Sales Person who generated the Deal for the lead, and a way to track who has been paid what so
Zoho CRM integration in yeastar
Après l'intégration de Zoho CRM dans Yeastar, when i receive a call there is a pop up call but i can't control the call i mean i can't answer the call in zoho crm , i can't stop it, i can't do anything. what could be the problem??
how to convert amount to letters in quotes & invoices
Hello, it seems impossible to display the total amount of a quote or invoice into letters ! So here you are a script that can do this for FRENCH amount to letters, it supports French /swiss french / belgium french variants. Hope you can do something to
Zoho Crm and Zoho Books Integration Problem
I integrated Zoho CRM and Zoho Books each other as two-side sync. I have synced Vendors, Contacts, Products, Invoices, Sales Orders and Purchase Orders modules in CRM with Customers, Items, Vendors,Sales Orders, Invoices, Purchase Orders in Zoho Books. I
Adwords information not working
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM. The documentation said after passing the GCLID it takes 24 hours to populate the data but cannot get the data even after 3 days.
Contacts not being pushed to Gmail
I have set up integration between Zoho and Gmail. I have 18 users, 17 are working, 1 is not. Only a very small fraction (less than 1%) of our contacts is being sync'ed to this person's email account. We have reset everything and it does not improve.
zoho oauth sandbox
In zohooauth token generation flow as per https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html, endusers is asked to choose between sandbox, developer or production environments. Is there any parameter in the returned body which says the refresh
Integration to Showpad
Dear Zoho Is there anyway to integrate Zoho Projects to showpad.com I want to be able to log the customer activities in Showpad with Zoho CRM. We use showpad to send a mail giving access to marketing materials and videos, once the customer accesses them
Stop Zoho CRM moving Deal Workdrive Folders
How can I stop Workdrive from moving new deal folders created to being moved under account folders? Workflow is currently create new deal (property listing), assign to account (in this case agent on real estate team). I want to have all deals stay under
Advanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
Zoho CRM-Desk integration
We activated Zoho CRM-Desk integration with one way sync from CRM to Desk on 29th of June. 324 accounts were added on 29th of June and then 5 accounts were added to Desk on 02nd of July by scheduled imports according to sync history. We suppose still
Whatsapp - Zoho CRM integration
Hi, I was told today by Goutham at CRM support that Zoho CRM didnt plan to support whatsapp and we should use a this marketplace app. The marketplace app that was suggested to us had about 25% 1 star reviews. a choice selection of reviews; "Newest update
Sync ZohoCRM to GPS? (Not mobile)
We want to use standalone GPS units (Not cell phones) for our field reps. For example, Garmin or Tomtom? I am fully aware how amazon the ZohoCRM mapping capabilities are. However, just know that for our use, cell phones aren't an option for navigation.
CRM Subforms to Zoho Analytics
Hi I do have subform inside quotes module in zoho crm that I'd love to present in dashboard of zoho analytics. Problem is lacking integration. I've found somewhere that this feature was planned to be available by Q3 '20.
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
Automatically Import Contact information into CRM from a local transactional system?
We are just now getting into using a CRM solution and want to automatically import contacts & sales information from our transactional system (point of sale). I know I can do a manual import, but is there any way to automate the import using a tool like
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