Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Need rates from Zoho books price list to display instead of only rates from items
You guys give us the ability to sync products/items from Zoho Books into Zoho CRM with the rates that were defined in 'items' in Books showing under the products module in CRM, which then is shown under the Account module in CRM as well. However for specific
How to integrate Zoho CRM with LInkedin
The instructions state if I have two users on zoho crm, I will see setup/users&permissions/profiles. I do not see Profiles! There's supposed to be a "General Permissions" box that list Social integration to check which I can't access because I don't have
Syncing Zoho Campaigns to a custom module in Zoho CRM
When setting up a Sync between Zoho Campaigns and a custom module in Zoho CRM, it seems that it is not possible to see and select a Linking Module in CRM (nor a custom view on that Linking Module) as such a custom module. Is that a bug or a feature?
CRM Subforms to Zoho Analytics
Hi We have subforms in our Potentials module but I have noticed that the subform information is not available in Zoho Analytics. From previous posts in the Analytics Community page, they have said they are waiting on Zoho CRM. Can you confirm if this
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices).
Is there a streamlined way to get data from Firebase into Zoho CRM?
Just wondering if there was any built in features that can integrate a Zoho CRM connection to Firebase
Zoho Flow connection to Hubspot
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
Linking / attaching a Creator form entry to an Opportunity
Hello :) I created a Creator App (Order) which has a subform (items). I added this App as a Custom TAB (not a web tab) to our CRM. Now I'd like to "attach" / "add" specific entries of this Order form to our CRM Opportunites. How could I achieve this ? Must the app be as Custom tab, or can I Attach / Link From Creator to Opportunitis directly ? Thanks
Whatsapp integration
Hi All, Can anyone recommend a Zoho Approved Partner who can set up whatsapp to integrate with Zoho CRM ? We have 4 sales execs who i would like to be able to send whatsapp messages through the system to potential clients. I tried to set up before but
AWS Connect and Zoho CRM Call Quality Issues
AWS Connect and Zoho CRM are integrated and around 2 weeks our call quality became very poor. The calls were either extremely scratch, to the point the person on the other end couldn't hear us or there was a 5-6 second delay in the other person being
Is the a manual dialer (soft-phone) for VOIP integration
I have integrated Zoho CRM with Twilio, and it's brilliant. The click to call works great, but that assumes a customer record already exists. Is there a manual dial option from within the CRM application.....i.e a soft-phone.....where i can just dial
Implementatio Google Sheets with ZOHO CRM
Hi, i can't find any information about the issue that i have right now in the moment. Maybe somebody from you guys could help me. I would like to have all of my customer information in my spreadsheets in google sheets, and make automaticly implemented
Changing the status
Hi, i want to change the status of a sales order in CRM to delivered when ever a ticket in zoho desk was closed. How can i do that? can anyone help me with the function?
Integrating POS system to Zoho
Our company is trying to import data from our Lightspeed Retail POS system to Zoho one, for both CRM for targeted marketing and analytics purposes. As many of you are aware, there is no native connector to Lightspeed POS so we are exploring other options
Outlook CRM Add-In for Zoho CRM - Functionality lacking!
Hello, We have just installed the Zoho CRM add-in for use on desktop Outlook versions and the functionality seems to be very low. Will there be improvements to this? I would like to be able to search for records that we want to associated emails to.
Zoho CRM Webhook not Firing
Hello, I am currently using Zoho Finance module within Zoho CRM and I am trying to setup an automatic workflow whereby when a sales order gets converted to an invoice, it will push to Zoho Inventory automatically. If this invoice gets updated in CRM or
Error en APIS de solo lectura (ZohoCRM.modules.Deals.Read)
Hola buen día, Tengo un problema con las apis de solo lectura, de acuerdo a la documentación existente si yo hago un petición GET con la siguiente API: https://accounts.zoho.com/oauth/v2/auth?response_type=code&access_type=offline&client_id=EXAMPLE&scope= ZohoCRM.modules.Deals.Read &
Zoho Inventory Product Sync
The descriptions on the sync settings between CRM and the Finance modules are very confusing. My interpretation is that our two options for syncing between Inventory products and CRM products are: CRM ---> Inventory CRM <--> Inventory Is this correct,
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
Campaign bounce status to be found in CRM
I have a question about finding Campaign Bounces in CRM. I have enabled the "Update Campaign member status in CRM" option on Campaign. However when I use the filter 'Member Status is bounced' on CRM, it does not capture all of the leads that have a 'bounced'
Zoho campaigns - getting account info as well as contact
Hi there, I have been using oho campaigns to market to my contact base. The frustrating thing is, when I download a CSV of who has opened and engaged with my content, there doesn't appear to be a way for me to see which Account the contact is connected
Didn't get Multiple User Field in Creator using zoho.crm.getRecordById
Hello, i have a Custom Module in CRM with one User field and one MultiUser field. If i fetch the Data in Zoho Creator via zoho.crm.getRecordById, i get the User field, but not the MultiUser field. Need help with that. thanks Klaus Brandt
Zoho Mail and CRM Sync Calendar Availability
Hey, So I use both Zoho Mail and CRM, and the calendar in Mail is my main calendar. Though, I would like the availability shared to CRM (not full event details, as this is not needed in CRM for me). This will make it easier to use the calendar booking
SMS Magic Workflow Triggers
For those who have SMS Magic integrated in their CRM. Is it possible to send texts triggered via workflows? Like after a task is completed, can it send a text triggered off of that completion? Thank you.
COQL escaping quotes
Hi! I'am trying to use ZOHO QUERY API. And have a big issue with single quote in "select query". When i try to send in body name with apostrophe, i get response with "message": "error occured while parsing the query" All standart methods to escape quote
How to add Notes in Notes Section (Not which is part of fields) in Lead using SDK
I have been following this reference to update and post records https://www.zoho.com/crm/developer/docs/nodejs-sdk/module-samples.html?src=update_records My SDK Version is 0.0.20 I want to be able to add notes to the Lead, but couldn't find a sample in
Adding a non-supported telephony provider
Does anyone know of a way of integrating a telephony provider that is not on Zoho's approved list? Is there a third-party I can use to provide the integration? thanks, Mark
Wordpress Gravity forms Zoho addon - notify Lead Owner when submitted
How can I have the Lead Owner get an email notification (like with your Webforms) when a form is submitted through Wordpress Gravity Forms Zoho addon, which uses the API connection. I would like the Lead owner to be notified every time a form gets submitted.
Can info collected in Zoho Forms feed into Zoho CRM fields?
Ideally we are looking for a CRM that has the ability for our clients/prospects to fill out a Form (Zoho Forms??) such that each Form Field data entry will auto populate a field we designate in the CRM (Zoho CRM). Is this possible, and if so, is there
When adding a creator based custom related list to the Contact details, how do I specify a different custom form field than account name?
I've got this working for the Account tab, but I also want to have this on the contacts tab as we record both on the booking. Is there any way to add columns to the custom form field lists than just account name? I've searched through the documentation,
SignForms and Contracts created outside of CRM do not import to CRM
Is there a way to link previously signed contracts from Zoho Sign to our CRM? We hav the connection set up, but it only seems to link contract actually sent from the CRM, not the ones sent from Zoho Sign, and not the SignForms we created. Any help here
Why am I getting this error message? " The CrmAccount already has a client . You cannot associate a B2C contact to it"
I am unable to "Associate Project" to a created Deal. This is the error message I keep being given without any explanation as to what the problem is in terms I actually understand. I have a few that have worked but they seem to have the same settings
Integrate Assist with CRM
I am trying to integrate zoho assist with my zoho CRM so that when a remote support session is scheduled, it is recorded in that person's crm account record. Thanks in advance for any help.
Trying to configure a creator app in the CRM gives me a refused to connect error
I'm trying to configure our app in the CRM to change the way it's displayed. however I keep getting this error. What do I need to do to solve this?
Zoho CRM and QuickBooks Enterprise Solution?
Hello, I am evaluating implementing QuickBooks Enterprise Solution and let me know if you can integrate with Zoho CRM. So far I've read that you can integrate with QuickBooks Simple Start & Premier, but I wonder if it could also integrate QuickBooks Enterprise Solution with Zoho CRM. Who can help me with this question, I will be grateful. Sincerely, Otto Rodriguez
Mas Update "Account Name" field of Contacts
A number of contacts were added without an Account Name details. I wanted to add all of the contacts to the correct account using the "Mass Update" Function. However, the "Account Name" field is not one of the options that I can select to mass update. Is there a reason for this? Is there a way I can mass update the "Account Name" of a contact?
Contact Sync Settings do not match te contact feld names in zoho books
Hallo The feeld names dislplayed in the contact sync settings of zoho CRM do not match the name of the feelds in zoho books. For example : Contactpersonen Zoho Finance Suite Accounts Zoho CRM-velden Notacode
Zoho Phonebridge updated to API V3 but Vonage remains in V2 for the resto of the year.
We have this problem and then the Phonebridge integration fails. Is there a way to run it in V2 while December? so it matches the V2 on the Vonage side?
php sdk 3 date upsert
hello, i am trying to upsert a date via php sdk 3 and i always get this error I tried both string "aaaa-mm-dd" and a datetime object : $date = "2020-01-01"; // this gets "PHP exception":{"message":"","file":"/var/www/vendor/zohocrm/php-sdk/src/com/zoho/crm/api/util/Converter.php"
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