Zoho CRM Lead Magnet Plugin Problems
Where to begin. Critical Problems 1. Plugin prevents Elementor from loading when a form shortcode is in place. The only way to continue to edit via Elementor once the page has been saved with the shortcode (and exited out of Elementor) is to disable the plugin. Here is the specific error when trying to load Elementor: “Sorry, the content area was not found in your page. You must call ‘the_content’ function in the current template in order for Elementor to work with this page”.
2. Date
CRM/Finance integration sync settings not allowing field selection
I'm setting up my CRM/Finance integrations and for some reason the Rate field in Finance sync settings for my products isn't allowing me to select a choice from the drop down, it's grayed out and won't let me make a selection. Any ideas why this may be?
How to track sent emails in ZOHO
I recently configured my gmail account within zoho. I want to track sent mail to my contacts and leads that I send from ZOHO. How can I do this and what other benefits are there to sending leads/ contacts from the CRM? Thank You
Is any add-on required for PhoneBridge to work from CRM?
Hello, Those who use PhoneBridge in conjunction with your separate PBX service: after you enable PhoneBridge and set up the integration between Zoho and PBX, do you have to install any additional software or extensions developed by your PBX? Or does the PhoneBridge make and log a VoIP call via CRM on its own?
Items added to Calendar now showing in Accounts
I add events into the calendar but then when I am looking at an account the open meetings do not show up
365 uploading emails to CRM
So, I would like to know if there is a way (a better way, we have tried the Nokia Lumia emulator plugin, its terrible) to be able to put selected 365 emails into CRM. So far it seems no, and I don't think I am going to get our IT department to allow us to open up our servers to Zoho, so a plugin or connector would be nice, however last time we tried with the Outlook plugin it was uploading internal emails which we deemed a privacy risk.
How to link a Lead from a Google Ads Campaign to a Campaign in Zoho CRM
We configured the integration between Google Ads and Zoho CRM. The campaigns from Google Ads are automatically created in Zoho CRM, but we Leads are not being linked to the Campaign automatically. Does this integration support automatically linking the Lead to the Campaign record within Zoho CRM?
Facing trouble with CRM Server Side SDK integration with my Firebase App in Node.js
Hi. I’m trying to integrate the CRM Server Side SDK (Node.js). I am facing error at the initialization of the ZCRMRestClient. I’m referring to this URL: https://www.zoho.com/crm/developer/docs/server-side-sdks/node-js.html#Initialization Now, the backend of my application is on Google Firebase so I haven’t implemented the MySQL part of the Token Storage Mechanism. So in this scenario, do I need to write a api.tokenmanagement module in configuration.properties? If yes, can I get a sample code that
Dialer that works with scheduled calls not lead fields
I schedule and assign calls in Zoho using the calls module. I would assume this is how most people manage calls. The problem I'm having is that all of the dialer integrations I've seen so far don't actually work with the call module. They just allow you to start a dial session that calls through a certain segment of leads or contacts. The problem with this is that if I create a view that shows all leads with an open call activity and dial through that list, the dialer will create and log a new
How to create a project from potential without assigning an account
Hello. I set up the integration between Zoho Projects and CRM, and now I'm trying to create projects from the potential, but it asks to assign an account. Is there a way to create a project from the CRM without assigning an account? If there's no way to to skip this step, how can I automatically assign an account to the potential? I'm planing to create an account that will be used for every potential that requires an account.
Events module rename to Meetings has broken CRM to Analytics sync
Finally connected with Support as syncing Zoho CRM with Zoho Analytics has started failing today. Appearently Zoho's renaming of Events to Meetings has broken the sync functionality. In case you're seeing the same sync failures you'll know why. Mission critical for us so hope the patch of this major error comes soon!
Ring Central Meetings
Hi All We've just added Ring Central to our CRM and I was hoping to add "Ring Central Meetings" to it, similar to Zoom or Cisco Please see link https://help.zoho.com/portal/en/kb/articles/online-meeting#Schedule_an_Online_Meeting Is this something we can do, if so how can I achieve this Thanks
How to automatically synchronise ZOHO CRM contacts with Zoho Campaigns List management
1. How do I automatically manage lists between ZOHO CRM and ZOHO Campaigns? o How can I synchronise changes in our CRM contacts with Zoho Campaign Lists? § When a customer unsubscribes or changes details from a Campaign email - I need to update the CRM record § When we add a new contact in CRM – we need to add to one or more Campaign lists. Need to be able to manage multiple subscription options eg Newsletter, notices, promotions – separately
LinkedIn Extraction Tools
Need help in understanding how Zoho CRM users are extracting/importing relevant leads/contacts from LinkedIn to CRM LinkedIn is a goldmine and most businesses use it a lot. Most times we get our leads through linkedin and we either need a tool to import or we have add each contact manually into the crm The only tool i could find is LinkMatch. Are there any others tools which can help me do that? (one click lead import)
Zoho CRM: Apple Mail Integration and Xing Integration
Hi 2 Questions: - When do you provide a Apple Mail integration (finaly) - one year ago you said soon ? - Do you plan an Xing integration (like linked_in) ? thx for a short feedback.. Roger
Zoho CRM and Quickbooks Enterprise
I am looking for information to integrate our Quickbooks Enterprise with our Zoho CRM. I've read through the knowledge base but all the threads I'm finding are from 7 to 9 years ago. Can anyone point me in the direction of more updated information? If there is not a specific integration, does anyone have a workaround that they've used to get QB information into QB? Our company functions relatively separately. Currently, our sales representatives and tech support use Zoho, but our accounting team
Optin monster integration
hello, I am using optin monster for my lead capture. How do I integratethat with CRM and campaign, more so zoho campaign than CRM I guess. Thank you
Is there a way to copy a single line value to a date value?
I've been trying to fix this issue for quite some time now. My CRM is being fed by Booker through API. Booker is filling out single line fields inside the CRM. However, I want to trigger automations based on time/date properties. That can only be accomplished by having date/time specific values. My question is, if there's a way to copy that information, transform the format and make it into a date or time field? If there's any missing information to complete this, let me know. Best :)
Upload documents from OneDrive/Office 365
Can I sync documents from my OneDrive for Business (office 365) to the Documents section? We use the document collaboration in OneDrive/Sharepoint and it would be ideal to sync those documents across.
Office365(outlook emails) Zoho CRM integration
Hi guys We're looking to buy Zoho CRM and are currently trialling. I'm working from a MacBook fyi. I've so spent 3 hours on live chat today with Zoho as we couldn't get the two to integrate properly, even with the plug in installed but finally managed to get there. The only thing that is an issue is how the CRM treats emails sent from outlook to contacts. As there is no way to link an outgoing email to an account/contact/deal in the, whilst the CRM will pick up an email sent to a contact automatically
CTI Integration with Alcatel
Hello, We are evaluating Zoho CRM but we want to know if there is any plan to integrate it with Alcatel PBX.
Why can't I get all the data from Sendinblue to my Zoho CRM?
Hi, I tried to integrate Sendinblue and Zoho CRM and when I sync the data, I just get the e-mail and not all of the fields I have in Sendinblue. How can I personalize the fields or what can I do to get all the data?
Can't Email Zoho Finance Estimate from CRM
I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator). Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings. I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role
Can Zoho CRM be used to find out distance between two locations input in their fields ? Can G-suite integration help ?
I am premium customer for Zoho CRM and G-suite. My team collects pick up and drop location for customers over call. Can I use the Google map integration through Zoho to give me distance between two points ?
Zoho Finance Permissions Missing from Security Profiles
We have Zoho Finance Enabled to integrate with Zoho Books. It all is working as expected. I need to edit security profiles to limit who can see Finance from the related lists for accounts and Contacts. I do not see finance listed in any of the security profiles as per the setup instructions. Does anyone have an explanation?
Can Zoho WiKi be integrated with Zoho CRM?
Can Zoho WiKi be integrated with Zoho CRM?
Integration of contacts manager and CRM?
Hi, I just signed up for Zoho CRM. I already use Zoho contacts manager. I would have thought that my Contact Manager contacts would show up in my CRM. Seems like a no-brainer, right? But no. How can I get my contacts from Zoho Contacts Manager into Zoho CRM? I hope there is a way that doesn't suck. Help will be much appreciated.
Pandadoc - Zoho Extension is not available for your region.
Hi there, I am trialling both Zoho and Pandadoc at present and just tried to link them. This error message has come up. We are in New Zealand and have a zoho.com.au. profile. Can you please confirm this is indeed correct and it is zoned to certain regions? It's a dealbreaker for one of the two platforms if they can't link so hopefully there is a workaround. Thanks.
Zoho CRM & Wordpress
Once We Stored Data On Zoho CRM Software. can we fetch data stored on crm software through wordpress website. how it can be done??
CRM & INVENTORY SYNC
1) Sales Orders and Purchase Orders created in CRM do not show in INVENTORY. Purchase Orders created in CRM can not be advanced. 2) Zoho Inventory modules and not displayed in Zoho CRM under a custom tab Zoho Inventory as it stated in: "Sync Transaction
API and Lead Conversion Mapping
I'm using the API/Zapier to convert a Lead based on a trigger. The lead conversion process is working however, it's not triggering the Lead Conversion Mapping, in that, it's not mapping fields from the Lead Module to the Deal/Potential module.
ZOHO SIGN INTEGRATION improvement
First, let me thank you for improving the integration to zoho sign so that we can add template, then send. Before, we have to move to the zoho sign platform, then have to add sign fields (and arrange them to make the document look most professional) before we can send. What a hassle. Now I'm not sure if this suggestion applies to CRM or Sign, but we need to add a way to have a universal message to recipient so that we don'g thave to spend time writing the message each time. We also need to improve
Has anyone here created a sync between Zoho Contacts and Joomla?
Ive been looking for a way to either 2-way-Sync Joomla with zoho, or to somehow treat zoho as the source of authority. Has anyone tried this, heard of someone doing this successfully,heard of a product that can do this? Does anyone know what the issues are from experience?
Embed Workdrive folder on CRM record
Hi I can generate new embed code for a specific Workdrive folder to put in it a web page, for example. Would love to see this embed view of a specific folder available on a CRM record. Anyway to do this? Thanks in advance
Zoho Finance - Invoice Module doesn't connect custom CRM modules
I'm trying to include information on my invoices but I cannot edit the Zoho Finances (Books) Invoice module. I can add fields but not lookup fields. I might be able to use the CRM Invoice module instead, then automate posting client and amount of the invoice to Books, but thats extra work. Is there a way to link the Zoho Finance Invoice module to custom modules?
sync Zoho CRM to Zoho Docs?!
how Can I share and upload files directly within CRM account on Zoho Docs. For example, whenever I create a contact or a lead in Zoho CRM, a folder was automatically created inside Zoho Docs account.
Zoho Sites Embed In Web Tabs
Is there a way to get zoho sites to work on a Zoho CRM web tab? I'm trying to share some training and Zoho Creator is a real pain to use. Would be easier for me to created the pages in a website and share that way. Thanks
Lead Source in wordpress Lead magnet pluggin
I cant get the lead source to save within the zoho lead magnet plugin when I set it up as a hidden field. Therefore it doesn't pull through to the leads within the CRM Any help is really appreciated
Change outlook plugin password
Hi, I am unable to login to the Outlook plugin. If I use my Zoho password it tells me this is the wrong one and I need to use the outlook plugin password. I don't know what this is so would like to reset it? How??
we need to send SMS to our client within Australia
Hello all, We are planning to send sms to our contacts within Australia and we have signed up with Burst SMS and we having a lot of issue, can anyone please advise if there is a better platform to use to send SMS via ZOHO? We are in Zoho CRM Enterprise plan Any suggestion that you can give us will be greatly appreciated (Pros and Cons) and you can email me on support@linklocal.com.au
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