POSSIBLE PAID FREELANCE PROJECT: Need help with and integration and possibly App development.
Hey guys, I have been a general CRM admin/analyst/consultant with Salesforce, Zoho, and Hubspot. I know my way around the platform and I love and prefer Zoho. However.... I am not a developer nor do I code. I do understand to extents what I am looking for when troubleshooting, but its not my expertise. With that said, I stumbled upon a possible business venture idea, and I need some help. I was wondering if anyone on here would have time to maybe take a call/video chat to see my requirements and
Zoho Event and Outlook Event Mapping
Hello, I was wondering if someone has experience with integrating Outlook/Microsoft 365 and Zoho CRM. I understand how to configure the integration as well as synchronizing the two applications' calendars. However, we have recently decided to make 'Event Purpose' and 'Event Type' mandatory when creating an event in Zoho. The vast majority of our users prefer to create the meeting/event in Outlook. I understand that an event can be created in Outlook without these fields, then edited in Zoho. However,
Dialer options
I am new to ZOHO (still in trial mode) and looking at click to call and auto dialer options with third parties. I have looked through previous discussions and can't find any recent information on the subject. If anyone has experience in this arena, your advice would be greatly appreciated! I am looking for an option that I click to call directly from ZOHO contact while in the CRM and ideally have the option to create call lists that I can use an auto dialer. I have been using MOJO which works
ZOHO Survey Responses Not Syncing
Hello, I'm wondering if anyone can help me out with an issue I've been having. I've integrated a ZOHO Survey with the Contacts module in CRM and the responses sync over perfectly ONLY when the survey is sent using the ZOHO Survey section in a particular contact's record. If I hit the "Send Email" button on the same contact's record and send them a survey link that way the survey still works and records a response but it doesn't appear in that contact's record (the Survey section). Is there something
E-Mail Disconnected
Hello dear Zoho Team, my Mailaccount is disconnected a couple of days ago (foto in the annex). I have deleted and added it again but it hasn't worked out. What can I do? Please help.... Beste regards Frank
Integration of Zoho CRM with Zoho Workdrive
We want to replace ZohoCRM - Dropbox integration with native ZohoCRM-Zoho Workdrive. Particularly, to create folders in Workdrive when a lead is converted into Contact.
My contacts get duplicated in crm and books
Hello, I have a Zoho integration between Zoho CRM and Zoho Books. In Zoho Books, I have the Contacts two way sync between the CRM and Books. However, I am having a problem. When I merge a duplicate in CRM, what it does it creates a new contact in Books (even though it already exists). When I try to merge the new contact and the existing contact in Zoho Books, it creates a new contact in Zoho CRM even though I have the existing recently merged contact. A never ending story. What should I do? Thank
Problem in integrating Grandstream UCM 6104 IP PBX with Zoho CRM-Phone Bridge.
For one of our clients we would like to integrate their Grandstream UCM 6104 IP PBX with Zoho CRM-Phone Bridge. We installed the Phonebridge Asterisk Adapter and set up the Phonebridge but currently it doesn't work. I'll be glad if you can guide us on how we can solve the issue. - The Grandstream UCM 6104 is an Asterisk based IP PBX Appliance - Documentation : http://www.grandstream.com/index.php/products/ip-voice-telephony/ip-pbx-solutions/ucm61xx - Asterisk Manager Interface ( AMI ) Guide
Zapier / Zoho CRM new version is bad - can't update accounts
Hi I am writing to inform the zapier integration team that the new integration is much worse than the old integration. There is no possibility to update anything except leads and contacts. Where once we had the ability to Create/Update Module Entry - it is now just CREATE without option to update. For example it is no longer possible to UPDATE Accounts. Also if you wanted to either update or create lead, then you would need to write a complex Zap integration with branching (which btw is more
SalesInBox when SENT through ZOHO CRM
So, my small company works with other small companies and recommends CRM systems. We are testing out ZOHO which APPEARS to have wonderful features YET I run into some issues which cause some of us to start MISTRUSTING the system. An example for the community's comments and ideas are: I was told that SalesInBox and its SENT folder will NOT contain SENT items from ZOHO CRM. I find that odd - such as whats the point of it then? HOW DO YOU USE SAlesInBox AND do you feel it delivers the emails with
No automatic call log using integrated VoIP provider
Hi, We added Placetel as VoIP provider with Zoho. Our sales people are calling contacts by clicking the phone number in the Contacts detail in CRM. Zoho pops in a modal window at the bottom right of the browser. Colleagues are making the call, but call activity are never added in the contact open or closed activity list. When the call ends, the pop in window disappears. They have to fill manually a new call using the + call link. Am I missing something so call are automatically logged in the contact
Twitter integration not appearing
Twitter integration not appearing anymore on my CRM after it was for almost two years. I did down grade to the free edition however it still was appearing until some months ago. Why?
Zoho Integration with QuickBooks Online
Hello I have been doing lots of searches and cannot seem to find a complete solution to integrating Zoho with QuickBooks online. I have found the QuickBooks Web Connector, but I think this is for desktop quickbooks. If my telesales team are using Zoho and the customer would like a quote, I would like them to create a potential in Zoho and for this to trigger an estimate in QBO. If a customer is amended in Zoho I would like this changed pushed into QBO. Do I need to use the Zoho API and QBO API and
Integration Zoho CRM with Zapier
Hello community
I have a query: We have integrated Zoho CRM with Zapier but the leads are created with a single owner. We need the leads that come from Zapier to be automatically assigned to different owners.
Zapier only allows you to assign a Zoho user, not all users.
Example. The Lead enters Zoho and its owner is Ana. (Ana is the user who is connected to Zapier). We want it to be assigned to either Peter or Josh or John or Ana.
regards
Approve Lead - Wordpress Zoho CRM Forms
We have been testing the Wordpress plugin for a while now and although its really great, the one thing that is missing is the ability to send the details captured into the 'Approved Lead' list. With standard Zoho forms this happens automatically but for some reason, the Wordpress Plugin sends the captured details straight into the main leads list. Can an option be added so that it goes to the Approved Leads list please. Thanks, Chris.,
RingCentral Integration Customization
In RingCentral, I have all my users inside specific Call Queues. Would it be possible to customize the RingCentral widget within Zoho CRM to catch the Call Queue they are calling from?
Refresh token is not provided.
I am using PHP SDK to implement zoho api's in laravel5.8, I have done as per document, let me know what doing wrong. Access token, refresh token, expiry_time is storing in database but dont know how to send this refresh token to get access token. Here my code goes, <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use zcrmsdk\crm\setup\restclient\ZCRMRestClient; use zcrmsdk\crm\crud\ZCRMModule; use zcrmsdk\crm\setup\org\ZCRMOrganization; use zcrmsdk\oauth\ZohoOAuth; require 'vendor/autoload.php';
Anyone know of a wordpress directory plugin that integrates with Zoho CRM?
Hoping to customize a Wordpress Business Directory plugin for a business association site, so that select membership data in the Zoho CRM database is pulled into the directory listings, to decrease duplicative data entry time for the association manager. Anyone know of existing solutions for this kind of data integration? Or a directory plugin out there that is set up to work with Zoho?
Undefined offset: 1
In configration array i have api base url as $configuration=array( "apiBaseUrl"=>"https://subscriptions.zoho.in/", ); also i tried with $configuration=array( "apiBaseUrl"=>"www.zohoapis.in", ) but getting same error.
Add an Event Under Contact's Open Activity
I want to add an Event under a specific Contact as an open Activity. Can someone help me with the API Post request for this
Partial phone number search is not working for Vendors and Accounts for ZOHO V2 RECORD API
I have phone number (+17202548042) saved for Vendor. When I search this vendor with following API with exact phone number, getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=17202548042 But when searching this vendor with following API with partial phone number, not getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=7202548042 Same type of partial search is not working for Accounts as well. But partial phone number search is working for Contacts and Leads.
Integrate Zoho CRM with Asterisk phone system
Dear Support Zoho, I have some issue about integrate Zoho CRM with Asterisk phone system, please help me solve it : 1- Configure Phonebridge : Setup → App & Add-on → Orther App → Choose Telephone Provider → Asterisk 1.4 I have full fill information and click save but it can't save information. I have re-type many time but it still can't save. 2- Currently, The lastest Asterisk's version that Zoho CRM can support? 3-
Integration with Asterisk problem
Hi! I wrote in https://help.zoho.com/portal/en/community/topic/integration-with-asterisk-not-working but didn't got answer. I have integration with asterisk. I can click to call outgoing but when the call is answered in the softphone the Zoho is still under calling. And there is no popup on the screen for icoming calls. And we can't make next outgoing call until crm page will be reloaded. How can we fix it? John.
Contact form from web integration - frequent use email issue
We have linked our web contact form to leads in Zoho. We have tried 2 pacahages including Zoho Mail and all works fine EXCEPT - When the same email is used multiple times, the lead does not pass through any more. You get a confirmation but it does not appear?
Telephony Module built into Zoho
I'm looking for an easier way to record my call results from the telephony module using Twilio. When the call is complete, you can enter notes or create a new action. Is there a way to insert call results into the Call pop up screen after the call? I'm trying to build reports and I am updating a field called lead status, but when I run a report, its not pulling the data. If I can just select from a drop down call results that would work perfectly for me. Thank you in advance for your help.
"Locate stores near me" integration
Our goal is to be able to input a delivery address into Zoho CRM and pass the address to the store locator for looking up the delivery distances. We want the locator to indicate the delivery cost and container pricing for the location. We want the ability to pass the information back from the store locator to the CRM. Example: Customer calls and gives us a delivery address. 123 Suzie Lane, Los Angeles, CA This address gets input into the CRM. We click the webtab and the store locator pops up with
Desenvolvedor brasileiro para integrar Zoho com outros software
Boa tarde, Procuro desenvolvedor brasileiro com experiência em integração do Zoho CRM com outros softwares. Preciso integrar o Zoho CRM com Totvs, MK Solution e Zabbix. Existe algum desenvolvedor no fórum que pode participar desse projeto? Atenciosamente, Thiago Morais 027997747844 thiago.morais@dinamicatelecom.com.br
AddressFields from Card Scanner to ZOHO CRM Contatcs
Hello When I scan a card using card scanner the adress shows on the app, but where does it put it in ZOHO CRM Contacts ? I cannot find the address in the Fields Module which matches the cad scanner,is there a way of matching fields? I have 1500 cards to scan.
contacts to integarte with ZOHO CRM?
Hey community - what is the best monthly / per user contact database to use that can import directly to ZOHO CRM?
Outlook Office 365 Integration
I have just activated Office 365 integration. I can see in my Outlook, emails sent from Zoho and also events in my calendar. In the opposite direction it does not work. I mean, I can´t see in Zoho CRM what i do in Outlook (sent emails and calendar). I'd appreciate any help, Thanks in advance.
How to connect MailGun and Zoho CRM in order to push the opens/clicks into the touchpoint score ?
Hello ! I'm new at Zoho CRM, and am currently exploring the scoring options. I'm using MailGun to shoot email campaigns, and I'd like to synchronize the opens and the clicks (in MailGun), with the touchpoint score in Zoho. Did someone manage to do that ? I explored Zapier, but it doesn't look very helpful regarding this issue. Thank you for your help ! Best, Héloïse
Categorise Based on Product Purchase
We currently inventory and fulfill orders through ZOHO Inventory (have added ZOHO Commerce recently for our webstore). When integrating ZOHO Finance Suite to ZOHO CRM, is there the ability to categorise contacts based on their product purchase? Enquiring as it would be helpful for targeted Marketing through ZOHO Campaigns (e.g., Customer buys Product A and receives follow-up regarding features of Product A, satisfaction of Product A, etc.).
Can I copy an email template in CRM over to Campaigns?
Just the question above, thanks :-)
Zoho CRM Eventbrite Integration
Hi, I'm trying to integrate our Eventbrite account with our Zoho CRM. I have tried two options and neither work quite right and I'm looking for some advice. I am currently using the Zoho CRM Eventbrite integration available via the marketplace. It works well for us but with one flaw. Each time it syncs it updates a contact. Sometimes I have to update the name of a contact (in case someone's partner/mum/friend signs them up for an event with their name but the other's email address) but each time
Outlook CRM plugin not signing in
Hi there One of my users is trying to set up the Zoho CRM plugin for Outlook. It has installed correctly but she is unable to sign in - it seems like it is the same problem experienced by this user: https://help.zoho.com/portal/community/topic/can-t-sign-in-with-outlook-plugin Every time she attempts to sign in it creates a new Auth Token. I have tried clearing these tokens but it has no effect. I have also checked the Application Add-ins in Outlook to make sure that the Zoho CRM Plugin is not
ZOHO API V1 C#
Hello I'm using this method for API call (v1) public static string AccessCRM(string url, string postcontent) { //ServicePointManager.ServerCertificateValidationCallback = ValidateRemoteCertificate; WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray = Encoding.UTF8.GetBytes(postcontent); request.ContentType = "application/x-www-form-urlencoded";
How to make Gravity Form entries show up in Zoho
Hi guys, So I have an order form (powered by Gravity Forms ) on a website I've integrated Zoho with. Now, this form has several entries I want to appear on Zoho when the form is submitted. Right now, I only get basic entries like name, phone, address etc but I have some custom fields I need to show up also. How can I acheive that?
Quotation Management Installation stalled at "Setting up Application Please wait, while we work our magic"
I've attempted to install Quotation management about 5 times. Each time, I push the install button, push confirm and then I get this screen. I have let it sit on this screen for 12 hours and it still doesn't complete. I've restarted numerous times. No love. Anyone else see this? How do I get support from Zoho for this? Thanks, Dave
crm and ring central
Suddenlt the ring central intergration on chrome browser on the MAC is not bringing up caller info box etc within the CRM. Works fine now in Safari. I have made sure that pop ups are enabled etc. It worked last week?:
Is there an additional fee to integrate with QuickBooks?
If so what is the fee? We are considering Sales Force and trying to compare apples to apples. I welcome some thoughts.
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