Is there an way in integrate Zoho with Quickbooks Enterprise?
P.S. -- The Web Connector that is recommended does not work with Quickbook Enterprise editions so please don't sent me that link.
Can Zoho integrate with MYOB?
CRM package looks good, it will integrate with Outlook but can it integrate with MYOB?
Does Zoho CRM integrate with quickbooks?
I have clients that use Quickbooks and I saw somewhere that they integrate. But when I search for the app I cannot find it. Is it still available?
Getresponse to Zoho CRM integration
We want our unopened letters to be sent to the agent as a task. How we can do this?
Address Finder Integration to Zoho CRM in New Zealand
Hi Wondering if it's possible to use address finder for NZ addresses in Zoho CRM? Has anyone found or used anything to integrate to Zoho for this?? Thanks
Zoho CRM integration with QB Online FOR MAC
It appears that the instructions for CRM-Quickbooks Online integration are for Windows only. Since the QB Online version is obviously web-based, that doesn't make sense. Is there a web-based integration that works on Mac?
Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.
Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this
Zoho Crm with avaya Ip office Server edition R11
hello, I am a systems manager and networks in a company that wants to install Zoho Crm on Avaya Ip office R11.
I have read your documentation which is clear but I do not find it detailed enough.
I understand that we must download a sdk to install from the dev site avaya, which is not a problem.
however i would like to have more details regarding the overall operation of your adapter and i have several questions.
I never execute scripts on a production environment without knowing exactly what
Migrate Hubspot CRM contacts to Zoho CRM using Integration API
Hi, this is Oscar, from Chile. I have been trying to import all my contacts from Hubspot to Zoho CRM using the tool provided. I have the API code needed but it keeps asking for the Instance URL even thou it clearly says "only if using Highrise". I have been looking for an instance URL in Hubspot but it seems it does not apply to this CRM. Can you please help me moving all the contacts so my team can quit using Hubspot? thanks a lot for your support, kind regards.
Zoho CRM integration with Zapier
Hello 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
Integrate Avaya with Zoho CRM
Hi, i'm trying to integrate Zoho CRM with our avaya telephons. And we finish the all steps of the doc (https://www.zoho.com/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#frequently_asked_questions) and we get a error message : "licence check faild - contact Zoho Support" See atached file. Thanks for your help.
Wordpress and Zoho Integration
Hello, I need to integrate my wordpress website with zoho. Actually, my final product shoud be: "When client submits, a form on my site, ZOHO should create lead and add additionl lead source". I'm tryng to do that with CRM APIs. My question is, is that even possible, and can you reference me to the resources. Thanks :)
Outlook plugin - Search and Add Email has stopped working
Hi, I installed the Zoho CRM Plug-in for Microsoft Outlook version 6.5.0.0 a couple of weeks ago, it worked well and did exactly what I needed which was to manually save emails to the Zoho CRM and allow me to select which Lead or Deal to attach the email to. The other day the search function just stopped working. See the attached images - if I use a valid search string (ie one that actually matches a record in our CRM) and click the search button, nothing happens. If I type a dummy search string
Integrate Zoho CRM with Grandstream PBX
Hi, i have problem to integrate my PBX Grandstream UCM6202 I can't found any topics enplane it and i can't found Grandstream in phoneBridge can you help me please to connect my IP PBX to My ZOHO CRM ? thanks Moderation Update: I'm locking this post to
CRM not picking up LinkedIn when connecting social channels
Why does it pick up our Twitter and Facebook, but not LinkedIn Business Page? Is it an API issue with LinkedIn and Zoho???? They are linked within Zoho Social.
Zoho CRM to Zoho Campaigns filter using Contact and Account fields
I'm new to Zoho CRM and Zoho Campaigns, headed over from the Mailchimp world. Question for you experts .. Is there a way to use both Contact & Account fields in Zoho CRM to create a mailing list in Zoho Campaigns? The Contact Sync feature only seem to allow for Contact fields to be used as filter criteria. I'm trying to pull together a mailing list of all Contacts belonging to Accounts with a certain Status (Status is a custom field against each Account - example values are Fit, Repeat Customer,
Zoho Phone Bridge
Why is this feature only available to Enterprise customers? Phone Bridge would be so handy to all Zoho users - I have a Twilio number but cannot use it with Zoho - which is a shame because I will never need some of the Enterprise features - except the Phone Bridge. Come on Zoho - make this available to all users!
Is it possible to set content on the new Lead form via button click?
I want to add some details into a new lead form on the click on a button. I have written the code to connect to an external api using getUrl and can get the address information i need from it into a variable but I can't find how I can put information from this variable into the text boxes on the form. My plan is for my users to complete the other data that is not imported from the API and then save this as a new lead. Is it possible to update the new lead form in this way or should I be trying to
issues with EMAIL tab not showing up..J
I have had my manager set up the email add on feature. My manager is NOT using the mail add on, its only me that is using it. We gone through the processes of setting up the mail add on and making sure that I am activated on it. The problem is that I dont have a EMAIL tab at the top of my TAB bar where Leads/contacts/activities ect are located. Does anyone know what we can do to fix this issue? I am not getting read reciepts when I send out an email from the CRM, however I get no emails sent back
Zoho integration from Mailchimp
Hello, I'm trying to connect Zoho and Mailchimp but to be able to send details from Zoho to Mailchimp. I've noticed 2 ways to do that : - connect Mailchimp from Zoho marketplace --> I did it however we can only take name of the contact, email and mailchimp list but we can't send info from Zoho To mailchimp like custom fields or tags. - Connect Zoho from Mailchimp integration --> When I try this, Mailchimp request a zoho username and a password, I've tried with my zoho account and it doesn work. How
4401Unable to populate data, please check if mandatory value is entered correctly. 1
$xml = " <Leads> <row no=\"1\"> <FL val=\"Last_Name\">Фамилия</FL> <FL val=\"Phone\">383838838383</FL> </row> </Leads> "; $result=insert($auth,$xml); print_r($result); function insert($auth,$xml) { $curl_url = "https://crm.zoho.eu/crm/private/xml/Leads/insertRecords"; $curl_post_fields = "authtoken=". $auth."&scope=crmapi&xmlData=". $xml. "" ;//request parameters $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $curl_url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true); curl_setopt($ch, CURLOPT_TIMEOUT,
Grandstream PBX
Hello, How should i generate the generate the Auth Token ? cause i'm triing this API URL "https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Usern ame/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName]" but nothing happened and always back with error " 404" Best Regards, Mohammad Ziad
ZOHO Google Ads Opportunities won remains 0
We have implemented the Google Ads tab into our ZOHO platform. All seems to work fine. We have several "leads" and "leads converted" showing up. The spendings are imported from Google Ads and the leads show all the Google Information including the GCLID. The only thing that does not seem to update is the "opportunities won" field. It remains showing 0, as does the ROI field after setting on "closed won" Anyone knows this issue, and how to fix it?
Visitor Tracking at bottom of CRM not showing up for Standard Users not working.
This is what the ADMIN user sees. This is what the Standard User sees. Chat is enabled for Standard Users. Just need to understand why this bottom tab is missing on Standard users.
Synchronize Zoho Report with Zoho CRM - Real Time
Hi, I am working with Zoho Reports and the requirement that I have is that all data loaded in Zoho CRM (Campaign, Opportunity, Sales, Products) be synchronized directly to Zoho Reports without user intervention. That somehow be done in the background.
I understand that there is the option of manual synchronization and it is limited to 5 times per day, but that alternative does not meet the expectations of my client.
What alternative solution can you recommend me?
scope for phonebridge in CRM and phonebridge API documentation
Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge API documentation for desk and url [ https://www.zohoapis.com/crm/v2/phonebridge/ ] from a web forum. It makes a reply and error in case of missing arguments, but scope error is returned when all arguments are provided. Regards Devel Dev
Zoho Vonage Integration not working
I am doing until the stage of the integration with Zoho and Vonage integration, I got the code from Vonage however when I try to apply the code, Zoho system says invalid code, what could be the reason? best -raj-
Ampersand
HI! I wanted to let you know that ampersands (&) do not transfer from JotForm to Zoho CRM. Example of how the “&” doesn’t copy into Zoho… Under “particular venues”, “indoor & outdoor” is mentioned and here’s how it looks in Zoho:
Blank ZOHO CRM Screen
I was using the CRM tabs while it was loading it sent me to a black ZOHO CRM page with nothing else on it. I have logged in and out and have tried everything to get back to the home page. As soon as I login that is all that is coming up this is so frustrating as time is being wasted on this ! I need this fixed as soon as possible and of course the help line phone number is closed ! ANYONE PLEASE HELP
zoho phone bridge calls not getting connected to extension setup at phonebridge group
I got the exact same problem as the this post https://help.zoho.com/portal/community/topic/zoho-phone-bridge-calls-not-getting-connected-to-extension-setup-at-phonebridge-group Zoho/ztiadapter/bin/nohup.out output this Reading conf from --->../conf/zti.properties Loading props ./../conf/taskengine/taskengine.conf Loading props ./../conf/taskengine/tele.properties Loading props ./../conf/taskengine/zoho.properties Unable to load protocol asterisk14 javax.net.ssl.SSLException: Received fatal alert:
Unable to use /zcrm commands
I'm unable to use /zcrm commands because of an authentication error. I see an "ERROR invalid_scope" message. See screenshot
Using organization emails with Zoho CRM on DMARC protected domain
Hello, We have configured Zoho CRM to integrate with gmail (which is where we host our emails). Our domain uses SPF/DKIM and DMARC to improve deliverability. So the individual user emails are being sent through the google API and the security is well aligned. However, we'd like to use the organization emails to send emails from no-reply@domain.tld. We have set-it up but we can't find a way to connect no-reply@domain.tld to google API (no-reply is actually a gmail account with login). As a consequence,
Transfer Order from CRM Orders to Finance Orders
Hi I need to transfer Sales Orders created in Zoho CRM to Zoho Inventory - I don't get why this is not possible at the moment. You built such a great tool and the most important function is just not available #facepalm. I tried writing a custom function, but failed. May someone from Zoho can help? Would be great! Kind regards Ben
Looking for a MASTER zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient. Things I need done: Upon submission of the web form: -automatically create an account (fill the account fields with concatenations and formulas based on the web form fields) -automatically create a contact -automatically geocode the address. -automatically zone the account based on the geocoded address Upon completion of Zoho Subscriptions Form: -Link
CRM / Desk integration
Hello all. I'm going thru a trial of several Zoho products, mainly CRM and help desk. Am I correct in assuming that if I add an Account and/or a Contact on the CRM side, this would automatically sync over to the Help Desk portal? It doesn't seem to be working, at least not very well. I have one Account with two Contacts attached. I did a manual sync, and after about two hours they came over. However only on the web, not on the mobile (iPhone) apps. Is my thinking correct? The #1 reason I'm
wildix ipbx and phone Bridge
Hello zoho frends, we have a new ipbx set WILDIX, we want connect the phonebridge application to it. i need help to integrate this application with my new ipbx . regards. edouardo Aguilar from Paris
Zoho Form - Map Dependency Fields
Hey Guys. So I have map dependency set up in my leads. Both the fields are a drop down multiple choice. So the child field is automatically filled after a parent field is selected. Now I want to do the same process for leads via Zoho Forms. However, once we select the parent field, the child field does not automatically get filled in the CRM records. Is there any way to do this?
Add call feature and cross-module duplication to workflow and blueprint without custom function
Hello, I wanted to request 2 things which will make MASSIVE difference in automation. 1. Call feature - please add this feature to the workflow feature. I see that in setting up workflows, we can add tasks, convert leads, add webhooks, add tags, etc. But we can't add a call or event. We have to go through custom function for this and it doesn't make sense. Calls and events and tasks are what run crms, but youve only automated one! that's a joke, right?? 2. Duplication across module. OMG Crm Team
Broken automation notice
hello, Zoho, I have been frustrated with workflows, custom functions and blueprint bc they don't work because of some reason or other, so they need constant maintenance and review, which is highly time consuming. What's more troublesome is that as I experience different processes in my business and improve said processes, fields change all the time. Zoho warns us about fields that are attached to workflows when we go to delete them, which is GREAT! Thank you for that. However, I was wondering
Google Analytics Integration
How can we integrate Zoho with Google Analytics for specific microsites
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