Connect Zoho One/CRM to Vontage dialer
Hello, Unable to get ZohnOne/CRM to connect to Vonage phone dialer. Zoho tech support no help. Has anyone made it work? Using Zoho Via Chrome.
Zoho Mail calendar to CRM Calendar
Okay, I had the worst Customer Service experience with Zoho so I am reaching out to the community for help. The problem: I have standing meetings that are on my Zoho Mail Calendar (zoho calendar) which I need to be on my Zoho CRM Calendar. The reason
contact 7 form zoho entegrasyon
We use Contact 7 forms. We got the Zoho integration, but there is a problem. https://www.elegantthemes.com/blog/wordpress/how-to-integrate-contact-form-7-with-zoho-crm We have followed the steps from the information in this link. Zoho log shows an error
Can I sync my Zoho Calendar with my main Outlook Calendar folder?
Hi, I have enabled the Microsoft 365 gadget that allows me to sync my Zoho Calendar and Outlook Calendar. All the meetings I create in Zoho are duplicated in a new outlook calendar named "Zoho CRM Calendar". Can I somehow make the new meetings appear
Sous-fomulaire - CRM / ZOHO WRITER
Bonjour à tous, Petite question pratique. Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille
Zoho CRM incoming Phone notification to Cliq
How to get incoming phone notifications to Zoho Cliq? Thank You
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
CRM Integration owned by user from a different Zoho Customer?
Hoping someone had similar issue, as we are at a dead end trying to resolve this with support. We created a demo crm plus account a few months ago, converted to paid, and we have been battling an issue where desk will not integrate to crm, and desk will
Integrate Excel or Zoho Sheet functions / calculations to CRM product module
Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote
CRM no saving my google ads configuration
Im trying to connect my CRM with google ads and everything seems to work correctly but when I refresh the page it makes me do the process all over again. I always finish the integration correctly but somehow it doesnt save it an I always have to do it
Show Zoom Link in Recipient's Calendar
We set up meetings within a record, selecting the "Make this an online meeting". We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
Gmail IMAP instead of POP into Zoho Mail
I tried search for this, but couldn't find a solution or an answer. We currently use Google Apps and Gmail to communicate, and one of the main reasons we chose to go with Zoho was because of the email integration. However, as soon as we signed up, we realized that the email add on doesn't help much. We have over 25 GB of email that we don't want to delete and keep on file, however, if we use POP that runs up the storage charges on Zoho. I was shocked to find that Zoho doesn't support IMAP functionality
Outlook 2016 Zoho CRM Integration
Hello, I'm not able to find the link to Zoho CRM addon for Outlook 2016. I've read several guides/articles, but looks like they are all outdated. The only available option in Marketplace > Microsoft > Outlook is the integration of CRM with Outlook 365.
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Google Contacts Sync
I have just initiated a google contacts sync by changing the frequency from Daily --> Never Repeat --> Daily (Only way I know to initiate a sync). It is now 23 minutes later. I have a group of contacts called "Automotive" that I want to keep synced.
Adding Teaminbox related list to Deals
Hello, is it possible to add the teaminbox related list to Deals? Thank you Antonio
View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks
Hello, Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide
After rebuilding Sandbox, Connections->Custom Service is not editable
I have just rebuilt my sandbox with production. Production has a configured connection-custom service that is used in some integrations (webhooks - etc). I need to edit the connection in the sandbox, but it appears to not be editable. The custom service
How to integrate Shoretel Web Dialer chrome extension in zoho?
So I have this code but it doesn't work. So this code is supposed to convert numbers into dialable links for Shoretel, but it doesn't seem to work and it states that the variables are not defined like phone and country. The shoretel web dialer extension
Alternatives to zoho phone
Hi I have recently switched from a German telephone flat rate to zoho phone. The cost has increased 3x from less than 25 EUR/per user / month to about 75 EURs without changing the volume. Does anyone know a better / cheaper solution? Has anyone experience
How long before email should be received?
I have set up a workflow action to send an email. This is in a sandbox environment. ZOHO tells me that it is working, I see in the workflow "View Usage" that one was sent, and in the "Sent Email Status" report, I see the record of it, with the correct
Serial number tracking
Good morning, We have some problem that we don't know how can be solved by ZOHO. We sell a type of product where we need to track its serial number. I know that such a function is in ZOHO INVENTORY. However, we need a specific serial number to be visible
integrate ZOHO with avaya or astrick
Hi I'm looking for a solution to integrate my landline phone with zoho CRM and Desk plz provide me which central that I have to get from Avaya and what all I need ? thank you
Projekte aus Books beim Kunden anzeigen
Um alle erbrachten Dienstleistungen eines Projektes (Books) beim Kunden zu sehen, wünschen wir uns die Integration als Modul oder ein Abschnitt in "Zoho Finance" in dem die Projektkennzahlen insbesondere die geleiteten Stunden zu sehen sind.
Is there an API to list available fields for a webhook?
For example: when a Deal is created, I would like to know what fields can be included in the webook. Through research and trial and error, I see that fields are available from: Organization Contacts Deals Campaigns Users Accounts Is there an API call
Need help sending images to Zoho CRM sent from Typeform using Zapier
Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded
Receiving error:null messages after integrating Zoho Books
Hi We've purchased Zoho books and have integrated it with Zoho CRM. We are currently syncing: Contacts (both ways) Products Transaction Modules (Estimates and Invoices) Since doing this we are now getting the attached error message come up in our CRM when we try and edit any of the fields on an existing Contact. If I select the Edit button at the top right of the Contact screen I am able to make changes but if I just want to to edit a particular field the error message appears when I click Save.
Retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact
Hi, Whenever we convert a lead to a contact via BLUEPRINT, the Contact in 'Zoho Sign Documents' module will not be updated. I came across this link to solve the issue, however, this solution doesn't work. https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/set-up-a-workflow-to-retain-the-association
VirtueMart Integration
I need to integrate ZOHO with my Virtuemart (Joomla) estore to capture customer data and product purchases. I did not see an app in ZOHO marketplace for this. Any ideas on how to integrate and eliminate the manual keyed transfer of customer records? Thanks,
Zoho CRM Google ads phone call integration via Zapier?
I’ve been using the Zoho CRM integration and it works great for form fills. What about phone calls? Currently I am pushing the gclid into Zoho CRM via a CallRail and Zapier workflow. For some reason, Zoho and Zapier only lets me transfer the GclId
How to Push files to you Zoho as attachments from contact form 7?
is there any custom code to fetch api and add contact form 7 upload file data to zoho cr attachments? I searched google but not found any things that solve this query
“User is already present in another account.”
HI, I have created a user in Zoho One. When I try to add Zoho CRM application to this user I am not allowed with the message: “User is already present in another account.” I have double check and that user does not exist in Zoho CRM Thank you for the help!
Is this Itegration HIPAA Complaince??
Hi, The nature of my business is that HIPAA is Mandatory so with Whatsapp integration we can guarantee that we are still HIPAA?
Zoho Integration with Outlook Office 365?
Things have recently changed at my work and now I only have Outlook Office 365, web based email. I need to get a new CRM as well, can anyone tell me how well Zoho CRM integrates with this? I've not used Zoho that much, can someone also elaborate on whether I'll need to download the software or just use the web based CRM? Thanks.
Can't get all users using Node SDK V2
I'm having a problem using the Zoho CRM Node.js SDK V2. I'm trying to get all users from my organization with the getUsers-method. I have copied the sample code from here: https://www.zoho.com/crm/developer/docs/nodejs-sdk/v2/user-samples.html?src=get_users
Zapier intergration error - Workflow trigger
Can't trigger a workflow automation in ZohoCRM, it's not loading them in the drop down options in the Trigger field. Image attached. Currently on a Zoho One Subscription which should enable the enterprise features, as mentioned in your help doc for this
Zoho CRM/Books Integration is Terrible
The integration between Zoho CRM and Zoho books is terrible. You can create a quote in the CRM, but can only "convert" the quote to in invoice in the CRM invoice module. To actually get it into Zoho Books, you have to create a new Quote in a different
Form Integration to CRM
Hi, I am trying to update a record in the Leads module with the data from a Form. I have added the Zoho CRM advanced field and mapped all the responses to a field in the Leads Module. However, when the form is being submitted, I get all entries but
Suggested way to integrate Contact Form 7 Wordpress plugin with Zoho CRM
Hello, what is the right way to integrate CF7 and Zoho CRM? I see there are several plugins, some developed by Zoho and some developed by other companies. Some examples: Made by Zoho: Zoho CRM Lead Magnet – WordPress plugin | WordPress.org Zoho Flow –
Succesfull Dialpad integration?
Has anyone had success with integrating Dialpad to ZOHO CRM? We are looking to move away from Nextiva, but we cant get DP to find #'s. they say its because of phone/email/company fields being empty. DP does find records so it is connecting, but it will
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