Update "member status" in CRM campaign
Dear Z Community. Is there any way to automate the field "member status" in CRM Campaigns? I just can see it in reports, but nowhere else (WF rules, Z FLow...)
Spam in Zoho CRM
Team.. Is there any way to track which spam email reports were sent via mass/macro email to my prospects/recipients in Zoho CRM. This is very useful for fixing the subject and body of email templates to avoid spam in the future. Please guide and advice
Exporting the records from the Zoho CRM iOS app to the mobile device
Have you've heard of the idiom 'At your finger tips'? Well this is one example wherein you can quickly export the Lead or Contact records to the mobile device's address book and also as a .vcf file to the mobile device and other apps. Doing so, you can
Need a Solution for Calculating Rehab Costs in Zoho CRM with 74 Rows
Problem: I have a customer who is a real estate rehab investor/broker. His team of agents will visit multiple homes per day, and his team fills out a "Rehab spreadsheet template" for estimating rehab costs. The template has 74 rows and three columns (Quantity,
How to capture ip address in Zoho web froms and save to contact modue
Is there any way to get the ip address of the user who submitted the zoho web form, ( please its not zoho forms, I want it for zoho web forms ) thanks
Multiple Dashboards in Zoho CRM
Would it be possible to allow for more than just 2 dashboards (personal & a second) to be available to CRM Users? With the limit of 10 modules per dashboard I am limited on what I can add and push to my users. The only other option being to spend time
Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
More Color coded Picklist Values needed
Hello, our use case is the following: we receive car data from customers and we have to price them quickly. We worked in our own custom CRM before and we color coded every value from green (good) to red (bad), so that our pricing employees are able to
While adding leads from laravel app using php sdk 2.0, Lead Source not reflecting in CRM Leads
I have integrated Zoho CRM in my laravel application to push leads from my laravel portal to zoho crm using PHP sdk 2.0 https://github.com/zoho/zohocrm-php-sdk-2.0. I have implemented below code to create records (leads) in CRM $record->addFieldValue(Leads::LeadSource(),
"Tracking Lead Sources Over Time: A Report on Leads and Converted Leads (Accounts)"
Hi there! I have a client who wants to monitor their converted Leads (to accounts) and unconverted Leads in a single report to track important metrics such as conversion rates and ROI on lead sources etc. I am looking for ideas on how to solve this: I
Self Client Token Generation
Hello, I am having a very hard time connecting to Zoho's API for a Self Client application. I have read many forum posts on this topic, but I cannot make heads or tales of it. Can someone give me a cut-and-dry explanation of the process, or point me to
The best way to migrate data to Zoho CRM and link them all together?
Hello, I am about to migrate date from a CSV file to Zoho CRM. The CSV file contains several data: Contacts: This should go into the regular "Contacts" module Companies: This should go into the regular "Accounts" module Subscriptions: This should go into
Leads were sent but are not in ZOHO CRM
We sent emails but they didn't reach Zoho CRM. Changed password from account recently, API key changed as well. We are in need of those leads. They are vital for us because we lost a lot of money on advertisement.
What is the framework the Zoho CRM built on?
Hi, I would like to understand the technology stack and the framework that Zoho CRM is built on? Thanks in advance!
'Convert' Button
I have set up a number of leads and would like to be able to turn these into contacts and/or accounts. When I follow the instructions here https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads#Creation_of_contacts_and_accounts_upon_lead_conversion
Zoho and FreePBX integration with CRM Link commercial module
Hi Zoho Team, We have recently purchased the FreePBX CRM Link module for Zoho running Asterisk 13. API is connected and user are been synced but call are not working. We have followed this guide: https://wiki.freepbx.org/display/FPG/Setup+for+ZohoCRM,
Import date into leads
Good morning, I am currently evaluating Zoho CRM. I have a custom field in my Leads module. The field is for a date. Trying to import data into this field from a csv file has been very troublesome. I have tried all the formats that have been documented. I should be able to import a date (ie: 01/01/2017) but the only format that as worked is when I manually added a time value to the field data (ie: 01/01/2017 00:00:00). This is very frustrating. I should not have to alter my date data in such a manner
Can CRM portal users change the Deal stage (or any other field associated with a blueprint)?
Hi, My company is hoping to use a CRM portal to give our sales partners (i.e. people from outside my company) access to Leads and Deals so that they can carry out negotiations to sell my company's product. When our sales partners use the portal to access
How to keep track on cancelled meetings.
Hello. Our organization books meetings. Sometimes the lead never doesn’t come on the first meeting booked. We would like to keep track on all of our cancelled/unattended meetings. Any thoughts ?
Email action based automation in Zoho CRM
Currently, in Zoho CRM there is no such option to create an Email action-based automation. For example, through the workflow function, we can auto-send pre-defined email templates to leads, contacts, and deals but what about if we want to take the automation
Get ContactID when a Contact is updated
I'm using this code from a previous question to update a field in a Contact whenever a Contact receives an email: //access the emails field from the Contact emailInfo = zoho.crm.getRelatedRecords("Emails", "Contacts", --yourcontactID--); //create a list
How to send Mass Email
Hy , How to Send Mass Email from Lead Module without using Email Templates.
Button to distinguish contact role as primary
This is a function available in Salesforce for contact roles on opportunities (deals) where you can specific who is the primary contact out of all the contact roles added and it adds a specific label to show this in the role list; this would be nice to
Stage component in Zoho CRM | Public Early Access 2023
Hello All, We hope you're well! We are thrilled to introduce you to Stage component in Zoho CRM. This is a public early access feature and is available to customers upon request. Please submit your request for early access by filling this form. Analytics
API v2 always INVALID_TOKEN
Hello, I am getting api error - { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } 1. I registered in the user’s account and using Self-Client with the rights ZohoCRM.settings.all, ZohoCRM.settings.modules.all and received a grant token. 2. After I generated access_token and refresh_token {"access_token":"1000.************.************","refresh_token":"1000.************"","expires_in_sec":3600,"api_domain":"https://www.zohoapis.eu","token_type":"Bearer","expires_in":3600000}
CRM for Insurance - Track Submissions
I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions. This tab brought up a pop up where they could
Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
Email Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never ending
Improvements to the Quotes module in Zoho CRM
I have some recommendations for improving the quotes module and thought I'd start a thread and see if anyone else agrees. 1. Product Ordering: It only allows me to currently show products in my quote in the order that I have added them to the quote in
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
Email to CASE
The ability to set up an email to case auto generation (Like the one in Support) would be beneficial. we use cases as our ticketing system.
Cancel/downgrade Zoho One Subscription CRM data
If we want to downgrade or cancel our Zoho One subscription and move to either a free or individual app plan, how does that work with our data. While using Zoho One we have data in the Zoho CRM (as well as other Zoho apps). Once we cancel Zoho One what
Zoho User Group (ZUG) In-person Meetups - India region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
Possibility of averaging fields and that value being added to a specific field
In our custom module (Applicants), we have 8 picklist fields (values between 1-5, whole numbers and decimals). We’d like for those fields to be averaged and the average value inputted automatically into a different field, Interview Score (decimal field).
New Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manage
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
CRM: neues Meeting als Online-Meeting über MS Teams
Wann wird es möglich sein, eine neue Aktivität als Meeting, mit der Durchführung als Online-Meeting mit MS Teams, anzulegen. Derzeit nur mit Zoho Meeting oder TeamViewer oder.... nicht MS TEAMS.
How to change the automatic inserted E-Mail recipient when sending an email within potentials
Hello there, we are a marketing agency, that needs to communicate with the advertiser and the publisher. The problem is, if we want to send an email to the publisher within a potential, automatically the email of the advertiser is selected in the email
Contact Module - Additional fields for social media handles
Hello - Can anyone advise how I can get the same functionality of the Contact Module "Twitter" field but for other platforms such as Instagram and Facebook? The Contact Module "Twitter" field, when completed, provides a clickable link that opens the contact's
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