Invoice Webhook issue
We've a webhook created which is responsible for updating our backend system when any invoice updated. We use 2 admin accounts, one of them who created webhooks, when the user who created the webhook record payment on invoice, the webhook works and update
Cannot see products from Zoho Inventory when creating Quote fro Deals in Zoho CRM
I have connected CRM to INVENTORY and INVENTORY has our 13,000 Items loaded. When I go to create a Quote from CRM, I cannot see any Products from INVENTORY. Even though they are connected, I have not synced all my Items back to the CRM. Do I need to turn
API - Updating a pipeline on a record
It's evidently impossible to update the pipeline of a record programmatically with the API. Here's what I tried: curl "https://www.zohoapis.com/crm/v2/Deals/#########" -X PUT -d "{ "data": [ { "Pipeline": "Sample Pipeline" } ] }" -H "Authorization: Zoho-oauthtoken
Can a function button mass update several different records based on a chosen shared field?
Hello, So basically, I want a simple way to update a majority of records quickly. I'm aware there's already a "Mass Update" in the actions tab, but I want to find a way to make it simpler and faster since this will happen fairly often by people that may
Customer Assets - List of all Items Sold for an Account
Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many
Timeline view longer than 6 months
Hi. I was trying to see the holistic view of an account in the Timeline view. I noticed that only recent activity is show to me which is beneficial but not entirely useful ask we have a very long sales cycle and we need to see the list of activity since
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
How to change module for "Mail Merge" template Zoho CRM
Hi, I have some mail merge templates that were not associated with the right module upon creation. I just want to change the module they are associated with but I cannot find the procedure to do so. Even cloning the Mail Merge Template does not allow
Attach ducument by ZDK or other
Hi, Is anyone know how to attach my attachment in record by using ZDK or other method? I would like to click button then open "OpenMailer" and automatic attach my document into the email draft. It would be great if OpenMailer can auto attach Inventory
How does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should trigger
Automatically populate Meeting fields based on recipients
Hi there, We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't have
How do you get related INCOMING email records with a DELUGE custom function in Zoho CRM?
Hi Everyone! As part of a function I am creating, I need to get the latest incoming email from a contact. When using a getRelatedRecords function for the Emails related to a Contact, the function only returns Outgoing emails. No incoming emails are gathered.
Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill the
Looking for someone to help us
We need to create a connection between Zoho CRM and an accounting system. The description of the accounting system that I have at the moment is that it Freedom. Running a JET database engine. Operating in an SQL environment. I suspect someone might need more information. The needs are very basic. The periodic updating on basic sales data into the associated records in ZoHo CRM. We are looking for someone who is experienced and fully competent at creating this linkage. We are assuming this would
OR Function
Hi, I'm trying to write a function that maps ZipCodes to region numbers. However, I seem to keep getting Syntax errors. Please let me know what's going wrong with this code. IF( OR( ${Prospective Students.Zip Code} == "12345"; ${Prospective Students.Zip
Client Side Scripts for Meetings Module
Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently
Change Account Owner does not change owner of the Contacts of the Account
In the "Change owner" dialog window, it states: All contacts, open opportunities and open activities of the companies will also be transferred to the new owner. However, after changing the account owner, the Contacts ownerships are not changed to the
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
Deletion of Lead depending on a field value
Hi! I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms. Our web agency is building a testing tool to check on a daily basis if the forms on our website are working
Zoho CRM Calendar - Hiding from other users
Good morning, We have some staff who have no use for the Calendar within Zoho CRM (Please note I'm referring to the inbuilt Calendar on CRM, NOT Zoho Calendar itself), so we wish to remove all ability to view this. I've hidden Meetings from the Users
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
Colour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
Updating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything with
Customizing fields for multiple languages?
Dear All, I have a client that have users speaking different languages and they want to use the Zoho CRM modules in different languages. They would like to customize some of the fields. They want English users to see the field customizations in English;
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
Workflow Conversion from Deals to Custom Module not Working
I have a workflow rule so that when a Deal gets to a certain Stage, it creates a job in the Custom Module. The issues I am having is if I have the workflow linking the portal user lookup to the Deals, it works and the portal user can see the new job.
Sticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!
Tabbed area for different information
I have a custom section on the Contact layout. I need to add another one, but am concerned it will display too much information all at once about the Contact, and need to scroll to view more information. It would be great if the section is a tabbed feature
when Whatsapp field then send sms
we have clients that dont have whatsapp. can make a workflow/function, that will send whatsapp massage, but if it fields then it will send sms massage?
Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connecting
any way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).
Zoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.
How to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!
552, b'Your IP Address is blocked from further use.'
I suddenly got this while using SMTP to send emails
Check box values in a CRM formula field
I would like to use a checkbox field as a boolean check for an if() statement. Is this possible? ie. if(checkbox = checked, 1, 0) Seems simple enough, but I can't figure out what values I need to check for - I keep getting 'Invalid data type' errors.
Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks!
Zoho Portals - Can Users Email
I have portals set up which is a Standard copy of the main CRM. However, there is no Email button. Other custom buttons are not showing either. Some of the Related Fields are also not showing. Are these functions available in Portals? Mainly the Email
How to get email body using Zoho CRM API or Node JS SDK
Hi Team, I'm building custom zoho crm widget using Node JS SDK. In that application I want to show contact related emails including the email body. I'm using get related records to get contact related emails, but it only contain the message id, subject
CRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
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