redirect after submit a zoho creator form through a related list in CRM
Hi, we have achieved to display a zoho creator form in a related list of CRM. But on submit of this form we need to redirect the page displayed in the widget. After click submit we need to go to another published form. Is posible to suscribe to the event
Changing the "from" name
Hello, I have connected my gmail through the IMAP integration like so (this is a google workspace/gsuite email) - And when trying to send an email to lead, for some reason 'tomajx' appears as the senders name (it is the name of the gmail I am registered
Send an automatic email to newly added contacts in a deal.
Hello, I've been trying to create a workflow role which is suppose to send an email to a contact whenever a contact is added to a deal via "Contact Role" list. However, I've noticed there's no trigger to when a contact role is added to a deal. Moreover,
SMS campaigns in zoho crm
Hello, is possible add a sms campaign in zoho crm?
Related Records Action
My users are smitten with this filter. How best to locate the actual Related Record which caused this filter to "locate" it?
Mass Email Schedule Send is not available on Standard?!
I tried to set a schedule for mass email, but no option appeared. Is the schedule send feature only for ENTERPRISE or ULTIMATE plan???
Customizing auto-built "Contact Name"/"Display Name"/"Full Name" field in a Contact
In various places in the CRM a Contact's name can be viewed as an automatically-created, concatenated single field called Contact Name (for instance at the top of a Contact page, and under Contact Details), Display Name (in Settings), or Full Name (I
How can i send an email with the edited fields from a Closed Won Deal?
I already have a workflow rule set to send an email whenever someone in my organization edits a Closed Won Deal. But the email contains only the deal that has been edited, not which fields that were update. Is there a way that i can add the edited fields
Need help writing custom code for a button in ZOHO CRM. Looking for a email opt out button.
I need assistance with creating a button in which I can select a contact and have it opt out of email automations/campaigns. The email opt out field is a boolean. If someone could help me write the code for the contacts module, that would be greatly
How to get Zoho CRM parameters in an external url hosted widget?
I am trying to pass lead phone number to my widget which is hosted externally on my server url. Cannot find any solution.
Marking an EVENT as closed
Is there a way of marking an Event as closed once the meeting has been attended?
Call zoho creator form URL with in zoho CRM
Hi, I’m trying to access a zoho creator form through CRM. We already access the zoho creator report which contains all the records using: https://crm.zoho.com/crm/org772677320/tab/CustomTab1 but we need to access an specific record, we could accomplish
Kaizen #66 - Contact Roles #API
Hi everyone! Welcome to another Kaizen week!! This week, we will be discussing the Contact Roles APIs in Zoho CRM. What are Contact Roles in Zoho CRM? The Contact Roles related list is a powerful feature in Zoho CRM that allows you to define the role
Price Book customization for pricing model not based on discount
Hi, I'm having trouble customizing the Price Book module. #1 First, in Setup > Customization > Layouts > Price Books, the field "Pricing Model" is not customizable. The existing values to pick appear as "Par tranche" and "Par palier" which is in French
Zoho CRM API to Oower BI custom connector
Hello everyone, I've been struggling with this for a few days now , I hope I can get some help here. I want to create a custom connector for Power BI that imports data from Zoho CRM. Te OAuth 2.0 part of the code is working properly. The connector connects
"Contact [field as lookup] cannot be deleted as it is used to filter records in portals"
see video https://workdrive.zohoexternal.com/external/a6e45cbfddf401740dc72cb65316f7bff24d2637df7f9f31ea872359632f3597
BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
Recieved Emails NOt Showing Up in Contacts/Leads etc
This must be something i'm doing but its bamboozled me. I have setup the mail addon. I can click the MAIL tab and the emails all show up great (i am getting them POP style from gmail). However, when I go into the relevent "contact" the emails are not
Copying fields
Hello, I know this has been asked many times, but I can't seem to figure it out. Trying to copy info between two modules using deluge script. I'm very new to this, so apologies if I am missing something obvious. I have a "products" module, which I would
How can I programmatically add an email lead to CRM?
In my app, I want to have a checkbox for gdpr consent when users create an account. If they check the box, I want to then have my app add the user's email to Zoho CRM. How can I do this? All I found was an OAUTH flow that gives my app access to the CRM,
Kaizen #65 - Features of Client Script in Zoho CRM
Welcome back to another exciting Kaizen post! In this week's post let us see the key features of Client Script in Zoho CRM. 1. Get instant response 2. Developer-friendly Client Script IDE A. Code Editor B. Review C. Revision D. Run 3. Available for multiple
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
How can we copy/clone a custom module?
I have a question from my client if it is possible to clone a custom module like "Car Offers" with the exact same fields. They would like to have custom modules like Moto Offers, Boat Offers etc. The logic of using Layouts under one module does not work
Support for inventory template programming logic?
Dear Zoho CRM Team, Just an idea... It would be nice to use a invoice aka inventory template with logic associated with it, written with in the templates. If this is possible now please advise. Otherwise, it would be nice to be able to do the following
Have an html form that updates a specific Deal
Hi, We need the ability for a Deal's Contact to update 2 fields in the Deals module. Can we do this without using Zoho Forms? We cant justify the £7.50pm (Zoho Forms basic package) just so a Deal's Contact can update 2 fields. Perhaps theres a way programattically
Posting the value of an html textarea to CRM's Multi Line field
Hi all I have an html form on a webpage. Im using cURL PHP to get the value of a textarea field and insert it into a Multi Line field in the CRM. Ive realised I cant have line breaks in the textarea field becuase it breaks the json. Id like to be able
Is it possible to allow my accountant access specific files in Zoho CRM
My accountant would like access to specific files in Zoho CRM. Is there a way to do this without creating a separate module? Thank you, Ron
cURL PHP - how to get a Deal's contact roles?
Hi I need to get access to a Deal's contact roles. (I assume the contact roles is a related list of the Deal). My code so far: curl_setopt_array($curl, array( CURLOPT_URL => 'https://www.zohoapis.eu/crm/v3/Deals/' . $_POST['dealID'], CURLOPT_RETURNTRANSFER
Can the "Application (Deal)" name be auto-number?
Hi, My current "Application (Deal)" name is required to key in something and the properties is marked as "system-defined field and cannot be modified". Can it be changed to auto-number? Thanks, Br, Andy
Track every email sent to client?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) automatically
How To See Email Open Notification For Subsequent Opens?
Hi folks! When I send out an email from the CRM, I can see the email open notification from the signals bell icon at the top right corner of the screen. However I believe this is only for the initial open? Subsequently I have to go to the contacts details
How best to create access tokens?
Hi, Im using cURL php and Zoho CRM's REST API. Im wanting a custom html form sat on my website which updates a Deal's record. I have this working (mostly!). Im using the Self Client type in the API Developer console. Is this the best client type, or should
Kanban view. Move phase
Hi all, I need that in the Kanban view, move a phase (sales cycles) that now seems to me at the end but I want to move it to the beginning. How is it done? Thanks
CRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. However, when I complete the call and click the End button on the Ring Central
Bug in custom module lookup field search
I have a custom module with makes of products. When searching for a specific make (let's call it "acme") Zoho returns all of the makes containing "acme" except for "acme". So let's say the custom module contains: acme acme/pinnacle acme/diamond acme/gold
Setting up the API key
Hello, I am trying to start using zoho as our CRM, and the first thing I need to do is importing the leads. I must do that through the API, and I have spent the past 3 hours going circles with Oauth, creating apps, clients and whatnot. So I decided to
Daily email Limit and workflows
Hello, what will happen if a workflow triggers more persons than my daily emaillimit? Will the workflow fail or will the emails beeing sent day by day accordingly ?
Parallel Transitions - Not working
Hi, I would like to enable parallel transitions in a blueprint as described here: https://help.zoho.com/portal/kb/articles/parallel-and-common-transitions. But this seems not to be supported anymore, I can't see any plus symbol when clicking on a transition.
Filtered list view total count
Noticed what I think is a small bug. When I use filters to narrow down a list of contacts the "Total Count" link at the bottom of the list gives me the total count for the unfiltered list, not the count of the filtered list. For instance, if I do a quick filter for contacts in a certain city, the total count should just tell me the number of contacts I have in that city, not the total number of contacts in the db.
Trying to Query All Records in Module and Perform Update Hourly
I am trying to write a scheduled function to run hourly that will query all records in a custom module and write to a datetime field called "Todays Date". I am doing this to kick off a function within a Workflow since you can't set Workflows to run on
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