Price calculation in zoho crm and link with Excel
Hi, We have various ways to calculate our sales prices which are sometimes very complex. We have currently an Excel file for our prices calculations. I wanted to integrate this calculation method to zoho CRM but it seems to be complicated … Therefore
Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
When I add a new product in the CRM VAT is always 0%
Hi, I have added VAT to the books settings which is 15%, however when I try to add a new product and specify that it should apply to taxes the VAT option I can see is set to 0% even though I have updated the settings in the books settings.
400 BAD REQUEST only on POST/PUT/DELETE requests
I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform. I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM. However, all UPDATE
How to send email to a lead using a template
I've configured an email template as described here. How can I make use of this template in Deluge function?
Run a new workflow automation rule to existing leads?
Hi, I just created a new workflow automation rule that will automatically change the Lead Status to "Haven't Replied" if the person has not replied to my email I sent them with a certain subject line in 7 days. That way I can filter on all the people
Can I create floating contact form in zoho?
Hi, Is it possible to create a floating contact form in Zoho (something like zopim contact forms)? If yes, will be thankful if someone guides me. Thanks !
Using a date from a formula field in a workflow automation
Hi - I have created a formula field that returns a date based on another date field in the same module. It works and the calculated date appears correctly in the formula field. I want to create a workflow based on the date that appears in the formula
Setting a default tax option for total base tax in Invoice module - Zoho CRM
Hi there, Is it possible to set Tax on Income as the default for all invoices created & edited in the invoices module (Zoho CRM)? - (Not have to manually change it on every invoice) Kind regards Sarah
Be wary of workflows!
We have workflows that fail for no apparent reason. After looking at the usage history, the explanation given is "Due to a problem on our side, we were unable to process your request". This is the explanation every time. The unexplained errors are counterintuitive
short cuts for zoho crm
pls send me the link for zoho CRM shortcuts...
Hubspot Migration - Zoho CRM
I am trying to migrate data from Hubspot to Zoho for Contacts/Accounts and I am getting this error. Can you please fix this so I can migrate? Note: During the trial period we migrated this data, but after we used the maximum amount of data the trial period
How do you edit the start time of a previously logged call?
Sorry if this is a repeat. I tried to post this a few hours ago and it didn't seem to go through. How do you edit the start time of a previously logged call? The start date field is editable, but the start time is grayed out and not editable.
Conversion of lead
whenever an attachement is added to the lead , that lead should be converted to contact of a particular account using workflow?
Selecting Multiple quotes to load into RFQ template
The way my business operates, we submit quotes to customers that may have multiple "quotes" on separate lines Example, using the image below, there are 4 "quotes" checkmarked. Using ZOHO's inventory template module, I'd like to create a template that
How to add extra days to a date merge field
Hello, I work with generating tutoring classes and we need to give our instructors an attendance sheet pdf for every day of classes. Some classes span more than a day, so we need to create a list for each day. Example: a class is taking place on the 1st
Recipient address rejected: User unknown in virtual mailbox table
Per the attached, the user email no longer receives emails under the following Workflows but neither worked: Parent assessment response email New Student Enquiry CM Notification How do we understand and fix this issue?
ZOHO CRM - Quotes
Using the quotes module in CRM, is there a way so that when you press "enter" on the keyboard (or some other key), that the active field selected goes straight down the column instead of from left to right. In my image example below, my estimators would
CRM Field Names to Zoho Flow
I have to make a change to CRM field names, but those fields are integrated to Zoho Flow processes. If I update the name in the CRM it changes throughout the CRM and the API name prevents function failures. Will this auto update affect Zoho Flow? I want
Hide Specific Products from Certain Profiles
I want to hide a number of products in ZOHO CRM from certain Profiles. How can I do this?
Zoho CRM Phonebridge: calling contacts with extensions
Is there a way to store phone extensions that will parse the phone number correctly and either dial (or at least ignore) the extension? I'm getting an error from Twilio trying to call a contact with an extension number. Using a comma (1-450-652-6200,245 )
How to add notes from ServiceM8 to Zoho CRM Contacts using Zoho Flow?
We book jobs on ServiceM8 and all details about the job are in their. I want the job description from ServiceM8 to be added into Zoho CRM, specifically to the customer's profile that's got a booked job. I am using Zoho Flow as my integration builder.
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.
Contact Roles from multiple Accounts
In more complex sales situations there may be Contact Roles with Potentials that come from more than one Account. For example we may be working with an outsourcing partner. In that case we need to assign Contact Roles to Potentials from both the end user Account and from the outsourcing company Account. I tried to establish relationships by using Member Accounts and Parent Accounts, but this did not expand the available Contacts to multiple accounts when in the Contact Roles. Is there another way
Show/hide fields based on a pipeline stage?
H, I´ve created a blueprint to make fields mandatory based on the stage of the sales processes, the thing is that some fields are only needed if a deal has reached a certain stage of a pipeline, for example the "Closing price" field is only requiered
Populating a Zoho Sign template from multiple CRM modules
Hello, I hope someone can help me with this one. We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields. The problem is that the information we need in the document
What time zone is Zoho CRM desktop set to?
Hello, I cross times zones and when I use my phone Zoho sets to the current time zone. Then when I return to my home time zone and log into Zoho via the Web I need to know which Time Zone it is using. It mucks up scheduling meeting in other time zones.
Field dependency in subform
Is there a way to use field dependencies in subforms?
Automation: Create a Project Automatically and Assign Project Owner Based on Account Owner
I have found a function that automatically creates a project when triggered, however the issue is that i want not only to create the project but also assign the project owner or tasks owner to the same user who is responsible for that account in the CRM.
Update a field to "today's date"
Currently, you can only update a field (using workflows) to a "selected date". How about adding the ability to update to "todays date", based on when the workflow rule is triggered? Greater flexibility in this area & customization would be welcomed. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
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
Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?
Add fields to the Deals Closed Lost pop-up
Hi Im using the Deals module. When a Deal is Closed Lost a 'Verify details' popup appears. How can I add a picklist for 'Reason for Loss' to this form? Thanks
Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21
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
Subform data via related list REST
to my best knowledge, it is not possible to access subform via a related list REST API call: https://www.zoho.com/crm/developer/docs/api/v3/get-related-records.html here is an example REST GET list call: curl "https://www.zohoapis.com/crm/v3/Deals/4876876000000376008/myrelatedlist?fields=id,mysubform"
Sandbox vs Production Deluge Code Error
Hi, I have bene using this block of code and working on it to get ZOHO to do something for me, all of yesterday it worked fine. Then this morning out of the blue , I start getting this error: Failed to execute function Argument type mismatch - Found 'TEXT'
Sharing Emails not working
Hi have two managers with the same profiles. Gary can see Rob (their subordinate) , Ed can not. There is not domain exclusions. See screenshot. Only difference I can see is Gary has IMAP to share his, Ed does not have IMAP setup but we dont want to
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
Freezing panes/elements in canvas
Hi, Wonder if anyone can help, currently when viewing a record within the standard view, the top row of a record (title and edit buttons) is frozen upon scrolling, now within canvas, how do i create the same?
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