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
How-to get line items from sales order using bulk read
Hi We are trying to download the Sales and Purchase orders with all it's line items from our CRM to do some analytics. For that purpose we are using the bulk read API https://www.zoho.com/crm/developer/docs/api/v3/bulk-read/create-job.html. Unfortunately
Match on auto-number field OR make Account ID visible as field in display
Here's the problem: I'm trying to have a unique ID for each Account that I can match on for imports. The ID needs to be visible on the display of the individual Account, and also needs to be visible on the display of any associated Contacts. I know how
multiple partial invoices against one sales order
in our business there are instances where we have to issue partial invoices against one sales order. using Zoho, how can that be achieved?
Build a workflow after a webinar subscription
Hi, I have connected zoho webinar with zoho crm, and I see that a lead is created after a webinar subscription. Is there a way to get the details from that webinar in zoho CRM, and is there a trigger to build a workflow upon. e.g. I want to create a note
API for Online Meeting Event for MS Teams
Our CRM is set up so when a new meeting is created (manually) and the "Make this an online meeting" checkbox is checked, a Zoom meeting is created and an invite sent. I am using the API CURL code in the screenshot below to also create a Zoom event programmatically.
Load a different Deal layout based on the value of a field when converting Lead to Deal
Hello, is it possible to load a different Deal layout based on the value of a field when converting a Lead to a Deal? We use Zoho CRM for a group of companies (we use a "Business Unit" field to identify the company). So, as an example, when converting
Is there a solution for having to click 'Save' twice in order to save notes.
In the last 12-18 months Zoho had a major update. Ever since we will frequently have to click 'Save' twice for a note to saved. It happens when copying and pasting into the note AND directly typing into the note. It is not consistent. It happens sometimes.
How are "Best Times to Call/Email" Calculated?
I am not seeing any real precise algorithm being used to calculate the "Best Time to Call/Best Time to Email" field (see Screenshot below). It seems to be all over the map. Can anyone explain how this is calculated? I'm needing to know this because the
Creating a process graphic from a CRM blueprint
We have developed some quite involved blueprints within the Zoho CRM and now need to communicate these to the business users as part of the rollout. Whilst the blueprint designer is a super tool for the designing it does not appear to offer a view only
Change Page Layouts for existing Records?
How can I change the page layout selection for existing records? Before this functionality was availability, my standard page layouts became a catch-all of many different fields to cover many different scenarios. Now with the ability to have a separate page layout for each scenario I can clean-up my forms. The problem I am running into, is that even if I create new page layouts I can't move existing records to the new layout. This means that I can never clean-up the standard page layout and will
Getting a user list
Hi, I'm creating a custom function in Zoho Flow and trying to iterate through all CRM users, however I continually get a response of just the current user. Executing the following returns just a single record: users = zoho.crm.getRecords("users",1,200,{"type":"AllUsers"});
Widget SDK Search Record - Pagination
I am building a CRM widget where part of the functionality is to pull the Contact record from the input Phone number. We are aware of the SearchRecord js sdk api that can be used. https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.searchRecord However
Action Plans for Zoho CRM (alternate to Workflows)
Zoho CRM would be a 100% perfect platform for me if there was a plugin or built-in way to have 'action plans' to be able to select on-the-fly that don't require a blueprint or to be triggered by an event happening in a file. Example of what this is would
Problem with values not showing in any template
When we export to PDF or Print Preview any quote, invoice or purchase order none of the following values appear: ${Invoices.Sub Total} ${Invoices.Tax} ${Invoices.Grand Total} This is even in default templates never modified by us as purchase orders.
COQL request ignore "not like"
i used COQL for api requests $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like GoITeens) and (Date_of_receipt_of_payment > '2022-08-15'))"; $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like 'GoITeens')
Possibility to update SDK module metadata dynamically or store it in a cloud?
Hi! I'm using the Node.js SDK v2 in my web app. The web app runs in Google Cloud Run. The app fetches module data from Zoho CRM and lets the user edit the information. The problem is that when ever we update/add a field in Zoho CRM, the web app suddenly
Is it possible to have an updating Recent Note field for Notes in each modules?
I added some code through research but not sure if those codes are working anymore. I'm still learning to code too. I have attached a screenshot from where I'm referring to, to add the notes to my recent note field
Count of unique companies in Leads
We are trying to add the KPI to our Dashboard. We have multiple Leads with the same Company name and are trying to display the total number of Companies. I can not figure out how to pull this number in.
Looking for Zoho Consultant
Hi there, can anyone recommend and independent Zoho Consultant with expertise in deluge and integrations? We are a small company and I come from a consulting background. We are seeking someone smart and capable who can do some prescribed tasks and also
Track all customer and prospect interactions in Zoho CRM
Hello, I would really appreciate an help in understanding hit to the with the problem that we have many different ways a customer/prospect can interact with us: Zoho salesiq chat, forms on our website, social, trial, etc. We are really struggling in
Bounced Back Emails_Zoho CRM
Hello Everyone, We've set up a workflow rule to automate sending Renewal Reminder emails to our clients, with this, bounced back emails are inevitable. What could be the possible ways to prevent this from happening? Is there a way we could solve this?
Dealing with both B2B and B2C customers
Hi, our company sells to both companies and individuals. This becomes a problem when converting leads into accounts because the Company Name field in Leads cannot be re-named and it is mapped directly to the Account Name field in Accounts, which is a
Multi-select fields don't add items, they overwrite
Hello, For Action Leads/insertRecords? When I choose duplicateCheck =2, it finds the same email, and updates the record. Fine. But don't you think that all Multi-select fields should have Items added to the list, rather then replacing all the options
Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
Do I correctly understand Stage History in Analytics?
Here's a 1:05 screen recording to illustrate my question. https://workdrive.zohoexternal.com/external/3d1ad810a1d8ba1739e4724f52b4c54d6403f452a4b004044447f9be4b582d97
Search records API - Sorting
Hi Is it possible to use sort_by and sort_order in Search records query? I tried using it and it works but it's giving me inconsistent results. https://www.zoho.com/crm/developer/docs/api/v2.1/search-records.html Thanks.
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,
ZERO Sorts between One and Two instead of before One "1, 0, 2, 3, 4"
We use numbers in our Task "Priority" field from 0-9. 0 is our highest priority while 9 is the lowest. When we sort our task list by ascending order, the list shows priority 1 before priority 0, followed by priority 2, 3, and so forth. Please fix the
Remove apostrophes from returned string values in formulas in Zoho CRM
Hi, Using the following script/code '${Förfrågningar.Företag} presenterar ${Förfrågningar.Gatuadress}. Ansvarig Mäklare ${Förfrågningar.Förnamn}' Where i fetch the values of certain fields in the "leads" module (renamed). I am receiving the following
Duplicating module for building purposes
HI - I need to create a custom module in my CRM that has the exact fields of the Sales Orders module. Looking for a short cut so I don't have to recreate each field again. - Any way to duplicate a module? Thanks
Expected Revenue Calculation based on Probability
Hi, I am wondering how to create in dashboards a KPI (number) which would reflect sum of amount of expected revenue for this month based on probability of each deal in sales pipeline. The only number I am getting is either the sum of all amounts in the
Updating a field with a link in an email
Any thought? I want to send an email to individual leads using an email template. I want then to be able to click on a link in the email that updates a field in their record. Is this possible?
Mobile push notification API
Is it possible to integrate ZOHO CRM with Firebase Cloud Messaging to send push notifications to the custom apps. Or does ZOHO CRM has some library or sdk for it. Scenario is i have my app installed and working in client's phone (both Android and iOS), now i want to integrate ZOHO such a way that i can send push notifications to my app through ZOHO CRM platform.
Enable Telephony & PBX providers in Egypt
Dear Sir/Madame, I was trying to enable telephony on my CRM and i was wondering if Zoho does offer or deal with any provider from Egypt. We basically don't have a local PBX system in our office and we were wondering if we could get that from Zoho. Regards,
<join limit exceeded> error when executing a query using COQL
I have executed the following query (using COQL): { "select_query":"select Owner.first_name,Created_By.first_name,Modified_By.first_name from Accounts where id is not null" } but I get an 400 Bad Request with the following response, { "code": "LIMIT_EXCEEDED",
"error":"invalid_redirect_uri"
Hi, 1. I have created a client app at https://accounts.zoho.com/developerconsole using dummy redirect url http://127.0.0.1:8080/. 2. I then followed the instructions at https://www.zoho.com/crm/developer/docs/api/auth-request.html to generate a grant
Can we force deal creation on Lead conversion?
I do not currently see a way to force deal creation when converting a lead. I would like to force users to create a deal any time a lead is converted. Is there a way to make it mandatory to create the deal? What I want is for the option to fill in
Delete Multi Line Text type field whenever it meet criteria using Custom Function
Given that Multi Line Text Type fields can't be deleted using the Field Update option within the workflows I wanted to create a custom function that will perform such an action whenever workflow conditions are met. The reason I want to do this is to be
Unable to Upload files to ZFS in Zoho CRM API
I wanted to fetch an image from an external website, and then upload it to Zoho File System so that I can attach it to an image upload field. Based from the documentation in https://www.zoho.com/crm/developer/docs/api/v3/upload-files-to-zfs.html, a sample
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