Zoho CRM Import
I have a weekly spreadsheet for planning applications with the following data on each line. Cient Name and contact details, Architect Name and details, Planning project Reference and details. The details are about 15 fields for each of the modules I want
Dynamically sub list - accounts, contacts
Hi. In CRM I made a layout with a lookup field accounts and a lookup field contacts. Now I would like to have the contacts field dynamically filled with contacts from the chosen account. Within Creator this is easy possible. Any chance to realize with
MS Teams - Create MS Team based on Zoho Account Name?
Anyone know if it's possible to automate this? IE: I have a new account in Zoho called - "John Residence". I would like this team to be created in MS teams.
Data Dump
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 times a year). The data is mapped/ defined by means of a contract number already
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Email content based on form input value, how to create that in an email template
I need to send a pdf in an email within a workflow as an action on a form fill. The pdf is in relation to some input value in the form, there are different options PDF A , B or C How should I handle this? Can I use lead fields in my email template c
Assignment Rules
Is there a way to setup an assignment rule to check existing records before assigning?
Extension Pointers - Simple yet significant pointers: Adding developers to workspace #4
Adding developers to Sigma workspace A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added. When you are added as a developer
ALL OF MY Bigin Contacts not syncing with Zoho CRM
Hello, My Bigin contacts says 116 and when setting up the sync >integrations> from Bigin and looking in Zoho CRM only 58 have made the trip... hmmm I even tried to export one contact from Bigin and then manually import it into Zoho and got confirmation
Customize the "Quick Actions" layout
I would like to be able to decide which fields pop up in the layout of the "Quick Actions" function. Previously, folks have asked about this possibility here: https://help.zoho.com/portal/en/community/topic/quick-actions-customization The answer given
I am trying to get contact form 7 data to zoho crm and for it i write custom code..it is working fine on local host but on live it is giving following error
{"data":[{"code":"INVALID_DATA","details":{"maximum_length":20,"api_name":"Subscribed_Newsletter"},"message":"invalid data","status":"error"}]} reference code is- add_action('wpcf7_mail_sent','brainium_cf7_api_sender'); function brainium_cf7_api_sender($contact_form){
Implications of moving from COQL v2 to v3
I am new to COQL and because my initial searches in the Zoho support docs brought me to info on using v2, I did not realize I had an option. Are there any REAL benefits to changing from v2 to v3 and, if so, what are the implications to all the code I've
CRM only allow two unique fields but I need six unique fields. Is there a way to handle this application?
Hi, CRM only allow two unique fields but I need six unique fields. Is there a way to handle this application? I understand Creator can handle more then 2 unique fields, is there any example that how to link these two platform? Thanks! br, Andy
Cannot edit template - shows blank
Hi, I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What is happening?
Salesinbox Token has been expired or revoked
I cannot figure out how to fix Salesinbox? I open it and it says Token has been expired or revoked. This causes my emails to not sync to zoho. How can I resolve this?
Different Deals - How to know which deal is associated with?
Hi Everyone, We had this client that has 3 different deals with us. The deal under a specific product that was availed by the company is already for renewal, and an email notification is sent reminding the renewal. If the client responded, is there a
Unable to process your request / external link
Hi, We have extensive notifications one of which informs the opportunity owner of any changes made. Thus includes a direct link to the opportunity. This used to work fine but today a report arrived; we tested and confirmed that indeed links no longer
API Name: No "Call Type" under Events
In the docs (https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html) there is a list of "System-defined mandatory fields for each module". Under Events it states: "Event_Title"- Single Line "Call_Type" - Picklist "Start_DateTime" - Date/Time
add a "select all" checkbox
A "select all" checkbox would be nice to have during de-duplication. Currently I have to select each of the duplicates one by one at Step 3: Matching Records.
CRM - Telephone Integration for NZ SIP Providers
We use CRM We wish to integrate telephone system. We use 2Talk (SIP) based provider solution Can this be integrated or do we need web based phone solution Any suggestions for good providers, with NZ numbers which integrate?
Reports/Analytics: Possible to filter by a summed field?
Here's the use case: We want to see all accounts who have placed orders within a given time frame, filtering to those accounts whose total orders are above a certain threshold. In our case we basically only sell one product, so we're looking to filter
Inactivate Contacts
Is there a way to "inactivate" a contact? I don't necessarily want to remove them (as may need them later), but want to not see them for now in my lists. If there is a way, do any of the views, filter out inactive contacts?
Is this Itegration HIPAA Complaince??
Hi, The nature of my business is that HIPAA is Mandatory so with Whatsapp integration we can guarantee that we are still HIPAA?
Where do I change the "name" for an Organization Email address?
Formula field for the Leads module that sums all related open and closed calls associated with the record
Hello, I wish to make a formula field inside the Leads module that counts/sums all the Open Calls and Closed Calls that are associated with the record. I plan to use this field to setup an automation where if a lead has a count of zero open and closed
Does Contacts and Deals have a column named Contact_Name
Does Contacts and Deals have a column named ContactName because I cant seem to find it. If so what is the API's name for this column in both tables?
JOIN Contacts and Deals (COQL)
How to write a query to JOIN Contacts and Deals using COQL?
Modifying "Missed Activity Reminders" List
Is there any way to modify the pop-up window layout, that is labeled "Missed Activities Reminders"? We are trying to modify the layout to show a bit more detail in the listed items of this window. For example, adding the contact or account name associated
How do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi, I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it
Red Exclamation Mark - Import History
Has anyone seen this before? There were 947 records, only 400 updated but nothing shows in skipped? (See attached).
Trigger incoming call popup via URL?
MS Teams own PBX system is offering to open an external URL if there is an incoming call. So we could open an url like https://crm.zoho.eu/...../?123456789 where 123456789 can be the phone number. Is it possible to trigger the "incoming call popup" with
Auto apply Pricebooks with Client Script
Hey there, with Client Script Zoho introduced a powerful tool to help with data-entry. Now I am wondering: Could Client Script help with auto-applying pricebooks/discounts? The use-case: We have different customers that negotiated different discounts
I am confused between IMAP / SalesInmail / Pop
Hello, So I recently purchased Professional plan for 7 accounts in my company. For some reason, I (super admin) managed to set up Gmail within my Zoho account, meaning Gmail is mirrored within my Zoho account perfectly. For my colleagues, It doesnt work,
How do I import data from Infusionsoft?
I have been a user of Infusionsoft and I am making the switch to ZOHO CRM. I need to move about 2000 names over. Can this be done? Thanks
Zoho Sign/CRM Integration
When using Zoho Sign within a Quotes record, the Sign document does not relate to either the Account, the Deal or the Quote despite being generated from a Quote that has the Account and Deal linked.
Zoho CRM client script - Showconfirmation with checkbox
Dear sir/madam, I am struggling with the following: I have made a client script for a Field event. It is a very simple function, but if I reject the message the checkbox is still checked. I am using the following function: ZDK.Client.showConfirmation('Bevestiging mailen?', 'Ja', 'Nee');
Newbie task
Hello, I'm a complete newbie to the Zoho environment. I have good understanding of Database structures and fairly good understanding of programming. I have a task to undertake at the moment and I would like to know how to get started on understanding
First Name field not updated when converting Lead to existing contact
Is there a reason why when converting a lead into an existing contact, the firstname ( slightly adapted in leads) value not gets updated? Is the firstname field protected in the contact? Other fields also?
Zoho CRM Plug-in for Microsoft Outlook EOL on October 31st 2022
Important Latest update (on 29th July, 2022): Complete deprecation of MS Outlook Plug-in has been extended till October 31st, 2022. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to add emails
How to update one field when another field is set
Hello, I've created a custom module named Accounts to Contacts and it has the following fields: Account to Contact Account Contact I want the value of Account to Contact = concatenated value of Account field + " > " + Contact field. I want the value
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