Having trouble with an Or function formula
Hello, I need help writing a formula using an "Or" function. Here is what I am trying to say: If the Potential Term field contains 1 months or 2 months or 3 months or 4 months or 5 months (all the way up to 11 months), then the Total Contract Value field
task completion triggers the creation of a new task
Is there a way that upon completion of a task, it will trigger the creation of a predefined new task?
Parent/child deals
I have run into scenarios where I might have follow-on deal to an existing sold deal and I would like to be able to consolidate them deals similar to how you can associate parent child accounts. Is there a good way to do this activity? I know you can
CRM Canvas: snap to grid?
Very simple question: is there a snap to grid option in the CRM Canvas design interface that I haven't discovered? If it doesn't exist, is Zoho planning to add such an option? I'm sure it would end a lot of aligning difficulties. For people who've never
Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Is there any way to get openapi/swagger specs for ZohoCRM REST API?
I'm working on project written in language (golang) which is not among supported languages. Since REST API is basically set of CRUD operations it'd be really great to have openapi/swagger specs to be able to generate at least basic client. Is there
Refine lookup records easily with advanced filter options in CRM
Dear All, In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed. What are the enhancements?
Let clients plan online meeting
Hi all, I'm wondering what the best solution is to have a planning system where clients can book an appointment (online) and where that booked appointment is visible in crm. Also need notifications when clients don't book within a certain time periode.
how to search quotes by date on API v2
Hi, am making a rest api for fetching the quotes based on some parameters it works something like this if(req.body.checked){ console.log(searchCriteria.length) if(searchCriteria.length) { searchCriteria += `and(Quote_Stage:equals:${req.body.checked})`
Extension Pointers - JS SDK Series #5: Working with connectors via widgets using ZOHO.CRM.CONNECTOR
Working with third-party applications enables seamless data synchronization through integration. A connector is one of the features available in Zoho CRM that's used to establish an integration. You can create connectors and add the necessary APIs required
A Way to Choose Which Emails I Want Logged
So I have the emails set up for all the employees that use the CRM, but my HR lady only needs to add a couple of emails for contacts, sometimes they email irrelevant things that we don't need to track on the CRM. Is there a way to do this? I don't even
Workflows for Tasks not triggered, when the Task is created using another Workflow
My client is using the workflows to automatically create Tasks for new Leads. Now that Zoho CRM supports workflows for activities and that it supports running workflows even when running Macros, why is it that the activities' workflows, which are to be executed when new Tasks are created, not getting triggered when new Tasks are created as part of other workflows? Usage scenario : We are using the Task workflows to synchronize the tasks with another application. In normal cases (when the tasks are
Suggested way to integrate Contact Form 7 Wordpress plugin with Zoho CRM
Hello, what is the right way to integrate CF7 and Zoho CRM? I see there are several plugins, some developed by Zoho and some developed by other companies. Some examples: Made by Zoho: Zoho CRM Lead Magnet – WordPress plugin | WordPress.org Zoho Flow –
Deal report - won over 2 years ago but nothing won within the last 2 years
How would I generate the above report? I'm using the below and it's coming back with no results, which I know isn't right.
What s wrong on my function?
Please help me. What s wrong with my function? Thank you so much, Tha.
Enhance your CX using Zia's Next Best Experience
Dear Customers, Greetings! We are excited to present a new feature as part of Zia - Zia Next Best Experience, an intuitive tool that identifies the right means of communication and prompts you to take timely actions. Let's get into the details!
Add button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
API name of a field
How can I find out what's the API name of a field and how can I change it? And also how/where do we control if field is available through API? I created a custom field that seems to be not available even though it used to be?
Zoho CRM APIs: The Ultimate Guide
Zoho CRM offers API (Application Programming Interface) that allows you to integrate CRM with third-party applications such as accounting, e-commerce, self-service portals, etc. At the time when you work with the Zoho CRM API, you must ensure that you
ID error when trying to post a new Order from Shopify via Zapier
We're trying to set up a basic integration between Shopify and Zoho CRM so that when a new paid order comes in on our Shopify site, it posts a new Sals Order into our Zoho CRM account, using Zapier. We've set up the field mapping, but when we try a test,
Anyone else missing Zoho One app switcher?
Anyone else missing the app switcher in the CRM platform? It's available in the other products (recruit, campaign, etc) just not CRM. I am pretty sure it was there yesterday. Maybe a bug, maybe not?
Enable Mass SMS for any Custom Module
Connect with your customers around the world using RingCentral SMS for Zoho CRM. Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM when
Zoho integration with Cisco UCCX
Hi , can we integrate Cisco UCCX with zoho ? do we require any connector for that as well ? Thanks Mansoor
Unable to create a meeting request at this time. Please try again after some time
After some testing and successfully creating meetings in the CRM, it has now suddenly stopped working for no apparent reason and is throwing up the error. I have rebooted my PC and cleared the browser history, this issue is also impacting another user.
User is being blocked in office 365 while Sending Emails Through Zoho CRM
Hi, We started using office 365 a few months back. We are using Zoho CRM, we have configured office 365 as IMAP in ZOHO CRM so all our emails are synced and we can send emails from CRM itself. We send one-to-one emails from ZOHO CRM and we are hardly
Succesfull Dialpad integration?
Has anyone had success with integrating Dialpad to ZOHO CRM? We are looking to move away from Nextiva, but we cant get DP to find #'s. they say its because of phone/email/company fields being empty. DP does find records so it is connecting, but it will
Suivi du multitouchpoint
Bonjour, J'aimerais des conseils au sujet du suivi du multitouch point En effet, nos prospects, partenaires et clients effectuent régulièrement des actions sur le site (inscription à un webinar, téléchargement de guides, …etc.) Chaque action de leur
Extension Pointers - Simple yet significant pointers #3: Connected Apps
Setting the data access permissions for Connected Apps What are Connected Apps? Connected apps help bring Zoho CRM together with third-party applications and services through APIs. Widgets are one of the many ways in which Connected Apps provide integration
Tracking of externally generated Links through Zoho CRM
Hi, I am currently trying to track some links that were generated externally. Each link has a UTM that I want to visualize as part of the information in CRM in order to identify where the link was accessed from. Could you please help me? Thank U!
Function to update a record field if time is after hours.
Hi guys, I'd like to know if someone could share a function script to update a "Yes or No" field called "Delay SMS" based on record created time on a custom module called "SMS". I'd like to update "Delay SMS" to "Yes" when record is created before 11AM
SPA WEB form integration with REST API
I have a SPA with a number of forms that hit our internal API. I have one contact form in on the website that I would like to generate a LEAD in Zoho CRM. I am having an issue because The REST API docs required that the user is authenticated and authorised
How to automatically delete/clear a task
Hi Zoho Team, How to automatically delete/clear a task when the field/current state is updated in Leads? Thank you, Regards,
Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
ETA
Hi We are working with Zoho One and as a sales manager, i want to setup i way for my sales team to easily see the instalation process from the production team. it is possible to add a graphique like the one below which will fill up with workflow in each
Can I import Leads via JSON data?
We have a third-party Lead generator that we want to import leads from automatically. They say they can do it via JSON, but I haven't found anything that says whether or not that's a viable option for importing data. Is this possible? Currently we import
API to get scopes for the zoho CRM
Is there any API to get scopes for the Zoho CRM account using API
HTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token
Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has been
Repeating Tasks via workflow and Blueprint
Hello, When we create tasks via CRM, we have the option to set the task to repeat. However, this functionality does not carry over when creating tasks in other ways, specifically via blueprint or workflow. This seems like an obvious oversight. Examples:
Please, your ideas to make Bookings / CRM more change-resilient
On Lead Create a CRM workflow sends email to Lead. The email contains a button which is a link to a Booking Consultation. I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to the
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