Add script to Wordpress
Hello, I am integrating Zoho CRM with Google Ads and I have to add the code <script type="text/javascript" src='https://crm.zoho.eu/crm/javascript/zcga.js'> </script> in the pages but I use Wordprees. How do I add it? thanks
Zoho Form or Survey when Deal Stage updated.
Has anyone automated a Zoho Form or Zoho Survey to be sent when a Deal is changed to a certain stage?
Linking a project to a sales order
Is there a way to issue an invoice or sales orders for partial shipments. Many times we send parts as needed to a job site and then follow up with an inspection or additional engineering charges. I would love to link a project to each sales order or invoice.
Default text for meeting invite
Hello, I send out meeting invites to our clients (leads) for a site visit appointment. In the description box I add the same text for every client. Is there a way of adding this text to a template so I don't have to type it up every time I send a meeting
"Notes for this Lead" Section not working.
I am using the CRM, and when I go to the Notes for this Lead section, I can't save any additional notes. It was working yesterday. I can write whatever I want, but when I hit save, my new notes disappear. Please help!
workflow marge tag template
Hello, I would like to use marge tag template by using workflow. e.g.) 1. create a new record in Custom Module. 2. call a marge tag template (Zoho Writer) by using workflow. 3. fill in field values (form a new record in Custom Module) on marge tag template.
Multiple Paths Between the Same Stages in Blueprint
I started to set up a basic BLueprint flow within a custom field's "stages". I am happy to see that BLueprint can address some gaps in the Workflows. What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same
Meeting Creation and Location Options
Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already
How do I change a pick list to a multi select
is there a way i can change a pick list field to a multi-select field. the field currently has some data and would be painful to recreate another field and do mass update by batches of 100. pls help.
Viewing old closed activities on a record with new owner
I've transferred over a lead to a new user/owner, this user cannot see any closed activities from the previous owner but can access everything else on the record. Is this a permissions setting? or do i have to reassign the owner of the closed tasks/calls/meetings
Need a very easy deluge for field in accounts to sync with field in primary contact
Hi, I have my 2 modules with default names, Accounts and Contacts I have 1 field in each module named the same (État du compte) with the same API : tat_du_compte I have tried to use a deluge found here and customise it, I tried maybe 20 possibilities
Displaying the same field and data in Accounts and Contacts.
I already have a drop down list in Accounts called "Account Type" with selections like Customer, Distributor etc. In Contacts I want to display the same "Account Type" information without having to double enter the information. I have looked at the automation
Update contacts based on account owner
Hi all, I'd like all of my contacts to include a field that corresponds to their account owner -- is there a simple way to do this? For example, if Bill owns account A and Bob owns Account B, all of the contacts in account A should have a field with the value of "Bill" and all of the contacts in account B should have a field with the value of "Bob". This is primarily so we can link it to Campaigns and send emails on behalf of the account owner rather than the contact owner, which is the default.
Sync Contact fields with Account fields
Is there a way to auto sync data in Contact table fields (read-only) from corresponding data fields in the Account table? For example I set a company with a conference zone in Accounts, and I want all contacts for that account to have the conference zone data included in the Contact record and auto-synced so that any changes in the Account record are updated in Contact records. How an I do that please?
Authomatic sync of custom fields from the Account Module to the Contact Module
Hello, I created some custom fields in the Account module. Zoho Campaigns allows only the import of data from the contacs, therefore the fields need to always be updated with the fields of their respective accounts. I want the contact module to mirror the same custom fields and to auto-update their values, whenever there are changes in the corresponding Accounts. How may I do it? Thank you, ciao. Armando.
Count Total amount of related list to update single line record
Hi I am looking for help, i have search most of forums and watched countless videos of custom deluge writing and struggling. Running a subscription based company which i would like to know how many times my client has attended a class. I have a custom module (Attendance) which has a look up field connecting it to my deal (Students). If possible i want to be able to count how many times attendance has been filled out on a single record on the deal Here is what i currently have but errors come up when
New Page Layout
In our Sandbox, I want to create a new page layout; however, I don't want it to be based on my current layout. I want it to default to out-of-the-box setup. Is this possible?
Problem with the Outlook calendar integration
Hi, when I try to install the plug in to integrate the Outlook calendar I get a message: Sorry, there was an error. Please try again later. Email is integrated, but no the calendar. Can anyone suggest a solution? Thanks!
Api Version 2 Refresh Token invalid_code
Hello, I'm having a problem that I don't know whats causing sometimes the refresh token failed, what's the possible reason please having a invalid code error when refreshing the token? here is the response {\"error\":\"invalid_code\"} Note: it works for sometime then after making a lot of request the error happens. Is there a possibility that the Credit limit in here https://www.zoho.com/crm/developer/docs/api/api-limits.html causes the error? Thanks in advance
Insert contact requests into CRM via Zoho API v2
Hello, I'm looking to insert any contact requests made in our website to the Zoho CRM via the API v2 but the documentation about the v2 isn't clear at all about this. I did not even found the related endpoint to do that: https://www.zoho.com/crm/help/api/v2/ So if you could lead me to the right approach it would be greatly appreciated. Thanks you !
Zoho CRM Lead Conversion
Yes, I know that you can setup conversion mapping, BUT... In our setup of Zoho CRM when you convert a Lead - that may be for an existing Account - unless the Company Name on the Lead matches the Account Name EXACTLY, the system will not prompt you to
Update all custom module related records when a contact is updated
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've
Mapping field in Potentials Module to Custom Module
Hi, ZohoCRM set up has a Record type (Open, Closed, Possible) in the Potentials Module. I want to map this into Custom Modules so that additional workflows are triggered accordingly. How can this be done using a custom function as: Parent record is Potentials
how to update account status both in account and contact fields?
Now we have “account status” both in account and contact fields. When I create a workflow to update the “account status” in contact field accordingly when I edit the “account status” in account, I found that it can only update one contact which has been
Deluge code to update related record
Hi there, I got this code to update a "Deals" record with "accounts record" when it is edited/created accDetails = zoho.crm.getRecordById("Accounts",input.accId.toLong()); PotentialDetails = zoho.crm.getRelatedRecords("Deals", "Accounts",input.accId.toLong());
Move data from one field to another
Since I am limited on how many currency fields I can have in my version - I need to move some data from one field to a newly created one. How do I move data from one field to another system wide? I need to do this asap since we cannot create a field for our current months data.... Please advise asap.
Please help! Turning multiple fields into one!
Hi Friends, I'm seeking to turn multiple fields into one. With the one field being dependent on the other fields but separate and all still active. I need to export the data to a third party site for order tracking. Example: Field 1: 854 Main St. Field
How to mass copy one field to another
Hey, we need to copy all telephone numbers from contacts from the field "Tel. privat" to "Telefon". This shall be a one-time event with no other dependencies. How can i achieve that? Thanks!
Mass update with value from other field
I have a field called 'Greeting' where I want to put first name as default, but cannot find a way of doing this with mass update. Is it possible to somehow intorduce a formulae to Greeting field which says: If 'Greeting' is empty put in the value found in the 'First Name' field.
Concatenate Multi line Address field into a Single Line Field
Hi, Is there a way to concatenate the various Address fields into a single field? context below I have added the Zoho Sign integration to our CRM. I have an agreement template in Zoho Sign which i wish to fill based on information entered into a Deal
Concatenation problem in formula field
I am attempting to create a formula field that takes the first 3 characters of 1 field's contents and concatenates it with a '-' and then the value of another field that contains an autonumber. So, the formula that I have is: Concat(Substring(${Potentials.Project Type},0,3),'-',${Potentials.RFP_Hidden}) So, if Potentials.Project Type is "Online" and Potentials.RFP_Hidden is 2, then this field's value should be "Onl-2" I don't get any syntax errors when I save it, but then the field is blank when
Workflow Field Update - Lookup Field?
Hello, Trying to use a workflow to update a field in the Potentials module (an ID field). I want it to look up the values of two other fields on the same card and concatenate them to form a new field as follows: On CREATE $Potentials.[ID] = $Potentials.[Business
Forward to BCC Dropbox
Dear Zoho Team, We're finding that, especially when people start using Zoho, they often forget to use the BCC Dropbox option to copy an email to the relevant contact record. While it's possible to send some type of follow-up email and use the BCC Dropbox
Need Event Management in Zoho CRM
Hi there Recently found Zoho CRM and I like it. I am looking at moving my whole CRM setup to Zoho but I have one main area that I need to keep track of, but I cannot workout how to do that in Zoho at the moment. Essentially, we run workshops that attendees
Phone number search issues
When entering phone numbers in the Leads/Contacts, it is easiest to just enter the number without any parenthesis or hyphens (without formatting) and after saving the record, Zoho formats it for you - which is GREAT. However, you are not able to do a
How to trigger a workflow when a zoho survey is answered for a lead/contact?
HI, I set up a Zoho Survey that is synchronized with CRM. From the CRM, I select a lead, send him an email, with the link to the survey (link using the "instert template" button). When the leads answers the survey, the survey can be found in the Lead's
Update all contacts based on criteria
Hi, I'm trying to figure out if it's possible to create a workflow to update all contacts connected to a specified account (or opportunity-deal, if that's easier) when a specified field (in account or opportunity) is changed. Ive managed to make the workflow
DEFAULT COMPANY CURRENCY
I want to change the default currency on my organization. I want the USD ($) to be the default and the rest currencies as secondary. I live in Guatemala and we started using GTQ and as secondary USD ($). Now we are expanding and when I create products
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Office 365 IMAP wrong credentials
Hi, I am trying to connect ZOHO CRM to office 365 (Imap). But everyting i try it keeps saying there is someting wrong with the credentials. But i am 100% sure there are correct en tried it with a different IMAP connector, and that worked fine. I also made a app specific password in Office365 Can you help me? Herman
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