How to upload a file to Zoho Catalyst?
I'm trying to upload a file to Catalyst using the following API. https://catalyst.zoho.com/help/api/file/upload-file.html The problem is that I keep getting the following error. {"status":"failure","data":{"message":"Invalid input value for file","error_code":"INVALID_INPUT"}}
Import the same file to different modules
So I want to import excel data both to contacts and to accounts. I usually have to import contact first, then import accounts afterwards. Is it feasible to import just once? Tried the automation feature but I guess they don't provide in different module
Potential Report Filter = Closing Date
Does anyone have a way to set the filter for Closing Date to "before" "TODAY."
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding
How to Check if Access Token is Expired or Not
I am using my Refresh Token to generate an access token (which is valid for 60 min). I am then storing the access token in an organization variable that I can reference in subsequent scripts. When subsequent scripts run, is there a way for me to first
Anyone switched from Hubspot to Zoho CRM?
Our small business has been using Hubspot for several years. We are just using their Marketing Starter plan for about $140 / month. We integrate Hubspot with Call Tracking Metrics so inbound calls auto-create contacts within Hubspot. Sales leads (mostly
API to retrieve picklist options
Some module values are tied to picklists that may be a default or may be customized. Is there an API available to retrieve the choices available for picklists, whether they be the default or custom? Please let me know if this requires further clarification. Thanks
How can I allow a user to only view specific deals?
Hello, I'm trying to make a user profile that only allows a user to view their deals based on a field. In this case, I would like the user to only be able to view/change deals in the state of Michigan. How can I go about this?
Configure for fewer email notifications of Zoho CRM tasks
I get a lot of system generated emails for tasks that I don't need to be notified about. In the long term I will have to convince developers that the vast majority of those tasks don't need to be created, or at least that I don't need to be notified by
Issues when trying to retrieve records from the Activities and Tasks API endpoints
I am trying to send a GET request to the Activities and Tasks modules. Due to the use case, I want to specify all the fields I want to retrieve in the “fields” parameter in the request. I retrieve all the existing fields by previously sending a request
Type of product in conversion rate analysis
Hello! In the Analytics module, if I select a component of the funnel type, is it possible to get the conversion rate by product type? Conversion rate, goes from Leads to confirmed sale. The option available to discriminate, is the data contained in the
Email Notifications not sending!
So this is something I noticed today, but apparently was an issue since a few days now! We have a bunch of workflows that notify Salespeople about new Leads or upcoming dates. I realized that me and my team have not been receiving these for quite a
How to get Zoho CRM parameters in a widget?
I have a related list widget that is currently in the deals module of my CRM. Within that widget, I'm using HTML to try and get certain Zoho parameters but whenever I access any record, in the console I get a message that says "Uncaught ReferenceError:
Export Zoho Contacts directly to Whatsapp
Hello everyone! Any idea how i can export our zoho contacts directly to our whatsapp busines? Thank you
Zoho CRM Price Book In Different Currency
Hello all, When reading and evaluating Zoho CRM I was left with the impression that you cannot have mutiple currencies in Products, but this can be overcome by having Price Books in different currency. However when creating Price Books I can only make
How Do I Add Events to a Contacts History?
I'm newer to zoho and still not sold on it. How do I add events/an event to a contacts history. When certain events happen in CRM it is added to a timeline/history. Can we add events to that timeline ourselves in anyway? Hopefully zoho has a built
Is it possible to create a lookup field that accesses records from MULTIPLE modules?
Is it possible to create a lookup field that accesses records from multiple modules? SCENARIO My Company is a Managed Service Provider (MSP). We offer IT support to multiple companies (Accounts), each Account has about 25 individual "IT systems" (WiFi,
Copying/Converting Data from One Module to Another Module along with Notes
One of my client has more than 15 Module and he wants to move Convert Data from almost Every Module to all other Modules. To avoid all these tedious tasks, I created a generalized Code to Convert from One Module to Another Module. All you need is to change source_module and dest_module names and create a parameter of module_id. Also need to add some fields if there is a change in Field Name and what you dont want to copy information. (upto Line 24) I added as many pieces of information I can to describe
Approval Process - only for specific users
Is there a way to only enter an approval process on record edit for specific roles/users? I have admins making changes but it still goes into the approval process, which is quite frustrating.
XERO API - Certified Application.
As a Xero Gold Partner and a Zoho Implementation Partner, it was only logical that we implemented our own Xero API. We've been using this for our clients and our own business for a few years, and during that time our Director and Accountant as expanded
Line Spacing in Mail
I would like to choose whether I have single or double lines after a return. How do I format that in mail? I do not see a Page Format option in the menu. It's driving me crazy.
Nested JSON payload
I am trying to create a nested JSON payload. I've done this by: 1) Creating initial map for the nested part nested = Map(); nested.put("Full_Name",full_name); ... 2) Creating the main map: mdoc = Map(); mdoc.put("document_template_id",templateid); mdoc.put("payload",nested.toJsonList());
Can a Chart be Printed or Exported?
When I view a report, such as 'Accounts by Industry', I see a bar chart. But when I "export" the report to PDF, I do not get the bar chart. Is there a way to print or export charts?
Automate and Be Productive with Workflow Automation | Zoho CRM
Whether small or large, Zoho CRM is the method to keep up with it if you own a developing business. You're probably limited on resources or time to run a thriving business. Getting more done in less time is crucial for most firms, as is maintaining a
Filter for this week's birthdays using a Custom field containing Date Of Birth
Is it possible to produce a filter of birthdays for the week using a data field containing the Lead's or Contact's Date of Birth?
How do we set up SaaS models in Zoho
Does anyone with a SaaS model use Zoho? The upfront implementation & training seem pretty straight forward but how do you set up the monthly license price x number of users x term in the product book and make it all come together?
Filter leads by leads with a "Lead Image"
I need the ability to filter or search by all of my "Leads" that have a "Lead Image" uploaded to the record. How can I do this?
Integrate with Glip
There is a nice integration between Zoho CRM and RingCentral, but I would like to see Zoho integrate with Glip, which I use for inter-office messaging.
Change the default contact owner?
As it stands today, when you click add new contact, my name is the default contact owner. What I want to do is force our sales reps to choose their own name from the list. While I can instruct people to do this, only a handful will probably listen, so
Analytics can't syncing all of the CRM data
Hi, I have a module in CRM that I am trying to get to sync and link with my CRM accounts for reporting in Analytics, but it's not pulling the data. When I'm trying to fix the data and reload the chart that I make before on Analytics. The data on Analytics
Extension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is required
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
Mass Update Stage - Deals
Hi, I'm positive I did this before but for some reason I can't seem to do this now. I created a filter in Deals to identify my deals with less than 50% probability that are a year old. I would like to mass update the "Stage" for all of these records but
Deluge Script for Creating Associated Contacts Related List in Leads Module
Does anyone have any example deluge script, or perhaps an article, that breaks down how to create a related list in the Leads module for associated contacts? I'm looking to display Company Name, First Name, Last Name, Job Title, Phone Number, and Email
Sort view in kanban meetings
Hello, how can I sort this view, meetings kanban, by date? Now apparently standard is sorted by subject. Thank you for a note
Zoho CRM Report Module
We noticed yesterday the Report Module was updated, however I wasn't able to find anything in the release notes for this (https://www.zoho.com/crm/whats-new/release-notes.html). For now you can switch back between the old version and the new BUT, I have
Automatic emails based on date
Hello, I just purchased the enterprise version, honestly, the only reason at the moment is because I want to send automatic emails, but I have some issue setting it up, I was hoping you can provide some instructions or guidelines on how to do that. I want to send two types of emails: 1. A happy birthday/anniversary - which should be triggered based on the Date of Birth field I have in the "contacts" module, exactly on the birthday date and will go on indefinitely (meaning, the email will be sent
Impossible to add a client user to a project in CRM
Hi, When I try to add a client user in a project in the crm, only 48 users appear in the search box. I am looking to add a customer whose first name begins with F and only users whose first names begin between J and Z appear. Is this a recent bug? Regards
Removing Vendor
Hi, I wrongly added a new Vendor but I couldn't where the delete button. I'd like to remove the new Vendor. I attached a screenshot for you to be able to see clearly understandable. Shortly, how can I delete vendors? Thank you so much,
Sales Order Related links
Hello! I'm a bit new to the ZOHO CRM. I have got a small ecommerce (store). I need to use just a few modules of Zoho CRM. Main tasks: 1)One module in which all my customer data will be stored. It will be synchronized from my Magento. 2)Second module with
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