Google adword conversion tracking is not happening
I have recently integrated the google adwords with my account, on number of leads, I see GCLID has been been populated but none of the other google adword data is populated, please tell me why
Missing Activities Modules
my activity module is missing and I have gone into manage modules to see if I can put it back it on but its not there. I have also gone into my roles and its even listed in there as well, can anyone suggest anything else?
When will CRM be able to link with multiple Shopify sites?
We need the ability to be able to view all our customers in one CRM system. We have multiple Shopify sites and are only able to connect one to CRM directly. Apparently there is a workaround by linking the sites to Inventory and pulling the data from there,
Creating records with Node.js SDK 2.0 createRecords()
Hi! I'm making a customer portal application with Node.js and using the Zoho Node JS SDK searchRecords() to get records data to my application and that works just fine. Now I am trying to create a record with createRecords() but can't seem to get it working.
Multiple selection with linked contacts field
Hello, In my contact module, I would like to add a "linked contacts" field, to be able to see in a contact card which other contacts this contact is linked to. And I would like to be able to select several contacts, not just one... I tried to create a
Creating tasks to someone assigned in a user defined field
Now is possible to create lookup field for single or multiple users record but it is not possible to automatically assign a task to users in custom lookupfield via workflow automation
Cloud backup for CRM
This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically
Need recommendations for a custom B2B workflow
Summary I want recommendations about setting up a custom B2B workflow in Zoho. We're a B2B business with non-standard billing needs. Our customers often purchase multiple service packages from us, so there is a 1 to many relationship. For example, Customer
Auto Close Tasks - Purchasing Order
Hi guys. Can anyone help me with a code to auto close tasks in the purchase order module. My coding aptitude is not that good but i am wanting to learn more So when a purchase order is created it then creates a task. So what i want to do is to auto close
Rewards Program for referral clients on Zoho CRM
I think this will be a cool feature to add to Zoho CRM and will make increase sales with client referrals
ADD TAG FOR THOSE CONTACT AND ACCOUNT RECORD CREATED VIA CONVERSION
Good Day I just wanted to ask regarding lead conversion to contact and account. The goal is, once the lead is converted to a contact and account module, I want to add a tag on the contact and account record created named "Converted". Can you help me,
Internal Server Error is not a helpful response
There should be literally no one thing or combination of things API consumers can do to trigger a 500 or 500-series error. We're developers and we get that shit happens and sometimes the API chokes, but these errors are frequent enough that it seems Zoho
Multi use of CRM within our organisation
Our business can be neatly put into two distinct areas. Sales/Marketing & Installation of our system. I use Zoho for the sales activity. I have been looking for a system that can assist with the management of our installations. Weirdly, I hadn't considered
Integrate Amazon Connect to ZoHo CRM Failure
I am trying to setup amazon connect telephony service with zoho CRM but when I attempt to login to amazon connect the popup window says it cannot reach this page. Any suggestions? Please see attached screenshot:
Using Zoho Projects without Accounts in CRM
Dear All, I understand that currently it is not possible to use Projects (integration with Zoho CRM) with without the accounts module. I like the idea of have projects as a front end for say the deals module - so a customer can see say the progress of a transaction and some of the activities that are happening in CRM (notes, tasks, milestones etc..) My organisation is B2C and has no need for an accounts module. Is there anyway to have projects 'integrate' with Zoho CRM without accounts ? Or can
Task and pop up notifications
Hello! I have doubts about how to use the task notification. I followed the guide, and also the support instructions, but I can't get the window notification to work. Email notification does work. I have the correct timezone settings. Has anyone encountered
CRM Variables
Can you provide an example of reading and writing to a CRM Variable? I want to store a datetime of when a custom function was last run. Thanks in advance.
Transfer Related Lists from one module to another
Hello Everyone, I have written a custom function to move lead record to a custom module. I want to move related lists as well along with the record. Can anyone help me with the function to copy Related List - Activities, Emails and Ringcentral SMS Attached
Getting SSL certificate problem in Zoho API EU Domain while other domain (COM, IN) are working fine.
Hi, We have multiple Zoho clients (COM, IN, EU) from different regions, where we sync data from their other sources to their Zoho CRM. All API is working perfectly till 11/20/2021. But now only EU domain API (https://www.zohoapis.eu/crm/v2/Sales_Orders)
Creating tasks to someone assigned in a user defined field
I'm trying to automate out process, and running into difficulty. I'm trying to have tasks assigned automatically to people along the sales process. I tried to have workflow rules and custom functions to have the potential owner change along the process
Leads - Business Card
Good afternoon. I'm trying to display the Company Name field on the Business Card at the top of Leads, however it won't allow me to do (it's the only required System Field on the page so I assume this is the reason, as I can add any other fields?). Is
Deduplication of Leads and Contacts
We are cleaning up our leads and contacts modules. We have a number of duplicates that exist BETWEEN (in both of) the two modules. Is sthere a way to deduplicate BETWEEN modules?
Picklist can't be edited inline, only in edit mode
Hello, I have a picklist field "Rep Firm" that cannot be edited inline like all other fields within the Accounts page. The only way to edit the "Rep Firm" field is to click the edit button at the top, make the change, and then click save. How can I make
Layout Rule with numbers?
Is it possible to have "x" amount of single lines show up based on a previous picklist question? IE: First Question - How Many Rooms in your house? User hits the drop down to select 5 then the rule would only show 5 single line fields possible?
I'm new. Need to pull Contacts/Leads with C# (ZOHOCRMSDK-2.1)
I've at most been able to setup a new app and have been searching and looking at sample code, but what I found so far either show me REST API code or C# code for another/older version of the .NET API. I am trying to query leads or contacts in the CRM
How can I get or search the today's leads based on created time
I would like to search (searchRecords) or get(getRecords) the today's leads using deluge. This is based the today function and created time of the lead as I understand. But I do not know how to write the function to get the records... As far as I understand
ZOHO CRM API V2 Retrieve Contact Owner
Hello. Very new to ZOHO API. I am working on a proof of concept script to retrieve Accounts and Contacts from ZOHO CRM using Python. I have decided to use COQL and build up a SQL Style query to retrieve the info I need as I need to wrap it in a WHERE
Associate a price book to an account
Hello, I would like to know how to associate a price book with an account, so that the quotes will include the correct price (based on the price book associated with that particular account) as soon as a product is selected. Thanks!
Calls with Zoho CRM - One way call issues
Hi, There are so many call issues that keep repeating when the reps try to call. They cannot heat the callee or sometimes the caller cannot hear the reps calling. Sometimes it works and sometimes it doesn't. Checking with Twilio also has come back
Database accidently erased - can ZOHO restore it using past recent info ?
All entries in one of our databases was accidentally totally erased by someone thinking they were backing it up. Some 35,000 entries gone. Our backups were also erased at the same time. Is there a way for ZOHO to restore all the data using their past
Automate Actions and Make Best Use of Your Time with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Can forms and auto-responders be abstracted to be re-used on multiple pages?
Hi, our site has approx. 30 products, each of which has its own manual. We have set these up in ActiveCampaign as lead magnets, where the user must enter a name and email in order to download the manual. Then leads are tagged accordingly and passed on
Associate a contact or lead to more than one account
I have contacts and leads who work for more than one account. Currently I can see a way to assign multiple contacts to one account, but can't see a way to assign multiple accounts to one contact. Anyone know if this can be done?
Automated logging of calls
Good afternoon. I am looking to create automated logging of calls from our phone system. We are using TelcoSwitch/CallSwitch and I have set up the integration for this already. Using the phone system I can manually run a test by typing in a phone number
Search for data in notes
Hi It looks like we can no longer search for data within notes. I recall that I used to be able to search for specific words that I expect to be found in a note within a module, but this no longer seems possible. I see I can filter for all notes created within a certain time, but not for specific words/context within a note(s). For example, a user may recall that they spoke to a contact about Site X. Now that user can't recall who they were talking to, but knows that they would have added notes
Individual contacts without "company" = no accounts?
Hello, I'm new to ZOHO CRM and from what I learned, the "Accounts" in ZOHO are meant to be created for "companies". That way, multiple contacts within the company can be associated with the account, and yet each contact can maintain their own profile
Call Centre Advice - what setup are other companies using??
Hi. I am after some advice on setting up a call centre. We need a call centre app as a first line that captures all incoming and outbound calls, allowing for notes and categorisation of calls, reporting and analysis. We also require integration with
3CX integration
As ZOHO CRM has now become a serious contender it needs to have a serious phone dialler for 3CX. I've opened up an idea on the 3CX forum and would appreciate if you would take the time to vote for this integration. It's been long overdue. http://www.3cx.com/forums/zoho-integration-43490.html Many thanks in advance.
OUtlook calender syncing with ZOHO ( 2 Issues)
HI Please help my diagnose: Calender syncs, but creates a SEPERATE calender in outlook, I had synced my outlook calender with zoho last year and it didnt do this that time, but this time at it seems ot have created a new calender called ' ZOHO CRM Calender"
How to create a mass email summary/report?
Hi All- We schedule emails to go out on a daily basis. Is there a way to run a report on how many emails went out daily and what industry? Any suggestions would be greatly appreciated! Thank you in advance, Susan Hiley
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