How to get count of emails sent by a user in zoho CRM?
Hi, I am working on a project in zoho crm, and I want to get the number of Emails a user sent in a day. Means I want to know, How many emails a user has sent in one day. Then I want to use it in reports. How can I do this? Is it possible to get count of sent emails directly in Zoho Advance Analytics or Zoho simple reports? Or we have to do it through custom function/Workflows? Please give me idea. Thanks
Use Zoho Mail Integration
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
CRM PHP SDK How to get a record by external id?
Hi, I have two questions: 1. I am using PHP SDK v5.0.0 and couldn't find an example of how to get a record by using only external id. For example my external id is named "MY External ID". Can you please give me an example of the method by using SDK? 2.
Leads from Facebook lead ads
Hello! How to get leads from Facebook lead ads into Zoho CRM? I have added the Facebook page into Zoho but the option for leads is missing.
Function to update Age field automatically in Contacts
Hi, I have a Date of Birth field (date) and an Age field (formula) in the Contacts module. The Age field updates only when I edit the Date of Birth field. I'm searching for a function/schedule/automation to update the age field automatically from every
Projects for Client Users without Client Account?
Is it possible to create a project for a Zoho CRM Client User without forcing them to be assigned to a Client Account? We are a non-profit, and want to keep individuals/contacts un-mapped to Accounts because it breaks their individual accounting in Zoho
Request body malformed using Webhook
Hi all, After changing the authentication type from General to Connection in my webhook, I noticed some strange behavior in the request to my API call. It seems what before was made by Zoho CRM, now uses an intermediary called Deluge, which produces
API: Accessing over 200 records
Hello, I am trying to access my field's data within my "Leads" Module using the API. I noticed that, unfortunately, performing a GET request is limited to 200 records. Is there another way to do this where I can have access to all of my records (I have
Sheduled reports
Good day, I want to send by shedule to each CRM user a report, where rows are filtered by this user. For exampe, report of new Accounts in this week, created by this user?
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
exception "No Tokens exist for the given user-identifier,Please generate and try again."
Hi my firm is using zoho crm for customer management I have encountered this exception when trying to push data from my backend to zoho crm . I have debugged the code step by step and cannot figure out what exactly is failing in code. Below are the indepth
ZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
Guide to Getting Started with Zoho CRM Features
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
Webhook body contains JSON despite selecting Form-Data
I have a webhook configured to send a post request with Form-Data as the body type: When receiving the webhook, the content-type says `x-www-form-urlencoded` as I would expect, but the actual body comes through as JSON. Content-Length: 307
Accept-Encoding:
New Aggregate formula fields not calculating when a Sales Order is created via API
I have connected WooCommerce to Zoho via a plugin which uses Zoho API to sync Orders in WooCommerce to create/update a Sales Order in Zoho. The problem with the default layout of a Sales Orders, is that you can modify the Discount and Tax in the sub-total
Export reporting to Excel in real numbers and dates and not text.
When you export a report in excel, it generates an excel sheet with dates and numbers in text format. A number is for instance a string "EUR7,000,000.00" and not a real number. This is really annoying for creating reports for further use, as we have
Customize Activity Status in CRM
Right now we have one status ("COMPLETED") that will close an activity / task. I would like to be able to close these activities with two other choices: Canceled and Failed. Is there a way to customize the open/close feature on the Activity status?
Mailchimp Integration - Sync Additional Fields
Improve Mailchimp integration by adding functionality to sync multiple fields (beyond email and name/or one other). Currently this makes the extension unusable, to run even a basic email campaign you need to map and sync more fields than this. It doesn't
Modify the order of modules in Canvas
Hello, I would like to modify the order of some modules depending on the pipeline where the deal is. So, if the deal is in Pipeline A, then it will be showed modules 1, 2, 3, 4. However, if the customer moves to the Pipeline B, then the order should change
New Interface for Tasks in Contacts Overview
Is anyone else having issues with the new interface for tasks in the contact overview? It was changed to be in a box with calls and meetings. The box is now narrow and small so you can't see all of your tasks at once. Also, you can't organize them by
Use Zapier to create meeting in the CRM that includes a meeting link.
Is it possible to create a zap using zapier to create a meeting in the crm that includes an online meeting link? I can create meetings just fine using zapier but they don't auto create them as online, and I can't pull that meeting link in zapier. I found
Using a Formula to determine time difference between date fields - but it's behaving unexpected if one of the date fields is blank:
So in our "Clients" module, in each client's page, we have a field that reflects the date they were most recently visited. We use this to calculate the number of days since their last visit, and then categorize them into "< 30 days ago since visit", "31-60
Setting a parent account while creating a new account in CRM
Hi, I am trying to create a new account in CRM Sandbox by using SDK, and in the process would like to set a parent account as well: https://drive.google.com/file/d/1Ep391dqbIvm0IVGtIBBcLEX3fO0EyDWw/view?usp=sharing But what happens at the end of account
Canvas - Deals (Related Lists)
How can I show certain stages on a canvas deals widget? Right now if I drag the Deal data over, it only shows all deals. I just want to see deals that are just open, or under review? If its not possible, can this be done with deluge scripting?
Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints
Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery. Zoho Sprints follows the agile project management process. The diagram
Deluge Script for pulling in a lookup field from another module
I'm sure this has been answered somewhere along the way, but I've searched through the threads and came up empty for this specific request. I have a module "". This module is related to the "Cases" module. The Inspections module has a lookup field which bring in the specific case it is related to. When that case is brought over. I would also like information in the case record to be brought over too (account, street, city, state, zip). The "account" field is a lookup - tied back to the "accounts"
Can I relate a CRM Contact to a Project without the contact getting an email?
I want to add a relationship between a contact and a project but I don't want the contact to know anything about the project. The system seems to send an email to the contact when I associate the project. Can this be turned off?
Sync CRM estimates with Projects estimates when create or associating project
Hi, I have CRM, Projects and Invoices synced up, does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM? I have 2 estimates in a deal, I have just created a new project for that
New Changes for Tasks are a BIG PROBLEM
My company uses tasks to manage calls. Calls are too specific to a time, so tasks work better for us. The contact layout as it was up until a few days ago made it easy to click a task and complete or edit it. Now, there are more descriptors to market
Add Note Creation and Association as Zapier Action
ZOHO Team, It would be wonderful if you could allow for the creation of a note record with your Zapier integation. We have current customers submit forms on our Hubspot managed website all the time and I would like for those actions to be recorded somehow in the Contact and Account records in ZOHO crm. If there's already some way to accomplish this please let me know. My preference would be for a Note to be created and associated with the appropriate record (authenticating by email match). Thanks!
Track Emails as Activities
Does anyone know of a way to watch on the HOME screen any emails sent from my staff as an Activity. We are using BCC Dropbox and its working great but I need a way to watch the daily communications from my staff to our clients, zoho dosen't seem to treat an outgoing email as an Activity. Anyone have any ideas on how I can do this? Thanks!
Is it possible to change the size of Email pop window in CRM?
Hello! I am wondering if it is possible to change the size in which pop up windows (like the ones when you send an email form the CRM) can be changed? With 15" screens or less, one needs to move the window to see the options and buttons (as 'Send') because
Quote Number on an Invoice
Hi Zoho When I create a quote I get a auto generated quote number. I then convert the quote to the invoice to send to the customer. Export the quote to PDF but there is no way i can see to include the quote number that corespondents to the invoice. There
No ContentHTTP 204 There is no content available for the request (Quote
URGENT* I’m hitting the API(s) to product information from a specific quote but It isn't sending a response. API endpoint: https://www.zohoapis.com/crm/v2/Quotes/search?criteria=(Quote_Number:equals:*************) It returns: No ContentHTTP 204 There
Lower case function for Lead email field
Hi, When a Lead is created from the email parsing method we want to keep the Email field in Lower Case text. we know how to create the function but we write something wrong. Is there somewhere or someone to post it here?
Automatically update Contact status when Account status is changed
I currently have a field for "Status" in my Accounts, which denotes whether the client is active or inactive. I'd like to be able to have that same field (synced) in the related Contacts so that I can send a targeted email to active contacts only. It
Identify duplicates between leads and contacts to either delete or merge
What is the simplest way of.... Example 1: Identifying duplicates across leads and contacts What is the simplest way to identify 'duplicate' records across leads and contacts based on email address? ie. identify all the records that exist as both a lead
CRM map
Is there a way to take the addresses in the Zoho CRM and overlay them in a google map interface. It would be really helpful for traveling sales in a city so that someone could map out their course. Let me know, Chris Chris Redhage
Creation of Map Reports
I would love to see the ability to create a map report using google maps. Where the user can select what data to view on the map and select filters based on that data that change the colour of the pins. My reps find it useful to view a map of the time since last check-in fields so they can see who they haven't visited in a while and exactly how many days it has been since they visited. it would be useful if this could be filtered by time periods i.e last 30 days, 30-60 days, 60+ days etc... and the
Zoho CRM Insert Record using JSON / Coldfusion
Having eventually figured out the Zoho OAuth authentication, I'm now faced with trying to debug their error codes when attempting to insert a new record. olansi air purifier <cfsavecontent variable="JSONData">
{
"data": {
"Last_Name": "Smith",
"First_Name":
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