Introducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings
Adding a creator app to a tab group
We have a creator app that we have imported into our CRM, however I can't see a way to add it to a tab group. Is this possible? If so how? The Tab is called Print Booking and I can't see it in this module, or in the config of the creator app.
Better Looking CRM WebForms?
Hello Community- Hope you're well. Big Zoho fan and a One subscriber. Have created a very simple CRM Webform that is embedded on my Wordpress web site using elementor and the worlds most popular theme: Astra. But when I embed the Zoho form onto any page,
Trigger Action from other Action
I have written an action in Zoho CRM that triggers on record update to update information in Zoho Projects. The issue I am having is that the script is a few thousand lines at this point and is very difficult to maintain. Is there a way I can create a
Not receiving email notification when @ in a record
Hello, I have a client user who reports receiving email notifications when she is @username tagged in some modules, but not receiving email notifications when she is tagged in Deals. We use Yahoo mail, and believe I have confirmed that Yahoo is not the
Is there a limit for the size of a custom related list?
Hello everyone, I'm trying to create a customm related list in the accounts to fetch all the deals made by child account in order to have a general view of the deals in the parent Account Page. Whenever there is no child account, the function is properly
Zoho emails going to Spam folder
My emails sent from Zoho are going to people's spam folder. I noticed a huge decrease in incoming emails so am concerned about this. Can someone please help? Thanks.
How to create Zoho API OAuth Token?
I'm building integration with your API using your Typescript library, but I don't understand your documentation to successfully create an OAuth token. Typically, my client would get called (/authorize endpoint) which should call your endpoint to prompt
How do I update a lead owner only using the owner email (Zoho API v2)?
I want to update the lead owner by using their email address, and not their ID. I know it is possible because I've done it before but I didn't save the request I made, and I don't remember how I did it. Something like this: URL: https://www.zohoapis.com/crm/v2/Leads/upsert
6 Reasons to Integrate QuickBooks with Zoho
Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies.
Scheduled Call Ownership when the Account owner is changed
Currently when you change the ownership of a account to another sales rep the scedule call is also changed to the new rep, we dont want that to happen, the schduled call must stay in the ownership of whoever scheduled the call. Is that possible with workflow
Upload attachment to image custom field
Hello, I have image attachments in contacts and I would like to upload the image to a image custom field through the API. I have the $file_id through the attachment but I dont know how to update the image custom field with that. I have this code but the
how to search record using email using deluge
Hi, i am trying to search record using email i tried this code .. assesssmentDataRecords = zoho.crm.getRecordById("Pitch_Data", ID); email = assesssmentDataRecords.get("Email"); info email; //searchRecord = userinfo = zoho.crm.searchRecords("Leads",
Exporting Invoice Company and Contact
I'm trying to do an export to a CSV file of my invoices. I'd like to have the invoice info as well as company name and contact name. However I can only export either the company or the contact name but not both. I'd like to have the following info contained in one CSV File: Invoice Date Invoice Number Invoice Description Company Name Contact Name Contact Phone Contact Email Any suggestions?
Is territory assignment possible from a custom function?
Territory assignment in Zoho is meant by creating rules for each territory. However, if I have too many countries in a territory, the allowed number of rules (25) is easy to be exceeded. Anyway, it is a cumbersome task to click ca. 200 countries' criteria
How to update zoho CRM Variables?
I am working on Zoho CRM extension. I can get the CRM variables value with this ZOHO.CRM.API.getOrgVariable("variableNamespace").then(function(data){ console.log(data); }); But I want to update this CRM Variables value from the widget and how I will
Can Workflow Email notifications be sent via IMAP email account
Our CRM users are all configured to send emails via IMAP It seems though that any email notifications sent via a workflow are sent via Zoho's mail servers. How do we get our workflow email notifications to send using our IMAP email accounts. I have tried
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Add item in zoho books from zoho crm
Hi, i am trying to add item just below in the existing item from zoho crm into zoho books. i tried this code as below: opportunityRecord = zoho.crm.getRecordById("Deals",dealID); upgrade_program = opportunityRecord.get("Upgrade_Program"); //info upgrade_program;
Getting and setting Territory Assignments in a function
Hi, How do I get the current territory, and set/change territory assignments in a function? I want to be able to programmatically set the assigned territory for a contact with a function.
Quote get aditional materials to a field
Hello, is it possible to get aditional materials to a field from different Rows. I want to row 1 productname to a field. And row 1 quantity to a other field. Etc. Greetings Kevin
How to properly create custom persistence layer?
I need to integrate the CRM API with my service in Nest.js. Unfortunately, it requires I implement an interface to use a custom persistence layer, in my case, Mongo. Since I'll need to instantiate the resulting class, I can't inject the model as I normally
Populate subform from a Multi Select Field
Hi All Hopefully someone can oush me in the right direction. I have the following modules: Accounts Products at client ( Ours and compititions ) Contracts The contracts modules deals with the ocntracts at the cleint, their can be more than one product
Auto Number Prefix
Is it possible to write a rule or function that generates a prefix for the autonumber generated based on a field in the form? Kind Regards
How to get Zoho CRM to trigger Microsoft 365 Power Automate
I found a workaround to get Zoho and Microsoft 365 Power Automate to "communicate". I guess it's only one way, but I'm just happy I was able to get that far. I'll explain what I did in case it helps someone else. I'm sure you can tie the API and REST languages together somehow, but I'm not that good at writing code yet. Here's what my need was: When new Deal Created in Zoho have Microsoft 365 Create a Sharepoint Folder named my "Zoho Auto Number - Deal Name" #1 - In Zoho create a new Email
Cannot figure out how to Add Up Formula Fields in CRM
Hello, I created a few formula fields in Zoho CRM and wish to get the total sum of those formula fields. This has proven very difficult to do. I looked at the custom functions but do not understand how to implement them or what the property syntax
Google Contact Sync - Address Sync Error
Hi! I have set up google contact sync, but I am having trouble with getting addresses to sync correctly. I have created 2 custom "textarea" fields for contacts called "Work Address" and "Home Address", and I have set up my mapping as follows: While the
Get stage history and lead status history in bulk
Hi I'm trying to get this endpoints https://www.zohoapis.com/crm/v2/Deals/Id/Stage_History https://www.zohoapis.com/crm/v2/Leads/Id/Lead_Status_History It works via rest api v2 but data is too large. It takes too much time to get all data and it explodes
Regulate Support Tickets' Visibility In Zoho Desk Integration
Dear All, Greetings! When Zoho Desk is integrated with Zoho CRM, tickets raised by a customer in different departments are associated with their respective records in CRM to enable users to access and manage customer queries directly from the records.
point credit for customer
Is there way we can give points/ credit points to customer? ie, we have royal customers who refer lots of their friends to us. Hence I want to give them "point" and they can exchange to our gift product in the future. Similar to frequent flyer points
Zoho Finance Limitations 2.0 #17: Can't sync Books Customer Tax Fields (Entity/Use Code or Exemption Number) Double entry required
Similar to the limitations listed at: https://help.zoho.com/portal/en/community/topic/zoho-finance-limitations-2-0-12-cant-sync-books-system-fields-item-category-or-preferred-vendor-to-crm-products-double-entry-required Summary: Our reps add customer
Mass closing of tasks
How do I close or delete hundreds of tasks in mass for me or one of my reps?
How to make formula field in ZOHO CRM?
I am working with ZOHO CRM. I want to make formula field in "Quotes.Payment Type". The feild is pick list. Post as payment on Account (SA) = 4 - SO 000001
Post as payment on Account (SA) = 4 - SO 000002
Post as payment on Account (SA) = 4 - SO 000003
Payment
blueprint entry criteria == new record
Hello, Is it possible to trigger a blueprint when creating a new record? I currently have a blue print working when a stage change occurs but this is too late. At the time of creating the record I would like to guide (blueprint) users to correctly select
How do I add and track custom metrics for customers?
I went through the help files and couldn't find what I was looking for, but I'm happy to receive a link to the correct page if my question is answered there. I work for a professional association (NGO) and we have two things our customers can "be": A
getting datatype boolean error - on update task
Hi, when i am trying the update the field , then i am getting this error as attached .. may be the data type boolean as expected not getting .. i tried with 'True', 'true' but still i am getting error .. screenshot ... here is the code i tried, contactRecords
Creating My Report (Free Version)
Hi all, We have created our Business Development database, the only downfall is getting 'ONE' report from the databases information. We want a report that shows. > Account Name / Company > Contact Name > Contact Title > Contact Number > Contact Mobile
Zoho CRM Module Icons?
Where can I get the images for the various modules like Leads, Accounts, Contacts that show up in activities Related To field? Thanks, Glenn
when creates Related Contact Role created in custom Related module(View Contact Role) In Opportunity code error
Hi, so, in opportunity module, when Related Contact Role creates, it will creates in Related 'View Contact Role' module as shared in screenshot 41.PNG (and marked these 2 modules) - i tried the code as Contact_Role.txt , also shared the screenshot after
Star Rating for Contacts
I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.
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