Change in the pricing of CRM Portals
Hello everyone, We have revised the pricing of portals. According to the new pricing model: Minimum portal users: Earlier the minimum number of users in a portal was 50, now we have reduced it to 1. Refer to the table below for pricing of additional portals: Earlier Now 51 to 100 users - $12/user/month 1 to 1000 - $10/user/month. 100 users and above - $10/user/month 1001 to 10000 - $8/user/month (applicable only from 1001 user) 10001 and above - $5/ user/month (applicable only from 10001
Zoho Crm API insert doesnt trigger WorkFlow
Hi We are using the Zoho CRM with a third party application and using API. We have created a workflow Rule to send an alert on creation of a Lead. It's working fine when we create a lead directly into Leads but it's not send an Alert/mail when we insert a Lead thru the API. Any help will be greatly appreciated! Thanks!!
Zoho CRM Analytics App - Post your questions
Hello everyone! Welcome to another discussion on posting your CRM related questions. This shared discussion, is a place to share knowledge, interests, and queries through engaging conversations. The topic for today is Zoho CRM Analytics app, which is
Products & Deals
Hello, I am a new user of Zoho, and I would like to have some advice. My job requires me to create a deal that can contain different products. These different products have different prices each time, because they are handmade products. The prices vary
Zoho Motivator - Popup
Hi! When you work as a salesperson and you want to be motivated you start a game in Zoho motivator. BUT there is no way for me to see the game when i working in CRM! Zoho Desk have this function when you for example have closed 5 cases you get a popup
Not receiving email after comments in Notes (using @user name)
Hi! I have one issue in Zoho CRM. Recently I had an opportunity to receive an email notification after somebody writes @myname + text inside the deal or lead, but now I only have small notification on the top right side of the screen and no email at all.
Deals Validation Rule (Deluge) - How to get record Stage value?
I'm working on a deluge Function for the Deals Module validation rule. Is it possible to get current Stage value of the Deals record? I can get the newly changed Stage value, but I need the original value before the user change. This code snippet gets
Can I upload an email via the API?
Is is possible to use the API to upload an email to Zoho CRM? I have a large number to upload so using the addin for Outlook will be too time consuming.
Why doesn't "parent account" carry over into deal or quote?
We work with a lot of partners and they have a lot of clients under them, therefore we need the "parent account" field to stay populated through the entire journey. When I create a quote or deal from an account the parent account doesn't go through with
From chemical labs to marketing desk | Small Business Heroes E08
In the eighth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Shanique Young from Dallas ZUG. Shanique shares her interesting journey; from working in chemistry labs to becoming the technical sales and marketing director
There appears to be no way of deleting an unneeded service after deleting it's associated connection
Hello, After a few attempts I was able to successfully create a custom OAuth2 connection for Commerce since the scopes are seemingly unavailable under the regular Zoho OAuth connector. However... It appears that while I can delete the extra connections,
Getting a 500 error when trying to initialize SDK
I've managed to successfully call API from Postman and get the right results, so I think I've set up all the tokens appropriately. But I am getting an error when trying to use SDK. 500 | Internal Server Error | com\zoho\crm\api\exception\SDKException
User Activity
iS THERE AN API THAT WILL RETURN THE HISTORICAL DATA ON USERS ACTIVITY on zoho?
ZOHO Phone Bridge Integrations with Cebod Telecom
We have customers looking to integrate phone service from Cebod Telecom with ZOHO CRM. I found phonebridge does the trick. Where can I find the documentation and process to integrate Cebod Telecom phone service with zoho CRM using phone bridge app. Thank
How can you put discount percentage into quotation?
Is there a way to put a field showing the discount percentage into a quotation?
Introducing Slidecast, Acefone SMS, LogixOne, ON24, and 12 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Workflow Rules and Scheduled Actions
Has something happened in the Workflow rules? As I have noticed that they are not working as I expected them. I contacted the Chat help function and they have advised that (on one instance) that it is because I had two workflows happening on the same
Alerts for no Leads
I would like to have an e-mail alert set up to send me an e-mail if we have not received a lead in the last hour. How is this possible?
Introducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulates
How to make some document relate 2 module?
We need to make some of document . EX) One module has Name and phone number other module have Date of birth. this 2 module was already related. We need to marge this data and show in main module (one filed) or to show template. How can i do?
How to filter for Current Date (or date report is run) in a CRM Report Filter?
I am setting up a database to manage students, and I want to automatically filter out the students who have graduated. I record their graduation date in a custom field for contacts. How do I generate the report that says the Graduation Date is after {{{Today}}}?
Closed Deal Report for each Account
I'm trying to create a report that shows me the total amount of all closed deals for each of our accounts. I can get it to work as a "Summary Report" but that format is confusing since we still have each deal as a line. I would like for each line in the
Meetup Snippets 04 - How to create a targeted pitch?
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. “Don’t waste your words”, says Georgia Rei from Dallas ZUG in the fourth snippet in this series. This virtual meetup was hosted in April’2021. Georgia,
If else conditions
Hi I'm struggling with if else conditions in zoho crm fields formulas: I want to implement this If a = 10 If (ac or ac2) then 120 else if (ab or ab2) then 140 else 160 I've done this (If(${a}<=10, If(Or(${ac },${ac2}),120),
Zoho crm insert api is not working
Hello all, I am having issue in inserting data through post api in Lead . I am getting this error: object(stdClass)#2 (4) { ["code"]=> string(22) "AUTHENTICATION_FAILURE" ["details"]=> object(stdClass)#3 (0) { } ["message"]=> string(21) "Authentication
Authentication error, Error 401
Hi guys, I have been trying to use your api services to add leads that would reflect on my CRM dashboard. --I am doing a POST request on url - https://www.zohoaaapis.com/crm/v2/leads. I have also provided my access token under header for "Zoho-oauthtoken"
zoho crm refresh window after any field update
hello, we have suddenly an issue today, every time we change a field on a record in zoho crm, the whole browser window refresh after 5 or 6 seconds, does anyone else is having this issue?
Retrieve user field on a lead?
I want to be able to create a formula on a lead that brings a custom field from the users profile over to the lead. I've tried ${User.location}. How can I do this?
Copy Record_Image from a custom module to another module
Hello, I am writing a function to basically create a new record of Products based on a Custom Module. The image field name of both modules is Record_Image The xxx.get("Record_Image") with put() doesnt work Can anyone give some insights?
How to change default number of records per page
Hi there! How do I change the default number of records per page from 10 to a higher number? Thanks!
Quick Call Logs, Custom Fields, Improved Call Reporting
Many salespeople don't use the CRM because the process of entering data is a tedious task . It's also hard to get meaningful reports when data is not standardized. For example "Subject" is required this forces sales people to type more then necessary
Emailing from Cases, tracking emails
I am using Zoho for customer service. I don't do sales. I have two issues: 1. Whenever I click on a client's email in Case view, it takes me to my Mac email client rather than Zoho email module, and not to the preferred email account either. I would like
Can you automatically create a Deal (Zoho CRM) every time a Deal Form is created/submitted (Zoho Forms)
Hello there, we have a Deal Form for sales guys in Zoho Forms that we ask them to fill out. Every field matches a corresponding field in CRM, it looks like it's doable through an API but I'm not sure how to do it in Deluge. Would anyone be able to assist
Workflow rules not working
Hi guys, Hopefully, you'll be able to help me with this one. I've got two custom modules and work with the Deals Module as well, all of them have 3 different layouts matching fields: Contracts Sites Deals I made a Workflow rule to update records: From
Add a CRM task to Project as a subtask
Greetings, I hope find all good and safe! It is not being possible to add a deal task to my Zoho Project as a subtask (that is what I need). I have tried to add as a task and after move it as a subtask, but it is not being possible, too. From Project
Deals Module - Open/Closed activities
My Deals Module layout/format in the Open & Closed Activities section had a new look today. (See below) Did Zoho make a change? Previously, I could see the Task info horizontally across the page with more details. As a result, I did not have to open
Field updates cannot trigger rules
I set up a workflow that triggers when a field is changed. When I manually modify the field, it works. But, when a field is modified in another workflow, it no works。 What should I do to make it work ？
Widgets
Hi I am new to the Zoho CRM and I see that people go on about widgets I am unsure what widgets really are, I was wondering if anyone can help or advise what widgets they use in their CRM. I am in insurance so I am always booking appointments etc so anything
How to access Deals fields when a Deluge script is linked to a button?
Hi, Please note I am new to Zoho and not a developer. I created a button in the view page of my Deals module that is linked to a Deluge function that sends a message to a vendor via Zoho Clic. What I want to do in that function is get the name of the
Google drive for huge files...just a link
Hi....I use Google Apps / Google drive to store customer files. Since many of these files are huge (3GB and above per client), is there a way to just attach a link to the documents from inside the CRM? It seems that now, the "Google Docs" integration is at "attach" a file to the CRM...which means that another copy is now created......but Zoho storage is too much money for the type of storage we do, and we often share those files out under our Google account...having another out of date copy in
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