Google Drive Extension
We have just set up the google drive extension, and it does allow us to upload and associate google drive folders to various accounts, contacts and potentials. However, there doesn't appear to be a mechanism to tell Zoho where to create the directory
Mass delete tasks from within Open Task Activity related list in other module records
Would love to see the option to check boxes next to tasks in the 'Open Task Activity' related list within a module record (not just in the "Task Activity" module) to be able to mass-update or mass-delete. It is quite painful when you need to delete tasks
oAuth2 - Get proper api_domain for developer account connections
Hi I found a question related to the oAuht2 flow for ZohoCRM. Is there a way to get api_domain from the /oauth/v2/token service having https://developer.zohoapis.com path, like for zoho.com accounts? Seems even if the developer account is selected in
Sync Zoho CRM with Contacts?
I’m running Zoho CRM, but need to use Thunderbird (IMAP) for contacts, email and calendar synchronized by Nextcloud/Owncloud for compliance and archival reasons. There doesn’t seem to be any CardDAV support in Zoho CRM. They do support CardDAV with Zoho Contacts, but that doesn’t work with the rest of their system. Is it possible to sync CRM with Contacts, and then connect to Zoho Contacts via CardDAV to achieve my solution? Any help would be appreciated. Thanks in advance!
Listing all Attachments is no longer working
We used to be able to use the following url to list all the attachments: https://www.zohoapis.com/crm/v2/Attachments The following error is now being returned: INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one How can we get
Send Mail Task in Deluge Script was delayed for 2 days.
I have a send mail task in a workflow. I have it activating Friday Morning in at least two records. The email did not arrive until Sunday morning. Was there a server issue or is this account specific?
CRM related list table only showing linking module's fields
Hi, I have a Deals module called Hypothèques (mortgage in french) and a custom module called "Immeubles" (building). They are linked by a many to many relationship. When trying to insert the Deal's related list in Zoho Writer, I only have access to the linking module "Hypothèques X Immeubles". I need to have access to the actual Immeubles fields. Please help!
Net New Deals vs. Renewals
Is there a way to differentiate a net new deal record vs. a renewal deal record? I would like to have two separate record types as they have different sales cycle stages and don't want to add them in the same timeline. I would also like to see 2 separate
How can I invoice for different milestones i.e. 50% upfront using Zoho CRM
Good evening, Our service based business has just secured a new project. In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and
Multiple email address for each contact
Sure some people have multiple email addresses so this would keep their messages straight when they reply from differetn address, but is critical when they change to a new address!
Closed won amount not matching expected revenue amount
Hello - I am able to get a quote into ZoHo CRM at the correct amount but as soon as I move it to a deal and close win the deal, the deal amount changes to 89.7% of deal value. I have the expected value set to 100% for deal stage setting when closed won....
Deluge function
Hello, Despite my research, I cannot find a deluge code for my function. I want when a deal is created with an account, the address fields are directly filled in the deal module in order to avoid entering again the same information already present.
task created from blueprint not triggering/showing-up in function
When a task is created it triggers a workflow function. (the function sets the owner) I try to get the last task created by zoho.crm.getRecords("Tasks",0,1,{"sort_by":"Modified_Time","sort_order":"desc" This works for other tasks created in Deal, but
Zoho CRM - Magento
Hello, I am wondering if there is a possibility to connect our Zogo CRM system with our Magento webshop? I found some posts here in the forum, but all are linking to a paid third party product. Thanx a lot.
Field Update stopped working on blueprint transition
So I have Field updates in one of my Blueprints (Contacts Blueprint) to update the Associated Deal's stage upon transitions in the blueprint. This worked fine since I initially set it up a month or two ago but today it has just now stopped working out
CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the center
How to best structure company accounts that we have multiple accounts we manage
Hi! so our business we manage 3rd party accounts for our customers. Currently we track this in the account record by adding custom fields of all the information we need. This gets messy though if a company has multiple accounts we need to manage. Currently
How do I integrate google analytics with zoho without paying even more money for zoho analytics
Hi, I definitely DO NOT want to pay extra for zoho analytics, I am currently on CRM plus and I do not think it is right that I should pay even more for analytics support that most other CRMs just offer. Can I integrate google analytics with zoho without
Formula to calculate difference between the settlement date of a property and current date in decimal format
Hi I'm seeking help to create a formula which I just don't seem to be able to figure out how to do in the Zoho system. I typically do this in Excel and am essentially looking to calculate the difference between the settlement date of a property which
ZOHO HELP EN ESPAÑOL, PUEDE SER??
Estaria bueno un lugar para hallar respuestas y hacer preguntas que sea en nuestro idioma y no andar traduciendo con Google Translator, gracias!
Authorising tokens with PHP-SDK
Hi, My application uses PHP-SDK to create access tokens, using my refresh token. Everything works fine but I think it isn't correctly setup. I can authorise and access the CRM and make API calls, but the problem is when I try to make further calls in
Trigger workflow/function "retroactively"?
I have set up a workflow that triggers when a field (user email) is modified in a module, and uses a custom function to get the user's name (from a different module, based on the email) and set that name into the name field in the original module. It
Subform row calculations
Hello, is it possible to have cells in subform rows calculate using a custom function rather than the integrated formula fields? For example, I have a subform row with cell A, B & C. I need a function which will updated cell C to be the sum of A + B for
How do I connect my app to Zoho CRM?
I need to connect my app user data to Zoho CRM for real time updates. how do I do it? Where are the developer tools and links to implement that?
Wildix and Zoho phonebridge
We have installed the Wildix integration in Zoho and PBX. It works only for the Zoho admin and not for other users in Zoho. All users have been imported and says so in the company telephony settings.
Auto fill in fields on base from a lookup field
Hello, I am asking for your help after 5 days of searching through the forum, youtube, etc..etc ... I have the following scenario I want to generate an invoice realted to a custom module, these being linked through a lookup field. Both in the invoice
Publish CRM Notes to Slack
Hello, I'm trying to create a workflow where if somebody adds a note to a CRM module it will post to a slack channel. I can do this when any field is updated, but I would like for the Notes to also post to the slack channel. I believe Notes are a Related
Get your documents e-signed with the Zoho Sign extension for Zoho CRM
Sales frequently involves the salesperson carrying bundles of papers to get them signed, or the need for soft copies to be printed, signed, and scanned. In either case, it creates friction in business as it takes up time and effort to get the documents
How do I pull how many leads came in per year
How do I pull how many leads came in per year?
Lead - Contact - Potential
I'm just getting set up and trying to understand the difference between Lead, Contact and Potential. We are a custom closet company, B2C. Our process involves -Customer contacts us -we take down customer info and set up an apt to design the closets
Empty rows when hiding details in crm reports
We build a summary report, with around 10000 records. We summarize by a list field with 4 values. Then we hide details to see the totals. AND GUESS WHAT !!!!!!!!!!!!!!!! thousands of EMPTY rows. SERIOUSLY????? EMPTY ROWS????????????? Can you say WHEN
New Canvas Record View: Show Account Image in Contact
Hi All, I thought it would be nice to have the image/logo of the customer account in a contact view in canvas. It seems like the data available in the canvas is only for the specific contact and not the related account. Does anyone know any good way
How can we import Purchase Orders in Zoho CRM?
Dear all, I would like to ask you if someone of you has tried to import purchase orders in Zoho CRM and how is it possible to do it... One method I was thinking is from the Settings->Data Administration-> Export to export the purchase orders as .csv,
Lead Name to Custom Module
Can someone guide me in the right direction? My company runs as a parent company for multiple other companies that we manage. I am creating custom modules for each of the child companies to organize clients respectively. I need the ability to assign lead
Unable to configure Zoho Analytics Integration (from CRM) despite being Administrator
Hello there, we have currently added a new custom field in the CRM for Deals. However, we want this to sync into Zoho Analytics but we can't access the settings. Below is what we want to achieve: And on here it says that any Admin can configure this
How do I generate access token to use in a flutter app?
I am making an app where I will be able to login with a firebase email and password if that email matches any email in the CRM users database. How do I generate a access token so I can fetch users? This is what I have so far: I am attempting a post request.
Convert closed/won potential to Zoho Project
Hello everyone, I am a paid subscriber to both Zoho CRM and Zoho Project. Is there a way to send a closed/won potential in CRM to a project/ tasklist in Project? I seem to remember having this question answered before, but after a long hiatus using CRM or Project, I can't find the email from Zoho support that detailed the answer. Thanks, Cody
Data Migration Help Skips contacts
Ready to use the CRM, and migrate our customers to contacts. The module and fields are all mapped correctly, however, only 1 contact was accepted. All others were skipped.
Updating Account "Bill To Account #" when entering a "Bill To Account # within Contacts"
I have "Bill To Account #" on my Account page as well as my Contact Page. Is there a way to update both when I enter in one or the other? Automatically update the other page so I don't have to enter it twice? thanks,
The rule cannot be triggered
Hi： I created a rule like this: One day has passed and it still hasn't been triggered. When I change the trigger condition to “when an email is opened”，it worked。 Who can give me some help？
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