How to get associated records using api.
Hi All, I need to get some associated records from zoho crm. For example, I have record on contacts module and contacts module record associated with the case module. When I execute api for get contacts records then will get associated record details.
Integration Zoho CRM (Passing Google Ads - GCLID) with Integromat
I'm trying to create a lead with Integromat using Zoho CRM (Create an Object) and when all fields and dynamic fields are loaded, I can't find the GCLID field, only my base and custom fields. On the other hand, in Zapier the field (GCLID) does appear.
Custom Module change Key Record from Auto-Number to Single Line?
We have a custom module that has been set on Auto-Number for the key-field but would like it to be free-entry instead (single line) Is it possible to covert this or replace without having to build another new module and migrate all the data?
How to formulate Amount in Deals?
I am trying to have the Amount field (Deals Module) be calculated based on two (could be more) fields: Price and Quantity. This instead of doing so manually and putting the value. Any suggestions that work for the Profesional Edition of Zoho CRM? Th
How to Setup Blueprints on Zoho CRM?
Each business has a well-defined way of doing things. Some workflows serve as a pathway to complete different tasks and projects. The way workflows transpire contributes as a significant factor in deciding the software requirements as the software must
Working with input Dates
Hi. I would like to Know how to programate a field to make calculate percentage betweet two dates. I think two solutions. One by FX fieds in tools inside builder module, and the other one by Deluge. I need to find the percentage between statr date, end
Uploaded contacts have disappeared
I have uploaded 79 contacts this afternoon and they are not showing in my contacts. I presumed the upload had been unsuccessful, so I repeated the upload. The second time I did the upload it skipped the contacts as they had already uploaded. An hour
I want to handle Lead Assignment Rules by use API. Is it possible?
I have done the zoho API data for create lead. I create some Rule into condo project and I want to handle Assignment Rules for change Lead Owner. Is it possible to handle by use API? Thanks
How to enable only working days for scheduled workflow actions
I am facing a problem with virtually all the different workflow notifications and scheduled emails I have set up where it counts Saturdays, Sundays and holidays towards the days or hours. The holidays I can live with but the weekends has thrown a wrench
Service Industry - Potentials Won and automatic creation of project
Hello, I have been asking myself if it would be possible to get the option to create automatically a project once the Potential is Closed Won. The current package seems to work on the assumption that sales and potentials are for goods but we are working in the service industry and the potentials are project-based. This integration would make sense since there is now the Zoho CRM Plus license. Any ideas and suggestions are welcome Regards, Victor MdS
New user cannot create zoho account to join my crm. "Invalid Request" error
New user is trying to create zoho account to join my crm by clicking on link in email invite and by manually copying and pasting link into browser which brings up this "Invalid Request" error? Have tried different browsers etc, and same error populates and this user isn't able to create zoho account and join crm??
Stage Probability View sort by percentage
I cannot get the kanban view to sort by probability percentage. Please help
Replace Values in Multi-select Fields
I have an existing multi-select field and would like to update some of the choices (e.g. replace an existing value with a new one and have all of the contacts that have the existing value selected now have the new value selected). This seems to be available only on list fields that are NOT multi-select. Is this functionality available? If not, when will it be available? Thanks, Becky
Contact to lead
For more than a decade people have been asking to be able to move a contact to a lead. This would seem like a fairly easy project, especially since you already allow Lead to Contact.
I'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. How
API calls to fetch report metadata and to run/export a report
Hi Is it possible to fetch report data from Zoho CRM using the CRM API? We have very similar requirements to those outlined here: https://help.zoho.com/portal/en/community/topic/zoho-crm-api-getting-all-report-names-with-the-corresponding-report-folder-name Is there any other way to achieve the same thing e.g. through the Reports API? Is this on your roadmap? Many thanks, Kevin
DEals (demo) not showing all fields
Hi just updating our deal module to show more survey info. I then realised that none of these fields showed in deal view. I thought create new view in CAnvas (very nice) input the fields but when i ran it these fields did not show at all. I have enclosed
Removing the "CRM" logo at the top-left of the Zoho CRM interface, in the top menu bar.
Hi, We've provisioned a Zoho CRM set-up for a client, and this is used by them for non-commercial uses. It's a bit confusing from their perspective to see the "CRM" label at the top header, because this is strictly meant to be something that shouldn't
Extension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacks
Community Digest - September 2021
Announcements Announcing color coding for picklist fields in Meetings We've made new updates to Bounce status in the Campaigns module Launching Announcements in Zoho CRM to communicate important updates Introducing color coding of picklist values Take
Synchronizing Zoho CRM data into an internal database.
So I'm trying to sync data inputted into zoho crm into a MySQL database (hosted on AWS). The background is this: I have a user who can make an order, or have an order made for him. So the order can be either made by: The user themselves, through an App
Duplicate checking - how to check 3 fields
I've been looking all over for how to handle this situation. Two (or more) contacts may have the same email address. Or, we might not know their email addresses. Also, we have companies where multiple people have the same last name (e.g., because of family-run businesses). When we add a new contact, we need to make sure it is not a duplicate. What is the best way to do this since none of the above fields -- last name, first name, email -- are not unique, but the combination is. Checking on last
How to update contacts entries with data from a custom module
I am trying to auto-populate my contacts based on information available in a custom module. Let's say the custom module has the following columns: Email | Date | Other info How do I create a new entry available on this contact page (using the
CRM Calculation Functions: Building a Count + Equation in a Aggregate Formula
Hello! My knowledge of Deluge is VERY limited so I am putting this out for some assistance in writing the following. Need: Find the average deal bed count for all deals Equation: Net New Beds / Total Number of Deals = Avg Deal Bed Count Missing: Sum
Different variable values for different users
Hello there, I am creating an extension for Zoho CRM. And I was wondering if there was a way to store a user entered data somewhere in the user's Zoho CRM scope (I mean a different value for different user) There is an input that takes in a key, for example.
Add tags to leads without deleting existing ones when importing leads
HI, we downloaded a csv file for a segmentation of our leads in Zoho CRM. We have processed those leads and assign new tags to them. Now we are trying to reimport the csv file into the leads module. Everything seems to work, but the tag we want to add
How can I get the modified time from a stage history with deluge?
Hi guys, I would like to get the below modified time from a stage history (when the stage is 'Closed Won') Is there any way to get it?
Profile API returns category `false` but documentation suggests it should be `true`
Hello everybody. First of all, I want to say that the interface for previewing posts in this forum is pretty bad. The way to return to Edit mode is that arrow on the top left, which I didn't know whether it was for "back to edit" or "back to previous
Invoice Reference Number
Hi there. How do I use my own invoice reference number instead of the generated one ? Thanks, Richard. richardagreen
How to update a field in a Contact record when an email template/form is sent to contact?
We send an important form to our clients using an email template. We have a pick-list field in the contact record that tracks the status of the form (Not Started, Sent, Received). We are able to automatically update the status field to RECEIVED when
Update "Created By" in Zoho CRM - Leads Module
Hi team, Could anyone help me on how to update the Created By in Zoho CRM Leads? I created a web form in Zoho Desk and embedded the code to our website. When a user fills up the form through our website, it is automatically converted into a ticket in
Can no longer hear ringing or callee.
I'm using Phonebridge and Twilio to dial-out and get the popup. Popup seems to be working but I can no longer hear ringing or speaking on the other end no matter how long I wait. Seems to be a poor integration with Windows Sounds. Anyone know of a
Deleting an account...but retaining the contact. How do I do this?
Deleting an account...but retaining the contact. How do I do this?
How do I print an email in Zoho CRM
I can find email options, like print, delete, forward etc,. where are they?
Juan, 'The Cookie Man' and his journey with Zoho | Small Business Heroes E07
In the seventh episode of Small Business Heroes, we had a conversation with Juan Ramirez from Minneapolis ZUG, aka Juan The Cookie Man. Juan and his wife started a cookie business using Zoho services. Eventually he ended up becoming a Zoho partner, realizing
Function: Populate Text Fields using Fetched Subform Values in Deals
We need help creating a Function that will auto-populate 4 text fields when the values are added in the first two rows of a subform. (photos included) So these four values: ...would go into these four fields as a result of the function: The first row
Date result based on date + number of months added
I tried to have a look at an example that was posted but I'm really sturggling with it and hope I can get some community assistance. I have a "Service Start Date" field in Deals and I also have a "Number of Months" which is simply how many months the
Annual Revenue - remove decimals?
Hi, I want to remove the decimals all together from the annual revenue field. http://monosnap.com/image/U019j71sTy9TvP3jFNUjrwbWL3syos How do I do that? Cheers
Reply to address change or verify
Help can anybody advise - Error message: Error while processing the request! You need to verify the Reply To address to send emails using this account. Please verify the Reply To address. The reply to address is name.name@zoho.com not as in user profile name.name@companay.co.uk Any ideas
Unable to assign an activity to a record
When creating a call "to contact", it is possible to related it to a deal or other record such as a company etc. When creating the same call (or other activity) for a lead, that option is gone. What is the reasoning behind having this option removed?
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