How to push GCLID to ZOHO CRM
Hi EveryOne, I have done with integration between ZOHO CRM & Google Adwords but want to know what would be the placeholder for these highlighted part below in my third party web form. : - val="GCLID">CMPjuu-Xx78CFRSTjgodPHsA3Q</FL> </row> For reference - https://www.zoho.com/crm/help/google-adwords/configure.html Include the "GCLID" variable in your existing API script as shown in the sample below to transfer the tracking details. <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your
Buyer wise Price list.
I want a buyer wise price list as we have different prices for different customers. What I am looking for is, at the time of the creation of the Sales order, when I select the buyer/Customers name, it should automatically show the prices list of that
Zoho Commerce
Hello good morning, I wanted to ask if I add a section for newsletter subscription to my zoho commerce page, this works, but the subscription confirmation emails of those who subscribe arrive at spam. Is there any possibility that by entering their data
Zoho team
Dear zoho team, I'm opening this as a discussion of how effectively you can run the online system and cloud to all users you cover. In general I'm. Not big fan of cloud based systems because it needs alot of team to keep everything up and most companies
Why Aren't my Fields Mapping from Zoho CRM into Forms?
I have 4 CRM fields that will not map into a linked form. 2 fields are one-line text and 2 fields are email addresses. Both the Account Module fields and the Form fields match in type. Single Line:Single Line; Email Address:Email Address. What am I
Is there a way to track an email that has been sent via Books with an invoice?
Is there a way to track an email that has been sent via Books with an invoice? We have a client who claims they have never received an invoice from us but we know it was created and sent, we just can't prove it. We have since turned on the tracking function
How to cover the complete life cycle?
Greetings, I hope find all well and safe! I have many situations as described below and I would like to know what the most practical way to proceed into Zoho. 1. A client ask me for a list of products. 2. I do not have any product available, so I need
Credit Card Payment Options
Please correct me if I am wrong on this assessment of the current options available. Our order workflow is to process the customer payment before pushing the order to our fulfillment center. In order to collect payment within Zoho, we have the options
ZOHO global data backup
Hi, we are using ZOHO One, different Modules. I would like to do a backup of "all" data we've cretated, in all modules. I've seen, that all modules have a backup function, some are quite well done(like Expense) other's are a bit complicated, like ZOHO
My POST request is failing with a 'Request with GET/HEAD method cannot have body' error
I am trying to use Zoho Creator's ADD RECORDS DATA API (https://www.zoho.com/creator/help/api/v2/add-records.html) And here's the URL to help you understand my issue. The URL below will show you a JSON of all the variables involved before I run the POST
False positive from avast preventing downloads
This happened a while ago. Please can someone liaise with Avast to try and remove this from their URL blacklist.
Format line by line of a LookUp field in a SubForm
Hey guys, so Ive got Product Form, which has SubForm Linked Samples. In SubForm Linked Samples, there is a Lookup field to a separate Form "Sample Intake" The other parts of the subform are Factory and Status. based on what is selected in Status, i
Report > Sales (Total Cost Price vs Total Sales Price)
Good day, I am just wondering if there's a way to include the total cost price on the sales report? I tried to customize it but there's no other feature on the website. Thank you!! :)
Notification when Invoice email is opened and/or links clicked by customer?
I've posted this in the Zoho Books community over a week ago but have had no response so hopefully someone here might be able to help. Since the only way to know when an invoice email has been opened in Zoho Books is by going into the application and
Painfully Slow Refresh/Links
I have noticed in this past week that any refresh or any link selected from the Sent Campaigns Report Summary page is painfully slow — often taking up to several minutes. Other Zoho products like CRM and Survey, as well as any other standard browser page,
Accesing zoho crm through axios client node.js
I am trying to access ZOHO CRM by registering my AXIOS node js client. But I am getting 2 different types of error 1. ERROR: invalid_client 2. ERROR: Request failed with status code 400. However when I do same thing with POSTMAN client it successfully
Invoice pdf download
How do I get the pdf of an invoice from creator based on the invoice number? I would like to be able to fetch the pdf file and put it into an attachment field in my form. Is there a certain api call that I can use?
Add USA Banks
Hello Zoho, Would like to see you add a feature that will let us, here in the USA, pay vendor invoices from our checking accounts or even a credit card. Thanks and God Bless, Wayne
Zoho CRM and Ring Central Chrome app - very slow
Hi, We are experiencing very slow load times for any CRM functions or records when we have the Ring Central Chrome app installed. This happens on Chrome OS mainly but also slows things down on Windows too. We have tried CRM without the Ring Central app
Masking or Blocking Fields in a PDF Generated from a Form
We currently have a form on our website that is used to accept information from a tenant so that they can use ACH to have their monthly rent automatically withdrawn from their account. https://forms.zoho.com/sacia/form/SaciaACHForm Some banks require
Adding info to an existing field
Have a filtered set of records with Mobile Phone Numbers in them. How can I add "44" to the existing number without editing each record. Is it a Macro or something and if so, do you have some sort of formula that will accommodate this.
What is the best to integrate in Magento 2
We are thinking which one is best to integrate with our website the hosting is magento 2. is it Zoho books which we are currently using when making estimates and invoices or Zoho CRM. Appreciate anyone suggestions. thanks
How to push to a notification email for untouched tickets
Is it possible that we can push a notification email for untouched tickets like for example if a new ticket is created and its untouched from last 24 hours then automatically a notification has been pushed to the reporting manager or a specific agent
Agent invitation bug
Hi Zoho Team, I would like to ask of an issue we encountered where as when the agent invited clicked on the Accept Invitation button he is redirected to a different portal instead of Zoho We've reinvited the user a couple of times but the issue still
C# API TOKENS TO ZOHO CRM
Hi I'm encountering this error, I'm still new in integration to zohoCRM My "ZCRMRestClient" can't be found in my Main() and "ZohoOAuthClient". I already set up the app.config. Main Class() App.Config()
Webinar: Improve customer engagement with Zoho One's CRM-SalesIQ integration
Zoho One comes with an array of well-integrated sales applications including Zoho CRM, a dynamic customer relationship management software, and Zoho SalesIQ, a real-time customer engagement platform. This webinar will teach you how to leverage Zoho One's
Filter Reports
I think its good that we can make the filtering Report Dynamic to make it more flexible. For instance you want to filter a record only for only incoming parcel/cargo to your warehouse. I'll be great to apply this on Zoho Creator and other platforms.
Zoho CRM Tasks to Invoice
Hi, I would like to know if there is a way I can add a button in my tasks to create an invoice using the details in that task to create the invoice? At the moment people can book a service on my website (using zoho booking) and then using flow those
Remove Zoho Super admin and adding a new one
We currently have maximum number of active users in Zoho and there is someone new coming in to the company. Our Zoho Super admin has left the company so I thought of removing his account and creating a new one for the new person. When I go to Setup
impossible de connecter une nouvelle page Facebook
Bonjour, Je viens d'être nommée administratrice d'une page Facebook. Or, impossible de m'y connecter via Zoho Social. Comment faire ? Merci.
Zoho Forms Unable to Save Account Numbers with a Leading Zero
We are using Zoho Forms to for rental applications. It is working well, except for one thing: when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without
Frequent Email Alerts
I am trying to create an alert for when a contact has opened an email in Marketing Automation more than a certain amount of times (in this case, 4). The alert would go to a salesperson and notify them that there is a "frequent email opener" and they should
Can I edit the header on deals in Bigin
Like to change the fields here to units/quantity vs revenue dollars
How can I change the size of the images that are in my notes?
How can I change the size of the images in Zoho notebook after I put them in my notes? The editing option doesn't have such feature unless I'm missing something.
Can't download "unattended access" from email
The download link in the email is broken. It seems to consist only of the word "null" instead of a URL. Thanks. D.Z
How do I setup the performance review module?
I am pretty adept when it comes to learning software and I've set up quite a few Zoho Apps over the past 3 years. But for the life of me, I can not figure out Zoho People performance reviews. I've figured out the "Organization" & LMS Modules, but the
Migrating to Books half way through the year
Does anyone have experience of migrating to Books mid-financial year? What are the pitfalls? What should we be aware of? Is it better to wait until the end of the FY and do a clean start? Problem is, we're already using Zoho for Sales Invoices and Purchase
Sustainability
Hi, I've just done a quick search but can't find any results. Was hoping to find some sort of sustainability statement from zoho. corporate sustainability / social responsibility type thing. Just curious really. TIA - Lizzy
Moving from Zoho One to Mail Premium etc - keep data etc?
If I cancel Zoho One and move the Workplace Professional (and use the free version of vault and assist), can I keep all my data and accounts in mail, workdrive, sheets, writer etc? Thanks
Best Way To Send An 'Opportunity' Record As A .pdf Via Email?
Greetings From Atlanta, Georgia USA, We have created a new layout in Opportunities for a client so that after the record has hit 'Closed Won' - they use the new layout to track certain data for the installation of the order. They now would like a 'button'
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