Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context
Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized
Zoho inbuilt Telephony made a lot of issues!
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support
get file api is returning Junk data
I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank
Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants
Custom Field Mapping in Outlook
I have 10 custom fields in Zoho is there a way to create and map them to the outlook contact?
Import template from Zoho Writer
I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
Zoho CRM Outlook integration: no option showing up even after installation
I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook
Zoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM Thanks
Zoho CRM integration with Google Ads
For a few days, I've been looking at configuring Google Ads Integration in Zoho CRM. I've managed to: - Connect the plugin to my Google Ads account and setup shared conversion goal from Zoho - Implement the hidden field and the js code to populate the hidden field with the GCLID ID. This GCLID ID is properly collected by my backend. However, I struggle to send the GCLID ID to the CRM. I have a custom backend that handles my form request. My backend receives the GCLID ID and submits such type of API
Gravity forms to Zoho CRM plugin issues
I am having trouble getting gravity form entries to show up in Zoho. Form entries are being captured by gravity forms, but is not showing up in Zoho CRM. We are not sure why we are having this problem because one of our gravity forms goes to Zoho properly,
ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
Is Zoom Phone for Zoho no longer an extension?
We have it installed but it's not working.
Zoho CRM Shopify Extension
We want to connect Zoho CRM to our Shopify store (so that we can sync customers) .. I installed the extension. When i want tot 'Authorize" .. i get a 403 Forbidden error?
Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, Chris
Are RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephony
Move or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 different
Zoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?
Sync custom Booking form in CRM
Hello, I try to sync custom form fields in zoho booking and integrate in zoho crm. I need to add company name and service. Any suggestion how to do?
Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?
How to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but none
Does Zoho offer a map that plots all CRM accounts on it?
My boss wants a live map (think google maps) that plots all the accounts we have in our crm onto the map. Is this possible or available some how?
Streamline instant chat messages within Zoho CRM
If you're looking for an easier way to connect and use Telegram, WhatsApp and SMS (via Twilio) within Zoho CRM please check out: https://clearscope.solutions/zoho/zoho-market-place-plugin/logixone-chat-zoho-crm
Using Cliq
We are yet to use Cliq, but would like to understand how best to use it or other communication software by Zoho. I got here. There is only one thing: the button Enable. When I press it, you display an error message. What should we do to communicate using
Microsoft365 / ZOHO CRM Sync - Can It Be Done?
Hi all, it seems that I can only sync ZOHO CRM with a new folder in Outlook Calendar, Contacts and Tasks, not with an existing calendar, contacts, or tasks already in Outlook/Microsoft365. Is this correct? If so, it is a pretty big limitation! Are there
Zoho CRM integration with Constant Contact
Hi All, I am looking for integration between the zoho CRM and marketing automation tool "Constant Contact" but I am unable to find it in the marketplace. When I see the Zoho CRM's website -> marketing section, it displays the section where I can see the
How to Add button for Custom Module
Hi Team, We want to incorporate a customized button into the Custom modules of our Zoho CRM account. We've observed that it's feasible to create custom buttons for both default modules and custom modules created using extensions. However, it's not possible
Zoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?
Create Task from Outlook Email
Is this possible?
Edit document before sending with "send with Zoho Sign" Button
I often need to make minor changes to a contract on a per-deal basis. I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it. Is there a way to do as I've
Customer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please see
Connect Lemlist to Zoho Crm
Hi, I want to connect lemlist to Zoho crm How can i do that? any documentation about that is appreciated Thanks
Mail Merge & Zoho Sign
Hello, is it possible to use a mail merge template to send the prefilled document with Zoho Sign? If yes, how? My mail merge document does not show up in the "Add Document" button after clicking on "Send with Zoho Sign" as described here by "Anu": h
Add multiple email messages with one click with Zoho CRM Addin for Outlook
Hi All, I saw a similar post from 6+ years ago with the same concern but that post has been locked without a helpful response. The original post was for the Outlook plugin but the concern is still the same. We use Zoho CRM Addin for Microsoft Outlook.
Email Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never ending
LinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,
Zoho CRM integration with Grandstream UCM 6108 Telephony
We've subscribed Zoho CRM and would like to attach it with Grandstream telephony system. Can you help out on this? Thank you Job
Convert Downloaded API Backup to readable .zip file
Hello, has somebody an idea how to convert the result of an API request for an backup into the readable .zip file? I work with PowerShell and I got the API working so that I get a response from /crm/bulk/v4/backup/urls and from the corresponding URLs
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