Bulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Automatically decline quotes if one of them is accepted
We have customers who can receive multiple quotes from us. Only 1 of the quotes can be accepted. I was curious whether we could automatically set all quotes that were not won to lost status if one was won?
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Error 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
CRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, Reynald
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
Early Access for GraphQL APIs
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Custom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?
CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So I
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
Function to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"
Under a contact emails I would like the "Sent emails from CRM" or an ALL emails option to be the default
Attached is a photo of what im talking about.
Classical View problem for SuperAdmin using Zoho CRM
Suddenly in home tab, selecting classical view shows "Without Permission to see this compenent" . I´m the Super Admin user. Could you help to solve this?
Correct structure for HQ and office branches please
Hi, I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts. How do I create a branch record then connect
Bulk updating records in CRM based on FORM responses
Hello all! We want to automate our contact details update form so that the following process can be achieved, in this order: Industry Contact receives email Email contains 8 designations in which their contact details are to be updated User submits form
Send email to all contacts of an account inside the account register
Hello, I would like to purpose to send email to all the contacts of an account inside its register. I know I can send by sending mass email to the contacts, but inside the account register would be easier! It would be fantastic if you take my idea in
Automate email to vendor
Is there a way to email a vendor when a PO is created or edited? I see I can do this but only to PO owners;s etc.., and I would like to email my vendors when a PO is approved or cancelled automatically. Is this possible?
Send an alert to Vendor when PO is created or edited
I would like to send an email alert to my vendor when a PO is approved or cancelled. I see I can only do this automation to the PO creator, PO owner, or PO owners manager. Is there a way to send it to a vendor instead?
Blank dates appear at end of chronological order
With tasks but I would say it also applied to most items, if something doesn't have a date it usually means it is backlogged or not for immediate attention. However in CRM whenever you display something by date those items without any date appear at the
What will happen if a record is not resubmitted within 60 days after rejection?
What will happen if a record is not resubmitted within 60 days after rejection?
Adding an option to outcome of outgoing call
Is there a way to add an option to the "result outcome of outgoing call" activity? There is not an option to indicate that a message was left.
Client Script : How to populate dynamically an pickuplist
Hi, How can I populate an pickup list dynamically with data from a third-party api. I want my users be able to choose value from a pickuplist which be populated by API. setValue function don't seems to allow lists. Any clue?
Zoho Signals ENTITY_EMAIL_INVALID error
When i trigger a signel from function or api, i get this error. {"signals":[{"code":"ENTITY_EMAIL_INVALID","details":{"api_name":"email"},"message":"There is no entity with given email for which notification could be raised","status":"error"}]} My Code
Workflow which triggers after the date comparison between Today and a date field.
He guys, I have a workflow which executes 2 days before a Date Time field (Departure Date) by sending a Notification Email to a client. So if for example I will add in the Departure Date "May 3, 2024 09:30AM" then at "May 1, 2024 09:30AM" it will send
How do I customize the subject field picklist in the Tasks module based on logged in user role?
Hello, We are setting up Picklist options in the subject field in the Tasks module, but due to the volume of different task subjects needed by different departments, we'd like to be able to only display the ones relevant to the logged in user. Is there
Zoho API insert/update custom fields for tasks
Hello, according to the documentation ( custom_fields JSON Object Value of the custom field. Example : {"UDF_CHAR1":"Hello"} ) however, when I try to insert a new task my custom field (in my example UDF_CHAR9) is never filled in. The same happens when
Backing up emails for a deactivated user - please clarify conflicting info!
I have seen conflicting responses on this topic over the years and I want to confirm the right approach. I have an employee who left. Her IMAP configuration was active. I do not want to lose her email history. It appears from current help documents that
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