Dialpad integration (telephony)
Can we get Dialpad (https://www.dialpad.com) integration please.
Programmatically associate Zoho Projects projects to Zoho CRM
Hi, I'm looking for a way to automatically associate an existing Zoho Projects project to my Zoho CRM deal by using a custom function triggered by a workflow. I'm unsure about the correct API code i have to write in order to achieve that. Could you please help me? Thank you, Justin
How to organize button list items in list or detail views ?
Hi, I created multiple buttons for a module. They are displayed in the detail page. As a CRM admin I see for example one of my button "Send to approval" but default (screenshot), and when I click on the down arrow on the left, I can have the other buttons.
Issue with Business Days vs Days in Workflow Rules
Hello, We have several workflow rules setup to create cases when a project is created in CRM. These workflows use the "create record" action to create a case with a due date based on the project's bid date minus a certain # of business days (see clip
Workflow not triggering when record is created from function
I have created a custom module (prospects) to copy required information from a lead to the prospect module. The reason for this is that I need to create a dashboard in Analytics to display all leads created in the day, week and month - when a lead is converted to an opportunity the lead is no longer seen by the dashboard. As a work around, everytime a lead is created, I have a workflow to trigger a function to copy the information over. The problem is that I also need to update the prospect record
Reports - Deals closing by upcoming quarter
Hi there. Might anyone know how I might create a report that shows me the total value of deals closing per quarter, perhaps for the upcoming 4 quarters. So quarters on the x axis with total esimated value on the y axis.
Organization Email Replies Not Showing
No replies to emails sent from the CRM using the Organization Email are getting pulled in under Contact or Lead records, or anywhere I can see. Of course the email is linked to a customer contact in the crm, i can see the SENT email and i can see when
Attach sets of data to leads
On my website users are allowed to save property search queries which include many search criteria. Think price, location, features and more. Users can save as many search queries as they want. I'd like these search queries to show up in the leads module
Please enter a valid phone number? It was valid yesterday!
Having an issue with the phone field in Lead Information. Every time I view this page or make a change it is prompting me now to fix the phone number. Found that removing punctuation allows me to save but that is a monumental pain in the ass!
Error While submitting wordpress form
Dear Team, I am using Zoho CRM Form WordPress plugin to take leads and was working good but now getting below error please help. I am using Contact Form 7 INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:3:{s:18:"expected_data_type";s:4:"long";s:8:"api_name";s:2:"id";s:15:"parent_api_name";s:6:"Layout";}s:7:"message";s:12:"invalid
Need help with Scope for "Self Client"
Trying to use self client to query contact by email address. I tried following aaaserver.profile.ALL,ZohoCRM.modules.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.ALL,ZohoCRM.settings.fields.ALL OR aaaserver.profile.all,ZohoCRM.modules.all,ZohoCRM.bulk.ALL,ZohoCRM.settings.all,ZohoCRM.settings.fields.all
Dashboard revenue this month issues
My dashboard shows the revenue this month but will not show last months revenue how can I fix this? I have attached a screenshot of my dashboard.
CRM / SIgn Integration so that Contract
I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipient
how to make field mandatory only for a user?
I want a field in leads module to be mandatory only for a user in 'Customer Service' ? can I do that? I have tried to use layout rules but it seems I can't differentiate it by 'Created By' field
Mail Merge - Zoho CRM
I have a user in my organization that is trying to use the Mail Merge option from the Deals Module. Each time they try to run the mail merge, they get a blank screen. Other users in the organization with the same permissions do not have this issue. Please
Best Sales Engagement Tool that Integrates Seamlessly with Zoho CRM (Ex. Outreach, Klenty, Reply.io, Salesloft)
We do a lot of outreach to sales prospects through a combination of emails, calls, LinkedIn messages, etc. We've developed an outreach cadence where on Day 1 we do _____, Day 3 we do ____, Day 5 we do ____, etc. but right now it's a very manual process
email sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i only
Menory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? Thanks
Sales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->
Can I get list of user ID's at certain role using API?
Hi, I have role called 'Sales Representatives' that consist of 8 users. can I get the list of the user ID's by using role name (or role ID) as the parameter using API in Zoho CRM?
Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that the
Kaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronization
Is there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.
ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mio
Check Contacts for scheduled calls
HI guys! I really hope sonmeone can help, I am battling with the logic of my code. Here is the use case scenarion, we heavily use the call smodule in ZOHO, i have a workflow that triggers and schedules calls dependinf on the outcome of a call. We have
Mail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changed
how to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?
client based application errors while making a post request
hi, I have made a client based application and i have got access token also but when i use to in my code on header section it gives this error do i need to have any other token also? in documentation for client based application there are steps for access
Questions on the Calls Module
Morning all I cant seem to find a roadmap for this, I have a few questions: Are there any plans to allow cleint scripting in this module? Any plans to allow "buttons"? We have integrated with Yeastar PBX, but intitiatting a call though the CRM doesnt
Global function in client script
Hi, I was wondering of there is a way to have a global function/variable in client script so we can use it in different client script events ? Lets say I want a function to be run in a value changed in 10 different fields and in different modules.
How to avoid mapping "last name field
Hi, I am in a stuck case and need your help. I have already imported all customer contacts to Zoho CRM, all with "last name". I have many other csv files with new fields but without "last name" value. Now I want to import these csv files to update my
Is there a way to not require the Last name for leads?
We need the last name to not be required. Thanks
Set value for "Member Status" (Campaigns / Contacts)
Hello there, a "Member Status" field is available in the linking table / association table that links the campaigns with the contacts. My question is how to update the campaign contacts, I need to set the member status to a specific value for multiple
Popup de preenchimento obrigatório
Boa noite É possível criar um pop-up de preenchimento obrigatório? Neste caso se eu tiver um campo data e o utilizador o quiser alterar, aparecer um popup a pedir o motivo pela qual quer alterar a data e guardar o mesmo nas notas. Se me pudessem ajudar
Workflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklist
Custom function to set meeting to online meeting?
Good evening, I have a blueprint that guides my team through booking viewings for property enquiries. I have a validation that the meeting type must be "property viewing" and then there are the associated emails that go out confirming the appointment.
extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values and
Custom Fuction in ZohoPlus - Auto-Change contact owner after 7 days of the contact inactivity
Hello, As the title said is there any custom fuction that can help up Auto-assign a new contact owner based on inactivity of a contact? For example we have the X person that didin't put any note,task or any other activity on the contact in the past 7
Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advance
Order of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,
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