Selectable Terms and Conditions for a Quote
Hi Team, I am new to CRM and am coming from a different CRM. In the previous CRM, there was the ability to select different Ts & Cs for a quote. You may be selling hardware or software, etc, and the Ts & Cs could be different. I am looking at a picklist,
need a workflow when I convert quotes to invoices
Hello I'd like to update a field with a function, when a quotes is converting to invoice with the zoho crm builtin convert button I try with workflow rule, but there is no trigger for convert Any ideas will be appreciated Thanks
Function to schedule a call every day for new leads in Blueprint
Trying to add a function to schedule calls every day to new leads in Blueprint based on lead source until status is changed to contacted.
A few leads are not syncing from zoho social to zoho CRM
Hello team, We have integrated FB ads to Zoho Social for syncing leads to zoho social we are observing many leads from a facebook ad are not syncing to Zoho CRM. Any help is appreciated.
Update Multi Pick List Options
I have a multi pick list in the leads module that list my products. Lets say there are 3; Widgets, Bits, and Bobs. I want to change the product names to Acme Widgets, Acme Bits and Acme Bobs. I had hoped that by renaming the Pick List options, all existing
Has anyone successfully used blueprint in Zoho CRM?
Looking for examples other than the "Deals" blueprint example in Zoho guide. Blueprint obviously has the potential for being useful but the chat line help was unproductive. I want to create a relatively simple workflow that runs from first contact with customer through quote, build, and delivery of product. Does anyone have any experience they are willing to share?
To check phone number of the leads and add '+' if it do not have in Zoho CRM
We have a workflow to send welcome message using interakt for every new lead, sometimes customer do not give the phone number with + sign or code and that leads to the failure of interakt messages. Tried the below function to update the phone field but
Getting field data in Client Script from Lookup Field record
I am trying to bring field data from a related (Lookup) record into a Client Script to use it in calculations, however I cannot find any help or info on this subject. I have a custom module (Properties) and a related record in a second custom module (Markets).
activities tab going away
QUESTION: With the Activities Tab going away Dec 1st, 2023, What will show up on the "Deals" page where Open Activities and Closed Activities currently sit?
Workflow trigger only works if you open and edit a record and save how can we make this trigger by mass udpate
We have a nubmer of new workflows we would like to update 3000 historical records, however it appears we have to open, edit, save, close each of the 3000 records for the workflow to update the fields required. It would be good to be able to achieve this
Send as Reply to Mass Email. Sending follow up emails in the same thread for Campaigns. (FOR CRM, Campaigns, and Marketing Automation)
Send as replies: Make mass emails indistinguishable from individual emails for more effective campaigns This would be an awesome feature to have in the Zoho ecosystem. There shold be be an option when setting up campaigns to send a follow up email as
i want specific information in my deals module to got automatically into my tour module. how do i do this?
In my converted deals I have added a checkbox for create tours. I have gone to workflow and created the rules. Everything I have tried does not seem to work. I need specific information from the deals module to automatically go into the tours module.
Yeastar Integration
Hi Hope all is well. We have implemented the Yeastar integration with ZOHO CRM. Form within the calls module we have noticed something that somewhat negates the whole purpose of the integration. If I make a call from the calls module ( its a Scheduled
Microsoft Teams Integration with Zoho CRM
Hi everybody! I'm looking for a way to connect Microsoft Teams to Zoho CRM. I need that to automatically log Call data (such as duration, quantity) on The Zoho CRM Customer/Contact Page. I read about a MS Teams - Zoho Integration, but I'm not finding
Updating an existing record through an email template link click
Hi, I want to start sending emails through Workflows that I have in Zoho CRM Now the emails are sent via email template And there is an option to create a click button that can transfer me to all kinds of systems within Zoho For example - 1. Zoho Survey
openUrl returning "unable to process your request" with "iam-security-error" in new URL
Hello! I have a deluge script that's doing a couple of things off a button press. When openUrl tries to open a new window, I get "Unable to process request." The URL, however, is valid as I have simply returned the URL with copy/ paste and successfully
ZOHO User Usage Report?
Hello! Is there a simple way for an admin in ZOHO to pull a usage report by 'Active Users'? We are identifying users in the organization that do not utilize ZOHO as frequently, but I cannot seem to find a simple way to run any analytics on this at all.
How to Remove Uploaded File of File Upload Field using Deluge
Hello All, here is example: File Upload Field Name: Unsigned PDF File Name: XYZ.PDF Sample Code: data = zoho.crm.getRecordById("Custom_Function_API",id); pdf = data.get("Unsigned_PDF"); //info pdf; //------------Get Old PDF---------------- for each rec
Last Activity Time does not update when emails are sent via an email client outside Zoho CRM
Hey guys, I'm among many people that uses Office 365 as the working horse for the company, as much as my clients also do. CRM seems to ignore the emails sent to customers via Outlook for example and does not update the last activity time in CRM, which
Zoho CRM calls integration with the RingCentral plugin for MS Teams
Hello All -- We have integrated RingCentral with MS Teams via the RC plugin. Has anyone determined a way for Zoho CRM to use the plugin instead of using the RC app? Having both Teams w/ RC and RC app running causes multiple prompts when receiving calls.
ZOHO CRM API fetch data slowly
Hello everyone, I am using zoho crm api to build my widget for my crm, but zoho crm api is very slow and fetch data from server slowly. Do you have any idea where what should I do to solve this problem ?
CRM EMail not updating
This was working a few days ago after I configured it, was getting my GMAIL email in the CRM and the little mail icon would update, but now it is not working anymore...Please let me know how to fix this...I did not change any settings, and am hesitant
Adding of Quantity of Duplicate Items Name
@Daniel Christopher J @Pheranda Nongpiur How to add quantity of duplicate item names retrieved from list of packages which are not shipped packages = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/packages?status=not_shipped&organization_id=60000744969"
A $15,000 Problem: Emojis.
So to some, this is not very major, to me, it's absolutely critical to my business and I am ending up paying $15,000+ per year for this. Emojis. I need to be able to use all Apple Emoji within the CRM Text fields. My business is an advertising agency
Can't access voice recordings in Calls Module
Hi! We are integrated with Jive telephony and can't access voice recordings. About a month ago during testing, we were able to access one such recording, but since then, no call has been accessible. The field is empty and when I hover over it, a "locked"
Automate unavailability in CRM calendar
Dear all, We've been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, we're now introducing synchronization
Same product in multiple Item line of a Quote/Invoice/Sales Orders cant Update by API
Hi, In a Quote there are multiple item line product (Same product Code are in multiple item line) in a Quote . If this Quote I want to update by API then this Quote is updated but not the Item line Products (Product details). Whats the reason? Or if have the solution then plz send me.
saving the email of a mail merge document to a contact record
I've created a mail merge template and an email along with it. I have successfully created a Workflow to execute the mail merge and send the email. However, it doesn't save the email to the contact record. Does anyone know how o make this work? My client
Zoho Projects as a universal task engine for CRM
Zoho CRM has an internal task system, and has a very limited interface to Zoho Projects. You can connect to Projects, but the use case after that is very limited. Can't trigger them in workflows, track/manage/report by Account, etc. However, Zoho Projects
Dev edition: webhook related rules link is broken
- Using CRM Dev edition (doesn't happen on production trial). - Create a webhook - Use the webhook in a workflow rule. - Go to Automation -> Actions -> Webhooks - Click on the webhook (the url is https://developers.zoho.com/crm/settings/workflow-webhooks/4532304000000112978)
Exporting filtered views through Zoho CRM
I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view. What you'd expect from a modern CRM is that you can: - Go to a module - Select a certain view - Enter some additional filters - And then click on a button
How to get failed Webhooks for CRM
Is there a way to find the failed Webhooks in CRM? Other products seem to have it, e.g. SalesIQ Thanks.
Is it possible to trigger a CRM field update based on a Zoho Mail Send?
Hi there, I'm working with a client who would like to have their Zoho mail email sends automatically update the last activity date for a lead/potential/contact record in CRM, and have had several individuals with Zoho Creator experience, along with Zoho
Trying to automate some logged calls association with the correct deals
Hello, I have a Deluge function set up that properly uses a deal's ID to search for calls related to an account and return the most recent call's ID. I'm able to update any field in this call with zoho.crm.updateRecord. The one field I'm having issues
Please share few Reactjs projects that you have been used zoho crm Api inside it
Hello dear developers, please if is possible can you share few Reactjs with me that you have been used ZOHO CRM Api inside it. thank you so much
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM
Dear all, We're thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these
Update field based on roll up summary update
Hi there, I'm fairly new to Zoho and am hoping someone can point me in the right direction. I have created a roll up summary field on the Company module to summarize the total invoices on that account. I would like to update the account status once this
Client script: storing data between events
Hi everyone! I'd like to write a Client Script for a "Page onLoad" event that stores a value somewhere in the browser and then use that value from a "Page onSave" event. Is this possible? How could I store the value? I've tried using "window" and "document"
account migration to Canada DC
Hi, how can we request an account migration from US Datacentre to Canada, please?
Seeking recommendations for SMS / CRM Integration...cannot be app-based integration
Requirements: Ability to use physical cell phone for both voice and sms. I need to be able to tell my customer "you can call me or text me using this phone number which is my business cell phone". Unacceptable to use ONLY a stand-alone "sms app". SMS
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