Mass deletion of all data in Zoho CRM
I need to delete all of the data in my leads, potentials, accounts and contacts but I can only find a way to delete them 100 at a time. Is there something you can do at your end to mass delete all of the data so I can re-upload the data I need? In the
How do you fetch a file's ID from WorkDrive in Deluge?
I need to construct a Deluge script in which I dynamically fetch a folder and then upload a set of attachments to it. Getting and uploading attachments seems to be easy, but I'm struggling to get hold of the folder ID that I need in order to upload to
is there a way to restrict user from changing deal stage until he enters a specific data ?
I changed the default deal stages, and I need the user to enter data when switching to specific stages for example, if the user changes the stage from "Negotiation" to "First Payment" he must enter the amount of the first payment received I made a workflow
Prevent record creation if Webhook return an error
Hi, I want to call a third party API from my project whenever any record is created/update in a ZohoCRM module. So I've setup a Webhook for it. I want to prevent the record creation or update in case Webhook return an error. Is it possible to trigger the Webhook at pre-create/edit the record and if webhook response returns some error than it should not allow the user to create/edit the record? Is there any other way in CRM to achieve this? Thanks Ranu
Field Formats magically displaying different formats than preset (date, time)
This is a curious but - for us - crippling issue, and it has surfaced completely out of the blue. Throughout various Modules we use date and / or time fields for related data. For example, date of birth, date of appointment and so forth. This morning,
Restore Deleted Workflow
Hi, is there a way to restore deleted workflows? One of our staff was being helpful and clearing some old templates and things but has accidentally deleted some needed workflows. Thank you
I cant add more then ten contact for my free user
I can't add more than ten contacts for my free user
Trying to create a "live" link to keep data synchronized in real time
Our company has a proprietary database that we want to integrate with Zoho CRM. Currently we are manually updating the data via the API. Is there any way to make this synchronization "Dynamic"? In other words, is there a way to automatically update both the data in Zoho CRM and in our Proprietary App whenever data in either application is updated?
can I add converted leads into my leads report?
I need to make a report to show about leads created for today. something like this but the problem is, when the lead status is qualified then my CRM will automatically convert the leads into contact and deals (using Blueprint), and so the lead that qualified
Email to write back to Zoho CRM
Hello, I am able to create an email notification to my sales team of a new lead. However, I would like to send reminders daily until the sales team either updates the records in CRM or if the can click a button in the email to acknowledge they have reviewed
Hi, How do I hide fields in a form in Layout Rules?
Hi I have Layout Rules working well BUT I am Showing Sections I need But I can't seem to work out how to only show fields in the section / Hiding the others - what am I missing
Send SMS via workflow rules without a function
Hello, I've been building all my Email templates in Zoho and I also want to send SMS messages along with the emails. In the picture below, this is how I send email templates without coding. Is there a similar option for SMS messages? Is this possible
How to moving related list from contact to leads, like event, calls and tasks.
I am able to move all data fields, now when I try to move calls for example, I have code like this: calls = zoho.crm.getRelatedRecords("Calls","Leads",leadId); for each call in calls { info call; callmap = Map(); callmap.put("What_Id","4991545000000614159");
CRM Export to Zoho Sheet Option
It would be very nice if we could export Zoho CRM Reports to Zoho Sheets. As of now, export options are Excel, PDF and csv. While those options work, it would be nice to be able to export directly to the Zoho ecosystem. : )
Converting deals to leads
Hi, I know we can do leads and associate it to deals. Has anyone tried converting deals to leads?
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production environment?
Automated emails with responce tracking and follow up | CRM
Hi I want to send an email to a small database of contacts (200), embedding their first and last name in the email (already imported). I would like to track their responses as well, and send the custom, one-off reply. If they don't reply for a week I
Click to Call: Action Change
Hi, This morning I noticed a different icon/image next to phone numbers in Zoho CRM. It used to be a green bubble. I use the Firefox browser. Not sure if this was a browser change or not. Now it is an outline of a phone. When clicking to call, I had previously set to dial me. Now it wants to launch an application on my desktop to ring out. I prefer my previous set-up of having it call me on my cell.
zoho crm hourly consultant needed
I have some questions that are pretty simple and I would like to hire someone to answer them immediately. LMK if you are interested and what is your rate for 10minute blocks. Thanks!
Adding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since
Zoho User Group (ZUG) In-person Meetups - APAC region
Hello everyone! We are thrilled to announce that the registrations are now open for the APAC Meetups taking place from June to July 2023. During these meetups, we will provide a comprehensive overview of Zoho People, delve into the various components
Not able to generate access and refresh token using Zoho CRM api URLs
Hi, I am not able to create access and refresh token after entering the api url with grant_type,client_id,client_secret,redirect_uri,code parameters in the api URL.The URL shows "Server error occured".Any help would be appreciated.
Cvent API
We run our annual conference registration through Cvent Event Management Software & Hospitality Solutions | Cvent UK we want to find a way to API between both so that the registration system can pick up member types and apply a discount - has any one
No Information for new users
Hello Guys! Im the admin for portal****, and I setup 2 users Unfortunately, they can´t see the information that Im worked, could you help? Thanks and Regards Moderation update: As user email address is sensitive, we've noted it and removed it from public
Fetching Unique ID and substring it to the 6 figures.
I was looking around for an answer to this problem and couldn't really find the solution that fits but managed to create a code that fetches the Unique ID out of the record URL and substring it to the last 6 unique figures. Each Unique ID has 19 figures
Is there a way to see all Workflows and Email notifications associated with a user
Hi all, We have a user leaving our tea shortly, and all the email workflows set up to be sent from this user needs to be switched over to the new user. Unfortunately, I can't seem to find a way to just see all workflows assocaited with a user so its all
Import of contacts with multiple tags to CRM
Hi guys, I have following situation regarding multiple tags by import of contacts to Zoho CRM: I have 7 contact lists that represent 7 different topics that need to be taged in CRM. I am going to use these topics in the future to send out the newsletter
Whatsapp Update
Good day, I am aware that Zoho has been busy with an update on the Business Messaging side regarding Whatsapp. Specifically relating to Business initiated messages using templates. I have been told multiple times that this would be rolled out by the end
Getting error 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2) when set up email relay on zoho crm
Hi there, I got the problem when I wanna set up email relay on zoho crm. here is the error message 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2)
Avoiding XML while creating custom related lists
Is there a way of defining custom related lists that does not require you to format them in XML as documented here? It appears in Zoho Books you are able to define these in the way you would expect (i.e. by just supplying the row data as a list of maps
Create Meeting from custom module date feild
Hi, I'm setting up our CRM to reflect our business needs and have created a Course Schedules module, which takes a Course from a custom course module, and allows booking it in, with a start to end date and links it too students, trainers and other relevant
Understanding Data from Email Reports
Hello! I'm trying to understand how the data featured in the Email Analytics report is generated. Below is data from two CRM users: Month Sent Responded Replied Received User 1 January 2023 7 5 1 1 February 2023 28 4 2 1 March 2023 71 6 8 1 April 2023
Is 'Emails Replied To' a subset of 'Emails Sent'?
I have a simple question, Is 'Emails Replied To' a subset of 'Emails Sent'? Per this Zoho article on email analytics, it provides the following: Sent - Only those emails that are sent from Zoho CRM and SalesInbox will be tracked. Emails that are sent
Access to records in a custom module
We created a custom module named Packages which is our main product. We created a bunch of Package records from an Administrator ID. Our intent is only Admins will be able to create and update Package records. All Standard users will see those records
How do you show side bar for an admin user?
The sidebar is not currently showing to display apps.
Zoho lead module and gravity form custom field mapping not working
I am trying to pass gravity form data from my website to Zoho CRM lead module. I have created custom field in lead module, mapped both gravity form with Zoho properly, still not receiving the data. Please help me to solve this issue.
Populate a Text field using Regex and input from another field
Hello Everyone, In Zoho CRM, I have a field - "Website" where I put the website of my Leads. I have another field - "Website Domain". I want Website Domain to be auto-popuate using some regex formula. The regex formula will extract domain from the input
How to handle multiple Zoho accounts?
Hello, I have two Zoho accounts, one for each of my companies. Since URL are "opaque" (GET vs POST thing, I guess), there is no way I can create a bookmark to access either one or the other with a bookmark. And I prefer not to merge the two databases. Any ideas? Thank you!
It is possible to create an estimate automatically?
It is possible to create an estimate automatically when the potential's stage is Won and with some fields information about the items?
Moving a layout & related records to a new module
Hi All, Hoping this is possible. We have a custom module set up for all 'customers' across different projects under a single module named 'customers'. As we're now expanding, I would like to make sure projects related to each other are under their own
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