Linking contacts doesn't process "on edit" workflows
We have Zoho CRM setup with a Student to Class custom module. When we assign a student to a class, it doesn't count as an "edit" and therefore won't process workflows that need to happen when something changes. For example, if the class is full, I need
CRM Analytics - help me understand "previous period" and "previous period relative"
I want to do a week-on-week comparison.
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Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Zoho Sheet View 'Account Name' column locked
This has changed recently... We used to be able to update a list of 12 records' Account Name in sheet view. We have been doing this for 2 or 3 years. Suddenly that field is locked and I have no way of unlocking it. Can anybody help this has slowed down
Date change issue with function. HELP!
Hi all, I am having an issues that I want a date field to automatically update to be 5 days before another date field that I have created but although in the deluge console it is coming out as the correct date when I run the function all it does is copy
I want to support multi-DC with PHP SDK
I'm sorry that my English is not very good. I would like to use the PHP SDK to support multi-DC, but I get the following error and cannot do it. invalid_code I understand that the cause is location differences. For example, an EU account is authenticating
Changing API Name secretly appends __C
When I edit the API Name for a custom field, it displays correctly, but when I refresh the page I see that the system actually appended __C to the name. For Example: In API names I edit the name of a field to be Plantango_Id When I click on Save the screen
OAUTH_SCOPE_MISMATCH in Postman
Hello everyone, I ran into a problem when making an api request in postman. The API I'm calling will be "https://www.zohoapis.com/crm/v3/settings/modules" The error itself is the "OAUTH_SCOPE_MISMATCH: invalid oauth scope to access this URL" error. The
How to Create Recurring Tasks/Calls using deluge Script
Hello Everyone, Zoho CRM has an option to create an recurring tasks manually, Is there a way to do the same using deluge? I have a blueprint in place , so when the leads reached a stage - I want my sales to follow up with them every week. So I want system
Function-9: Concatenate two fields into a single one.
Welcome back everyone! Last week, we learnt how to assign leads based on your sales reps' shift timings. This week, let's look at a custom function that allows you to combine the information in two fields and present them in a single field. Business scenario: Leads are acquired from a variety of sources. Trade fairs, web-forms, referrals, etc are some of the sources. However, you don't get the complete information about a lead at the start. That aside, how will you fill up fields when you don't have
How to filter Related lists
Hello I would like to get filters on related list e.g. if you see accounts, the related list are sales orders or opportunities. I would like to place filters here like (sales orders last month, all opportunities without status lost). The lists can get
Basic Set-up guidance please!
Hi, I was wondering if maybe I could get a little push to get me going in the right direction as far as my workflow, as my business process is unique. I broker (buy/sell) used construction equipment. I would mostly like my CRM to track the activity flow
CRM | Create a connection to service: Zoho CRM -- scopes -- duplicate?
Also - is the the proper forum to submit potential issues/defects? In Zoho CRM Settings / Developer Space / Connections Create a new connection to Service: Zoho CRM Choose Scopes: filter .ALL Notice these two redundant scopes which I assume are a minor
CRM | Create a connection to service: Zoho CRM -- missing scope? -- ZohoCRM.crmapi.ALL
From within Zoho CRM Settings / Developer Space / Connections / System Connections Open the Zoho OAuth predefined connection: Note that the scope is: ZohoCRM.crmapi.ALL Next - Use My Connections to create a new connection: Choose Service: Zoho OAuth Choose
Adding deals to leads
Is there a way to add a deal to a lead that hasn't been converted to a customer? I track sales success by the value of potential deals associated to leads not customers! My workflow is as follows; Cold Lead >> Warm Lead (with quote attached) >> Hot Lead
Bulk Write API Job - Mapping to Lookup Field
Hi, I'm new to Zoho and I am working on writing a process to automate data imports to a company's CRM. I'm using the Bulk Write API with the Python SDK. I've successfully written to one module, "Contacts", but I have not been able to write to the "Licenses"
Zoho Sheet View - Deal Module
The Zoho Sheets View just got a big update. Link to update summary is here https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/using-zoho-sheet-view#How_does_Zoho_Sheet_View_help_a_sales_rep There are a few great
API Call delay
I was creating leads or contacts via API insertRecords after creation I used searchRecords to search the recently added lead or contact and then after using searchRecords API, there is no result until 30 seconds to 1 minute passed the record now showed on the xml i also noticed that in creating lead or contact using ZohoCRM web app or using insertRecord API, the lead or contact shows immediately on the app but not when doing a searchRecords API module. now the question, is there a delay in the api
Floating Cookie icon - blocking content
Not about CRM - but is about the documentation website(s) Floating Cookie is in the way - how to make it go away?! Happens on this page: (and others) https://www.zoho.com/crm/developer/docs/api/v4/modules-api.html In the Left Navigation area, scroll to
AdWords information not coming on Zoho CRM
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM.
Problem with workflows and Lead Conversion Automation
Hi, I tried everything I could think of on how to accomplish this with workflow automation: "When a lead is created or edited, apply some actions (such as field updates), wait and then convert". Basically, you cant delay a workflow if you plan to convert
Transfer data from one sandbox to another sandbox
We have a sandbox with test data. We have created a second Sandbox. Is there a way to transfer data from the existing sandbox to our newly created sandbox?
Contacts Who Are Buyers AND Sellers. How to track deals?
Hello, I have a list of contacts who are mostly buyers. On rare occasions, these buyers also act as sellers. I currently have all contacts saved in the Contacts module and I have a custom field named "Contact type", where the selections are either Buyer
Not getting refresh token.
Hi, I am implementing application in iOS and android, in that i am integrating ZOHO CRM. In developer console i am adding client id with "client type" mobile. I use https://accounts.zoho.com domain specific. I and redirects URIs to may iOS or android application. I use OAuth2.0 for authentication, after that i use REST API to get "refresh token" but i am only get "access token". There are in bellow code to get token self.getCodeFromCRM(client_id: Client_ID, clientSecret:
Webform embed to Wordpress - copy paste not working ?
Hi, I tried to copy paste the webform code into my wordpress page, but it wont paste onto my wordpress html. I copied to notepad, it is working. I copied bits by bits to my wordpress, it was working until i reach certain part of the code, which wont paste
Announcing product bundle training for partners
Hello partners! We thank you for your participation in our product bundle training survey. We are delighted to share that we had an overwhelming response to the survey, and we extend our sincere thanks to all our partners. We treasure your contributions
Error when trying to send an email
Hello, When I try to send an email to an email address that belongs to my organization, I get this notice: What happen? Thanks!
inserting a quotes via API
dear zoho team i am triny to insert a quote record via api. But i can not post the exchange_rate i can create a quote but system gets exchange rate automaticly. we are trying to get lots of quotes from a different app so all of these quotes exchange
Column Alignment in Emails
When the column feature is used in the email template builder, the alignment changes between the change from the editor, to preview, and then on to send. Although the alignment is barely off centered, when the rest of a email perfectly formatted and centered
Integration of AD
We are in need to enabled the below points in Zoho CRM, - Automatic Synchronization of Outlook Contacts to Leads in ZOHO CRM. - Integration of Active Directory to automatically create and manage ZOHO CRM user accounts.
Clarify Workflow execution on Date/Time Field recurrence
If the given date field is set, the workflowis queued. What happens if the given date field changes 1 or more times? Does the queue get reset each time the given date field changes or is it attached to only the first set of the given date field?
Send an email template from deluge
Hello. I've the following function as an action in a workflow: plaatsingInfo = zoho.crm.getRecordById("Orders",plaatsingId); info plaatsingInfo; kandidaatId = plaatsingInfo.get("EmployeeID").get("id"); kandidaatInfo = zoho.crm.getRecordById("Employees",kandidaatId);
Zoho CRM Workflow rules "Contains"
Hi, can someone provide details and documentation on how exactly does the "Contain" check works in workflows in Zoho CRM? For example, I would like to check: - Is case sensitive? - Does it search if the term is contained within words? For example, if
Data Collected by Email Insights
This is a subject that Customer Support keep skirting round, so I thought I should ask the community: What data is actually collected through the embedded pixel added into emails through the Email Insights function? Insights is an all-on or all-off facility,
Adding a contact to an existing Account
How do you add a contact and not have to keep adding the address information. We want to add contacts to account rather that cloning individulas contacts.
Not able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be grateful
Cost plus markup should be included on quote module
There is no way to have the cost listed on a quote and mark it up. The system only allows for discounts which does not work for the service industry. We need a way to have product data to have cost field and price field. Having two price fields is necessary
Kaizen #88 Assignment Rules
Hello everyone! This week, we will discuss the use cases of assignment rules in inserting, updating, and upserting records. What are Assignment Rules? The effectiveness of sales is closely tied to a sales representative's daily tasks, such as promptly
Re-sending mass email to those who have not opened them
Hello, I am trying to figure out how to send a mass email in ZOHO CRM to the leads that have not opened the last email. I can create a report for this and find out who opened and who have not. However if my list is too long, this is too time consuming.
Function to search for a record made between today and 4 weeks ago
Hi, I have a module called 'Illnessregistrations' which contains illnessregistrations of employees. When a new record (so new illnessregistration from an employee) is made in this module, I want a function to search if that employee has already another
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