Closing out a lead
How do you close a lead so it does not show up in sales reps lead list?
Zoho CRM User Experience is so bad
I feel that strongly about how badly designed Zoho CRM is, the user experience is just shocking. Compared to the other CRM systems out there Zoho was last on my list. If they give a crap about their software they need to chat to whoever designed Zoho Invoice and apply those principles.
Using dynamic parameters at a request body of connector API
I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":
Updating Account record from information in another module
I have a field in one module that shows products using a lookup field. I would like to add functionality so that when this lookup field is populated, it automatically adds the product to the Account record. Does this need to be done using a Function?
Invoice/Estimate Auto Creation in Zoho Books From Deals
When we integrate CRM with Books, we know that we can automate Estimate/Invoice creation depending on what stage of the Deal we're at. This is a welcomed feature. But like many things in Zoho applications, things are left at 90% completion. This is a
How to setup round robin rule?
Hello, I want to know how to setup round robin rule? Also I need to know how can we see that the round robin rule is working? Looking forward for your response ASAP! Thanks
Editing Realted list Inside Module Deals
Hi guys, i want to check up if there is any option to edit Related List inside module deals Actually, my intention is that if there is an entry on the Related List that is linked to me for Module Deals Can I change any data in the deal screen? I am attaching
Getting Custom Task Statuses to be seen as Completed/Closed
Under CRM > Modules & Fields > Tasks Template > 'Status' Picklist... If I add a custom status (ex: 'Expired' or 'Junk') How can I tell Zoho to treat that status the same as 'Complete'? Currently, if I open the Contact (tied to the task) and look under
Exporting more than 3000 Account records from Zoho CRM
My client's Zohz CRM contains more than 3000 records. However, for development purpose, I need the accounts list to be imported into a development CRM account. When I try to export from the target zoho CRM account (enterprise version), I only get 3000 records in my export. Is there any means by which the number of exported records be increased by another thousand or so? Would zoho provide a cloning service to create a staging environment by cloning a production zoho CRM account to another Zoho CRM
Leads in contact view
We get multiple leads from the same contact occasionally, is it possible to have a view on the contact page which shows all the leads that have been assigned to that contact, and shows their conversion status?
Auto Populating Amount in Deal from Products Selected
I am trying to use below code found in a Zoho blog to auto populate an amount field in a Deal products = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong()); unitprice = 0.0; for each product in products { unit = ifnull(product.get("Unit_Price"),"0.0").toDecimal();
How do I create a Client Script that takes data from one field and moves it to other fields?
I have a field on a Zoho Form for customers to enter serial numbers to register for extended warranty. They can enter multiple serial numbers into the same field, separated by commas (API: Serial_No_Product_1) I want to set up a Script that will take
Kaizen #87 Multi-user Lookup in API V4
Hello everyone! Welcome to another week of Kaizen! In this post, we will discuss multi-user lookup fields and how to handle them in API. What is multi-user lookup? Multi-user look up is a lookup field that lets you add multiple users to a module record.
CRM Business Messaging
Good day, We have linked our WhatsApp business with the CRM. However, we can not find where to change the profile picture displayed on the WhatsApp chat. Where can I choose the profile picture for the whatsapp Number? Regards
Mailchimp unsubscribes not syncing in Zoho CRM
I am having an issue where I sent out a campaign in Mailchimp and contacts that have unsubscribed in Mailchimp are not showing as unsubscribed in Zoho. How does this work? Is there a step that I am missing or something that is broken? I know that I have
Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?
Connector for Microsoft Power Automate and ZohoCRM?
I'm surprised there isn't a connector for Zoho CRM with Microsoft Power Automate (formerly Flow). Why is this? Does Zoho plan to produce a connector? If not, is there an OpenAPI definition for the REST API that I could use to create a connector relatively
How can I add product quantity in opportunity?
Currently we can add products to an opportunity but I haven't found how to add a quantity for the product. Any idea?
Custom function to check multiple orders
I have a module "Orders" containings orders of companies. The field 'Status' indicated whether this order is active or not. The field 'Enddate' indicates when this order will expire. I have a workflow, which is triggered 45 days before the enddate. This
Way to automatically link Custom Phone Module to Lead Record?
So with all of my fields combined, I believe I will go over the 300 fields unless I create custom modules to lessen them. I am planning on creating a phone module and an address module. I understand the lookup feature, but how can I do this in batch?
Button in custom module to create a new Deal
We have a custom module that we'd like a button to create a new Deal. The custom module has some information we'd like to transfer over to make a new Deal. We have written a function for this button. When the button is clicked, it shows an error. Here
Creating Tickets from CRM
We have some custom modules in CRM that our users use to track internal projects. We'd like them to be able to create a help desk ticket to get support from IT. I've added the custom module to the Desk integration, but there is no option to create a ticket.
Fetching a record within a time range in custom function?
Hi, So I have to write a custom function where I need to fetch all leads created after 7 pm and before 10 am the next day. But the search record does not have any operator which can make such a fetch. Creation time is stored in the created_at field. Is
How to get notified when an email is bounced?
Hi, We have various problems sending email out of Zoho CRM. (marked as spam, bouncing etc...) Is there a way we can be notified when an email bounces? I know you can enable the little bell icon to notify when an email has bounced, but that means we have
searchRecord API query with spaces in criteria content and value?
Hi, Using curl to test a few API queries. Seeing issues when the criteria has space and values in it. Good -> curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Status:In Progress)' --- {"response": {"result": {"Tasks": {"row":[ {"no":"1","FL":[ .... --- but when I try a query with a space in the term it fails: curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Related To:Virgin
Connect Lemlist to Zoho Crm
Hi, I want to connect lemlist to Zoho crm How can i do that? any documentation about that is appreciated Thanks
How to get the Role Hierarchy's detailed information.
We want to get the Role Hierarchy's detailed information to visualize it in the simplest format. But there is no default functionality present in the ZCRM that can provide us with this data. If anyone has implemented this or has suggestions, then please
Product filed not filled automatically once "related to" filed contact is chosen (ZOHO CASES)
Hi, I have contacts which has a single product related to each one of them. Once i'm filling up the "related to" contact name - some fields values are automatically gathered from the contact (phone, email, etc.) - but the product value doesn't. Anyone
Search Contacts by Company Name
I would like to search Contacts List by Company Name rather than contact name.
Zoho CRM - Mail Merge Import Template pdf is not supported
In Zoho Writer there is option to create document over PDF, but in CRM pdf is not supported. Community update (June 2023): The option to import PDF as mail merge template is supported in all the DCs. Thank you.
Automating deals from estimates
Hi I have a Zoho One subscription and would like to automate deals when an estimate is created. Here's our workflow We have a Wordpress website running our ecommerce store(WooCommerce). Clients can browse our products/services, add them to a cart and
Streamlining Contact Role Selection? Why is it not setup this way?
It's quite cumbersome to add contacts as contact roles. Here are the steps I currently use: Select "Add Contact Roles" Select "More Contact" Select "Contact Role Lookup" Change the Show Related contacts to Show "All Contacts" Select the name in the List
Mail Merge & Zoho Sign
Hello, is it possible to use a mail merge template to send the prefilled document with Zoho Sign? If yes, how? My mail merge document does not show up in the "Add Document" button after clicking on "Send with Zoho Sign" as described here by "Anu": h
Automatically add email from SalesInbox to Contact or Deal
We import our email from Outlook to SalesInbox. When an email comes in from someone in our Contacts, is there a way to have it automatically be attached to that Contact? If they are associated with a Deal, can it be automatically attached to that De
Checkbox field display into Canva
Hi, Since last week, we have observed a change in the display of Checkbox fields in Canvas Before, we had a tick but now it is almost invisible. The same field is correctly display in standard view. Does anyone had the same issue?
Add multiple email messages with one click with Zoho CRM Addin for Outlook
Hi All, I saw a similar post from 6+ years ago with the same concern but that post has been locked without a helpful response. The original post was for the Outlook plugin but the concern is still the same. We use Zoho CRM Addin for Microsoft Outlook.
Place and Log Calls from Zoho CRM Mobile App
Hi, We would like to place telephone calls directly from the Zoho CRM Mobile App, so that: If the call is related to a Lead, the call log shows the lead it is associated to (in the "Related To" column); and If the call is related to a Deal, the call log
Send email to lead with Pabbly integration
Hello, I have a scenario that I am automating using Pabbly- "When 'Lead Status' is updated to a particular value in Zoho CRM, I want to send an email to that respective lead." The approach I am using currently is - "I checked for respective updates in
Zoho CPQ
Hello @Zoho team, I came across a post that Zoho is working on a CPQ module or functionality. are there any news about this?
How to setup convert lead function in zoho crm blueprint
In zoho crm we have created a blueprint process so what i want is Is there any way to create a convert lead function in blueprint process ? Like when a consultant click on convert lead transition then it convert a lead to deal and contacts. Please let
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