Merge field connundrum
I'm looking for some assistance with an issue we have currently please. The example is. We have a deal with a picklist value to enable a choice of different websites - eg google.com, websitecom, madeupwebsite.com there are 20 choices in total. We also
My Team not able to access all contacts
Hi, My team has been given access to view all contacts available in Zoho CRM, but they are not able to view them. They are getting the message that (the record you are trying to access is not available), yesterday only we gave access to view all contacts
trigger Workflow to update field when other field is changed on Create
Hi! I'm trying to write a function to update "project id" field in Deals module. This id consists of such parts: year; group( which is q field value); index (will take the latest by the existing records); I wrote the function, which works fine in a debugger.
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Help with my unattended records through time-tracking filters
Dear Zoho Support Team, I hope this email finds you well. I am writing to seek assistance in creating a new field in my Zoho CRM account that auto-calculates the time a lead spends unattended Currently, I have a sales cycle with 10 stages:The first two
Integrate Zoho login button with third party application
Hello, I'm having a problem with connecting an API to a third party application. Currently I'm trying to generate the authorization code for a CRM API but I'm struggling to figure out how to put the "Login with Zoho" button on the website that the documentation
Scheduling Monthly Revenue
How do you schedule monthly revenue for a single sales Opportunity/Potential? Ex. The Total Opportunity/Potential is $90k and the revenue will be earned/recognized over the next 3 months...$30k for October, $30k for November, $30k for December.
Update "member status" in CRM campaign
Dear Z Community. Is there any way to automate the field "member status" in CRM Campaigns? I just can see it in reports, but nowhere else (WF rules, Z FLow...)
Spam in Zoho CRM
Team.. Is there any way to track which spam email reports were sent via mass/macro email to my prospects/recipients in Zoho CRM. This is very useful for fixing the subject and body of email templates to avoid spam in the future. Please guide and advice
Exporting the records from the Zoho CRM iOS app to the mobile device
Have you've heard of the idiom 'At your finger tips'? Well this is one example wherein you can quickly export the Lead or Contact records to the mobile device's address book and also as a .vcf file to the mobile device and other apps. Doing so, you can
Need a Solution for Calculating Rehab Costs in Zoho CRM with 74 Rows
Problem: I have a customer who is a real estate rehab investor/broker. His team of agents will visit multiple homes per day, and his team fills out a "Rehab spreadsheet template" for estimating rehab costs. The template has 74 rows and three columns (Quantity,
How to capture ip address in Zoho web froms and save to contact modue
Is there any way to get the ip address of the user who submitted the zoho web form, ( please its not zoho forms, I want it for zoho web forms ) thanks
Multiple Dashboards in Zoho CRM
Would it be possible to allow for more than just 2 dashboards (personal & a second) to be available to CRM Users? With the limit of 10 modules per dashboard I am limited on what I can add and push to my users. The only other option being to spend time
Zoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
More Color coded Picklist Values needed
Hello, our use case is the following: we receive car data from customers and we have to price them quickly. We worked in our own custom CRM before and we color coded every value from green (good) to red (bad), so that our pricing employees are able to
While adding leads from laravel app using php sdk 2.0, Lead Source not reflecting in CRM Leads
I have integrated Zoho CRM in my laravel application to push leads from my laravel portal to zoho crm using PHP sdk 2.0 https://github.com/zoho/zohocrm-php-sdk-2.0. I have implemented below code to create records (leads) in CRM $record->addFieldValue(Leads::LeadSource(),
"Tracking Lead Sources Over Time: A Report on Leads and Converted Leads (Accounts)"
Hi there! I have a client who wants to monitor their converted Leads (to accounts) and unconverted Leads in a single report to track important metrics such as conversion rates and ROI on lead sources etc. I am looking for ideas on how to solve this: I
Self Client Token Generation
Hello, I am having a very hard time connecting to Zoho's API for a Self Client application. I have read many forum posts on this topic, but I cannot make heads or tales of it. Can someone give me a cut-and-dry explanation of the process, or point me to
The best way to migrate data to Zoho CRM and link them all together?
Hello, I am about to migrate date from a CSV file to Zoho CRM. The CSV file contains several data: Contacts: This should go into the regular "Contacts" module Companies: This should go into the regular "Accounts" module Subscriptions: This should go into
Leads were sent but are not in ZOHO CRM
We sent emails but they didn't reach Zoho CRM. Changed password from account recently, API key changed as well. We are in need of those leads. They are vital for us because we lost a lot of money on advertisement.
What is the framework the Zoho CRM built on?
Hi, I would like to understand the technology stack and the framework that Zoho CRM is built on? Thanks in advance!
'Convert' Button
I have set up a number of leads and would like to be able to turn these into contacts and/or accounts. When I follow the instructions here https://help.zoho.com/portal/en/kb/crm/sales-force-automation/leads/articles/convert-leads#Creation_of_contacts_and_accounts_upon_lead_conversion
Zoho and FreePBX integration with CRM Link commercial module
Hi Zoho Team, We have recently purchased the FreePBX CRM Link module for Zoho running Asterisk 13. API is connected and user are been synced but call are not working. We have followed this guide: https://wiki.freepbx.org/display/FPG/Setup+for+ZohoCRM,
Import date into leads
Good morning, I am currently evaluating Zoho CRM. I have a custom field in my Leads module. The field is for a date. Trying to import data into this field from a csv file has been very troublesome. I have tried all the formats that have been documented. I should be able to import a date (ie: 01/01/2017) but the only format that as worked is when I manually added a time value to the field data (ie: 01/01/2017 00:00:00). This is very frustrating. I should not have to alter my date data in such a manner
Can CRM portal users change the Deal stage (or any other field associated with a blueprint)?
Hi, My company is hoping to use a CRM portal to give our sales partners (i.e. people from outside my company) access to Leads and Deals so that they can carry out negotiations to sell my company's product. When our sales partners use the portal to access
How to keep track on cancelled meetings.
Hello. Our organization books meetings. Sometimes the lead never doesn’t come on the first meeting booked. We would like to keep track on all of our cancelled/unattended meetings. Any thoughts ?
Email action based automation in Zoho CRM
Currently, in Zoho CRM there is no such option to create an Email action-based automation. For example, through the workflow function, we can auto-send pre-defined email templates to leads, contacts, and deals but what about if we want to take the automation
Get ContactID when a Contact is updated
I'm using this code from a previous question to update a field in a Contact whenever a Contact receives an email: //access the emails field from the Contact emailInfo = zoho.crm.getRelatedRecords("Emails", "Contacts", --yourcontactID--); //create a list
How to send Mass Email
Hy , How to Send Mass Email from Lead Module without using Email Templates.
Button to distinguish contact role as primary
This is a function available in Salesforce for contact roles on opportunities (deals) where you can specific who is the primary contact out of all the contact roles added and it adds a specific label to show this in the role list; this would be nice to
Enhancements related to emails
Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within
Stage component in Zoho CRM | Public Early Access 2023
Hello All, We hope you're well! We are thrilled to introduce you to Stage component in Zoho CRM. This is a public early access feature and is available to customers upon request. Please submit your request for early access by filling this form. Analytics
API v2 always INVALID_TOKEN
Hello, I am getting api error - { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" } 1. I registered in the user’s account and using Self-Client with the rights ZohoCRM.settings.all, ZohoCRM.settings.modules.all and received a grant token. 2. After I generated access_token and refresh_token {"access_token":"1000.************.************","refresh_token":"1000.************"","expires_in_sec":3600,"api_domain":"https://www.zohoapis.eu","token_type":"Bearer","expires_in":3600000}
CRM for Insurance - Track Submissions
I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions. This tab brought up a pop up where they could
Convert accounts info to contacts?
Is there a way to mass convert from the accounts to contacts?
Data permission
Hello, We have a custom Module in ZOHO CRM with "visit reports" Each sales rep only can see their own visit reports. As being their sales manager I visit sometimes an Account that belongs to them. If I create a visit report myself on that Account it is
Email Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never ending
Improvements to the Quotes module in Zoho CRM
I have some recommendations for improving the quotes module and thought I'd start a thread and see if anyone else agrees. 1. Product Ordering: It only allows me to currently show products in my quote in the order that I have added them to the quote in
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
Email to CASE
The ability to set up an email to case auto generation (Like the one in Support) would be beneficial. we use cases as our ticketing system.
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