Looking for a specific function
I'm looking for a function that will fetch a Contact ID in the CRM Contacts Module based on a passed-in email address supplied from a Zoho Form, and then delete the contact that matches that Contact ID. Is this possible to do?
Zoho CRM WhatsApp Business Integration Issue
Hi, We are facing an issue since 10 days while integrating WhatsApp Business With CRM, We have reported via chat & call but didn't hear from your side, Please look into this. I have attached a screen recording video for the same. Regards, Vishal Patwa
Kaizen #4 - Troubleshooting OAuth2.0
Hello everyone! Welcome back to yet another post in Kaizen! Earlier in this series, we discussed OAuth2.0 and Self Client. In continuation of that, we will now discuss the various errors that you may face while using OAuth2.0 and how you can handle them. For better understanding, we have grouped the errors based on the OAuth2.0 flow itself. You may face errors while Registering a client Generating the authorization code (grant token) a. For web-based applications b. For self client applications Generating
How can I insert a record with a subform using the PHP SDK
This is an update of a question from 3 years ago. There is still no documentation of how to add a record with a subform. $record = new Record(); $record->addFieldValue(Contacts::FirstName(), $firstName); $record->addFieldValue(Contacts::LastName(), $lastName);
Cloning Templates to other Record Types
I'd really like to see this as a feature. ie. we create an email Template for record type "Leads", which we may also want to use for record type "Contacts" once in a while. It's a bit cumbersome to have to manually copy / paste everything and create an
Approval Request within BluePrint
Hi I am using the approval process however I want to invoke when a field is updated via workflow or blueprint, is this possible? Regards
Two Zoho CRM accounts one email address?
I'm helping someone incorporate His Zoho Creator app with his Zoho CRM. To do this I registered for my own CRM account to test and learn the system. When he tried to add me as a user to his CRM system he got a message saying my email was already used
WeChat integration
Are there any plans to integrate WeChat into ZOHO crm? very critical for the chinese market but also growing fast outside of china with over 800 million daily users, the support for mini apps and chat integration to capture leads and run the WeChat store would be a very good feature and would make ZOHO a killer eco system to use globally and eliminate the need to use a separate system for China which often makes that system the choice for a global solution thus ruling out ZOHO
Strategic Selling Blue Sheets (Miller Heiman)
The bible of strategic, enterprise sales is Miller Heiman's "Strategic Selling." This > 30 year old tome was a seminal body of work for organizations like IBM, GE, XEROX, and on and on. At its core it is based on something called a Blue Sheet which originally
Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchase
LinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,
Zoho Finance Bug: CRM Product Details > Zoho Finance Information is confusing / missing information
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Link Zoho workdrive with Subform file upload
Hello Zoho Users, i'm trying to link a file to a subform file upload field using ZOHO crm API, i looked all over in the documentations but there is not indication how to do that! to recap: i have a file object ( link / id etc ... for zoho workdrive )
Can you add a static text area to quote templates
I am looking to add static fields that always need to be in quotes that I do not want my salespeople to change or have to add each time. How can I do something like this?
Roles, profiles, and webforms bulk delete support in CRM Admin Tools
Hello everyone, We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports. To learn more about the first set of features released, please
How do you manage recurring revenue in Zoho CRM?
We sell software on a monthly recurring basis. Our users are on rolling monthly contracts. I want to be able to recognise the recurring revenue for each customer in our CRM on a monthly basis. Surely there are other Saas providers who have the same
Automatically create a project in Projects when a deal is won? Also create sales order in Books?
Is it possible to automate this? How can I achieve this?
can't see my notes
Due to some reason when i open any activity i don't see my notes. When i a new note then it shows the rest. Please help me to figure out how to get this fixed Andrew
Zoho one CRM automation workflow.
Hello everyone, I am new to the Zoho one solution and wanted to automate some task. I took a look at the email parser to automatically creates leads but i find that the solution is lacking in flexibility. So I was looking into the workflow rules and saw
Getting id of created record occasionally not working
Hey there! I've got a function in Zoho CRM that get's triggered when a record is created via the Zoho E-Mail parser. The function is working every time I start it from the editor or when only a few mails get parsed/records get created. But when parsing multiple mails in a short time, the script fails occasionally because Zoho can't get the id of a newly created record from the function. The code I use is: createOrder = zoho.crm.createRecord("Purchase_Orders",newOrderData); createOrderIDs = createOrder.get("id").toLong();
Zoho Canvas Preview Issue
I have a canvas template that is perfectly aligned and arranged according to my preferences. However, when I click on the preview button or preview it live with my modules, it does not display well. Some of the fields even went missing. Is this got something
Create quote from deal using product info from a subform in the deal
I am successful in creating the quote from a deal, but it is pulling the product info from the Products related list and not my products subform I created in the deal I need all the data from the deal products subform to populate the product table in
How do I update my Email Parser Rule Configuration?
Hi, When I first created my email parser rule configuration, it was on a lead that had some fields not filled out, like the UTM parameter was not filled out, and a few other ones, so those were blank. So I wasn't able to select any data and map it to
Zoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail image
Last Touched Time - Last Activity Time
In Zoho CRM, we currently have 'Modified Time' and 'Last Activity Time'. Last Activity time will be updated when the trigger: activity updated AND when FIELD MODIFIED. However, we've come to a need to measure when was the last time we contacted this person,
Persisting issues with sending emails via Zoho.
Greetings all, I am writing here as I don't see a possibility of a permanent solution if not. Tired of reaching out to Zoho every time(Zoho only unblocks the address, which gets block again in a day or two). Our users are facing issues everyday CCing
'Updated by' from API calls
Hi, I have my PHP code working well connecting to the Zoho CRM API and doing updates to fields in the contacts module. I would like to change the name of the user that is in the 'updated by' in the record. For example, the timeline for any API updates
Attaching email to record based on subject line?
Is it possible to create a workflow custom function that would be able to identify emails via IMAP where the subject line contains specific words and match them to a record where those words match a specific field? For example, if we have a case named
Contact Role in Selected Columns
Hello, This is an important issue I am having. After assigning a contact role to an individual for a Potential, I can't create a related list column in Potentials to display the contact role (Owner, Co-owner, Primary Contact, etc.) of the individual. It will only show the contact is related to the potential, not the role. It is a time consuming effort to have to click the potential and scroll down to contact roles to find out what contact role the individual is. That is, Contact-> Potentials module
Scheduled Task Only if Condition Still Exists
I'm creating a workflow that is going to schedule an action 24 hours after a condition is met. I only want that action to occur if the condition still exists. How can we accomplish this?
DateTime Field won't update
I'm running the following code in a custom function. The Due Date field is of the DateTime type, as should be the value returned by zoho.currenttime. I've tried setting the Due Date field to various values but it won't update with any of them. Id = myLeadId.toLong(); customMap = Map(); customMap.put("Due Date", zoho.currenttime); updateResponse = zoho.crm.update("Leads",Id,customMap);
How can I use System Variables inside email templates?
How can I use System Variables inside email templates inside CRM? Such as : Current Date Current Time Current User Current User's Manager etc.
Custom Access URL Setup
Hi, How can I create a custom subdomain for my company to access Zoho CRM? So instead of using crm.zoho.com/comapnyname they can use as an example crm.mydomain.com? Thanks,
Custom button to create an Estimate in Zoho Books from Zoho CRM
HI, I want to create a custom button called "Estimate" in the View Page of Deals Module which will create an Estimate in Zoho books. I have integrated Zoho CRM and Zoho Books and have enabled Zoho Finance Suite. I have modified the Deals module by adding
Mass Updating Custom Fields
We have a custom field and need to perform a mass update to it. We have the PRO version and it doesn't seem to allow me to pick that field. Is there a setting or something that would allow me to update this? Or what would be the easiest way to do this?
Microsoft 365 Mail Integration in CRM
For the life of me, the IMAP integration will not work to connect our 365 accounts. Any thoughts on what might be the problem?
What is the best way to structure a parent/child relationship across zoho Modules
Hello, I don't think this is a unique chalenge, but I am struggling to find anything anywhere about this. I am setting up a CRM, first time using Zoho. I am trying to relate 2 modules parent > child. with the below requirements. Both are 'contact modules'
Unsubscribing from Unique Mailing List vs "Contacts"
If a lead/contact unsubscribes from a unique mailing list i.e. one that has been created by my organization and added leads/contacts to, are they only unsubscribed from that unique mailing list? I wish to clarify this as important contacts and clients
Pipeline by Stage Missing
When I log in, I can no longer see my "Pipeline by Stage" dashboard. Instead, where the component used to be, I get a message that states: You do not have permission to view this component as corresponding module has been disabled in your profile settings
Full_Name required for UPDATE /contacts/ but not used
Hi, while implementing our CRM integration using your Record API we realized that 1) create Contact does not require Full_Name to be set 2) update Contact does require Full_Name to be set 3) The returned payload does not use the entered Full_Name, but
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