Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
Where do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
Find most recent date in related records
Hi, I'm slowly learning how to use custom functions to expand our use of Zoho, but am not experienced in this type of script. I have a Custom Module (eg Items). It has a related Custom Module (eg Visits). Each Visit is a separate record, with a date applied.
Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? Thanks
Delete record function in CRM deluge scripting
Is there any plan to add the capability to delete a record by ID in CRM Custom function scripting? If not, can you provide suggestions for possible work-arounds? Thanks!
How to check if string contains any digit
How do I check if a string contains a any digit/ number? this is the code I cant seem to get working Str = "1Mustard Mustard23"; if (Str.contains("[0-9]")) { info true ; } else { info false ; }
How To Bulk Merge Duplicate Contacts?
Just imported a list of contacts with duplicate mails and I successfully identified them out, but it seems the only way to merge the information is by manually clicking to show acknowledgement. Is there any better way to sync or merge data? There are
Webhook "Unsupported field". Field exists and has correct name.
I have added the following field to Leads (and Accounts, Contacts. Opportunities on conversion): Field Label: requestRef It is marked as an external field, at the organization level. It is marked as 'show' - it is visible. I am able to set it with my
How to support sync tags from ZohoCRM to Mailchimp?
Currently, there is quite a few options to sync contact info like Name, Mail from Zoho CRM to mailchimp. But "tags" field seems to be missing in all of the integration. Could I if this can be done at all ? Thanks.
How can I transfer the lead notes when converting it to a potential
Please help
How to integrate "industries" between accounts and leads?
The list of options is not integrated . How to unify the data in lists between modules accounts and leads?
Dynamic Call Tracking
Is Zoho Telephony (or any other Zoho products / 3rd party linked to Zoho) able to handle dynamic call tracking?
Help triggering a function based on date.
I'm trying to write a function and i'm just having a trouble figuring out what trigger to use. I want the function to run based on a date field. If the date is in the future, i don't want the function to run until the following day. Or if the date entered
Filling in Related List Join Field on Addition of New Related Record
When adding a related list record, I think the field that relates the module should be automatically filled in based on what the value is in the current CRM record. I have a Creator related list in the Deals module and I have it related by the Deal ID.
Unable to create a module entry via Zapier
I'm trying to connect Cal.com to the meetings module but keep getting this error: Failed to create a module entry in Zoho CRM Unable to create entry in module: Events. Error : required field not found. Detail : api_name type, index 1, parent_api_name
Extension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select
how to generate grant token without using developer console
hello i have the same question as describe in this post https://help.zoho.com/portal/en/community/topic/how-to-generate-grant-token-without-using-developer-console. Im trying to build a microservice that can perfrom api request against the zoho crm v4
CRM API V4 Oauth Issue
writing a CRM custom function to get all user types and user type IDs for an existing CRM portal in my org according to https://www.zoho.com/crm/developer/docs/api/v4/get-user-types.html. I have a ZOHO One subscription and I am the only user (Administrator).
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023
Hello everyone, We're happy to announce public early access to PathFinder, Zoho CRM's new journey discovery tool. With PathFinder, you can discover your customers' journeys across multiple touchpoints and channels, and understand how they interact with
Workflow Rules not triggering on imported records
We have two workflow rules that are not triggered upon import. Our users have to select the imported records, change the field used in the condition of the trigger and then change it back to the original value in order for the workflow rule to trigger.
Sort Activities by Due Date
How can I get my activities Sorted first by due date and second by priority ?
How to retrieve all lists (custom views) and all contact properties?
Hi, Does anyone know is it possible (and how) to retrieve, by using REST API, all lists (custom views)? Information I need are: list name, list id and list size. Also does anyone know how to retrieve (using REST API) list of all available contact pr
Limiting leads to owner
How do I restrict the number of leads to each lead owner? Once the limit is reached, any new lead is to be assigned to another owner or admin.
Popup Notifications / Alert for new notes added in leads / Contacts / Proposals / Products / Cases - WORKAROUND
I have been using zoho crm for some time now and one thing that bugs me is that my sales team don't know iv added note to a lead, customer or proposal. I have thought about the best way to implement this, i think the best way would be have a notification
How to merge Zoho Inventory into CRM
We have an account that has made purchases from us and we have their sales orders in Zoho Inventory but in Zoho CRM it does not show any sales orders. All it is showing is "Error while retriving data from Zoho Books". Would there be a way to merge the
Issues with the new Email Parser version
Hi guys Im trying to implement the new version of the Email Parser. On the whole its an improvement, but Im having 2 issues which I hope can be easily rectified: 1) I have a contact form on my website. When the form submits the details are parsed to my
How to sum up values from two numeric fields?
Hello, I do have a formula field in Zoho CRM and I want to sum up two numeric fields there. I created a formula field and created the fomula like this: ${Invoices.Field Name 1}+${Invoices.Field Name 1} But that did not work. Or is it better to use a function
Can we change the language of individual users?
Is it possible to change the language of individual users in our zoho one account? The organization is set up in the US and English language. We would like to be able to change the language settings for our Spanish speaking employee profiles/users. Is
Remove Google Adwords field
Hi how can I remove the Google AdWords field from the Contacts page...??? Has shown in the attached picture Thanks
Adding Creator Related List Item
When creating a related list item in a CRM Module to a Creator form (clicking the add button in the CRM related list), does CRM automatically fill in the field that relates the Creator report to the CRM related list? If not, is there a way to accomplish
Zoho CRM e Zoho Desk (Integração profunda)
Nossa organização trabalha com o ZohoCRM e também com o ZohoDesk, não utilizamos o e-mail o ZohoMail, porém todos os e-mail são hospedados no Zoho, porém temos situações distintas: 01. Os e-mails iniciais enviados para os clientes e leads são por meio
Deal Creation Date not available anymore
Hi, I suddenly lost access to the Deal Creation Date field. This field is now only visible to the Admin and all other users have lost access to the deal creation date information, even though I did not change any security/access settings. I have some dashboards with information based on a deal creation date (i.e. deals created this month/this year), and now all these dashboard were replace by a message saying that "a field has been disabled or is unavailable". Additionally, the Creation Date is no
Can you add a text / writable field to a subform?
Can you add a text / writable field to a subform? Im able to add pick lists and lookups, but cannot find a way to a add a text field where you could add any thing you would like. Thank you!
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