Migrate Blueprints from Desk to CRM
Is it possible to migrate/export blueprints from Zoho Desk to Zoho CRM?
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Hi, I am new to Zoho. Sometimes inside email section I can see emails that are sent from account that we are using inside our company (from that account we are sending meeting invitations to our contacts). Inside emails section, I can see from which
Multiple databases under one account
Hello, I'm a consultant and work with several clients at one time. Is there a way to maintain multiple instances of Zoho CRM so I can maintain a separate database for each client? Thanks, - John
Simple COQL datetime query not working
I am trying to do a simple COQL query where I am comparing 2 datetime fields in a module and I keep getting the following error. Why does ZOHO make working with dates so difficult? I even tried running the following query against two datetime fields that
Extension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:
Custom Function To Fetch Product Custom Field From Invoice Product Details Subform
Hello, I am trying to fetch a custom field from a product and bring it into the corresponding line item in the Product Details subform of an invoice. The product field which I am after has the API name Set_cost while the custom field in the Product Details
Mandatory Fields
I was wondering if anyone could help me. I have a few forms on our site that use the Zoho CRM and I love everything about the CRM except I can't seem to figure out how to do mandatory fields. We are getting some submissions that are not complete (Like
How can we send an email template as an attachment from Zoho CRM without using any other Zoho products?
I designed an email template for a custom module. Now I want to send that email template to the user as an attachment with the click of a button, without having to use Zoho Workdrive or Docs.
Changing transition order in Blueprint
Hi all, I'm about to deploy a new deal blueprint in production and my sales guys are asking me if there's a way of changing the transition order as they see it on the deal:
Can I add Participants to a Meeting using Custom Functions
Hello! I am trying to automate participants in a meeting record using a custom function. I have a field on the meeting record that would populate the Contact IDs of attendees separated by a comma, is there a way to take those ID's and add them as participants
How do you add tags to Contacts depending on the stage their Deal is.
We're looking to add tags corresponding to the contact associated with the deal based on which stage they are at in the process. For example, say we have 5 contacts in Stage 3 in Deals, once that Deal hits stage 3, then all the associated contacts within
How do I associate a new lead with a product?
I'm hoping someone can help me out. This question has been asked multiple times by various people on this forum, but I haven't seen a response. I'm trying to determine if Zoho is right for my organization. When we have a lead, they almost always are associated
How to create a Dashboard summary component?
Do I accomplish this with a hand-coded Widget?
ISO 6346 algorithm - Client Script
ISO 6346 is an international standard covering the coding, identification and marking of intermodal (shipping) containers. Friend how are you? could you help me with this? I have a workflow and an associated function that work without a problem, in this
Email all of a deal's contacts in a workflow rule
Hi everyone, Right now I've got a workflow rule set up that sends an email to a deal's contact whenever a certain stage is reached. Unfortunately, it seems I can only send the email to one contact only. I can add more contacts to a deal but within
How do we track the timelines of an opportunity through its various sales stages?
I wish to capture the date each time a Potential Stage changes. That way, I can analyze how long it took for an opportunity (Potential) to go through the various sales cycles/stages. We can also report across multiple opportunities. Perhaps this feature
Shared Email and Outlook Synchronisation
Hello, I am in the process of setting up Zoho for our small business but keep coming up against issues relating to how we manage our emails/tasks. I wondered if anyone can give me some answers/suggestions on how best to handle this? How we work: All our
Color Coding of Task in Task view, not only in module view?
see screen recording: https://workdrive.zohoexternal.com/external/18ab6e35d6be3677e8dcf2995c9258fe30b827f6a5c5ee5c5bb3137d35521833
How do I associate a lookup record in one module with the related module with the CRM API?
I need to add a lead programmatically and have it be associated with a project all using the Zoho CRM API. Is this possible? My many attempts have failed. This is my JSON: {"data":[{"Company":"TestmanLaw", "First_Name":"Testman4", "Last_Name":"Tester2000",
Enable our web form to track Google analytics Data
Hi, I am using the Zoho CRM and want to track the traffic source information from Google analytics ( Traffic type: organic / paid / referral / Adwords) keywords / campaigns ) and record this separately within the lead description details as separate
Sort Leads by Scoring
Hello, we have been trying to sort our Leads by their scoring. In an older version of the Zoho CRM this was possible. Also in the provided video tutorial one can sort leads by scoring: https://www.youtube.com/watch?v=ZgRzjuqbWCw Now, however, this is
Look up table and Related list
Is there a way of matching multiple look up table to the same related list rather than creating a different one each time?
Email templates: is is possible to have the "From" field a custom value?
Hi, I noticed that the email template supports as sender's email only addresses within the CRM's staff users. Is it possible to have the sender's email to be a generic one such as " info@mycompany.com" rather than a specific user's email? Thank you, -
Update Blueprint Transition Zoho CRM
Hello Team, is there any way we can update the blueprint Transition inside the zoho CRM like we have A --> B --> C--> Transtion if I am on A then I want to update direct c, is that possible by the API. I tried but I am not able to skip transition, is
Quickbooks Online integration
Any possibility of integrating Zoho CRM with QB Online?
Zoho CRM & QuickBooks Online Integration
Hi all, Please try an in-depth integration of Zoho CRM & QuickBooks Online here: https://www.pipemonk.com/integrate/zoho/quickbooks-online Bi-directional sync of Invoice, Quote, Purchase-Order etc. Thanks | Rakesh
Zoho CRM Integration with Quickbooks Online
Are there plans to integrate Zoho CRM with Quickbooks Online? Zoho is doing an excellent job of providing cloud-based CRM. Now if Zoho can integrate to the cloud version of Quickbooks, known as Quickbooks Online, that would be a great statement on the future of CRM in the cloud for small businesses. Is there a plan or status that Zoho could share with us in the area of integration with Quickbooks Online?
Zoho CRM Integration with Quickbooks Online
Hello Zoho, When we can get equipped with Quickbooks online integration with Zoho. Regards Kalyan
Which SMS / CRM integration do you use, and why?
Which SMS / CRM integration do you use, and why? Main use case is that my users can use their phone, as-is, (no 3rd party app, nor Zoho CRM App), and sync messages between phone and CRM.
Enhanced Zoho CRM Tasks to Zoho Connect functionality?
Has there been any progress in making Zoho Connect style Tasks available for Zoho CRM? Is there a way to create a task in Zoho Connect and link it to a record with in the CRM? Our team's internal workflows use Zoho Connect very heavily for task based
Tip #31: Reorder items on a Blueprint Transition popup window.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip around Blueprint today. As you may already know, a Blueprint helps you build and streamline a business process in Zoho CRM. Take a look at this Help document to learn the scope of a Blueprint and how to create one. Let's dive right into the tip now. When you configure the During Transition settings, you can mandate and validate fields. You can also enter instructions
spammed even though I don't have a web form
We get spam from Russia every hour it seems. So we removed the Zoho form and we're using a Wordpress form instead with no connection to Zoho at all. So why are we getting spammed? How is it that Zoho has a contact form running that we can't even see?
Show all notes under Calls Module
Hi PLease see attached snapshot. We are trying to use the calls module in zohi wth integration with Linkus for calling. There are some shortcomeings though which are preventing us committing migrating 20 reps over to the system. As you can see in the
Kaizen #69 - Scoring Rules[Part 2]
Hello everyone! Welcome back to this week's Kaizen post! In continuation to our previous post, this week we will discuss activating/deactivating a scoring rule, cloning, and getting the score of a record from a module. Activating/deactivating a scoring
Automated field updates based on rules
My company sells subscription based software products, we have some clients who purchase as needed, and some who purchase a year at a time. Because of this it is important to know which clients have an active subscription and who has expired. I have set
Introducing Zia's "best time to contact" analytics
Dear All, We hope you're well! Zia's "best time to contact" is a correspondence-based AI suggestion that help your reps contact your prospects and customers at the right time. It does so by observing the data and the behavior of users in Zoho CRM. Adopting
Argument Mapping - Deluge ZOHO CRM
I am trying to schedule a script so that cert statuses for vendors update (Expired or Approved) based on cert expiration dates recorded within the vendors module. Below is the code I have // Supplier Profile Update //------------------------------- //Format
can a custom lookup field display a list of users?
I am interested in creating a new custom field, a lookup field that presents a list of Zoho CRM users to choose from. That is, the field would give the option of selecting a user name, just like Change Owner screen for the existing fields Pursuits Owner,
Update Contact info from Lead Field Update
Hi! I'd like to know how can I update a specific field in the Contact's module when another specific field is updated in the Leads module (so they have the same value in both modules). Thanks
Function or Automation to trigger workflow rules
Hello. I use zoho forms to create records in the CRM. However some of these records do not trigger the workflow rules because are created from related list. I need to have a schedule or function that triggers the workflow rules when a new lead is created. Thank you
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