Custom service connection
after I added a custom service connection, I can't connect to it, and the status is still disconnected even if I made it connect ! if anyone has the same scenario? thanks in advance
Modify lead status from email templates
Hi everyone! So, I'm adapting the leads module to fit our Follow Up workflow (which has a lot of tracking on each customer), and I want to make it as simple as possible for my people. To do that, I want them to be able to change the Lead Status from the
Conditional Logic How to calculate commission amount with minimum and maximum?
We expect different commission structure for different Accounts. And each Account may or may not have floor and/or ceiling commission. What is the best way to find the commission for each deal? Preface Each "Lender (Account module)" has following fields
Sort InvokeURL response
Hello, We are using an invoke URL task in our custom function in Zoho CRM. Is it possible to sort the response by the created time? We have found examples of this in Creator and then other examples when using COQL or other programming languages, but is
How to convert a string to integer / decimal?
Hi, I've got a select list for a quantity calculation with following values 0.5 1 1.5 2 etc... I'm trying to check the input.caseLaborHrs and assign it as an integer or decimal but get the following error. Variable 'qty1' is already defined of data type 'BIGINT' but trying to update 'DECIMAL' data type My code is below... not sure if I'm coming at this completely wrong! My goal is to use this value to do a calculation to auto-create a sales order from a case based on the input Labor hours. eg: LaborRate
Salesforce like WebToLead form in Zoho
One of my client is using Salesforce and want to move to Zoho CRM. Currently, he is using salesforce web to lead form. Is there any similar way to generate form code in Zoho that can create Lead in Zoho CRM?
'Score' column is missing in 'Leads'
In Zoho CRM I've setup a Scoring Rule in Setup>Automation When I return to the 'Leads' section there's no option in the drop down list in Column Management to show the score! How do I add this?
Tip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,
Which Home Currency? Products sold with different currencies.
Hi, Before I choose my Home Currency, I need some help. I run an international import, export and online retail business that advertises and sells some products with retail/unit prices in US Dollars and other retail/unit prices are in South African Rands. We are based in South Africa, but sell most of our products in US Dollars. Which Home Currency should I choose?
Zoho is a Visionary in the 2022 Gartner® Magic Quadrant Advert Pop up.
Recently, Zoho has pushed a pop up add over the top menu of ZohoCRM that says "Zoho is a Visionary in the 2022 Gartner® Magic Quadrant..." Please stop using pop-up averts that overlay the controls of signing into the platform. If you are going to do this
How to automate sales process in zoho.
I am using Zoho CRM professionals and like to learn how I can use triggers or workflow to automated few sales process. Here is few things I need help with. 1 Once I entered any leads, I like an automated welcome email sent. 2nd When I spoke with
Can I report on a custom field
We want to create a custom multi-option field on either contacts or accounts that can be easily be reported on every week? I can't find any documentation to support this?
Report Folders
Hi Is there a way to delete Report Folders in the CRM - not just hiding them. As we start producing more reports for different departments, I want to clear up the area abit Thanks Natasha
Auto Populate Data from One Module to Another
I have 2 modules. The parent module is Properties. The child module is Spaces. Properties stores data for an entire building including the city given address (single line), legal description (single line) and city (single line). To create a record in Spaces a Property from Properties will need to be selected. When I add a new entry into Spaces the Address is a lookup field that relates to the Properties module. I have the same titled and type of fields in the Spaces module as I do the Properties
Field Validation Function - How can I run on a Deal CREATE as well as an UPDATE?
greetings.. I am running some address validation logic using an onChange() validation on the field. When it runs during an edit/update Zoho CRM sends the Deal ID as part of the payload, so everything works. When it runs during a new/create operation,
Copy subform values from one module to another subform in another module
Hello all, I am struggling with something and I would like to ask for help. We have multiple occasions where we need to create a record from an existing record and copy the existing subform in the new record. For example we have a custom module called
Help understanding the sequence of data operations when a workflow function needs the modified value of the field that triggered the workflow.
Workflow triggers on user modify Shipped which is a date field. That same workflow runs function which needs to use the value of the field just modified. // Get value from the record and field which triggered the workflow shipped_date = zoho.crm.getRecordById("Size_Run_Reservations",size_run_reservation_id).get("Shipped");
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
Contacts Module - Layouts Vs Layout Rules
Good afternoon, I am a new user of Zoho One (still in trial period) and in the early stages of building our system. All of the videos I've watched on this subject advise on giving a lot of thought to your requirements before creating new layouts as they
Help Making Bar Graph: Which Stage each deal is in
How do I create a chart, Ideally for the home page but in a report or insights somewhere would be OK, that shows me VISUALLY which stage each deal is in? Here's something i whipped up in excel to show as an example: It doesn't have to look exactly like
ZOHO/Google Calendar Sync issues
I started using the ZOHO/Google Calendar integration. It seemed to work fine for a few days---but this AM I went and added a few items into my Google Calendar---and it does not appear to be syncing. I reset the ZOHO settings completely. Any ideas?
Zoho CRM integration with Autotask/Datto
Good day My IT Consulting firm uses Datto Autotask (PSA) for tracking tickets, contracts, customers, ets. We plan on maintaining Autotask PSA for this functionality, however we would like to sync customers and contacts from Autotask to Zoho CRM. This
Zoho CRM's V2.1 APIs!
Hello everyone! We are happy to announce the release of Zoho CRM's V2.1 APIs! Yes, that's right! While V2 is still widely used and stable, the new version includes a lot of most-requested and interesting updates. Read on to know more! Note This is just
Introducing routine messages in AskZia
Dear All, Greetings! AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidance
Deluge or Flow expects CRM to return record id as integer
I've written a custom function in Flow to search Zoho CRM for a Contact by email address, then return the Contact id. I'm getting the following error: "Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function 'get' at line number
Add Phone Number to Log a Call page
It would be helpful to add the contact's main phone number to the log a call page. It seems the logical process would be to hit "log a call" then go to dial the phone from that page. With the work flow in place now, I have to dial the number from the contact page, then while the phone is ringing, remember to hit "log a call."
Get Zoho CRM Report content by API
I used https://www.zohoapis.com/crm/v2/Reports/<report_id> API to get reports. I only got metadata. Is there a way I can get Report content (records) by the API?
Blueprint Automatic Transition option missing
When I create a transition in my blueprint, it does not show the option to make the transition automatic. I have tried on both continuous and non-continuous blueprints. The screenshot below shows a new transition being created, with no auto option. Is
Forwarding emails from CRM
Hi there When viewing sent emails within a record, it only gives the option to reply or reply all. There is no functionality to forward a previous message to a client (together with attachments) and we are effectively having to re-create emails instead
Generating Reports from Multiple Modules?
I have contacts in two different modules due to our funnel. I'd like to generate a report based on the contact's email address (which is the same in both modules) using data from both of the modules. For example, jon@doe.com is the email address of a
I no longer can see deals in a particular stage.
Totals are present in header of stage but never loads individual deals any longer. The system seems to be locked on the loading animation.
Redefining api names for custom fields in user module
Dear Zoho CRM team, I have added new custom fields to the user module. Now, I would like to change the name. How is this possible? I am not able to find the option in the api section in the settings, see screenshot. Can you please help? Best Regards
Ecommerce agency - Multi stores
Hello, We are a small eCommerce agency that runs and operate stores for clients in the fashion industry. A moment before we expand ourselves to more clients, we decided to create ourselves a one stop shop CRM that covers all the aspects of running a successful eCommerce business. What do we do ? Vendors management for our clients vendors Catalogue and product management Inventory management Marketing - for both retention and conversion Customer support - in various channels Sales - Shipping&Fullfilment
How to Embed Youtube Video in Zoho CRM Templates
Dear Team, I would like to embed our Youtube videos to Zoho CRM templates. I tried figuring it out. But I could not do it. Is there a way to do it? Please help. Regards, Aishwarya
Default Meeting Duration
In Zoho CRM, the shortest "Default Meeting Duration" is 30 minutes. I need the default to be 15 minutes.
Sand Box
Based on a discussion with Zoho, there is no sandbox option within the CRM. I am curious as to how users develop and introduce changes to their platform without having a sandbox to develop and test in. Thanks in advance. Ron
Purchase Order Numbers
Hi there, how can I please tell zohoCRM where to start from issuing a PO Number please? I can't edit the field "PO Number" that's in the module however if I try to add a new field (I've called in P/O Number to differentiate), made this a recurring number
Zoho Form with auto add row in subform by Custom Function
Hi there, I have a question about custom function for integration (API) between Zoho form and Zoho CRM. I did created a name list form to record participant who will be attending the class by Subform method in a ZOHO FORM. I will use custom function to
Dashboard Reports - Add Component
I would like to add a dashboard component that shows sales this month but I get this error: You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Why do I get this error and
Have the Lead Source change depending on the email's format that is received
Hi all. We have leads coming to us from various websites. A user visits a website, submits their details via a form, which then sends us an email. What we want to happen is for a new Lead record to be created and the Lead Source field automatically select
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