Using Google Drive with Zoho CRM
I like the concept of storing all my documents in Google Drive and have two questions related to its use with Zoho CRM: 1) When I add a document to a contact in Zoho and choose Google Drive, it fetches a master list of all my Google Drive documents regardless
CRM Integration owned by user from a different Zoho Customer?
Hoping someone had similar issue, as we are at a dead end trying to resolve this with support. We created a demo crm plus account a few months ago, converted to paid, and we have been battling an issue where desk will not integrate to crm, and desk will
Leverage Social Media for Getting Leads | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Deluge Script For Updating Lookup Field When New Record is created
Hi There! I am attempting to build a Workflow in CRM, when a new record is created is fires a function. Essentially, I have another program that creates new records in a custom module automatically using Zapier. There's a field in this custom module that
CRM Certification Procedure
Hi, Am in a position of Delivery Manager/Learning Manager of Race2Cloud Technologies a Partner of Zoho Corp, wish to know the CRM Certification Program as our developers want to know as few of the developers appeared in Creator Certification and obtained
Sort searchRecords results
Hi I am having a hard time figuring out how to sort the results of the searchRecords results in Deluge. I can get it done with getRecords. I am trying to pull all contacts that are my own, and then sort them by the date added to zoho. I need it to return
Deploy sandbox changes to another sandbox
Hi all, Is it possible to deploy/ transfer sandbox changes to another sandbox environment instead of directly to production? Due to work processes in my dev team (stage middle step) they'd need to try changes in a second sandbox/ test environment before
Avoid duplicate record in Contacts and Accounts during Lead conversion with Custom Function
Hi Experts, I having problem with custom function "zoho.crm.covertlead" command in my script. I have a Lead A record about to convert, and the Contacts A is exist in the record. During the Lead Convert it will auto generate become Contacts B but instead
Attaching emails to Opportunity (Deal) from Outlook Add In does not show in Account related list
Hi, There seems to be an inconsistency for how emails are represented when using CRM on the various modules vs when using Outlook add-in. When an email is sent from CRM, from the Deals module, the email is visible in the related list from both the Deals
Filter subforms
I have a subform in my Deals module, which is a lookup to a custom module (an offerings catalog) so I can associate multiple offerings to a single deal. How can I have the subform filter the lookup options? My use case is that we have a checkbox field
Remove "Send Email" from only certain modules
Hi there, I saw another similar question regarding removing the "Send Email" button from modules, but have further questions. Id like to know how I might configure profiles/accounts to have access to the EMAIL portion of certain modules, and not others.
Zoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
Multi-line field full size without stretching the box
Hi There, Is there a way to have a multi-line field remain one size without having to stretch it while editing it? When in view mode, you see the entire field. But as soon as you click to edit this field, you get only a few lines and no longer see
Workflow Rules not triggering
I have created workflow rules for email notifications on the creation of leads but it's not working.
Update a LEad Owner using Deluge
Hi guys, I am trying to use a button and subsequent script to update the lead owner to that of who presses the button. However I am getting the following error; {"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}
How many Contacts can be applied to an Account?
Hi We are event organisers. Customers employ us to setup and arrange events for them. Im thinking how best to setup the CRM. The CRM needs to hold details about: The event (date, time etc) Our customers (People who hire us to hold events for them) Suppliers
Function - BST/DST issue adding Meetings
Good afternoon, I have a Function which will automatically create Meetings for Agents when specific fields are filled out within a Prospect. My issue relates directly to the switch between BST and DST - as we are currently in BST (+01:00) here in the
How to generate a permeant Oauth access token using self-client for back-end to back-end communication; By using the API only? Or by generating permeant access tokens or unlimited refresh tokens!
I am trying to export each user after registration from my application to Zoho contacts, but I find no way to generate the access token without front-end user interaction (confirmation &redirection). I tried to use the self-client but I found it very
Can you limit the number of custom module records to 1 per contact
I need to create a custom module, but want to limit the number of records to 1 per contact, is that possible?
Improving Access To Zoho Client Portal
Hi guys, We're using the CRM inbuilt portal quite heavily with our new use of Zoho (i.e: https://crm.zoho.eu/portal/XXXX/crm/login.sas etc) but have hit a major issue with userability. Once somebody is logged in successfully, it's fine and works great.
Ability to edit email templates for Client Portal invitation, activation, and deactivation
Multiple customers are asking me for this. A similar feature is already available in Zoho Desk (check the screenshot below). Please consider implementing it in Zoho CRM as well. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner Email
Widget API privilege level running as User - can it be run as Admin?
Okay, bear with me here.... Our data-sharing level mandates that all Leads are visible only to their owners. However, in the event that someone calls asking who their Sales Rep is, sometimes we need our team to be able to look up a Lead by name to find
E-Mail Parser design is wrong and is never going to work for any customer
Hi, The way e-mail parser in Zoho CRM is designed, it will never work for any customer under any circumstances. The e-mail parser feature requires us to forward the mails to be parsed. These mails have to be sent to an auto-generated mail id. But we
CRM no saving my google ads configuration
Im trying to connect my CRM with google ads and everything seems to work correctly but when I refresh the page it makes me do the process all over again. I always finish the integration correctly but somehow it doesnt save it an I always have to do it
Zoho CRM creates leads on facebook likes, but no Social channel settings in setup.
Hello. this is a follow-up issue on a topic that was marked as closed even though the issue wasn't fixed. To reiterate: everyone who likes a facebook post ad gets added as a lead to the CRM. this creates tons of useless leads. I've been told that it's
How to create a function and refer a specific record to a lookup field
Hi there, I created the function below that works quite well. The fuction is intended to copy certain fields from the 'Student_Quote' custom module to the 'Contacts' module. However, I also want this function to be able to populate a lookup field in
Mapping custom fields in CRM email parser
Hi there, I've got a form on my site that currently integrates with Zoho via API, but I'm hoping to replace that integration with an email parser and push leads to CRM that way. Sadly it seems that Zoho's email parser cannot map custom fields. In the
Sub form data capture
Hello i am hoping someone can give me some advice and point me in the correct direction. we have a vendors module where our delivery company's are stored as vendors, that has a subform in it that contains Zone charge rates. There are about 10 different
What are your best practices for deleting Pipleine stages which are in-use.
Our Pipeline is big, and messy. What are your best practices for deleting Pipleine stages which are in-use. Is it to filter on the to-be-deleted stage, re-assign to a different stage, then delete the unnecessary stage?
Appended crm_entity_id variable to a webtab for Zoho Form to recognise what record to update
Hi guys Im creating a portal that requires a lot of data to be inputted by customers. Rather than giving them one long form to fill in, I want to display smaller forms for them to fill in. Each form should be accessed from web tabs across the top of the
Assign Task to Dynamic User in Workflow
Hello, I am working on a module where there is a picklist and the request is to have the user that is picked be notified via email and assigned a task. I can create an email notification and assign a task through the Instant Action section under the
Importing My Leads from Excel - They all have the same created date
Hi, I have about a years worth of leads I'm importing from excel into Zoho. In Excel I have a column for MM/DD/YYYY of when that lead came to me. But when I import into Zoho, they all over October 10th, 2022. That's kind of worthless to me, because I
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, October - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
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Using lookup fields from Creator in CRM's linking module
Hello, i cannot bind/map/read in CRM's linking module a Creator lookup field. I am using customer names within a creator app and want to map them with the customer id from CRM to show the related datasets from creator within linking module. Any chance
Can I create a PDF template for all modules? (Export to PDF)
I want to create a PDF template for the Cases module. Seems I am limited to only email templates that do not size well when printing/saving to PDF. I also tried creating a email template using the "Insert HTML / Plain Test" feature but this method doesn't
Populating Account ID when importing contacts
I am moving records from zoho to another zoho. We are using our accounts in the new zoho which are being imported from quickbooks. I need to export contact from the old zoho and have them imported AND linked to the accounts in the new zoho. Is there a
Users managing different timezones
We have suddenly run into a limitation of Zoho CRM, and we are seriously considering searching for another CRM where we can solve this. Zoho CRM makes the following assumption: that users manage meetings between themselves and an external lead. So, Zoho
Subtasks in CRM
Can you do subtasks in Zoho CRM? If so, how?
Find and sort contacts by date created
Hi Me again. I have 6000 contacts in my crm, they all have scheduled calls against them thanks to help i have recieved here on the forums. I need to ask more though, I want to cycle through my current contacts and schedule calls for the sales guys to
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