Need help sending images to Zoho CRM sent from Typeform using Zapier
Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded
Is it possible to join Users and Accounts using Query API
Is it possible to join Users and Accounts using query API For example: { "select_query":"select Users.first_name, Users.last_name, Accounts.Email from Accounts where id is not null" }
Customer Portal Can access Company Canvas
A very very very major issue with the customer portal, please do not use / I created 2 canvases, one canvas for the customer portal and my regular canvas that I use myself / well the big big big big big issue is that I found that my customers also have
Look up country code
Hi, I'm using a pick list in Accounts for countries. In our enterprise software we use a 2 digit country code. I'd like to be able to pull up the country code automatically - it's easy in excel, access etc, the only way I can think of doing it in Zoho
I want to add a line feed code to the message returned by the button.
I would like to put a line feed code in the message displayed after pressing a button in CRM. If I put a line feed code, it will be replaced by a space. How can I get the message returned from the button to break lines?
Related List Duplications
Hi there, When I assign a product to an account and vice versa, in their respective modules, it creates a duplicate related list. Any ideas on how I can fix that? As well as, the pre-set related lists show no records found and render it unable to find
Run custom function prior to using email template
Hello, I have a custom function that queries a related list and populates a field called "Assets" in the Contact, e.g., gathers the serial numbers of the owned Assets by the Contact and populates a field called "Owned Assets" which is a string. I also
Third Party App Connectivity
Hallo i am new to zoho crm and i am interesting to "connect" it to another app that i have.What i really want to do is to bring a field value (custom field ) that i added to the users tab ,and get the value of it for each user.In other words i want to
Trigger a workflow when Quote is converted to Sales Order
I have a Quote and I click the "Convert" button to create a sales order. This is great, but a few things are left behind to be cleaned up: 1. The Quote is still open even though it has been converted 2. The Deal that the Quote is part of is still open
Query API . Expose all fields that that require a join for lookup
From Query API documentation it seems that there is a limitation according to which we can only use only two relation join in the select query column. https://www.zoho.com/crm/developer/docs/api/v3/COQL-Limitations.html However I wanted to know if there
How to delete email templates?
We have reached our limit of allowed email templates (100). So, I want to delete some older templates. I have looked and looked -- in the system, but I can't find anything that would let me delete, and in the knowledge base and on the web, but I can't
Receive Goods or Purchase Order
I just learnt that system only shows quantity on order. There is nothing I can do to receive goods. I ended up manually changing quantity to reflect goods received. That still left the quantity on order. I had no way to remove that quantity on order
CRM is so slooowww I can't access it since yesterday.
My connection is good and I can access other Zoho app but when I click on Zoho Crm it's loading on my end. My other team can access their app but I can't .
How to make sure that the refresh token has not expired
I know that refresh token lives forever, but i can revoke it, so the question is how to verify that the refresh token is valid without creating access tokens. For example, as in HubSpot https://legacydocs.hubspot.com/docs/methods/oauth2/get-refresh
Security Bypass/Override?
Currently all my contacts are public and account private. I have a product table though that has accounts tied to them, and need those to be public. Is there a way to bypass/override the default security or add an exception that make accounts with products
Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success
Function Code
Hi there, I am struggling to generate a code for functions. The purpose is for data upload. I have 3 Custom modules. (Discretionary Savings; Retirement savings; and Annuities & Incomes, each with a module ID) I have multiple products, by multiple providers
How do I re-invite someone?
Hi, I have already invited someone to join, however when they went to accept, it said that the invitation to join had expired please get me to re-invite them, but I can't work out how to do that!! Any help would be greatly appreciated
How to connect existing contacts with existing accounts
I have tried in multiple ways to connects an already existing contact to an existing contact but cant seem to connect them. Is there a way to do it? If so how can I do it? Thank you
Is there any way to get Zoho to read a list of products from my website?
I have a large product database on the website and want Zoho to read the products from it into the the Zoho Products module. I would want this to run as a timed function once per day that is initiated by Zoho. I want to avoid having the website push
Extension Pointers - Simple yet significant pointers #5: Deleting developers from workspace
Deleting developers from Sigma workspace As a continuation to our previous post in this series, let's see how you can remove developers from your workspace. Similar to adding developers to your workspace, you can remove developers in order to revoke
Subform Auto-populate based on Main Form Drop Down or box Selection to trigger a row for every item they select?
I've been looking all over and can't seem to find a solution. I have Custom Module API called Orders. I would like my users to select either a drop down or select box to auto populate a row on the subforms that's on this module api called Material_Orders.
When you send a quote by email, how can you get it to show up under 'emails' in that customers record?
When preparing a quote in the quotes module and then clicking on 'more actions' and 'send mail', the email sent with the quote attached does not show in that contacts record under 'emails'. Is there anyway that this can be resolved? Thanks
possible to search by uploaded/pasted list of email addresses?
I import leads from multiple sources. Sometimes these include contacts that are already in the database, and we don't import contacts. I currently download the list of failed imports and update them manually one-by-one - very tedious! I'd like to do a
Better way to search DUPLICATES
Hello, I just imported all my data into the CRM. I have over 5000 records in company and I am going through them one by one to merge duplicates. I used "Deduplicate" under company tools and it did not do much at all. There should be a better search engine to deduplicate data in the CRM system. For example, search the ENTIRE account name and search for keywords that are similar rather than the order it appears. It will really save me time!!! Please make a better way to deduplicate elements in
Overall Sales Duration & Sales Cycle Duration
How are these two potential fields used. I was hoping it would count up how many days the potential has been live up to when it was marked Closed Won or perhaps another status was selected. Help
Retry scheduled. When a workflow fails, there is an option to retry. Where can I find the details of the schedule?
The custom function called by workflow failed because the connection failed. I have opened a ticket about why the connection keeps failing. In the meantime, after reconnecting, I would like to run this workflow and custom function again. I clicked on
Auto-fill fields with data from a different module
In Zoho CRM, I would like to pull data from one Module and auto fill data in fields of different Module. Any pointers on how to accomplish this? Thanks
In a Workflow with multiple conditions, are all conditions tested and Actions run OR does Condition Processing stop whenever a condition is met, thereby skipping subsequent Actions?
Field mapping a CSV import to multiple modules.
Hi I hope someone can help with my issue.. My Zoho is set up so that our Contact records have Vehicles (custom module) that are related to them. Each Vehicle record has Products (custom module) related to them. So we can see how many vehicles are associated
Function #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
Add Custom Note when Potentials stage changes
Hello! I wanted to ask for help where I have a workflow with a function when a user moved to specific stage it would add a Note. My problem is I needed to add a text to the note that says "Stage is moved to x" where x is the value of the stage. Hope
Integrating Zoho with MYOB
We are looking at moving from sugar to Zoho, previously sugar was exported to MYOB via an application. Is there such a program available for Zoho? We would prefer to invoice out of Zoho and then have them exported to myob. The alternative would be for invoices to be sent only from MYOB but this requires doubling up on entering contacts and products.
Receiving error:null messages after integrating Zoho Books
Hi We've purchased Zoho books and have integrated it with Zoho CRM. We are currently syncing: Contacts (both ways) Products Transaction Modules (Estimates and Invoices) Since doing this we are now getting the attached error message come up in our CRM when we try and edit any of the fields on an existing Contact. If I select the Edit button at the top right of the Contact screen I am able to make changes but if I just want to to edit a particular field the error message appears when I click Save.
How to add a shared email account to the "salesinbox"?
When we setup email to go to the "salesinbox", it only allows me to create an imap account for my personal work email (fred@abc.com). But we all need to share the customercare@abc.com email also. All of our web requests and client correspondence come
where to add GST number
i'm new to zoho. (moving over from quickbooks desktop). i trying to create a customer in zoho crm as "account". where in this template do i add the customer's GST number? i'd like this to be pulled into zoho books later when/if i create an invoice with
Update a field with a value from another Module
Hello - I have a scenario where I need to update a field with a value from another module. We have individual sites that are created under accounts. Within the site record, there is a field called "Site CG Name". All CG names use the same format - 'cg.[account
Transfer data between two different Zoho CRM accounts
Hi can we transfer data between two different Zoho crm accounts, please advise.
Ticket Based & Workflow Solution
Hi, My name is Pablo Toledo and I'm looking for a software solution to process customer requests. Basically, my customers can pick from a series of services that we offer and as they do that it should trigger a series of events / workflow that includes
Move Emails tab composition on the upper part of the screen in Contact Detail page
Hello, is there a way to move the Emails tab to the top of the Contact detail page (see attachment). Also: is the following tab showing up only in live environment and not in sanbox? Thank you
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