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Is it possible to delete multiple tags in one time?
My Zoho Story #15 Ben Wagner's extensive & strategic guide to run a real estate business with Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Ben Wagner is the Real Estate Investor for Leavethekey. Listen to his story about
Ghost leads
Hello. Some times I have leads come into my lead approval that look like complete leads but these leads are different because the person in the lead never filled out the form to the point that they sent me a form submission. Where does this information
Zoho Integration with Outlook Office 365?
Things have recently changed at my work and now I only have Outlook Office 365, web based email. I need to get a new CRM as well, can anyone tell me how well Zoho CRM integrates with this? I've not used Zoho that much, can someone also elaborate on whether I'll need to download the software or just use the web based CRM? Thanks.
Introducing Notifications in Motivator
Dear All, We're here with an exciting enhancement to the Motivator feature in Zoho CRM: Notifications. Let's discuss the enhancement in detail. Motivator, as you know, enables you to set a unified goal for your team and reward them with points and badges
reset customizations
Hi If anyone can help would really appreciate knowing if (and how) I can reset all the customizations to the default as I have been trying to set up a new account and have made some errors and it would be easiest to just wipe and start again. Many thanks
IMAP Sync Should notify user when it breaks
Every time a user changes their outlook password, their IMAP sync breaks. Emails just stop syncing, but on the user's end, and on the admin's end, everything looks like it is still set up. Is there any way that Zoho could notify a user when their sync
Prevent webhooks being triggered if record changes are made by api request
Hello! I am currently implementing a data synchronization between my accounting software and Zoho CRM. I have set up webhooks in Zoho CRM that are triggered, for example, when a record (contact or customer) is updated. This works very well. However, I
Zoho CRM Blueprint for leads and Deals disappeared
I have a serious issue in the CRM in that some of the complex blueprints that govern the sales process have seemingly disappeared? These have taken years to develop and in the audit logs there are no recorded logs of these being removed/deleted. I need
Convert Lead to Contacts, what about the linked custom module data from the lead?
I have the following problem. I have a custom module( e.g. samples module ), which is connected to the leads module. In the backend I am able to create 'sample' records, no problem here, but When I convert the lead into a Contact I want to take the 'sample'
error changing account owner
Hi, After I select the new owner, and click the "ok", a error message appears, saying it´s not possible to the action that I required. But all the account data disappear. After that I go to the other user account (the new owner of the account), and some
Where is the Timeline data stored?
And for how long? The Audit file does not include the timeline information and the backup of the entire database does not have it (that I can find, anyway). Please help. Eric Duchinsky Moderation Update(11 July 2024): We have extended the timeline data
Kaizen #35 - API Concurrency
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Concurrency What is Concurrency? Concurrency is the number of API calls that can be active simultaneously in a given instant per user per OAuth2 app. This limit ensures that computing resources are available for all users. There are no time-based API call restrictions in Zoho CRM as the API limits are based on the number of simultaneously active calls. That is, you can make
Zoho Webform suddenly not working on our website
Hi, I have 20 different web forms on our website to capture leads, we create the webform via developer space > webforms in Zoho CRM. I copy the Source code and input this into our wordpress site. For some reason, these forms have stopped working. If a
How to track conversion of a free service to sale - ideas and experience welcome!
Hello, we have a small selection of devices that we give to customers to trial before purchase. Once the trial is finished, they return the device and hopefully they proceed to purchase the device. We need a process within the CRM to better track conversion
Full Time Zoho Developer/Implementation Specialist Required
Hello all, AXIS Integrated has an opening for a full time Zoho Developer/Implementation Specialist. While we are based out of Toronto, Canada, we have clients located throughout North America. My company is a virtual company meaning no need to come
Zoho CRM Developer Data
I have integrated with Zoho's Oauth flow, have a valid access token and using the right scope to obtain deals data from the records api in v3: const results = await fetch('https://developer.zohoapis.com/crm/v3/Deals?fields=Deal_Name,Probability,Expected_Revenue', {
import past emails into Zoho CRM
Can I import past emails from my gmail account into Zoho CRM so I can see my correspondence record with a person? thanks!
Convert custom module entry into Deal
We're using CRM to manage real estate transactions, and currently use the leads module as it should be for clients. However is it possible to have a custom module (let's call it "offer") that can be able to convert to a deal? It would only need to map
Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.
As "Potentials" implies business to earn, once it's earned or lost we have different requirements for that data rather than having the backlog choking up current potentials that we're tracking in the sales funnel. To keep "Potentials" cleaned out, we
Schedule Zoho CRM Analytics Dashboard Report
Hello, We create some reports with charts or comparing tables on analytics module of Zoho CRM easily. That's really so useful. But unfortunately, schedule report templates are quite insufficient, the system send to us only long long csv data files. I
CRM V3 Api
Hey Zoho Team, I've setup my client through the Zoho Api Console, obtained valid access tokens using the scope 'ZohoCRM.modules.ALL,ZohoCRM.settings.fields.ALL', and when I make a call to fetch deals: ``` const results = await fetch('https://www.zohoapis.com/crm/v3/Deals?fields=Deal_Name,Probability,Expected_Revenue',
Template with two different tables?
Hi all, I created a template for quotes with two different tables. The first table is working finde displaying product name and product description. The second should show product name, quantity, price and overall price. But it shows the same data as the first table. Can Zoho render only one table? This is the non working code. <table border="0" cellpadding="3" cellspacing="0" style="font-size:10px;" width="100%"> <thead> <tr> <td style="TEXT-ALIGN: center"
How frustrated are you with Zoho?
For the life of me, I can't figure out why Zoho customer service/support for their paying customers is so poor. I understand there is a language barrier but, I really don't get why the service is so bad. I have tried calling, using chat and emailing multiple times and all I get is a boilerplate response like check out our website for help.
Can't get all users using Node SDK V2
I'm having a problem using the Zoho CRM Node.js SDK V2. I'm trying to get all users from my organization with the getUsers-method. I have copied the sample code from here: https://www.zoho.com/crm/developer/docs/nodejs-sdk/v2/user-samples.html?src=get_users
How to use schedule calls??
Even the overdue sheduled calls are automatic closed after de date/time due?! Am I missing something here? Trying to edit those scheduled calls I can not change it status or call duration??! It is basic on a CRM system schedule, postpone, confirm scheduled
I want to intentionally delay one process in one function.
I want to get the message_id from the content notified by deluge's posttochannnel immediately with cliq's api and have it stored in cliq's database, but the success rate of saving to the database is low. Since the cliq api is executed immediately after
how do i mail merge a Zoho Document using zoho crm workflows?
I am using Zoho Docs and have created a document there. I am also using Zoho CRM and I have workflows there. How do I achieve the following: at a certain point in my workflows, I would like the CRM to automatically email a Lead the above mentioned document, with certain fields in the document filled in based on information in that Lead's record. So in a nutshell, it is a mail merge but it is being run by the CRM work flow rules... how do I achieve that? Thanks!
coql - invalid_request
I'm having an issue with coql. I keep getting an invalid_request returned to me, but I feel like I'm doing everything right. So I hope getting more eyes on it could help me along. Scope: scope=ZohoCRM.modules.leads.ALL,ZohoCRM.coql.READ Php code: $api_domain
COQL Select Query Problem
I have reviewed dozens of Internet posts and tried every suggestion I could find without success. This "string" version works perfectly so I know my Curl is set correctly: CURLOPT_POSTFIELDS => '{ "select_query":"select Start_DateTime, Event_Duration
Address fields for Contacts and Accounts
We need the same two sets of address fields (e.g., one set for Billing/Physical Address and one set for Shipping/Mailing Address) to appear on both the Contact and the Account form. 1. Not possible to map these fields from the Account form over to Contact?
Generating a report based on specific field change
Hello, I need to generate a report that will only include records that changed in a specific fields. Is that possible? Let me describe the use-case. In Leads module we have a field called "Lead Status" where there are few status that inform us what is
Email conversations not showing on backend despite sharing permissions being set to public
Hi, our backend users were unable to see the email conversations with leads despite email sharing permissions being set to Public - Shared with Everyone (screenshot attached). Does anybody familiar with the matter able to resolve the issue? Many tha
Email Address Field
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address field is in the layout customisation tab, however when creating a new client/
CRM API name for Salutation
Hi, I'm trying to ge the Salutation field from the API. This is the "Mr, Mrs, etc... attached to the Firstname field. But I can't find it in the available API name for contacts. Where should I get it ? Here the CRM Contact form And the list of API name
Extension pointers - JS SDK Series #1: Learn how to invoke a REST API function from a widget using the execute method
Software development kits (SDK) are sets of tools that are useful when building applications on a platform. They wrap up APIs in the form of libraries, and include sample code, utilities, and documentation that guides you in building your applications.
Custom Button
Is it possible to hide a button until a certain field is updated?
Zapier intergration error - Workflow trigger
Can't trigger a workflow automation in ZohoCRM, it's not loading them in the drop down options in the Trigger field. Image attached. Currently on a Zoho One Subscription which should enable the enterprise features, as mentioned in your help doc for this
STATUS OF CONVERTED INVOICE FROM SALES ORDERS
Hello, I have an issue. I need to be able to choose the status of the invoice after has been converted from sales orders. How can this be set up? When I convert a sales orders into invoice, the status of the sales orders changes to "paid", but I do not want to change the status of the sales orders automatically, but manually, as sometimes the invoice is issued but has not been paid. Thank you.
HTTP 400 Error when using API
I got http 400 error since 9/1, I double confirmed that getRecordById and getRecords work well , but insertRecords and updateRecords not. I know API 1.0 will be sunset at the end of 2018, but API 1.0 should works well now as I didn't get any update information about API protocol change. It has a huge impact to our daily operation. When will the hot fix be done ? Response : {StatusCode: 400, ReasonPhrase: 'Bad Request', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: { Transfer-Encoding:
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