Can an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. Thanks
Google Ads ROAS based on lifetime value (or totale revenue generated by the customer)
Hello, we run a B2B business and we are using Google Ads to reach new customers. We'd like to calculate our campaigns ROAS based on customer LTV (lifetime value). Let's make an example: a potential customer contacts us after clicking on a Google Ad: a
"Cascadable" Values from Account To Sales Orders, viewable on the "New Record" Form
I'm sure this has been requested before, but is there a way to set custom fields as "Cascade" for derivative records? Native fields like "Phone" or "Address fields" will be prefilled in a Sales Order when created on an Account that has these fields filled
How to add developer not user in zoho crm not sure may be from zoho one
Hi, I am trying to add developer in our crm; but can't found the option . Willl you please help or guide us on that . Thanks and Regards, Sidhant A.
Listing "Last Edited Accounts"
Is there a way to list - via a specific view, the accounts that have been recently edited (I mean whatever field has been edited)? There currently are views for Week or Last Week new accounts, but these are for newly created accounts only, not for existing
accounts vs contacts
So contacts are people, accounts are like other companies and trusts and stuff (at least that's how we use it). i had a dumb office assistant for 3 months. She put several people in as accounts or as both. Its really frustrating because I can't get
Commission Rate
Hello, I want to know the function of "Commission Rate" on the "Products" page.Is there any calculation after inputing the "Commission Rate" field?
Sharing commissions?
Hi, I was wondering if there is a way to split commissions between 2 or more salesmen? I only see commission recorded when entering a product but what if I have salesmen with different commission %s or if 2 salesmen worked on the account and will split the it? do you have a solution for this? thanks in advance for your thoughts! Nadine
Form Integration to CRM
Hi, I am trying to update a record in the Leads module with the data from a Form. I have added the Zoho CRM advanced field and mapped all the responses to a field in the Leads Module. However, when the form is being submitted, I get all entries but
About Client Scripts
What are the two uses of this client script? UI.scrollTo('myElem') →What element should I specify for 'myElem'? UI.highlight('div1', {time: 1000}) →Where should I specify the element for 'div'? I saw the html in the chrome verification but could not solve
Create a product with variable date, like a subscription and send automation e-mails
Hi, I want to link a costumer to a subscription, but the start/end date for the subscription is always different. I also want to send automation e-mail (looking for an example) after i linked that product to a costumer and send an automation expire e-mail
Zoho Workdrive for CRM doesn't work - error message
{"error":"App not found","status":false} already tried different browsers like safari, chrome, firefox. normally we use chrome. also uninstalled Workdrive for CRM and reinstalled it. doesn't work either. Problem exists since monday, maybe since friday,
ZOHO slow / spinning
Zoho seems to be very slow. It will not filter records and just hangs. What's going on?
Automated Email with Approval Process
Part of the approval process is setting up the emails that are sent to the approvers. Why is the system generated email still sent? Can this be stopped (see attached)?
Showing Potential fields within Deal in Canvas
In a specified "Potential" record I have a field called "Potential Example 1". In a "Deal" record I link a "potential" record as related with a value in "Potential Example 1". I'd like to display the value of this single field "Potential Example 1" inside
Merge Historical Data w/ Dynamic Zoho Finance Data for Table in CRM
Need: Single table in CRM Contact view that summarizes Invoice Line Items from Zoho Books and equivalent historical data from previous bookkeeping systems. Use Case: We are a direct-to-consumer ecommerce company. When a customer contacts us, we have a
Error INVALID_OAUTHSCOPE in request to url https://accounts.zoho.com/oauth/user/info
I m trying configure the API ZOHO in my PHP application. * 1 step: Register your access in https://accounts.zoho.com/developerconsole, here create your ID_CLIENT to access. 2* step: Install and configure API ZOHO composer require zohocrm/php-sdk *3
Getting invalid oauthscope when trying to create a new contact
When I go to use the API to create a new Contact within the CRM, I'm getting: {"code":2945,"description":"This is an invalid oauthscope. Please regenerate the oauthtoken corresponding to the API with proper oauthscope."} I am using the following scope:
Tags as Merge Fields for Email Templates?
Hi folks, I am using an email template and workflow to send internal email notifications to certain users when a record is updated via Zoho Flow, and I'm using merge field variables in the template for a quick glance at what data my custom fields contain.
Having trouble with an Or function formula
Hello, I need help writing a formula using an "Or" function. Here is what I am trying to say: If the Potential Term field contains 1 months or 2 months or 3 months or 4 months or 5 months (all the way up to 11 months), then the Total Contract Value field
task completion triggers the creation of a new task
Is there a way that upon completion of a task, it will trigger the creation of a predefined new task?
Parent/child deals
I have run into scenarios where I might have follow-on deal to an existing sold deal and I would like to be able to consolidate them deals similar to how you can associate parent child accounts. Is there a good way to do this activity? I know you can
CRM Canvas: snap to grid?
Very simple question: is there a snap to grid option in the CRM Canvas design interface that I haven't discovered? If it doesn't exist, is Zoho planning to add such an option? I'm sure it would end a lot of aligning difficulties. For people who've never
Focus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resources
Is there any way to get openapi/swagger specs for ZohoCRM REST API?
I'm working on project written in language (golang) which is not among supported languages. Since REST API is basically set of CRUD operations it'd be really great to have openapi/swagger specs to be able to generate at least basic client. Is there
Refine lookup records easily with advanced filter options in CRM
Dear All, In simple terms, a lookup field helps associate records across different modules. We've brought a couple of enhancements to the traditional lookup pop-up to make it easier for users to filter records as needed. What are the enhancements?
Let clients plan online meeting
Hi all, I'm wondering what the best solution is to have a planning system where clients can book an appointment (online) and where that booked appointment is visible in crm. Also need notifications when clients don't book within a certain time periode.
how to search quotes by date on API v2
Hi, am making a rest api for fetching the quotes based on some parameters it works something like this if(req.body.checked){ console.log(searchCriteria.length) if(searchCriteria.length) { searchCriteria += `and(Quote_Stage:equals:${req.body.checked})`
Extension Pointers - JS SDK Series #5: Working with connectors via widgets using ZOHO.CRM.CONNECTOR
Working with third-party applications enables seamless data synchronization through integration. A connector is one of the features available in Zoho CRM that's used to establish an integration. You can create connectors and add the necessary APIs required
A Way to Choose Which Emails I Want Logged
So I have the emails set up for all the employees that use the CRM, but my HR lady only needs to add a couple of emails for contacts, sometimes they email irrelevant things that we don't need to track on the CRM. Is there a way to do this? I don't even
Workflows for Tasks not triggered, when the Task is created using another Workflow
My client is using the workflows to automatically create Tasks for new Leads. Now that Zoho CRM supports workflows for activities and that it supports running workflows even when running Macros, why is it that the activities' workflows, which are to be executed when new Tasks are created, not getting triggered when new Tasks are created as part of other workflows? Usage scenario : We are using the Task workflows to synchronize the tasks with another application. In normal cases (when the tasks are
Suggested way to integrate Contact Form 7 Wordpress plugin with Zoho CRM
Hello, what is the right way to integrate CF7 and Zoho CRM? I see there are several plugins, some developed by Zoho and some developed by other companies. Some examples: Made by Zoho: Zoho CRM Lead Magnet – WordPress plugin | WordPress.org Zoho Flow –
Deal report - won over 2 years ago but nothing won within the last 2 years
How would I generate the above report? I'm using the below and it's coming back with no results, which I know isn't right.
What s wrong on my function?
Please help me. What s wrong with my function? Thank you so much, Tha.
Enhance your CX using Zia's Next Best Experience
Dear Customers, Greetings! We are excited to present a new feature as part of Zia - Zia Next Best Experience, an intuitive tool that identifies the right means of communication and prompts you to take timely actions. Let's get into the details!
Add button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
API name of a field
How can I find out what's the API name of a field and how can I change it? And also how/where do we control if field is available through API? I created a custom field that seems to be not available even though it used to be?
Zoho CRM APIs: The Ultimate Guide
Zoho CRM offers API (Application Programming Interface) that allows you to integrate CRM with third-party applications such as accounting, e-commerce, self-service portals, etc. At the time when you work with the Zoho CRM API, you must ensure that you
ID error when trying to post a new Order from Shopify via Zapier
We're trying to set up a basic integration between Shopify and Zoho CRM so that when a new paid order comes in on our Shopify site, it posts a new Sals Order into our Zoho CRM account, using Zapier. We've set up the field mapping, but when we try a test,
Anyone else missing Zoho One app switcher?
Anyone else missing the app switcher in the CRM platform? It's available in the other products (recruit, campaign, etc) just not CRM. I am pretty sure it was there yesterday. Maybe a bug, maybe not?
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