Enable Mass SMS for any Custom Module
Connect with your customers around the world using RingCentral SMS for Zoho CRM. Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM when
Zoho integration with Cisco UCCX
Hi , can we integrate Cisco UCCX with zoho ? do we require any connector for that as well ? Thanks Mansoor
Unable to create a meeting request at this time. Please try again after some time
After some testing and successfully creating meetings in the CRM, it has now suddenly stopped working for no apparent reason and is throwing up the error. I have rebooted my PC and cleared the browser history, this issue is also impacting another user.
User is being blocked in office 365 while Sending Emails Through Zoho CRM
Hi, We started using office 365 a few months back. We are using Zoho CRM, we have configured office 365 as IMAP in ZOHO CRM so all our emails are synced and we can send emails from CRM itself. We send one-to-one emails from ZOHO CRM and we are hardly
Succesfull Dialpad integration?
Has anyone had success with integrating Dialpad to ZOHO CRM? We are looking to move away from Nextiva, but we cant get DP to find #'s. they say its because of phone/email/company fields being empty. DP does find records so it is connecting, but it will
Suivi du multitouchpoint
Bonjour, J'aimerais des conseils au sujet du suivi du multitouch point En effet, nos prospects, partenaires et clients effectuent régulièrement des actions sur le site (inscription à un webinar, téléchargement de guides, …etc.) Chaque action de leur
Extension Pointers - Simple yet significant pointers #3: Connected Apps
Setting the data access permissions for Connected Apps What are Connected Apps? Connected apps help bring Zoho CRM together with third-party applications and services through APIs. Widgets are one of the many ways in which Connected Apps provide integration
Tracking of externally generated Links through Zoho CRM
Hi, I am currently trying to track some links that were generated externally. Each link has a UTM that I want to visualize as part of the information in CRM in order to identify where the link was accessed from. Could you please help me? Thank U!
Function to update a record field if time is after hours.
Hi guys, I'd like to know if someone could share a function script to update a "Yes or No" field called "Delay SMS" based on record created time on a custom module called "SMS". I'd like to update "Delay SMS" to "Yes" when record is created before 11AM
SPA WEB form integration with REST API
I have a SPA with a number of forms that hit our internal API. I have one contact form in on the website that I would like to generate a LEAD in Zoho CRM. I am having an issue because The REST API docs required that the user is authenticated and authorised
How to automatically delete/clear a task
Hi Zoho Team, How to automatically delete/clear a task when the field/current state is updated in Leads? Thank you, Regards,
Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
ETA
Hi We are working with Zoho One and as a sales manager, i want to setup i way for my sales team to easily see the instalation process from the production team. it is possible to add a graphique like the one below which will fill up with workflow in each
Can I import Leads via JSON data?
We have a third-party Lead generator that we want to import leads from automatically. They say they can do it via JSON, but I haven't found anything that says whether or not that's a viable option for importing data. Is this possible? Currently we import
API to get scopes for the zoho CRM
Is there any API to get scopes for the Zoho CRM account using API
HTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token
Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has been
Repeating Tasks via workflow and Blueprint
Hello, When we create tasks via CRM, we have the option to set the task to repeat. However, this functionality does not carry over when creating tasks in other ways, specifically via blueprint or workflow. This seems like an obvious oversight. Examples:
Please, your ideas to make Bookings / CRM more change-resilient
On Lead Create a CRM workflow sends email to Lead. The email contains a button which is a link to a Booking Consultation. I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to the
Zoho CRM Purchase Order of Materials
Hello all, If you have a reselling or distribution business you will have something like that buy product > sell product But in manufacturing you will have: buy materials > manufacture > sell product So the list of items you will buy will be materials
Workflow triggering repeating tasks
I want to have a workflow trigger a repeating task. For instance New lead matches certain conditions Create follow up tasks which repeats daily except weekends. Is this possible?
Producing report with weekly dates as columns
I have data that is auto-calculated from a Start date, for when things are due in a process. I want to produce a report that has the Week Starting date running along the top, and each job running down the size. I prefer to keep this simple in CRM if possible.
"Assign" Contacts to an Account Record
Why can you not "+Assign" Contacts to an Account record like you can "+Assign" any other Related List records en-masse? The only option you get on the Contacts related list on an Account Record is "+New"
Zoho CRM & Zoho Forms Integration - Why Inventory Modules Missing?
By The Grace Of G-d. Hi, Are inventory modules missing from Zoho CRM & Zoho Forms Integration on purpose or am i missing something?
Copy formula field values to Deal Value
Hello, in Deals module i have created a formula field to calculate the Deal value, and sicne the Deal value system field is static i can't turn it into a formula, is there is script to copy the result from the formula field into the deal value?
iPad and writer
My client wants to be able to run a mail merge from a contact record on their iPad. I created the document in writer but it doesn't want to merge. Am I missing something? Thanks, Lanny
Reading emails on Canvas: next and previous button do not work
We use all of our modules with Canvas and when we try to see all emails between a record and our company, we can only see the first page. The button to next and previous pages of emails do not work. When we switch to the standard view (not canvas), it
Is there a way to fetch the user defined mandatory fields from fields metadata api or any other api?
I am trying to get all the mandatory fields for a module. The fields metadata api tells us which fields are system_mandatory, is there a way to know which fields are marked mandatory by the user.
CRM User Stopped Receiving Emails From systemgenerated @ zohocrm.com
One of my users stopped receiving emails from systemgenerated at zohocrm.com. For example, he no longer receives email reminders or daily activity reports from the above stated email address. Has anyone experienced this? Any suggested solutions? Thank
How to send translated Zoho Forms in Zoho CRM's Email Templates
Hi ZCommunity! It has been really easy to link Zoho Forms into ZCRM Email templates, which are then linked to the contact when replying to the form and syncing everything (magic! I love this feature). Last year, Zoho Forms team included the ability to
Pipeline LOST <>DEAL LOST
I have a very serious problem, when I transfer an opportunity to a lost stage, it doesn't put the opportunity as lost, it keeps it as open. This is causing a lot of problems in Analitico, because I don't have the metric of closed as lost! I've done everything,
New Reports Module -
Zoho did it again. I am so annoyed at the new Reports Module setup. Do you not take into account the visuals at all for your users? So Because now my file folder names can not be seen because they are too long. In the old version I could edit the size
Macro to insert a common note into lead or contact
Need to add common / repeatable text into the "notes" field.
required fields
where can we change required fields?
Relation API
Dear Support Team, We are building integration with Zoho API and we trying to find all relations between CRM modules. Here we found an API call https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html But here we need to do several API
Delay Approval Process
I was wondering if there was a way to delay an Approval Process for a few moments to allow for other Workflow Rules and Actions to happen before locking the record for approval?
Sync field property from contact across to sales order.
We use Leads, Contacts, Sales Orders and Invoices. We have a couple internal companies in the same CRM system. The Contact has a field that designates which internal company the Contact is from, but when we create a Sales Order, the only way to know what
{API} Push Costumers from Zoho to External Saas
Hi, Im new to API's and im looking for a solution and i have no idea where to start. Let me explain my situation: My external billing application supports Api's, and so does Zoho. What im looking for is a way to create a new contact in my billing application
Conditionally require subform fields using Client Script
I have three subform fields that I would like to make required based on a response in another field. I have set up a layout rule to hide the subform when not needed, but it does not hide it on the Edit page so setting the fields to be required on the
Add country prefix in cellphone numbers
Hi, I need to add +34 country prefix in all the records in my CRM that are cellphones, so I need to create a workflow rule with a function that works like: If cellphone does not start with 0034 OR If cellphone does not start with +34 AND cellphone starts
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