Using Postman CRM API Collection can't Generate Access Token and Refresh Token
Hi, I have been trying to explore the API using the Postman API Collection by following the instructions described here: https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html However, I have been unable to get step 4.2 to work "Generate Access
Setting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automation
Syntax error I don't understand
Hi! I have this calculation, which gives me a syntax error; ${Leads.Elbil kostpris}*(${Leads.Finansiering rente}(1+${Leads.Finansiering rente})^{Leads.Finansiering mdr.})/((1+${Leads.Finansiering rente})^${Leads.Finansiering mdr.}-1) Could someone point
Integrate Google Drive with Zoho CRM Custom Module
The Zoho CRM and Google Drive Integration are developed with collaboration in mind. When you integrate Zoho CRM with GoogleDrive, you can access all the files stored in your Google Drive account from Zoho CRM and vice versa, attach files right from the
Google contact sync time frame
Hi, is there anyway to increase the frequency of google contact sync? We have issues where the delay of 1 day (shortest time frame available) in sync causes issues with unrecognized phone numbers. Alternatively, is there a service which syncs zoho contacts
How to add Google Drive to Products
Hi all, I added Google Drive extension to my Zoho CRM but I noticed that it adds folder just to contacts, leads, company but not to products. Any way to configure it to have Google Drive folders for Products too? I'm running realtor business and I've
Google Drive
Hi all, how can I add Google Drive folders to Products? Actually they create only in contact, company, etc but not in products items. Thanks
Zoho CRM Extension Publication
Hi Team, Need clarification on the ZohoCRM extension marketplace publication. In Sigma, we got the option of submitting to Marketplace. Once we click that, the status automatically changes to Incomplete but we didn't update the required description,
Duplicate Entries while using Zoho CRM API or some internal Zoho process
I am using Zoho CRM API to create Zoho Contact first and then creating Zoho Account and linking this account entry to Zoho Contact. I found after some time Zoho CRM shows 1 contact and 2 account entries. Is there any clue why and how its happening? Is
How to auto-Refresh detail page of a module on clicking on Save button in zoho crm?
Hi, we want to ask about auto-refresh of a page i.e. Detail/View Page in zoho crm. Is it possible to auto-refresh Detail/View page of a module after editing the record. Means when we click on edit and then click on Save button, It auto-refresh the page to avoid client from doing manual refresh the page. We want to do this using workflow rules in Zoho CRM. And give us better option to do the task if there is. Any help will be appreciated.
Questions about SMS and Voice call logging
I'm looking for suggestions to support these neds: I Here's what I need to understand and do. I have independent contractors who carry a personal cell phone, and which use their personal physical device to conduct my client's business. I want to provide
Subforms within quotes
I have a subform when building a quote - however i do not wish all the information on the subform to be visible for the prospective customer. When creating the canvas view to pull through the subform it pulls all information with no editing capability.
Auto-populate contact mailing address to a custom module
I have created a custom module for Sample Orders. When I select a Contact within the custom module, I'd like to auto-populate the Contact's mailing address into my address fields, including street address, street address 2, city, state, zip, country.
Deleting Record with ExternalID Dosent delete internally
I deleted the record containing ExternalID But when I add the record again with same external ID it gives error Response {"data":[{"code":"DUPLICATE_DATA","details":{"api_name":"Code","id":"4342876000009687028"},"message":"duplicate data","status":"error"}]}
Does API Insert ignore fields not on the layout?
I'm inserting a Contact using the API. I'm specifying the Layout on the new Contact. I have a custom field called "Expiration_Date" that is not on the specified Layout (but it is on other layouts). After I insert the Contact, the "Expiration_Date"
Using a date as a dropdown
Hi I've got a dataset with expected completion dates, I've made a formula to extract the Month and year from this and now would like to convert this into a drop down list so I can group my dataset on Kanban view. Any ideas on how to do this?
List View - Mass Action Menu Buttons Gone from All Views
All of our List View - Mass Action Menu buttons are gone from all views and won't show up no matter what permission are set. This correlated directly with when we started using the new canvas views. But even when we switch back to standard views the buttons
Round Robin Lead Assignment
Hi, I'm looking to use the round robin assignment feature, and I'd like to use the bit where it allocates to online only employees. My question is, if none of my users are online, what happens?
Healthcare enrollment platforms that are integrated with zoho
Our organization sells health insurance. We use a couple different enrollment platforms for the bulk of our clients. One of those enrollment platforms is Messer. The other is Health Sherpa. The issue is that once we enter a ton of data into those enrollment
Add script to Wordpress
Hello, I am integrating Zoho CRM with Google Ads and I have to add the code <script type="text/javascript" src='https://crm.zoho.eu/crm/javascript/zcga.js'> </script> in the pages but I use Wordprees. How do I add it? thanks
Zoho Form or Survey when Deal Stage updated.
Has anyone automated a Zoho Form or Zoho Survey to be sent when a Deal is changed to a certain stage?
Linking a project to a sales order
Is there a way to issue an invoice or sales orders for partial shipments. Many times we send parts as needed to a job site and then follow up with an inspection or additional engineering charges. I would love to link a project to each sales order or invoice.
Default text for meeting invite
Hello, I send out meeting invites to our clients (leads) for a site visit appointment. In the description box I add the same text for every client. Is there a way of adding this text to a template so I don't have to type it up every time I send a meeting
"Notes for this Lead" Section not working.
I am using the CRM, and when I go to the Notes for this Lead section, I can't save any additional notes. It was working yesterday. I can write whatever I want, but when I hit save, my new notes disappear. Please help!
workflow marge tag template
Hello, I would like to use marge tag template by using workflow. e.g.) 1. create a new record in Custom Module. 2. call a marge tag template (Zoho Writer) by using workflow. 3. fill in field values (form a new record in Custom Module) on marge tag template.
Multiple Paths Between the Same Stages in Blueprint
I started to set up a basic BLueprint flow within a custom field's "stages". I am happy to see that BLueprint can address some gaps in the Workflows. What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same
Meeting Creation and Location Options
Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already
How do I change a pick list to a multi select
is there a way i can change a pick list field to a multi-select field. the field currently has some data and would be painful to recreate another field and do mass update by batches of 100. pls help.
Viewing old closed activities on a record with new owner
I've transferred over a lead to a new user/owner, this user cannot see any closed activities from the previous owner but can access everything else on the record. Is this a permissions setting? or do i have to reassign the owner of the closed tasks/calls/meetings
Need a very easy deluge for field in accounts to sync with field in primary contact
Hi, I have my 2 modules with default names, Accounts and Contacts I have 1 field in each module named the same (État du compte) with the same API : tat_du_compte I have tried to use a deluge found here and customise it, I tried maybe 20 possibilities
Displaying the same field and data in Accounts and Contacts.
I already have a drop down list in Accounts called "Account Type" with selections like Customer, Distributor etc. In Contacts I want to display the same "Account Type" information without having to double enter the information. I have looked at the automation
Update contacts based on account owner
Hi all, I'd like all of my contacts to include a field that corresponds to their account owner -- is there a simple way to do this? For example, if Bill owns account A and Bob owns Account B, all of the contacts in account A should have a field with the value of "Bill" and all of the contacts in account B should have a field with the value of "Bob". This is primarily so we can link it to Campaigns and send emails on behalf of the account owner rather than the contact owner, which is the default.
Sync Contact fields with Account fields
Is there a way to auto sync data in Contact table fields (read-only) from corresponding data fields in the Account table? For example I set a company with a conference zone in Accounts, and I want all contacts for that account to have the conference zone data included in the Contact record and auto-synced so that any changes in the Account record are updated in Contact records. How an I do that please?
Authomatic sync of custom fields from the Account Module to the Contact Module
Hello, I created some custom fields in the Account module. Zoho Campaigns allows only the import of data from the contacs, therefore the fields need to always be updated with the fields of their respective accounts. I want the contact module to mirror the same custom fields and to auto-update their values, whenever there are changes in the corresponding Accounts. How may I do it? Thank you, ciao. Armando.
Count Total amount of related list to update single line record
Hi I am looking for help, i have search most of forums and watched countless videos of custom deluge writing and struggling. Running a subscription based company which i would like to know how many times my client has attended a class. I have a custom module (Attendance) which has a look up field connecting it to my deal (Students). If possible i want to be able to count how many times attendance has been filled out on a single record on the deal Here is what i currently have but errors come up when
New Page Layout
In our Sandbox, I want to create a new page layout; however, I don't want it to be based on my current layout. I want it to default to out-of-the-box setup. Is this possible?
Problem with the Outlook calendar integration
Hi, when I try to install the plug in to integrate the Outlook calendar I get a message: Sorry, there was an error. Please try again later. Email is integrated, but no the calendar. Can anyone suggest a solution? Thanks!
Api Version 2 Refresh Token invalid_code
Hello, I'm having a problem that I don't know whats causing sometimes the refresh token failed, what's the possible reason please having a invalid code error when refreshing the token? here is the response {\"error\":\"invalid_code\"} Note: it works for sometime then after making a lot of request the error happens. Is there a possibility that the Credit limit in here https://www.zoho.com/crm/developer/docs/api/api-limits.html causes the error? Thanks in advance
Insert contact requests into CRM via Zoho API v2
Hello, I'm looking to insert any contact requests made in our website to the Zoho CRM via the API v2 but the documentation about the v2 isn't clear at all about this. I did not even found the related endpoint to do that: https://www.zoho.com/crm/help/api/v2/ So if you could lead me to the right approach it would be greatly appreciated. Thanks you !
Zoho CRM Lead Conversion
Yes, I know that you can setup conversion mapping, BUT... In our setup of Zoho CRM when you convert a Lead - that may be for an existing Account - unless the Company Name on the Lead matches the Account Name EXACTLY, the system will not prompt you to
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