Assoicate duplicate leads via workflow
Hi, I have a use case where a user has to create leads (via web to lead) from 2 separate website. I would like to create a workflow that associate the 2 leads when form 1 and 2 is submitted. I can use the email field to assoicate the two leads. Thanks!
Remove Last Name and Company from Lead form
Is this possible? When reps in my company get a new lead the only information that they have at first is a phone number. I would like for them to be able to input the lead with just entering the phone number. Is this possible. Thank you very much.
Zoho error “`400 Bad Request`”: mandatory param missing
Trying to make search record api call but giving error "mandatory param missing" even specifying phone in form_params. unionwells france public function execute(){
$client = new Client();
$phone = 9XXXXXXXX9;
$token['Authorization']='Zoho-oauthtoken
Zoho CRM - Not have sufficient permissions to perform this operation.
I checked the configuration Setup --> Users and Control --> Security Control --> Profiles --> (Choose your profile) --> and checked the permissions for the add contacts action in Zoho CRM! This is well configured as in the screenshot. Can you help me?
Pass record owner form Zoho CRM to Zoho Forms and back into Zoho CRM
Hi all We have 2 modules setup in the CRM. What we want to do it is pass the record owner from the first module to a Zoho form which is currently integrated with the second module. At the moment the form's details get inserted into a new row in the second
Send Signal when lead owner is changed
Is there any way to activate the CRM signal when I assign leads to any user on zoho crm? I'm talking about the little bell that shows on the crm.
Total Invoices Amount in a field in Accounts
Hello all, Is there a custom function that i can add all the invoice amount into 1 field for Account. With that field , we can do well with ranking or evaluation customer Or is there any other simple way to do it ?
Integration with Telegram BOT
Dear friends. how are you? Does anybody integrated a telegram bot with CRM? I need to offer to my customers the option to get information of my operatios via telegam. Is there a any simple way to do that?
Can't configurate IMAP Account... "It would already be configured"
Hello together, I would like to configurate a IMAP Account in my Zoho CRM, but get the Info: You cannot use this account because it has already been used for IMAP configuration. Please use a different account to continue... But I haven't implement a IMAP-
What's the Best Approach to Track How Fast Clients Respond to LI Invitations?
Hello, I am kinda new to Zoho CRM and trying to learn new things particularly in reporting/filtering. I'm trying to figure out how to track in Zoho CRM "how fast our clients connect back via LinkedIn". BACKGROUND: We use LinkedIn as our main platform to get connected with our clients.
Recorded Voicemails
Hello. we're doing some outbound calls and most of them are voicemails. Instead of me saying it all the time, is there a way for me to just hit a button to send them a recorded voicemail? Thank you.
How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Introducing HoduPBX, Rivet SMS, n8n, Intercom and 13 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 17 more extensions for Zoho CRM in the month of June 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record?
does any one know how to: How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record? Im trying to have a 3rd connection without using my php code. unionwells germany I have an API im using, i need to get
Zoho CRM does not load
When I login to Zoho CRM account from my Mac, it shows message "Please Wait" indefinitely and does not load the CRM Dashboard..However, I can log into the CRM through my Iphone app. I have tried clearing my Mac Safari browser History and website data too. Still does not help. Pls help...
How can I create a New Lead using an existing Contact?
I have a current contact that I need to add as a New Lead, but I can't figure out how to do so without recreating the contact, which would then duplicate the contact. They had come to us for a piece of business, and we closed it as a Qualified Lost.
Cannot add employees with same email into a NEW organization
Hi, I have remove my staff from the old zoho organization and want to move them into the new zoho account that I created. I can send them invite, but they cant accept as it says they are still in the old organization. But we have deleted them. How do
Zoho CRM-Desk integration
We activated Zoho CRM-Desk integration with one way sync from CRM to Desk on 29th of June. 324 accounts were added on 29th of June and then 5 accounts were added to Desk on 02nd of July by scheduled imports according to sync history. We suppose still
Are there sync limits with free version?
Hello! I'm trying to sync with another CRM in order to merge 2 departments. We are using Zoho free version currently. However on the other side we only see 1000 contacts. Will upgrading Zoho's license let us synchronize all the rest of the leads/contacts?
Deliverability Rates and Opens
Hoping to get more insight on this. Our emails sent to clients from ZOHO CRM directly from inside the module have a shockingly poor open rate. When using Yesware for Gmail from our Gmail / company domain they seemed to be opened much more. What is
How to I auto assign a specific account name to CRM contact information generated from a zoho form?
I have a zoho form that is published online and is for a specific account. The form is integrated with the CRM module for contacts. When the form is completed a new contact is created in Zoho CRM. However, I can not assign the specific account name to the contact through the form integration. I need to assign the specific account name to the contact. I've tried creating a hidden field in the zoho form with the specific account name pre-populated. However, there is not a mapping option for the account
invalid_client_secret at the time of generating refresh token
{ "error": "invalid_client_secret" } i am getting this type error while requesting from postman client_secret is is correct still i am getting this type of response from server. thanks
Workflow for changing US state names to state postal abbreviations
Currently we have a workflow that automatically corrects the country fields any time anyone enters "US," "us", "USA", "usa" or "United States of America" to the standard "United States." This works great. However, in order to accomplish this I had to
Insert Lead ID into Custom Field When Converting
Hello, I am looking to create a workflow, with a field update, to insert the Lead ID into a custom field in the Potential when it is converted. Thanks
Inventory Template Builder How to Adjust Table "Cellpadding" ??
Is there a way to adjust the table cellpadding in the new Inventory Template builder when using a product table or "few" table? I am trying to use the builder, instead of digging through the brutal HTML code, but need a bit of padding around the table text/cells. See attachment. Appreciate any help. Thanks.
Can you stop Zoho CRM exporting silly characters?
Hi all, When trying to export to CSV, Zoho CRM annoying tries (badly) to include the currency symbol. Is there any way to stop this? If not. Zoho - PLEASE just export the values! Thanks.
How to add the stages to a blueprint and update for existing records ? #21
Hello everyone ! An optimal sales process helps improve the efficiency of your sales team. Won't it be great if your CRM system let's you tailor the sales process the way you want it? Blueprint in Zoho CRM helps you do just that. By setting stages and trigger workflows, Blueprint ensures your sales team follows a set process without deviating from the specifics. Let's assume you've set the required stages and triggers, and fine-tuned your sales process with Blueprint. Your team has been following
Community Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is a
Attend a meetup in a different zug group
Hello Im at Montreal and i suscribed to the montreal zug but im interested to attend a virtual event in Dallas (CRM uses case) Im not able to register is there a reason ?
Adding unique codes to a mass mail
We are about to send out a survey request to our leads and contacts. Each lead/contact will be required to use a unique code to access the survey. In the introductory email what would be the most effective way of including the unique id into the individual
Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (input
how export my date to google sheet?(REAL TIME)
how export my date to google sheet? well, i know that there is a way to export (to excel/csv) then upload the file to my gdrive and open it to gsheet but, I need this real time. When new data appear of my CRM the data will also automatically update to my google sheet. I know there is an ad-don already(googlesheet by jivrus tech.) but i prefer not to spend. any way to do it? thanks!
Workflow automation: every/other week Deal
Hello, I have a Standard subscription for Zoho CRM. I have a program that I deliver every other week. I want to set up a 'recurring deal' workflow automation that represents this scenario. Zoho support tells me only once a month or once a year is possible
Workflow rules not firing for second time in the past week
In CRM our workflow rules just stopped executing. This is causing all of our third party lead delivery to fail. Chat support is not responding. What is going on Zoho?
Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
Wizards: Recent enhancements
Hello Everyone! Following enhancements have been made in Wizards. These are now available for all users. Wizards flow update: We have introduced two new flow level changes in Wizards. 1. Navigate between screens Before, there were two ways by which
Call Results do not show up after the call
How can I input the call results after a call ends? I am currently using Twilio for my Telephony and was able to do this previously by simply clicking a link after each call. Is this feature available? if not when will it be coming? as it is very important
Responsive webforms
Are Zoho Webforms in CRM responsive? or do you need to purchase a 3rd party subscription or product for a word press site?
Pre populate discount in the quote module
Hi I need to pre populate a discount based on an amount in the quote module of the CRM. I appreciate that i could have used price books however the discount is an exact amount not a percentage and not necessarily a rounded number so this doesn’t work.
Voicemail Notification
I am testing a few different IVR and Phone services. Currently I am testing Twilio. I have a 2 part question regarding incoming calls and voicemail Question 1. Can you just have an incoming call directly to the user without entering a prompt? Question 2 I see that you have a missed call it will show an alert in the top right bell icon. Is there a way you can send an email notification to the user when they have a voicemail from a lead and or contact? I would assume it would be some workflow based
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