Introducing Vonage, Lusha, Google Maps, Leady.com and 10 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 14 more extensions for Zoho CRM in the month of May 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and
How can account ID be displayed
We are new to Zoho CRM and went through the import process for Accounts today. We originally could not import successfully because the records from our previous system did not have an "Account ID" field. We manually created this value on the spreadsheet
Gamescope Error
I really like this feature, so if it can work that would be great. It does not seem to be adding everything we do up under the badges. I have also tried to run some some games, and it does not add everything up there either.
{"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
Custom "Lookup field" in lead not converting
Hi, I am trying to create a "broker" custom field in lead which is a lookup field (lookup from contact) and have it convert to a new "broker" custom field in contacts, accounts and deals. I understand that all of these fields need to have the same properties in order for me to link them. However, I cannot choose the same lookup for each module as I cannot lookup contact in the contact "broker" field. If I choose single line custom field then everything is fine. However, I cannot figure it out for
New User CRM - Cannot view existing accounts and contacts
Hello community! I have added a new user to my CRM but I can't get him to see existing contacts and accounts. I have checked his login profile over and over again, but I can't figure out where the problem lies. I have found that if I move all contacts
CRM Subforms to Zoho Analytics
Hi I do have subform inside quotes module in zoho crm that I'd love to present in dashboard of zoho analytics. Problem is lacking integration. I've found somewhere that this feature was planned to be available by Q3 '20.
Is there a way to map all properties in a database pertaining to filtered data?
I am a RE broker and want to be able to see on a map the properties in my database. For example, say I am looking visually by Google maps and want to double check this property exists in my database. Or I want to filter contacts which I have not contacted
Anyone found a workaround (without customer function) to link/map info from Deals Module to be connected to Contacts/Companies please?
Trying to figure out a way where when a field is updated in Deals, it is also updating the same field in Contacts/Companies.
Sync addresses between Contacts and Accounts
Until today I thought that addresses were synchronised between Accounts and the Contacts that belonged to those accounts. But I've just added address details to an Acccount and noticed that they're not copied through to existing Contacts that belong to
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
Custom button in deal section
Hi Zoho community, I find the Locate Map button associated with google maps right in the address information section by Contacts and Accounts very useful. Since I also use Deals to control the delivery, I would like to have the same button associated to
UNinstalling the Old Outlook Plug-in
I have been advised by my CRM consultant that we need to delete teh old Outlook Plug-in. How do I delete it?
Automatic Scrolling
Please stop the page from automatically scrolling to the end!!!!
Stop Screen from Automatically Scrolling to Bottom After Entering a Note
How do I stop the contact screen from automatically scrolling to the bottom of the page after I enter a note? After I enter a note the screen automatically scrolls to the bottom of the page. This happens in FireFox and Chrome. Haven't tried IE. Please
Why do i got 401 error server response?
followed by instruction, I was created Self Client and generite token with ZohoCRM.settings.modules.READ scope. after php request i got this array(4) {
["code"]=>
string(13) "INVALID_TOKEN"
["details"]=>
array(0) {
}
["message"]=>
string(19)
How do I escape single quote in a formula field?
How do I escape single quote in a formula field? For example, how do I create a formula field with a return type "Text" which converts all single quotes in another field to dashes? When I tried the following: Replace(${Leads.City}, '\'', '-') It failed with an error "Missing Quote". The slash is not recognized as an escape character. Is there another way to do this?
Mass emails to CRM leads in a campaign
We are using CRM campaigns to track invitations we are sending out to a tradeshow. Our list is a little over 2000. What is the best way to add leads to a campaign and then update their campaign status after we send out an invite? It would be great
Increase number of components allowed on a dashboard
Hi, Any chance you can increase the component restriction on Zoho CRM Dashboards to 12? We rely on the Dashboards to get a regular snapshot view of our KPI's but find the 10 component restriction a pain as we want to include a KPI component for each month
Error when trying to add lookup field in sandbox
I keep getting this error when I try to add a lookup field to a module in the sandbox and I have no idea what is causing it. I included a screenshot of the error in question. Any help would be appreciated!
Closing_Time field not available in `/crm/v2/deals` endpoint
Hi, We are using Zoho CRM REST API. We get deals using this endpoint : `/crm/v2/deals`. We are successfully getting response but I noticed that `Created_Time` field is not available anymore? Is this field renamed or something? Regards, Bryan
How Import only Leads with email from a CSV
Hi Guys, I've a CSV list of leads with dome informations. So I wish import only the lead witch have email information from the CSV file, and skip the other. Are there a way? thanks Walter
Deluge function zoho.crm.updateRecord not updating
Hi, I have a very basic function that when a new record is created it takes the value of a few fields glues them together and then adds the result into a new field. The function was working fine till a few days ago when it magically stopped working !
Join in COQL request
Hello everyone, I try to do COQL request with the "G-Connector - Zoho CRM" plugin for Google Sheets. My request worked during severals months, but doesn't work any more now. This what I try to do: SELECT Id, Account_Name.Account_Name, Deal_Name, Amount,
Turn off Approval Request Notification Email
Hi, is there a way to turn off the email that gets sent when an Approval Request has been approved?
Lock a record (quote, sales order) for future audit
We need a way to lock a record manually or via custom function. Here is the use case: once a customer issues a PO against a quote, we don't want sales reps modifying the quote anymore due to audit reasons, but sales reps still own the account and should still be able to view or clone the quote. Thanks.
call automation using third party software
Hi! is there any possibility to have a call automation using any third party calling software?
Custom function to autofill the data in zoho crm across modules
I've two custom modules say A and B. A module has some fields and B has some fields. Now I want to populate the fields from B module to A module which are common in both using a lookup field in my A module. I've tried this . But this is only for default
Automatically Import Contact information into CRM from a local transactional system?
We are just now getting into using a CRM solution and want to automatically import contacts & sales information from our transactional system (point of sale). I know I can do a manual import, but is there any way to automate the import using a tool like
Is it possible to update the past data of product details customization items such as invoices?
Customized items such as formulas can be added to product details such as invoices. Is there a way to apply it to the created slips at once?
Task Priority and Status keep changing to different values by themselves.
I set a priority or status for a task and the next day (or sometimes sooner) the priority and status CHANGE to another priority or status! How can a organize my tasks and activities when these fields keep changing on me?
App Spotlight: Rafiki.ai for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Rafiki.ai for Zoho CRM Enrich your Zoho CRM with the best customer insights across deals, opportunities, meetings, competitors, and notes.
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Twilio-Zoho CRM SMS Intregration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Any reliable SMS app that leverages Twilio
we are now using Zoho one with 3 team members and hoping to add a couple more to the team soon. IS there a reliable sms tool we can use as a team to. send appointment reminders on workflow and appointments and secondly to do bulk messaging. we have a
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
SMS Plugins
I would like to add the capability of sending out automated (i.e. workflow-generated) text (SMS) messages to leads. In reading through the documentation and forums, it appears that there are issues using Twilio for this. Can anyone recommend one of the other plugins for this? Thanks! Ron
How to remove Duplicate Products
I have 3 clones of a Product. How can I merge them like I would a lead?
Attach file to a note through the API
Hi! I'm currently developing a service which creates and updates records in Zoho through external web forms. Now I'm wondering if it's possible to attach files (images) to notes through the API. I've created a function which uses the uploadFile method,
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