Zoho Campaigns Integration for Zoho CRM
Hello everyone! Creating a campaign is now easier than ever before. The Zoho Campaigns integration for CRM has been revamped to simplify the process of sending email campaigns to prospects and customers. Let me explain a little about Zoho Campaigns and
Function-32: Send mass emails to specific groups of leads or contacts
Welcome back everyone! Last week, we learnt how to get the timezone of your leads and display them in the record. This week, let's look at a function that lets you send mass emails to specific sets/groups of users from the List view page of the module. Business scenario: Although the ways in which people communicate with each other has grown to an extent where there are lots of different ways, the most simplest but effective means would be emails. Especially in the case of businesses. No matter if
Display a Zoho Form in a Web Tab
I'm trying to create a web tab in the CRM that displays a Zoho form and then routes it correctly using the form's integration to Zoho Desk. The form is integrated with Zoho Desk. It works great and we've been using it independently for a few months now
Differentiating call origin from multiple inbound numbers
We use multiple inbound numbers for tracking purposes and need to know what number the lead came from when we answer the phone. We use the TWILIO connector for inbound calls and I cant see any notification in the call pop up either to identify the number
Migrate from Salesforce to Zoho Issues with Notes
I have been trying for the past week to get everything from salesforce over and I have succeeded with everything but the notes. I have spend countless hours with both salesforce and zoho support on the phone and even did a 3 way call with both. I am not
ZUG Virtual CRM Meetups - January 2021
Thank you, Zoho Community for coming together and braving 2020! Happy New Year! We have opened up registrations for the Virtual ZUG Meetups for 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an
Price Books - Simple, but powerful Improvements
Hi everyone, so, I guess we all agree that Price Books (PB) are a very essential element of every good CRM. Here are some of my ideas of how Price Books functionality could be immensely upgraded: Bulk Apply Price Books Probably the easiest and most straightforward of all. One button - One Price Book. No matter if it's a Quote/Sales or Purchase Order, most of the time it's one price book for the whole thing. Having to pick a PB for each single product is insane, especially when dealing with 20+ products.
Zoho NEEDS Outbound Call Lists
Here is the core functionality Zoho NEEDS to have for outbound calls lists: 1. First and foremost Zoho NEEDS to have a way to create a prioritized call list: Sort by Due Date AND Lead Score/Priority. Also, a way to set default Ascending/Descending sorts
App Spotlight: DeDupe for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. DeDupe for Zoho CRM DeDupe is an extension for cleaning Zoho CRM data. Its proven algorithms clean all Contact and Account records by finding
View All Task Generation
Hello, How would I view all tasks my account has generated? Even if I am not the one assigned to the task. Specifically, I am wanting to see all the tasks I assign out as a way to checks and balance my own work. Thank you, Nik
How to store information that is not a lead or a company
Hello All, We're new to Zoho CRM. We're migrating from Pipeline, Agile, Act and others. I'm beginning to understand Zoho's metaphor for leads, customers etc. but I'm unclear what to do with companies/contacts who are not customers (or potential customers)
"Your Browser version is not supported!" warning on Chrome
Hello, I keep getting blocked from entering Zoho CRM due to a warning that my browser version is not supported. I have updated my Chrome several times and it is the latest version. See screenshots below: Warning: Current browser version: Please let
Automatic territories assignment does not work anymore
Hi, The automatic territories assignment based on user's territory was working but not anymore. Last friday, I wanted to test the CRM for a B2C model and to do it, i uncheck "mark as mandatory" for a company to a lead and account to a contact. When i
Building a Zillow - Related List Widget for Zoho CRM
I am trying to follow the steps on this page below to install Zillow into my Zoho CRM but I can't seem to get it to work. Does anyone know how to get this to work properly? I think it may have something to do with the step on Importing the Zoho JS SDK,
Can the new 2021 Microsoft Outlook add in sync calendar events like the soon to be discontinued plug in did?
We relied heavily on creating outlook events and categorizing them as "Zoho" with the legacy outlook plug in. While I'm LOVING the new add in, I don't see anywhere we can setup Calendar sync. What can I do?
How to giving a sequential id number to each new contact
Hi, One of my contact wants to etup his CRM so that each new contact get an ID, from a sequential list. I could set a number field in the contact form to save the value, I could use a workflow to save the value in the form. But How / Where do I get or
Previous Lead Status
Is there a way to search based on the previous lead status and not the current lead status?
Contact name vs contact roles in deals
Why are they 2 ways of adding contacts to a deal? 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) The process in zoho is first create a lead then convert it to an contact, account and deal. So instead of adding contacts in both 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) can I not just use the 2. Contact Roles ( related list ) to add/ associate contacts to a deal? and incase there isn't any contact for that account I can create a contact
Zoho CRM Requiere fields Bussiness name
Hi, im creating a form on Zoho CRM, but dont let me uncheck the require field Business and Last name. I need only Name and Phone, how can i change that? Thanks.
How to make field mandatory in the portal only
Hi How can we have fields that are voluntarily entered into the CRM but are mandatory in the Portal? Ive written a function which detects if the record is being updated by a non-admin (ie a portal user), and if a field contains an empty string. But I
Email Open Notification in Zoho CRM (Particularly Gmail)- How accurate?
Hi All, How accurate the Zoho CRM track if the email is open or not by the recipient? I noticed that whenever I send an email to my contact who is using the Gmail service, I get the email open notification right away. Is there any way to make this thing
Form fields are not populated in the Leads Module
I have a form on my website which captures Name, Mail, Company Name, Number and a Description where the the form filler can describe how our agency can help them. In the Leads module only the Name and email is showing and nothing else.
Sales Report showing notes and activities from Leads and Contacts
I am trying to create a report that shows a break down of each salespersons activities for the week (calls and meetings) but also contain notes for each lead/ contact touched. I want it to be grouped by salesperson, then lead/ contact, and then type of
Sales Activity Report
I am trying to create a sales activity report that shows calls, meetings, and emails sent sorted by user and then activity type. I can build a report that shows the calls and meetings, but can't include the emails. Can someone please walk me through
Making Email Related List Usable
Hello Zoho, We have a few e-mail related suggestions from our clients. These may not all be possible but would go a long ways towards helping users navigate the e-mail section easier: Add option to filter out Mass Emails from email list Right now, you
Importing Contacts- Account Issues
I have been importing contacts on a monthly basis with no trouble. I'm now noticing that account fields are no longer being populated during the importing process. I reached out to zoho and they seem pretty clueless. It appears I need to have an established
Automatically assign primary account contact to child accounts
Hi there, We'd like to assign an account's primary contact to all associated child accounts. I have created a checkbox custom field under the contact form and I have created a multi-lookup field as well to ensure the contact can be assigned to multiple
Cannot view the Currencies tab under Company Details
Hi, I'm trying to format the BGN currency so that "лв." is on the right hand side of the price, not left. I came across this help page https://help.zoho.com/portal/kb/articles/manage-company-details#Set_Currency , however, I do not see the Currency tab under Company Details. Is what I'm trying to achieve possible and could you tell me how I could do that please? Thank you.
Complex Document Merging + Sharing with CRM, Writer and Workdrive
Hello everyone! I have the following complex request. All the parts can be done separately, bur there s nothing I can find that will automate this. Due to intellectual property constraints and personalized service, we would like to send to our CRM contacts
Starting With A Clean Slate
My company and business has changed. Is it possible to start from scratch by deleting all old info?
Manage your sales pipeline better to build your business
From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,
Red bar or flagging accounts
We should be able to flag or put an alert on accounts when they are in "bad standing" or need some sort of resolution. Say if we have added certain modules showing a client is defaulting, there should be a red flag on the main account so the rep automatically
show in a module a related field of an other module
Good morning, how i can show in a module a related field of an other? For example when i create an invoice i have to select a customer, and i have to insert manually the "terms of payment". I'd like to create a custom field in customer tab where i insert
Outreach.io and ZOHO
Is there anyone using Outreach.io and Zoho ? Would love to connect to better understand how to leverage these tools most efficiently. I want to use Outreach to manage my daily task and log everything back into Zoho?
[IMPORTANT] Zoho Forum Auto-Placeholder Setting
This feature should be a feature that is forum-wide, but does anyone know as to why the forum does not remember your place on the page when you click on a particular topic and then go back to it? It's SUPER frustrating and not to sound like a diva here,
Wizard navigation
I guess it should be possible to navigate between Wizard pages before submitting a form, but I can get it working. The Wizard for my Leads form, has two pages so I've created a button on page 1 to jump to next page, but when I try to create another button
CRM NATIVE INVOICE
Hi does anyone knows how we can change the layout on crm native invoice module? Or may at least how we can modify what appears on the invoice itself
Add field in contact to display current marketing group/email list membership
Hi all, I am trying to add a field to the contact view page that shows the membership of a marketing email list from our 'Marketing' tab in Zoho CRM. I would like to also be able to add a contact to that list (or multiple lists) from the contact view
trigger workflow when a contact unsubscribed from email campaigns totally
hi, is there any way i could set up workflow when a contact unsubscribed from email campaigns totally, so i can call a webhook for that particular user? and what field would that be for the contact? also what api can be called to zoho to update that field,
Managing Functions... Version Control ... Command Center ... Automation
I am still new to developing custom functions. I have a custom function that pushes data from Zoho CRM to Zoho Analytics. I have associated this function with a Trigger in Command Center. I know have 6 versions of this function listed on the "Functions"
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