Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM Thanks
API WATI Error
Hi Support I would like to raise ERROR API WATI received after to configurate the API WATI. The API does not send new contact to leads despite i selected automatically creation leads option. Please contact to me very urgent Thank you
Progress Lines on Gantt
Is there a way to have these progress lines go under the tabs, rather than over them? It's very confusing having them over the top and crossing over tabs. Im using FS but it does them for all options.
Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.
Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).
Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having to
Where can I find when to trigger work flow
Hi, I notice in the form there was a way to select the trigger on the work flow for example the triggering on the loading of the form or user input into a field. I found the guide over here https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-field-rules/articles/configure-field-value-in-form-workflows
Creating Hidden Fields in Zoho CRM
In using Zoho CRM, I have found that I can create custom fields in any module without any issue. From there, I can map dependencies between them so that certain parts of a pick list only appear when the associated parent selection is made. This is a good
One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login. I found a post asking a similar question from nine
Create Projects by API Call
Hello Sir, How to create Projects in Projects.zoho.com module using CRM custom functions and API call or Othe way ?
Linking multiple emails from Outlook to a specific Deal record
Hello, can someone help me with a procedure that would allows to link multiple emails from Outlook to a specific record in the Deals module in one action? Thank you, Karina
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Zoho Api returns HTTP response code 200 but not updating custom field value
I am facing an issue in updating my custom field id value via API using zapier. While i have also tried it from postman for testing it gives me response code: 200, but values are not updating
Kaizen #163 - Extension Widgets in Zoho CRM
Hello Developers! Welcome back to a new week of Kaizen. This week, we are diving into the significance, types, and practical uses of Extension Widgets in Zoho CRM. It helps in boosting business efficiency and creating customized CRM experiences. What
How to Pass the value for URL field to CRM from Creator by API.
Hello There, We needs to pass value for URL field in CRM from Zoho creator by using API.Please suggest the steps to achieve this. Thanks in Advance, Thisai Moorthy.
Recent Defeat of Zoho webform CAPTCHA
We've noticed over appx the past 2-3 weeks that the CAPTCHA field on our zoho powered webform is easily being defeated and the number of spam / junk submissions went from almost zero per day to up sometimes as many as 10 per day. This junk data shows up in our CRM and constantly needs cleaned out. All of the email addresses are registering from the "@mail.ru" domain. Is there a way within zoho and not necessarily on the server side to block this domain or any other creative ways to prevent this
Running C# code
What are all the options for calling C# code from a Deluge function? I know there is a C# SDK -- where is the latest documentation on that? If I create my own REST API, how do I configure it to work with OAuth?
Finding pipelines option
Hi. i am unable of finding pipelines option to create under the customization tab. can i know how i can find that
Ask the Experts - Zoho CRM Kiosk Studio
Hello everyone, Kiosk Studio is a no-code interface to build and embed custom functionalities inside Zoho CRM. It empowers admins to streamline the frequent actions performed by their users without the need for extensive technical knowledge. Admins can
Enable Re-enrollment of Records in the Same Cadence in Zoho CRM
Hello Zoho Team, We hope this message finds you well. We request the ability to re-enroll records in the same Cadence within Zoho CRM after they have completed or been unenrolled from it. Currently, once a client completes or is removed from a Cadence,
user unable to access module even though its not private
Hi there, My logistics team account is unable to access the Purchase Orders module even though the permissions are public.
Opening e-mail template when clicking a button in a blue print
Hi, Is it possible to open an e-mail template when I click on a button in a blue print? I want that an e-mail template is opened, some dynamic fields are pre-filled but I must be able to change the content of the e-mail to add some text
Wizards in Blueprint Transitions
Wizards are really powerful with possibilities to have conditional rules or to add widgets. It would be really helpful to be able to use them in Blueprint transitions. Unfortunately, we have to create custom widgets for nearly everything that we want
String Formula returning to much decimals
Hi all, Maybe a counter intuitive topic, but I'm looking to have a formula field turning numeric values into a string, because i would like to have a blank field instead of a '0' if the value is equal to 0. My formula looks like this : If(IsEmpty(${Articles
Zoho CRM to Zoho Creator
Hi Team, I'm new to Zoho CRM and I'm looking for an integration between Zoho CRM and Zoho Creator. I have created a form in Zoho Creator, and I need it to appear in the Deals section of Zoho CRM when a deal is marked as "Closed Won" in the Deal Stage.
Zoho CRM integration with Google Ads
For a few days, I've been looking at configuring Google Ads Integration in Zoho CRM. I've managed to: - Connect the plugin to my Google Ads account and setup shared conversion goal from Zoho - Implement the hidden field and the js code to populate the hidden field with the GCLID ID. This GCLID ID is properly collected by my backend. However, I struggle to send the GCLID ID to the CRM. I have a custom backend that handles my form request. My backend receives the GCLID ID and submits such type of API
Client Script to change colour of related list item fields in canvas view
Hi, We have a custom module 'provider numbers', related to accounts. Each record in the related list has a 'State' field which we would like to colour depending on the value in our Accounts canvas view (see attached). As there is canvas rule limit of
API Adding to Related List
I have a PHP integration with Zoho that works fine. However, under the Contacts module we have a related list called Check-ins. In the Zoho CRM Api Names its listed Check_Ins1. However if I query the API to get related lists I get this... [sequence_number]
Populating a fillable PDF with zoho data
Can it be done? I use the same forms for all clients. I would like to be able to map fields on the fillable PDF file with data fields from zoho and populate the form based on a selected client file. Perhaps this can already be done, but I do see where that is accomplished. Thanks! wheelergroup
Support SSO For Zoho CRM Customer Portal
We are looking to utilize Zoho CRM portals in the near future. However, we were told by chat support that Zoho CRM Customer Portals does not currently support SSO. This is very strange to me since Zoho Desk customer portal and Zoho Billing customer portals
Enable SAML-based SSO to simplify the login process for CRM portal users
Availability Editions: Enterprise and Ultimate DCs: All Help resources To get a basic idea of the enhancement, please see: Overview of SAML-based SSO in CRM portal. For instructions on enabling this, please see: Configuring SAML-based SSO in CRM portal.
Ability to filter by related record's fields
this is a follow up on the infamous filter on the lookup field story. has anyone got a practical tip how to query records with a filter on related records' values? here is my use case: I have a custom module Transactions with Amount field there is a lookup
Staying up to date with new CRM features
what is the best way for receiving heads up about new features in Zoho One and CRM specifically? I am particularly interested in being notified about early access features. recent examples: https://help.zoho.com/portal/en/community/topic/introducing-bulk-additions-for-subforms-via-lookup-and-subform-permissions-for-zoho-crm
Email tracking from CRM
I have done some extensive testing with sending emails from Zoho CRM and seeing what kind of tracking is available. When I send an email to 1 person, the tracking does work. It goes from Sent to Opened However, when I send an email to 2 people, the tracking
Arial 10 Point Font: Different Appearance in Email Compose and Templates?
Hi everyone, I’ve noticed a frustrating inconsistency in Zoho CRM regarding the Arial 10 point font. When composing new emails or replying, the font looks completely different compared to what I see in (some, not all) templates. This discrepancy is baffling,
Conditional Field based on Earlier Selection
Good morning all, apologies if this is a dumb or frequent question. I'm building our Zoho for the sales team, and i want to make a "Closed Reason Detail" field visible and mandatory if the lead status is changed to "Closed Lost". I can't for the life
Exporting Deal Timeline
Good evening everyone, I am looking for a solution to export the timeline generated in each Deal, so that I can include it in a report or a PDF and send it via email. The goal is to automatically send this timeline to both the primary contact and the
Include Old and New Field Values in Webhook Triggers for Zoho CRM
Dear Zoho Team, I hope this message finds you well. We are currently using workflows within Zoho CRM to send webhooks to external systems when an email address in our custom module is updated. While the record timeline in Zoho CRM displays both the old
Subform fields showing in pre-made templates, but not in custom HTML templates.
I am attempting to get subform field information to show up in my custom templates, but the fields are not showing. The other day I created a template based on the Zoho basic pre-made template and the subform fields were showing information. My question
change onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.
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