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• sending mails via workflows with own email address instead of notifications@zohocrm.eu

  Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our own

• [Free Webinar] Zoho Creator Release Updates - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Reply via email for IM tickets

  Ability to respond via email to tickets opened via IM channels, such as WhatsApp, Telegram, etc. Currently it is only possible in calls opened through Socials channels.

• Zoho mail and CRM sync?

  I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulness

• GMAIL Calendar to ZohoCliq

  Is there a way for us to make gmail calendar event to sync with zohocliq.  Let's say i have a meeting that is schedule on gmail agenda, can we sync it up with zoho cliq that changes my statuts to BUSY

• Zoho vault filling in a form it's not supposed to fill in

  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

• Work Flow

  I have a subform inside a form I have a workflow on the form that is suppose to populate the Full Fault Box with input in the other fields. The script that I wrote is putting null in the box but it should never put null. Can someone tell me where I have

• How can i get parameters using Zoho Widget?

  I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.

• How to delete attachments form Zoho mail accounts

  I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

• Setting up Tasks without Due Dates or Durations

  We have repetitive projects for each order we receive, and have set up a project template in ZP with tasks and dependencies so we make sure all team members complete all required work on the order, in the sequence needed.  Nearly all of these tasks are pretty brief, and can be done within a day. However, with some of the tasks, we are waiting for information or paperwork from our customer, and this could take 1 day or 1 year or anything in between.  Work on the order cannot proceed until we receive

• Issues Syncing MacBook & iPhone Calendars with Zoho Mail – How to Fix?

  I was informed that I could set up a two-way sync between my MacBook Pro’s calendar and contacts and my Zoho Mail calendar and contacts. However, it's not working as expected. When I add an event to the Mac Calendar, it does not appear in the Zoho Mail

• Unblock outgoing emails

  Please unblock outgoing emails for "hello@strategymaster.io", nature of the business: email newsletter, website: strategymaster.io, what type of emails i sent: whenever user purchases a new subscription, I ask for additional information. At once I sent

• Use Zapier to Seamlessly Create Zoho FSM Integrations

  We are elated to announce that Zoho FSM is now included in Zapier. Zapier acts as a bridge between Zoho FSM and thousands of other apps, enabling seamless integration and workflow automation without coding. What does this offer? Be it for automating repetitive

• Controlling Lookup Paths

  When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationships

• Unable to Change Super Admin

  Unable to change Super Admin Role

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• How to merge duplicate products?

  merge duplicate products

• Deprecation of Marketplace functions

  We would like to inform you that Marketplace functions will be deprecated by the end of December 2024. Currently, the Marketplace supports the development of functions that can be used in extensions within HTML and resource JSON files. However, due to

• Negative clicks

  I can see we have bot filter now enabled automatically, which is great. I have, however, noticed an issue with the number of clicks. At present it is -3 which is not possible. Is there any way I can make sure the data is more accurate?

• CRM Mail Merge fields

  When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product

• CRM Kiosk Get Record Override

  I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments

• Share dashboard created in CRM with external parties

  Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!

• Deny Leave Based on Number of Requests for the Same Day(s)

  Is there a way to automatically deny a leave request if too many people are asking for the same day(s) off? For example, Everyone wants to take the week between Christmas and New Years off. Assuming everyone has hours available, could we automatically

• Introducing Integrations with Zoho Desk, Zapier and other minor enhancements

  Zapier Integration Automate workflows easily by connecting Zoho Webinar with Zapier. Easily trigger actions for when a webinar is created or cancelled, registrants are added, recording transcripts or summaries are generated, and for many other cases.

• Introducing Zoho Desk integration and a few minor enhancements

  Zoho Desk Integration We've now introduced an integration between Zoho Meeting and Zoho Desk to efficiently manage meeting-related customer inquiries. With this integration, you can track, respond to, and resolve meeting-related tickets directly from

• Zoho Flow invokeurl - INVALID_URL_PATTERN Error with Zoho FSM "users" Module

  I'm encountering an INVALID_URL_PATTERN error when trying to retrieve data from the Zoho FSM 'users' module using the invokeurl task in Zoho Flow. I've spent considerable time troubleshooting, and I'm confident that the authentication (Zoho FSM connection

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

• Video Preview

  We have a heap of video's in Workdrive but it appears I can't preview them I have to download which seems a bit silly given we could on D-Box before moving to this system :-| 

• Zoho's Webhook Service Generates "SSL Handshake Error"

  Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reached

• Appears on excluded pages with "1 Minute" trigger, Zobot

  I'm posting this from Japan. Please forgive my poor English. The page to be displayed is set in “Custom visitors” under “Choose bot audience”. I set “1 Minute” as the start trigger and want it to start only on the page I want to display, but even pages

• How to setup compare with same period last cycle ?

  I can easily setup in CRM, but I dont know how to set it up in analytics.

• Automate Zoho CRM Export to pdf

  Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email the

• How to Set a Default Bot (Zobot) to Appear Automatically on My Website?

  Hi everyone, I’ve configured a bot (Zobot) in Zoho SalesIQ that is already working properly through WhatsApp. However, when integrating it on my website, it doesn’t show up as the default option. Instead, the traditional live chat appears first, and the

• AfterPay and or Zippay

  Hi team, AfterPay and Zippay are really big payment options these days in Australia. Is it possible to set this integration up as a payment option in Zoho? Thanks

• not able to attached image to notification

  Hi everyone I have one form in which user need to take a photo and attached it while submitting the form. I have enable notification for this specific form. The problem is i am not receiving photo in notification. Is it possible to do ? Please suggest

• Recurring Tasks and Reminders in Projects

  Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

• Zoho Mail is stuck on loading screen

  Hi, When we try to log into our Zoho Mail it gets stuck on a loading screen saying; 'Loading...[email address]', but it never actually loads. This is happening on our Google Chrome, which is the latest version to date at this time. Zoho Mail is working perfectly well on Internet Explorer and it's only happening on one computer. Any help is appreciated. Thanks! Kind regards, A.

• Emails are going to notification folder and not in inbox

  emails are going to notification folder and not into inbox

• Cannot Add Signature

  Hi there! I have multiple signatures set up in my account. And just recently, when I go to insert a different signature line the option is now greyed-out and I cannot. The only email account/aliases that I can "insert" a signature to is ones in which

• ZOHO MAIL and GMAIL

  Hi, I am looking to be able to send quotes from Wordpress using SMTP. I currently use Gmail workspace and Zoho CRM but my questions are as follows: If I set up a ZOHO Mail account can I still use Gmail workspace and Zoho to send emails from my Gmail account?

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