Sync with google calendar
Hey, Does is way to sync all my zoho calendar with google calendar?Zoho Email addon and Gmail (or Google Apps Email) - using google as email client not Zoho CRM
I understand from the video demo that your Email addon allows us to have relevant emails shown with contacts in Zoho when I use the integrated email within CRM, however I want to know if my emails will show up inside zoho under the relevant contact, when I use gmail (or Google apps email) as my email client, meaning I will do almost all of my sending and replying to emails withing Gmail, not within Zoho CRM. If I have everything set up properly, will the emails be updated in Zoho CRM automaticallyZoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.Mass Export
Is there a way to mass export contacts from CRM?New version of Zoho CRM
How to make it as default for the NEW VERSION of Zoho CRM instead of clicking the "new version" everytime we logon?Change Default Mandatory Fields
Is there any way to change the default mandatory fields to a non mandatory field, or remove the default fields from the page layout? While customizing several of the modules to fit our business needs, Cases for example, we do not need fields such as Case Origin - that have been labeled as mandatory, and have little ability to further customize the fields to fit our business needs. We have created several other fields and identified them as Mandatory, but we are unable to save a new record, becauseconvert a contact into a lead?
is there a way I can convert a contact into a lead? My leads and potential are different things so I can't just convert it into a potential - it needs to convert in to a lead... How is this done since it is not an option in the "quick actions"?Gravity forms to Zoho CRM plugin issues
I am having trouble getting gravity form entries to show up in Zoho. Form entries are being captured by gravity forms, but is not showing up in Zoho CRM. We are not sure why we are having this problem because one of our gravity forms goes to Zoho properly,Add a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.How to update a field in one module when a field in another module is modified
I have two fields in two modules that are the same. I would like to be able to automatically update the parent fields from the child fields but have not been able to create the correct workflow rule or deluge script to do this. Parent form - INITIAL EVAL Fields - Plan (txt) and Restrictions (multiselect) Child form - Events Fields - Plan (txt) and Restrictions (multiselect) I want the fields in the parent form to automatically update when ever the child fields are updated. IMac OS X Outlook 2011 Integration
I'm here to cast my vote! We would very much like to see Zoho develop integration with Mac OS X version of OUTLOOK. I believe there are many potential customers out there! A great many people are now using Outlook for Mac. I know of a number of people even in our own company who would look favorably on such a development. Others? If you are a Outlook for Mac user, please respond to this post to indicate whether you want to see this feature too!!Customize the "Quick Actions" layout
I would like to be able to decide which fields pop up in the layout of the "Quick Actions" function. Previously, folks have asked about this possibility here: https://help.zoho.com/portal/en/community/topic/quick-actions-customization The answer givenRefresh Token Missing
The refresh token is missing from the token response. https://accounts.zoho.com/oauth/v2/token?code=1000.17affa9&grant_type=authorization_code&redirect_uri=http://localhost Responce is {"access_token":"1000.59a","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000} You will notice that the refresh_token is missing.Converting Leads to Accounts and losing Data
Hello, I am loving ZOHO CRM however I have a few issues. I altered some fields in the Leads section - Mainly Industry - Including industries more relevant to my industry than the default ones Lead Source - Making the source more relevant to our activities Lead Status - Having a custom status based on our processes I have added the following sections Software Supplier - Track who we need to liase with Number of Stores - How big the potential is Address information Street City Country PostcodeWhen can we expect a plugin for Outlook 2010?
Subject says it all.IMAP
Please send me the configurations for the IMAP server functionality. Thank you.Can Zoho do what MailChimp does?
Mailchimp.com: Email marketing service from MailChimp. Design, send, and track HTML email campaigns. I really want to use ZOHO as my one-stop shop for all my business needs - and email marketing will play an important role in this. I need to be able to send HTML newsletters for monthly subscribers as well as send those emails to leads. Is this possible right now? Does ZOHO Mail even sync with ZOHO CRM yet? If so, how do you do this? For now, I guess I can use Mailchimp to create the online formsCRM Calendar & Google App (calendar)
Hi, Prior to using CRM Calendar, we were using a shared Google Calendar. Our sales team wants CRM Calendar to update their iCal or Google Calendar--depending upon what device they are using. I have everyone's CRM Calendar (where we store our events) syncing to our shared Google Calendar. The 1-way syncing doesn't seem to be working properly. Any suggestions how I can get all users (owners of the events) to update and be visible to all on the Google Cal App? We are not seeing each others' eventsQuickbooks online integration roadmap with Zoho CRM
Team, I realize you are beta testing a Quickbooks integration app for Zoho CRM but the the future need is an integration with Quickbooks Online. Is this a 2010 or 2011 time-frame?How can I change from CEO title (assigned by Zoho as 1st user) to my real title ?
Just started with Zoho and it assigned me as CEO of our company - which is not correct. How can I change that setting? I can't find an option to do so. Thank you!Can Field Validation Rules be implemented in Zoho CRM?
I am not finding a place for the above functionality.. is this possible to implement field validation rules based on some logic in Zoho CRM?Order of notes reversed for better interaction
Hi, I`m puzzled. Why is having to scroll down every time you need to add a new note better?! Why has this been changed in the newer version of Zoho CRM? Am I missing something? ThanksChanging Password of Users
I am the Administrator of the Account/s on the CRM I want to change the password of the users from my login ... Sometimes people chages but we do not want to deactivate teh accounts we have. Or periodicaly we want to change Login/password Is there a procedure for this? For example I can deactivate them...but cannot find a way ... I want to do changes from teh Administrator page of course- 2- Can I change the Login as well (exemple: change teh email for another one, after created , and from teh AdministratorLeads v Potentials
How are people using leads vs. potentials? Is "potential" a qualified lead? Otherwise they seem the same to me. Also, when I close a lead (won or lost) how do I disposition it so it no longer shows on the leads page? Thx!How to handle multiple Zoho accounts?
Hello, I have two Zoho accounts, one for each of my companies. Since URL are "opaque" (GET vs POST thing, I guess), there is no way I can create a bookmark to access either one or the other with a bookmark. And I prefer not to merge the two databases. Any ideas? Thank you!Canadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------Is Zoho CRM experiencing some type outage or slow down?
It is completely unusable for me? I am getting this message when I try to click do stuff: Unable to connect to messaging server.Connecting in 2:20Try Now Let me know ThanksDefault Font for CRM Send Mail
Hi guys, Just wondering when you'll give the ability to set a default font for the CRM send mail. There's not much point in having email signatures that can be customised with font, if you don't then offer the option to set variable default fonts with new message from Send Mail. YES - I know that you can manually change the font type in each new message, but it defeats the purpose of being convenient. Effectively we're limited to set our CRM email signatures to Verdana if we want to have a professionalNotes - I cannot see any Notes in any record.
Help. I cannot see notes that I know exist for prospects. They were there yesterday but gone today. Is there an issue with ZOHO or is there a process to get them to appear?Can I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select butExport contacts and leads of a certain campaign
I need to export all leads and contacts associated to a certain campaign, with their principal and secondary email addrsss: how can I do so?Populating Fields with Lookup
Hello, Could someone please explain if the following is possible: Based on the image attached, I would like to select "Lender" from a LookUp field and have the related fields in the "Lender" section populated with the related information. This information would be pulled from the "Lender" tab. Is this possible?How do I convert an account back to a lead?
We have leads that have been converted to an acount that should not have been converted, is there a way to reverse this or convert an account back to a lead?Audit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?auto calculate VAT(TAX)
Hi, Is there a way to have the VAT(TAX) auto calculate when creating a quote rather than having to select TAX and calculate. ThanksAdd Product image to Products tab in CRM
Is there a way to add an image to my product records??Zoho CRM: Apple Mail Integration and Xing Integration
Hi 2 Questions: - When do you provide a Apple Mail integration (finaly) - one year ago you said soon ? - Do you plan an Xing integration (like linked_in) ? thx for a short feedback.. RogerCustom Field Creation
Hello, I have subscribed for Standard package, I tried creating some custom fields in Leads but I get a message saying you can add fields in your subscription please upgrade and I could find any limitation mentioned in subscription plans. I am ready to upgrade but my worry is what if i cant create fields even after upgrade. Please help me on this. Regards, Pramod.How to update automaticaly a custome formula field?
Dear Zoho, I created a custom formula field which calculates the number of days from the payment due date of an invoice. Please let me know how I can auto update it on a daily or weekly basis. Currently it calculates the actual value if I open the invoice for edit.Upload File via CRM API
I'm using a multi-part POST message to try and get a file attached to a specific record but getting an error. What is the precise HTTP format needed to get a file uploaded and attached to a record with a filename? The documentation refers to &content=<file stream> in what appears to be the url and the sample Java code shows a multipart example. Can you post the specific header and body formats needed. Thanks.Next Page
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New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleManage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
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CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksCreating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subformHTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
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