Is anybody using the Zoho integration with Fishbowl?
My company has been using Fishbowl for 10 years now. We have been looking for a CRM that integrates with it. We don't want to use Zoho to do quotes, we just want Fishbowl to send sales numbers to Zoho for our Outside Sales team to be able to see. Is anybodyDialpad integration (telephony)
Can we get Dialpad (https://www.dialpad.com) integration please.email sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i onlyAutomatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....Recommendation in Zoho CRM & Products : Inventory?
Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" basedZoho CRM and Wordpress portal integration?
Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features: 1. Contacts that are in our CRM should be able to login with their Email and password.Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses. My CRM has a list of participants/contacts I have a module called Course Types Course A Course B Course C I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses andZoho Phone Bridge with AWS Connect access to custom apps / modules
Hi, We want to setup the Zoho CRM and AWS Connect phone bridge integration for a client. There are 3 basic requirements - 1. Each user in the zoho org should get their own specific phone number from connect, 2. Along with inbound & outbound calling theimprove sync with Google Calendar
hello, do you quickly add in your roadmap the improve of the sync with Google Calendar. When Zoho CRM sync with Google Calendar, do you add information as the account's name, the contact's name, the place (by default the account's address). thanksZohoONE (EU - datacenter): Zoho CRM / Phonebridge / Yeastar S100
Dear friends in suffering from missing support by Zoho One, I hope someone here has an idea, why ZOHO ONE / Yeastar S100 integration doesn't work properly, and how to solve this. Sorry Phonebridge Support that I make this now public, but since I haven'tZoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records
While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake onIncrease field value based on condition
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja BalustradyCRM and Forms integration, using lookup fields on subforms
Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contactSending Contact Roles of a Deal via Webhook
I'm trying maintain some data in a third party application, about all of our deals, and the contacts associated with them (in the Contact Roles). I am using a workflow to trigger a webhook that sends the new record to my app. There is no body parameterMaximising lead magnets, minimising barriers to access them
Good morning, We are about to launch a tool on our website (WordPress), which is essentially a flow of Yes/No questions to lead to a guide / answer. We would like to make the tool free to use, but use it as a lead magnet. The idea is that they will goAssign emails to lead
I have some contacts who refers leads but there is no away to manually assign emails to lead.Integration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google.Linking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level. Is it possible to create customer links to the CRM without giving them access or generatingMultiple CRM contacts mapping to a single account in Books
Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'mZoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.Zoho CRM / Books Intergration missing
Hi, I'm trying to integrate Zoho CRM with Zoho Books but when I follow the tutorial and go to Setup -> App & Add-Ons -> Zoho Apps there is no option for Zoho Books. Do I need to subscribe to Zoho Books Enterprise for that option to be available?Zoho CRM will not accept data in radio buttons
Radio buttons are used constantly in web interest forms. Checkboxes are NOT the same as they allow multiple choices, not a single one. Forms at have conditional logic all use radio buttons to send the person to the correct next set of questions to drillBest/Cheap Telephony integration in ZohoCRM? (United States)
For customers who have telephony integrated into their ZohoCRM, can you recommend a telephony company to our small 3-person US-based company? Is there a company that ZohoCRM is designed to work best with? One that doesn't cost an arm and a leg to useZoho CRM Not User Friendly
Zoho CRM is not user friendly at all, every single thing is one hurdle after another. I've been struggling to get whatsapp for business interaged, I finally got it integrated just to learn that you can't send messages from that integration there is anMicrosoft Teams Integration with Zoho CRM
Hi everybody! I'm looking for a way to connect Microsoft Teams to Zoho CRM. I need that to automatically log Call data (such as duration, quantity) on The Zoho CRM Customer/Contact Page. I read about a MS Teams - Zoho Integration, but I'm not findingCan't access voice recordings in Calls Module
Hi! We are integrated with Jive telephony and can't access voice recordings. About a month ago during testing, we were able to access one such recording, but since then, no call has been accessible. The field is empty and when I hover over it, a "locked"crm-creator integration fields
hi all i have a project combining crm and creator with several integration/lookup fields. it was very simple to add this fields on creator but i didn't find a way to do it on crm (that means to point from a crm module field to creator form records). fromIs it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name fieldHow can I rename and/or duplicate a mail merge template in ZOHO CRM
Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwinhow to use zoho java sdk or node js to build make our own zoho crm api
Hello everyone, I am looking for a solution to use ZOHO CRM API more easily. So can you guide me on how can I use Zoho crm java SDK or node js to make my own zoho crm api ? do you have sample project to help me ?Viewing quantities of creator application data from lots of forms on a single portal user
We are going to utilize a creator application portal to onboard clients. For the clients' ease of use it will be lots of smaller easily digestible forms. The simplest built in integration of custom related lists limits us to a maximum of 5 custom relatedWhat is the best way to connect Zoho CRM to Zoho bookings
I have been having issues connecting Zoho bookings and Zoho CRM I know there is a plug-in but it doesn't work for what I want I want to be able to update deal stage based on the booking appointment Please what is the best way to go about it For exampleZoho Projects and Zoho Inventory
Good Day I am currently evaluating the trial version of CRM. I input some sample data and integrated the relevant modules and have one question, if i have physical stock items and want to allocate it a specific project and at the same time reduce my stockSlack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!Zoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendorRemove Google Adwords Information on Layout
We use Google Adwords integration with CRM and don't want to disable it. We use multiple Lead and Contact Layouts to reduce the amount of clutter a user has to see when dealing with certain Lead and Contact editing. The majority of our users do not need to see the Google Adwords information. Can anyone give us any ideas for creating a layout that does NOT include the Google Adwords Information section on a Lead or Contact layout? If we can't get rid of the Google Adwords Information section in theWhatsapp Mass Messaging
Hi, please can someone advise on the best and free or cheapest way to send a large amount of Whatsapp messages through Zoho CRM.Sipgate Phonebridge not working equally for all employees
Good day, We use the sipgate phonebridge with zoho CRM and desk in our zoho one account: One of my colleagues (Ben) is not able to use the phonebridge like other employees even though we have configured his account in the same way as the others. He hasNext Page
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The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power ofFree Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingZoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendorAdvanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.Partner Offers from April to June 2021
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Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration
Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside
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Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingNew User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
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