Understanding Field Update and "Repeat this workflow whenever a lead is edited"
I have a workflow triggered on Field update 1. Does Field update only trigger when a field changes? For example: if the field value is "dave" and is updated to "paul" it will trigger if the field value is "dave" and is updated to "dave" it will not trigger At present, the action only fires once. 2. Am I also correct that if I tick "Repeat this workflow whenever a lead is edited", it will only trigger on this record, on this field?
Email Alias
Hi, when I send emails to prospects through zoho crm (templates), it only shows my first name (sent field) in the Alias. How do I change to my full name?
Getting Error from Zoho CRM API C#
Hi, I am trying to connect my application to Zoho API using C# SDK but I am getting the following error. It seems like the connection is fine but it is unable to get the data. I have enabled the module.all scope and read scope, for access token, as well. ZCRM_INTERNAL_ERROR Object reference not set to an instance of an object. Here is my code: public static Dictionary<string, string> config = new Dictionary<string, string>() { {"client_id","1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}, {"client_secret","xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"},
Looking for advice using Zoho Forms to update CRM and mailmerge to Zoho Sign.
Ultimately I'm simply looking to have a customer fill out a form, this will update the CRM record and trigger a mailmerge template to send a contract through Zoho Sign. I want this process to be as automated as possible (currentlly I can automate the form to CRM update but the mailmerge to Sign is giving me issues). I've been getting better writing custom functions so I figured I'd give that a try but I cannot find any documentation on using mail merge in a CRM workflow or mail merge with a CRM with
Automated email sequences in CRM
Hi, Would it be possible to set up some email sequences in CRM? e.g. there would be 3 different sequences: 1. Invite to our event (email sequence 3 days, 7 days, 10, days) 2. Book a demo of our software (email sequence 3 days, 7 days, 10, days) 3. Case studies sequence (email sequence 3 days, 7 days, 10, days) Is it possible for a sales person to add a Lead to a sequence and let it run in CRM? Thanks, Matt
Issue using Search Records API
Hello, I had an issue using the REST API : Search Records. I tried the following request url: `https://www.zohoapis.eu/crm/v2/${bundle.inputData.module}/search`, method: 'GET', headers: { 'Authorization': `Zoho-oauthtoken ${bundle.authData.access_token}` }, params: { 'criteria': bundle.inputData.criteria } with bundle.inputData.criteria = (caller_number_bare:equals:6xxxx) or (Email:equals:elodie@xxxxx.fr) and bundle.inputData.module = Contacts It gave me 3 contacts instead of
insertRecords method: mandatory fields (Contacts)
Hello, I'm inserting Contacts to Zoho CRM. I found information that for Contacts mandatory field is Last Name (https://www.zoho.com/crm/help/api/modules-fields.html#Contacts). But I noticed that I can put Contact without Last Name, if it has Email, but I can't insert it if it doesn't have Email. Parameter duplicateCheck is set to 2, newFormat to 1 (I tried also with 2) and version to 2/4. Is this my incomprehension or Zoho documentation is wrong? Thanks to look at this, Eve EDIT: If I try to put
Export Lead Data (Thai Language) to CSV Problem
Hello, I have entered Leads into Zoho CRM in Thai language. When I export them to a CSV file the Thai language becomes random symbols. Does anyone know how I can fix this? Please see attached examples. Thank you, Doug
Telephony Channel Not Visible
I want to add RingCentral to my account, but when I to go Setup > Channels, the 'Telephony' menu item isn't visible. There's just nothing there. How can I set this up?
Default Fields Not Working
Hello all, I have set up an email parser that creates leads for us based on emails that get forwarded from our website. For some reason, a default field that I have set up on the Lead template does not work for new leads created by the parser. Is this a glitch? I know I can build workflow/action tools to work around this but I would rather that the default field just works as it is supposed to. Thanks,
Group by Month in Reports
Would like a way to group by in reports. In saleforce.com on the sorting tab, you can also aggregate as well. So for example, if I want to see my pipeline by month, I can group by or rollup to a month level. Is this possible? It's kind of an important
Custom Services In CRM Expire after an Hour
Hello, I noticed another major deficiency in CRMs Custom Services and Connections feature: after successfully Establishing a custom service, only an hour later the user needs to reconnect. I have a custom connection for Zoho Projects and works fine, but for a custom service that I created for Google Drive, I run into the problem. This is a big problem: I use Zoho Flow to remotely execute CRM custom functions, and if the custom services which I am establishing aren't reliable, then I cannot implement
Formula field to strip down website
I am migrating from Salesforce, I tried to translate this Salesforce formula field to strip away everything around the domain for the website field into one I could use for Zoho: Salesforce Version: IF(BEGINS(Website, "www."), MID(Website, FIND('www.', Website, 1)+4, (LEN(Website) - FIND('www.', Website, 1)+4)), if(find("/", if(find("www.",Website)>0, IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//www.",Website)+5),NULL),Website), IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//",Website)+1),NULL),Website)))>0,left(
Address field for Leads
We work in the construction industry, but I assume this would also be helpful for people in real estate as well. We would like to be able to map specific addresses associated to deals in the browser but more importantly in the mobile app. For example, a builder would be our account that has their own physical address. But that same builder (account in zoho) could have multiple projects (deals in the Zoho world) each with their own address. I hope you can see how being able to map deals in the mobile
Attaching a document to an opportunity from Outlook 365
It would be nice to be able to associate a document as an attachment from Outlook 365 without saving it somewhere then attaching it, many emails related to one opportunity can create difficulty locating the one attachment you like. For example we send a document to a customer they sign and return by email, if we could then drag that email into the attachments element of Zoho CRM instead of downloading then attaching it would speed up the process and prevent us from filtering through many many email
How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segment
Python SDK | API call returning zero results
Hello I'm trying to fetch records from my Contacts and Leads database in Zoho CRM. As of now, the account is only populated with sample from Zoho. I've read all the documentation but cannot understand why the call is returning zero results. Can you help? thank you from zcrmsdk import ZCRMRecord, ZCRMRestClient import json config = { "sandbox":"False", "client_id":"hidden", "client_secret":"hidden", "redirect_uri":"http://localhost:8000/some_path", "accounts_url":"https://accounts.zoho.com",
Can I prohibit "Update" and "Delete" for a certain record depending on a status field?
I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice.
Help with a custom function for a UK postcode
Can anyone help with amending the below code so that it returns the value in UPPER case? Thank you! postcodenum = postcode.getAlphaNumeric().removeAllAlpha(); getlastnum = postcodenum.subText(postcodenum.length() - 1,postcodenum.length()); newvalue = " " + getlastnum; lastindex = postcode.lastIndexOf(getlastnum); newstr = postcode.subText(0,lastindex) + " " + postcode.subText(lastindex,postcode.length()); mp = Map(); mp.put("Post_Code",newstr); update = zoho.crm.updateRecord("Affordability",leadid.toLong(),mp);
Need help creating merged document
Some background. We use the Cases module for all of our service calls. When a technician is on site, they complete the work - enter in the parts they used in a subform and change the case status to "in review". This needs to automatically generate an email to the customer showing the work performed. This is not an invoice, but rather an initial list of the work done. Here are the issues I'm running into: 1.) I cannot include the subform into an "email" template. 2.) I could merge the subform into
email templates - gray area in email body
when sending an email with a template. Their is grey area or unused area to the left and on the top of the email template in the email body. Is this able to be removed?
email/crm sync
Hi We are using the free additions for Zoho Mail and Zoho CRM. We want to link the 2 systems together, so emails sent from the CRM show in email and vice versa. Can you let me know where the resources are to walk me through how to do this. Thanks David
Office 365 and Zoho CRM integration issues
Hi all, I'm having an issue regarding consistent syncing between Zoho CRM and Office 365. Currently I can send and receive emails from the CRM in the leads section and they sync back to Zoho CRM, generally I don't know why there's sometimes inconsistencies. I've done the IMAP integration through the channels section of the CRM section for my outlook email. The issue I'm running into is that if I send an email from my Outlook account it doesn't sync back to Zoho CRM at all. I'm wondering what
Developing new functionalities for Zoho CRM, the platform way
In general, products are only as good as those who use them. When it comes to Zoho CRM, the greater the user needs, the greater the product must be enhanced in the form of workflows, blueprints, third-party integration, and more. These customizations inside a product can be done using the developer tools present inside Zoho CRM. However, in terms of usage, some customizations are specific to an organization while others are more global. For example, a use case for a workflow directing a unique sales
Error while processing(performing) MailMerge
Hi all, Since the latest update I have a problem that occurs on every computer. Open MS Word Select Template Select Record to Merge I then get this error message: I have to go back and re-try, sometimes up to 5 times before it works properly. Very frustrating and time wasting. Anyone else getting this? Regards Chris
Product Template does not show invoices
I created products in the product templates. I'm trying to use the invoice module to record sales to my existing clients. I can add products to the invoices but those invoices show up in the accounts module but for some reason they dont show up in the product module which means i cannot generate reports and statistics on sales per products. Alternatively i could use deals to track sales but the deals module doesn't allow me to add products. Any suggestions? Basically I just want to be able to track
Field names in a custom module accessed from deluge script
Hi, I have created a custom module called 'TestPartner' in our CRM. Its built-in name is 'CustomModule1'. By default Zoho has created a field in that module, called 'TestPartner Name'. I'd like to manipulate the fields with a deluge script, but first of all I need to access them by the name, like this: ... test_partners = zoho.crm.getRecords("CustomModule1", start_index, end_index); for each partner in test_partners { info partner.get("TestPartner Name") + " - " + partner.get("Country")
SYNTAX ERROR / MISSING BRACKET
I am trying to put in a simple formula to calculate profit. Expected Revenue - Cog - Freight = Profit Really not sure what i am doing wrong here; Tonumber((${Deals.Expected Revenue})-${Deals.FREIGHT}-${Deals.COG})
Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello! Another new user here. There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data. What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
How to update field in multiple child records when parent record field is updated?
Hi I hope someone can help me. I have written a function to update a field called "Organisation Type" in a module Contacts whenever a similar field in Accounts is updated. This function/workflow works fine when there is only one child record but when there are multiple contacts associated with an account only one of the contact is updated. Here is my code; ContactList = zoho.crm.getRelatedRecords("Contacts","Accounts",Account_ID); Contact_ID1 = ContactList.getJSON("id"); Contact_ID = Contact_ID1.toLong();
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
Integrated Web Form not working
I've embedded a form in our company website using wordpress, but it doesn't seem to work. I had several people test it from different computers, but they all reported they don't get any feedback after sending the data while they should be redirected to a specific page. Moreover, CMR integration doesn't work, no lead is created. Here's the integrated form url: http://www.mirabilar.com/sitenew/en/augmented-reality/
Color for Tag(s)
Hi, I am trying to set the color for Tag(s), but not manage to find. Is there available for this option? Thanks.
Zoho Creator form is not showing on mobile Zoho CRM
Hello, I created a form in Zoho Creator and imported into Zoho CRM. I cannot see it in the mobile version of CRM but I can see it on my desktop. Could someone please let me know what I need to do to be able to see it in the mobile crm? Thanks in advance for any help.
I am having trouble with this simple formula of adding the total of 5 numeric fields:
Formula Expression*
Latest Thinking Field - updated date
Hi, Is there a way I can add a date field that tracks the latest thinking update for an opportunity? Thanks. Rod
Accessing stage forecast type in deluge function
I am writing a function for a client and wish to access the forecast type of custom named stages. Is there an option to do this?
Python SDK ZohoCrm error at .in domain but not on .com domain (different accounts)
I am logged in at zoho.in not on zoho.com When I did import json import zcrmsdk from zcrmsdk import ZCRMModule, ZCRMException, ZohoOAuth, ZCRMRecord config_dict = { 'sandbox': 'False', 'applicationLogFilePath': './log', 'client_id': '<my_client_id>', 'client_secret': '<my_client_secret>', 'redirect_uri': "http://localhost:8000/a", 'accounts_uri': 'https://accounts.zoho.in', 'token_persistence_path': '.', 'currentUserEmail': '<some_email>' } client = zcrmsdk.ZCRMRestClient
Allow a field to be set in a custom module as the Record Name field
It would be nice if you could set a field in a custom module as the record ID name field, so we don't have long lists of record ID's. This would then mean when displaying the list of records in the related section on the mobile app we would have the record name instead of ID. This would also mean when opening the record in a browser it wouldn't just say the ID number at the top, it would instead show a value from the ID Name field.
I want to create document from template automatically when lead fields updated
Have any idea about creating documents automatically by using work flow rules, when lead fields updated then i want to create a document by using template and save in a particular folder???
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