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.
Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for
multi-level commission
We are currently checking whether we will use Zoho in the future and are testing the functions in this regard. A commission system is particularly important to me. The following scenario: We sell products and have several commission parties. Party 1 recruits
How to create a button that exports certain report to excel
Hi there, I want to create a custom button that make it so that the user is able to convert the whole report as an excel file. I want to know whether this is possible. The module is question: I wan to be able to have a button roughly where the arrow points,
Trigger to send an email to the product owner when a lead i added
Hi, In my leads, I have the related list of product ! I would like to send automatically an email to the product owner when a new lead is manually added to the product I don't find solution in rules, because related list is not available many thanks
Export Notifications from ZoomInfo to Zoho CRM
Hi, We are exporting leads from ZoomInfo to Zoho CRM and I wanted to know if there was a way to export information about the contacts we already emailed. As an example, in Zoominfo it says that we've contacted Mr. Johnson one time, is there a way to export
Sending Automating Infobip SMS in workflow automation
Hello, I am trying to figure out how to use the workflow automation to trigger a welcome SMS message to new leads that enter the CRM specifically at a certain time after they enter. I can not for the life of me figure out how to do this, was trying to
Add expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the following
New Interface?
I was wondering if a new interface will be released any time soon? We've had Zoho CRM for almost 4 years and the latest interface seems to be one of the most inefficient yet. Would be nice to collapse detail sections of the modules so we don't have to
Custom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be converted
Custom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. I
Some Emails Not Saving
Hi All We are having some issues with sent mail not being saved in the sent folder and some incoming mail not being allocated to the CRM leads. This is only affecting some emails which I find quite strange. Is anyone able to assist with this and if there is any settings that I should be looking at? Regards Greg
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
Ability to collapse sections within modules
Some sections are not as necessary for me to see all the time. I'd like the ability to collapse or hide sections for my personal view. Moderation Update: We have an active thread capturing the votes and feedback for supporting collapsible sections. Please
Filter leads by multi select lookup field
We have modules `Leads` and `Marketing Events` and they are connected via a Multi Select Lookup. All is well on that front. `Marketing Events` have a `code` field that is commonly used internally, it is much shorter/easier to use and is unique to the
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