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
Syncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
QuickBooks Extension for Zoho CRM - Advanced Features -2025
Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set
Show Zoom Link in Recipient's Calendar
We set up meetings within a record, selecting the "Make this an online meeting". We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
Send Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
Whatsapp Integration questions
Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
Integrating with My Own Application and ZOHO CRM Simultaneously
I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the
Retainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues
am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning
Currency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background · Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. · We sell
LINE Auto Message Connect to Zoho
When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
Help integrating Aircall into Zoho CRM
Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
Google enhanced conversions not working
Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
MS Teams Meeting to Zoho CRM
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill and
Office 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
Zoho CRM- Authorize your Microsoft Teams account issue
Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
Zoho - Outlook plugin
Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.
Message Content is missing/invalid fault
We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
Zoho Forms - Subform Integration with Zoho CRM?
I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do this
Whatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?
Phone Number Integration
I would like to be able to track my cell phone calls in the CRM. So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phone
I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.
Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachments
Outlook plugin funktioniert nicht.
DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR
Better integration between Zoho CRM and Zoho Bookings
I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
Attachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same
Call result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!
We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with
Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
Zoho Finance Estimate to Deal Attachment
Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?
Card Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business
Sync Zoho CRM Events with Google Calendar?
Hi, Is there a way to permanently sync all events from Zoho CRM with Google Calendar? I’ve seen that you can link Zoho CRM to Zoho Calendar and then connect Zoho Calendar to Google Calendar — but is there a way to sync existing and future events from
Integrate Zoho CRM and Zoho Workdrive
I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,
How to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to
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