Leads conversion to deal
Hello Zoho community! I am facing an automation issue, I understand that once leads are converted, they disappear from the front end of Zoho. I can still access them through the report module. Here is what I am trying to do: I am building some analytics
Zoho Campaigns Related List in CRM
hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,
HELP! Trying to setup an automation for a look up field to be updated
We have a Charm EHR integration setup with Zoho. In order for the data to read to Charm from Zoho and vice versa a look up field titles facilities must be updated with the facility info. There's only one facility for all of our needs and I need to have
Quote Related List to Embed Third Party Apps
Pretty surprised to learn that this functionality doesn't exist on the Quote record. We need the ability to embed third-party apps via iFrame on the Quote record to integrate systems (https://developer.box.com/guides/embed/box-embed/). For example, we
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.
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
Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except for
Bug report: host not correctly copied from Gcal
Hi, I've encountered a bug with the google calendar / zoho calendar sycn. It looks like the host of the event in the google calendar is not always correctly imported to Zoho. Situation: External user (microsoft teams) invites internal user (google calendar)
Link between a customer making the order and a third party getting invoiced and paying
Hi, We use Zoho CRM and Zoho books. As a part of the development of our activities and services we are getting some cases where 1/ we discuss, negotiate with an Entity A, deal that we follow via Zoho CRM 2/ we get an order from Entity A (can be goods
Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I
Zoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that
Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
Introducing Zia's integration with OpenAI for Zoho CRM
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 of
Bidirectional Sync between CRM and Creator
Hello. I'm trying to sync a module with a Creator record. For this I've setup a Workflow Rule in CRM that send it changes to Creator and I have added a Workflow on Creator that send data to CRM. This is because operators use the Creator APP and our internal
No desktop Incoming call notification
Hello, We just insalled a SIP gateway with Zoho. We are just debugging some odds, and one of them is: when we have an incoming call, our desk phone rings, and a internal notification is shown in the CRM. However, most of our user don't have their browser opened all day long, and never get that notification (to record the call). Is there any way to get a desktop notification (either from the browser or a desktop app, or even Cliq) to be used ? If not, how do you usually get notified ? BTW we are all
Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a Marketing
Form to Contact Comments Integration
I need to insert the info of the form in my web page as a comment of the contact, is there any way this is possible? I know there are integrations to transform the form content into a lead, but that's not what I need
Google AdWords Information section in every module but not integrated and can't delete
Hi. Could I please have some assistance? The Google AdWords Information section is in all my modules and I can't delete them even though I haven't integrated that, please see attached screenshots - I'd like to get rid of that section throughout all the
Google Merchant Center Feed for Zoho CRM
Announcing Our New Extension: Google Merchant Center Feed for Zoho CRM! Hi All, I’m excited to announce the launch of our new Zoho CRM extension: Google Merchant Center Feed for Zoho CRM! This extension is designed to make it easier than ever for Zoho
Zoho CRM to Google Drive Folder Setup via Zoho Flow???
I’ve been banging my head against the wall trying to get Zoho Flow to replicate a Zapier integration that I set up years ago that works perfectly, but Zoho Flow is not working. I don’t use Zapier for much and I’m realizing that I should be able to use
Integrating Phone System
Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates with
Zapier Zoho CRM Create Task Module who_id or what_id not associating with the lead
It looks like the Zoho CRM integration with Zapier was updated beyond 1.0.49 and it changed the Create Module Entry for tasks by removing the Parent ID. Now it asks for either who_id or what_id. I would assume the who_id would be the same parent ID of
Messages module in CRM Mobile App
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. Thank
Zoho CRM -> WhatsApp Integration Problem
As you can see I have my whatsapp account added under the portfolio of my company. The portfolio is properly detected by Zoho upon integration yet WhatsApp Account is not: What can I do to make it visible? I tried creating a new account from Zoho Integration
Zoho CRM + Cisco Communications Manager (PBX)
Is it possible to integrate Zoho with Cisco Communications Manager (PBX)? We would like to pass caller ID to Zoho to bring up the record when the phone rings. Moderation Update (22nd July 2024): We are happy to inform you that the Cisco integration with
Zoho CRM WhatsApp - Phone-push messages, Autoresponse and workflow
Good day community and Zoho CRM devs, I would like to know if the following features can be added to Business Messaging (WhatsApp) feature on Zoho CRM. I constantly find myself frustrated with the lack of notification when getting replies on workflow-sent
Sync multiple Gmail accounts with Zoho CRM
I am using Zoho One. I have a personal Gmail account and a Google Workplace (GSuite) account. I am syncing my Google Workplace contacts with my Zoho CRM via the native Zoho Google CRM Integration. I would like link both of my Gmail/Workspace accounts
Zoho CRM Documents sync with Zoho Mail
I wanted to put in a request for the Zoho Mail add-on for CRM to have a sync with the new Zoho CRM Documents so I could download an attachment from my mail directly into Zoho CRM Documents AND/OR a sync between Zoho CRM Documents and Zoho Docs which already syncs with Zoho Mail. Thanks Nolan
Fully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,
Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the security
How to create zoho books contact from zoho crm custom function
Hi. I am trying to create a zoho books customer from a zoho crm custom function. I got it working, but it doesn't add in the contact information section (screenshot attached), just the billing or shipping address sections. I think i need to add a contact
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 upcoming
Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?
Zoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-related
Zoho CRM Image not Sync with Zoho Books
Hi , I have added a product in to the CRM with an image of the Product. All the Details Sync with Books but Image. how to fix it?
Users are Unable to see Campaign Creation options in CRM
I have users with full permissions to campaigns in CRM and User permissions in the Campaigns app itself. However, they are unable to see the option to create a campaign in Zoho Campaigns while in CRM. Below is a screenshot of the options I see as an admin
Technical fields are also not loaded
Hi, we have a problem with passing UTM tags to the order UTM tags are still not delivered to the order, even after you have made the edits Here is an example of the remaining order https://crm.zoho.eu/crm/org20092370698/tab/SalesOrders/615595000013525290
Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?
Email Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emails
Add data in Zoho Analytics after setting it up
Hello, I have a question regarding Zoho Analytics and its integration with the CRM: Zoho CRM data was set up with Zoho Analytics a while ago, but in the meantime there were some custom fields added in the CRM and now I want to be able to see those fields
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