Automating exporting and importing data into Zoho CRM
Hello everyone, I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section. If not then i am sorry. I have several questions and if i can take a bit of your time i would be very thankful :) 1st here
Internal server error
Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do
Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote has
Email Templates including Meetings Merge Fields
I want to manually send reminder emails to Contacts using Email Templates that merge data from the Activities module. Zoho does not allow me to send emails from a template from the Meetings Module, even though it allows me to create email templates from the Meetings module. Any suggestions? Thanks! Example of email template that won't work: ${Contacts.First Name} I still need you to complete your INTAKE FORM prior to your consultation with our office. As a reminder, your appointment with our office
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
Zoho Sheet View Not Updating back to Zoho CRM
I'm trying to clean up our database some and "sync" some information between Zoho and our ERP system manually (no API's currently being used). When I save the sheet and then refresh Zoho CRM none of the changes are coming over. I've waited as long as
Subform Layout Changed?
Hi We have a subform in one of out Potential layouts. in december everything was fine, now that we have come back since last week, when a user edits all the columns no longer show and you have to scroll (see capture) - it is like the layout of the page
Oops, ther e seems to be a problem
Unfortunately I have just encountered another error that says nothing about what's going on. Trying to Update schedule and all I get is "Oops! There seems to be a problem. Please try again later." Workflow link id: 72390000000021001 cfs Id: 3253392000002321013
CRM is not saving my workshop
CRM is connected to our website, this means that when I create a workshop, and set it to active it automatically appears on the website. However, for some reason this process is not working. I was wondering if anyone could tell me how to fix this.
I want to see contact photos (if available) in reports and views
I want to see contact photos where ever possible in ZohoCRM
Adding Link or Hyperlink in GDPR Consent E-Mail
Hi, we've enabled GDPR conformity in our CRM module and written our own personalised consent email. In this consent email, we want to provide a link where users can request to have their data deleted. This is required according to the opinion of our lawyer.
Zoho CRM Changing "From" Address of Email notifications to users in the CRM
This is something that the current guides for are outdated, from the look of it. Guides like this tell you a certain way of doing it, but the "From" address field is no longer there: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/set-email-notifications
Assign Tasks to Named Users in the Deals Module
We usually have more than one person working on deals collaboratively, to associate the users with the deal we have added several User fields in the Layout for the deals module. When creating workflows you don't have the ability to assign tasks to the
Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Conditional Layouts within a Template
Currently we have two quote templates. Show discount column (for when we apply a line item discount) Do not show discount column (default when no discount is applied) The Problem Users apply a line item discount and then often forget to switch the templates which causes confusion when the client receives the quote. (see images attached) The Solution Have a conditional layout with template. The we could just set the default template and show / hide a item table column depending if it is empty or
Meetup Snippets 05 - Zoho One setup at Jack Laurie Group
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The fifth snippet in this series taken from Indianapolis ZUG meetup April 2021, features Brian Collins, Indianapolis ZUG Leader, walking us through
email sent with Zoho crm not showing in zoho mail
When I send an email from CRM it is not present in the mail sent in Zoho Mail. This is normal? Is there any way to fix? Thanks in advance.
Email already exists. Please choose a different email id.
Please help, I am unable to re-add a specific user because when I enter there email address I am given this error: " Email already exists. Please choose a different email id." I can't find anybody else in our company with the same email address. Is
Create Custom Function: A new event, updates a date/time field in the Deals Module.
I need help using a workflow to update a custom date/time field in the Deals Module. Basically, I want to run a report that shows me the last "Appointment Date" for a Deal. To do that, I need a new event to populate the "From" date in the Appointment
Nouveau Commercial, droits d'acces
Bonjour, On a recruté un commercial et je voudrais lui donner accès à nos clients, ce qui est possible en lui donnant le statut de Directeur Général parmi les rôles que l'on peut assigner, par contre dans ce cas il peut exporter la base de donnée, ce
Update Values in Specific Rows of Subform via Deluge
Been struggling with this for quite some time. I have a subform in a deal: If a row has an Expiration Date that is in the past (two rows in red), then I need to update the "Liability" values on those rows to "0". I can't figure out how to do this with
Tip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for you
Second workflow not triggering after a schedule workflow action
Hi I have a complex business process, a deal will change owner a number of times before it ending. I change owners because there are many people involved in the process and I have to assign tasks as the deal moves forward. The problem is when I need to
Email Bounces
We would like to delete emails that were bounced due to a hard bounce (i.e., bad address, not listed in domain server, etc.) Is there anyway to distinguish between hard and soft bounces?
Zoho CRM move fields from Leads to Contacts Module using custom function
Hi Zoho Support: Could someone provide the Deluge script to: 1.) Move certain fields from a leads record to a Contacts records when I am executing a workflow. The workflow is executed when a value in a "multiselect lookup field" in the Contacts Module is changed. I would like certain data fields to move from the Leads record (in the Leads module) when it is associated to the record in the contacts module (that is, when the Contact record is edited). Please help. Thanks. John Williams
ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
Google adword conversion tracking is not happening
I have recently integrated the google adwords with my account, on number of leads, I see GCLID has been been populated but none of the other google adword data is populated, please tell me why
Missing Activities Modules
my activity module is missing and I have gone into manage modules to see if I can put it back it on but its not there. I have also gone into my roles and its even listed in there as well, can anyone suggest anything else?
When will CRM be able to link with multiple Shopify sites?
We need the ability to be able to view all our customers in one CRM system. We have multiple Shopify sites and are only able to connect one to CRM directly. Apparently there is a workaround by linking the sites to Inventory and pulling the data from there,
Creating records with Node.js SDK 2.0 createRecords()
Hi! I'm making a customer portal application with Node.js and using the Zoho Node JS SDK searchRecords() to get records data to my application and that works just fine. Now I am trying to create a record with createRecords() but can't seem to get it working.
Multiple selection with linked contacts field
Hello, In my contact module, I would like to add a "linked contacts" field, to be able to see in a contact card which other contacts this contact is linked to. And I would like to be able to select several contacts, not just one... I tried to create a
Creating tasks to someone assigned in a user defined field
Now is possible to create lookup field for single or multiple users record but it is not possible to automatically assign a task to users in custom lookupfield via workflow automation
Cloud backup for CRM
This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically
Need recommendations for a custom B2B workflow
Summary I want recommendations about setting up a custom B2B workflow in Zoho. We're a B2B business with non-standard billing needs. Our customers often purchase multiple service packages from us, so there is a 1 to many relationship. For example, Customer
Auto Close Tasks - Purchasing Order
Hi guys. Can anyone help me with a code to auto close tasks in the purchase order module. My coding aptitude is not that good but i am wanting to learn more So when a purchase order is created it then creates a task. So what i want to do is to auto close
Rewards Program for referral clients on Zoho CRM
I think this will be a cool feature to add to Zoho CRM and will make increase sales with client referrals
ADD TAG FOR THOSE CONTACT AND ACCOUNT RECORD CREATED VIA CONVERSION
Good Day I just wanted to ask regarding lead conversion to contact and account. The goal is, once the lead is converted to a contact and account module, I want to add a tag on the contact and account record created named "Converted". Can you help me,
Internal Server Error is not a helpful response
There should be literally no one thing or combination of things API consumers can do to trigger a 500 or 500-series error. We're developers and we get that shit happens and sometimes the API chokes, but these errors are frequent enough that it seems Zoho
Multi use of CRM within our organisation
Our business can be neatly put into two distinct areas. Sales/Marketing & Installation of our system. I use Zoho for the sales activity. I have been looking for a system that can assist with the management of our installations. Weirdly, I hadn't considered
Integrate Amazon Connect to ZoHo CRM Failure
I am trying to setup amazon connect telephony service with zoho CRM but when I attempt to login to amazon connect the popup window says it cannot reach this page. Any suggestions? Please see attached screenshot:
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