Custom Button
Good afternoon. I'm currently trying to program a Custom Button to convert a Lead into a Customer. I have it at a stage where it works, the Lead remains in place and a Customer is created and the information required is transferred, however I'm having
Zoom CRM Extension
Is there any functionality in this extension that works with Zoom Phone? Or syncing contacts between CRM and Zoom phone?
Kaizen #20 - Node JS SDK
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the Node JS SDK. What is the Node JS SDK for Zoho CRM? Node JS SDK allows you to create client Node JS applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. What can you do with the Node JS SDK? Exchange data between Zoho CRM and the client application where the CRM entities are modelled as functions. Authenticate
Mailchimp Campaigns sync to Zoho
Good day, I have installed the Mailchimp Extension for our Zoho CRM Enterprise Edition. I have synced everything and I have added all the needed information. The one thing I am trying to figure out is how do I sync the campaigns reflecting in Mailchimp,
Pre-filled products for Quotes / Invoices templates
We sell a few basic items with every order and then we try to sell add-ons. Currently when we create a quote we must start every order from scratch and place the 5-6 basic items on the form just to get started. Is it possible to have a template creation
Select all records in contacts
How can I select all my contacts so I can print postage labels for each of 1000 or so contacts?
get an error when trying to get token
#
#Tue Sep 25 04:25:24 PDT 2018
CAUSE=NO_SUCH_USER
RESULT=FALSE
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=alpesh.***@gmail.com&PASSWORD=IIG**uHb6&DISPALY_NAME=mage
Which account having Installation Instructions for VonageConnect for Zoho ?
Hi, We need one clarification for integrating the VonageConnect with Zoho CRM. The follwing Installation Instruction is given by our Zoho CRM, Open the installation instructions email and keep the Confirmation Code handy for later. Click on the Google Chrome Store link under Step #2. https://chrome.google.com/webstore/detail/ppoplnnbacplnbaooniphmeljfmgipfh We need clarification on 1st Instruction(Yellow Mark). Which account having the installation instructions email? Where Consirmation Code is available?
Is it possible to consume a webservice whit Zoho API?
Hi all, I am new in Zoho and I don't know the API possibilities yet. I have a client that uses Zoho and he wants to obtain data from another application. I thought about the possibility to make Zoho call an webservice to fetch data from my application.
Zoho CRM notes
Is there a way to filter notes by User (who created the note)? Some of my contacts can have up to 300 notes, we use Zoho CRM to operate a law firm, Somtimes I just want to see the notes I added. It would be amazing if we can filter notes by User.
"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Hi I keep getting this error, i have double checked the TFA App password as well and I just cant get this to work. Is there anyway you can check from your side if we are missing something?
Firebase app connection to Zoho CRM
Hi! I noticed that theres no documentation on how to connect a Firebase app to Zoho CRM, so that customers could for example change their personal information in the CRM. I have been battling with this problem for a couple weeks and haven't found a way
Unread Contacts
One of the public views in Zoho CRM Contact module is "Unread Contacts". What is it? I tried googling, checking with Zia, searching in the documentation, and here in the forum. A mystery, no definition at all, yet it is a view created by Zoho, and supposedly
Zoho CRM: What You Get in Free Version?
For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing,
How do I make custom function to execute first then create task in blueprint?
I have this custom function that autocomplete open task. I want to autocomplete any open task anytime I click the next state. the problem is any task I auto created in the next state ended up as complete. I figured the problem must be because after clicking
SDKException Caused by : Class "" does not exist
I am trying to create invoice using PHP sdk > version 4.x.x. but i face the below exception. i get an error but not showing, what actually i miss the parameters. [2022-01-19 05:13:18] testing.INFO: com\zoho\crm\api\record\BodyWrapper Object ( [data:com\zoho\crm\api\record\BodyWrapper:private]
Ticket attachments added to CRM record
Is there a way for new attachments in Tickets can be automatically added to a CRM record? Right now any new emails/tickets with attachments show within the CRM record, but you need to download and save the attachment and then upload it onto the CRM record.
Hide Calls in new Open Activities related list
Our backend got 'upgraded' to the new breakout of Tasks/Meetings/Calls but they are all even worsely combined when viewing the Open Activities related list on a deal. Is there a way to remove the columns not needed? (i.e. don't need Calls to show.)
Problème de devis
Bonjour j'ai un problème avec l'appli devis, je ne peux plus enregistrer et envoyer de devis. Bien que je renseigne un montant dans la partie Tarif, ce dernier n'est pas pris en com Pouvez-vous m'aider ?
How can I filter a report of calls so that I only show the calls 'marked as completed call'
I can easily create a report for calls and show them by start date. However this includes calls that are scheduled for these dates and some of the dates are in the future. I would like to filter this report to only show the calls that were marked as completed
Button to create PDF file through Mail Merge (Zoho CRM)
Hi there, I have created a Mail Merge template to a custom module 'Student_Quote' which works pretty well. Through this post the link below, I noticed that there is a way to create a custom function that could automatically create a pdf file and attach
Updates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow
How do I sort Activities by "Activity Due Today + Overdue"?
Hi, thanks for the help. If I am in the "Activities" view, the sort option does not allow me to sort by "Activity Due Today + Overdue". It gives me lots of other options besides that. If I am in the "Leads" or "Contacts" view, it DOES allow me to sort
ZOHO to Quickbooks Online Integration
When is this going to happen, I've seen threads this integration two years back, and would really like this asap. Can we please get a timetable of when this will happen?
What is the definition of "Lead Created Date" in the Contacts Module
Can someone from Zoho please provide the official definition of what the "Lead Created Date" in the Contacts Module is? I assume it is the date the lead was created in the database, but things aren't always what they seem so I want to make sure. Thank
Can't see the email sent by others in our group
We have a problem where one of our logins cannot see any emails sent to a contact by any others of our group. They are set as Administrators so should see all of the settings. They can see the account, they can see the contact, but the email section
How do I make a lookup field on one form autopopulate another field on that form with information from another form?
I have one form called Watering Volume Log where users input the Ranch Water Source and Water Volume in GPM. I have another form called Watering Log where there is a Lookup field for the Ranch Water Source field from the other form. On the Watering Log
Auto populate data in create contact form using windows application c#?
I have developed a c# application which manage zoho contacts. It's working perfectly but i am stuck on a task. I want to open the create contact page of Zoho CRM with some data. Is there any way to send form fields data in query string?
Has there been a change in compose email functionality in Zoho CRM?
Hi I have a series of templated emails that I used to be able to send fully formatted from the email composer in CRM. Now, when clicking 'Send Email' on a single Lead or Contact, the compose email box comes up, but if I select a template it seems to remove
Details on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use the
How to display content of linking module on my contacts record?
Hi all, I am relatively new to Zoho CRM so please bear with me if this is a stupid question. I have looked for an answer in the forum but couldn't find it. I am trying to keep record of the products my company sold to our customers (contacts). For each
Weekly Activity Reports
I'm trying to set-up a report that would be a summary of last weeks activities (both tasks and events) and the coming weeks tasks that would be emailed out automatically Sunday night (I'm currently a free subscriber but would upgrade to Pro for this feature). I'm having a couple of problems 1) I can't figure out how to create a single report that includes both the previous week and the upcoming week. Is this possible? 2) I'm having trouble figuring out how to include both tasks and events on the
Import from Capsule CRM
When are you going to add Capsule CRM import? It is very popular in the UK Clients that are out growing Capsule could then easily be sold Zoho CRM Capsule is very popular with the Xero community, so it would be great on a strategic level
Formula Field with two decimal places only shows 1 decimal place
For sales orders or invoices we use prices with two decimal places. However, when the calculated price is 1450.50 , the value is only shown as 1450.5 How can I force ZOHO CRM to always show 2 decimal places? What I did: - i added a custom field (formula), 2 decimal places - in a template, i use this custom field via ${Invoices.myCustom1}
How to add/remove contacts to a campaign list based on CRM tags
Hey! We have an automation setup between our website and Zoho CRM. When a contact hasn't logged in to the website for 10 days, we add a STALE tag in CRM. If a contact has the STALE tag and they log in to the website, we remove the tag. I want to run
Gravity Forms Zoho Integration Issues After Dec 21st - Something Change?
Began to get API uninitialized errors, removed integration to re-add it via Gravity and get https://www.loom.com/share/f13ab341a7654640b4fbed979166d90b Endlessly redirects around in the auth. I can't tell which end is having the issue.
Links between Price Books and Accounts for Quoting
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
Blueprint or workflow with parallel tasks?
Hello! My sales process has 3 milestones. Within each milestone are a series of tasks. Now, tasks are of course inherent of Zoho CRM, but I was hoping to use the Blueprint functionality to map out the sales process end-to-end, but with transitions being
Zoho CRM Mandatory either/or
Is it possible yet to make a field mandatory if another is blank e.g. phone mandatory if email is blank?
Cannot Update Contact or Lead
I can click edit and add to the field but when I click save nothing happens. I have tried this in multiple browsers and on my PC and Mac. Same issue presists.
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