How to make Gravity Form entries show up in Zoho
Hi guys, So I have an order form (powered by Gravity Forms ) on a website I've integrated Zoho with. Now, this form has several entries I want to appear on Zoho when the form is submitted. Right now, I only get basic entries like name, phone, address etc but I have some custom fields I need to show up also. How can I acheive that?
You do not have sufficient permissions to perform this operation. Contact your administrator.
When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports. Any suggestions? Thank you in advance for taking
Email Delay / Schedule within Zoho CRM
I'm quite new to Zoho and feel I'm very much just scratching the surface. Currently, I find myself sometimes working unsociable hours and don't want my clients to be aware that I'm emailing them at, for example 23:53 (the time now as I type). I'm aware of the ability to schedule delayed delivery within Zoho Mail but not through Zoho CRM. This is especially important for my requirements as I use a lot of email merge templates with Zoho CRM. If this facility is not available (which I assume it is
Associating Leads and Accounts Best Practice
Hello All, I wanted to ask what everyoneone was doing when it comes to Leads. Are you creating accounts for your leads? Or are you only creating an acccount once converting a lead to a contact. The reason I ask is that we may have many leads who are part of the same organization?
Upcoming Workshop: B2B Sales Discovery Process over Drinks and Dinner
A B2B sales workshop for sales leaders, over beer and burgers Join Zoho and Aircall in Austin, Texas, for an in-person, interactive workshop led by Bryan Elsesser, who has led sales development at Aircall, eMarketer, Yext, and YP. Meet and network with fellow sales leaders while enjoying complimentary made-to-order dinner of your choice from Shake Shack, along with an open bar. ️️When: Wednesday, September 25 @ 6:30 pm Where: Shake Shack Austin Request a spot Why Attend? You will learn how to supercharge
Tax Records
I just recently went through an audit. I keep the invoices both digitally and a hard copy. The issue was matching the Tax Exemption & Capital improvement Certificates with the invoices. And then making sure they were not expired. I looked through Zoho products and could not find a solution or a way to do this in the CRM. Maybe I just can't find it. When I look outside Zoho I found this https://sovos.com/products/tax-determination/certmanager/. However I am not looking to use another platform,
Uploading PDF Attachments to Lead records using Zoho SDK v2.0.1.0
I am working on a c# application that utilizes the Zoho SDK v2.0.1 to create Lead records. Once the Lead record is successfully created, I need to upload the relevant PDF file as an attachment. Once the CommonUtil.ValidateFile() method confirms that the filepath exists and is of acceptable size, I call the UploadAttachment() method on the ZCRMRecord instance. The returned APIResponse object confirms that the operation succeeded (STATUS_CODE=OK, Status = "success"), and the included ZCRMAttachment
API Self Client - failing to get a refresh token / access token from authtooauth call
Hi, Do you have 1 example of how to do this correctly ? I have an auth token and believe I need to use "Self Client" model. So, using an existing auth token, I build a POST with the following data (json-formatting the below gave me an invalid response type error): client_id=1000.xxxxxxxxxxxx&client_secret=yyyyyyyyyyyyyyyyyyyy&grant_type=authtooauth&authtoken=9b3zzzzzzzzzzzzzzzzzzz4b&scope=ZohoCRM.modules.ALL I send this to https://accounts.zoho.com/oauth/v2/token/self/authtooauth since my Zoho instance
Quotation Management Installation stalled at "Setting up Application Please wait, while we work our magic"
I've attempted to install Quotation management about 5 times. Each time, I push the install button, push confirm and then I get this screen. I have let it sit on this screen for 12 hours and it still doesn't complete. I've restarted numerous times. No love. Anyone else see this? How do I get support from Zoho for this? Thanks, Dave
Examples with zoho crm
Hello Team, I am working zoho crm technology. i created two module 1 and module 2. * how to fetch record of module 1 * how to show records in module 2 of module record with map data * we are using the same field in module 2 how is possible can anyone help me what i have to do in this ?
REST-API v2: search in CRM with ampersand
Hello, currently, we have some companies in Zoho CRM under the "Accounts" module. Some of them contain an ampersand (&) in the account name which makes it impossible to search for. E.g.: GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch Musik) works fine. But GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch & Musik) throws http error 400 (invalid query formed). I tried to escape the ampersand (\&), I tried to replace it by %26,
Sales Order Export Directly to Deal Attachment
Currently when we export a sales order to our sale order template it is downloaded to the sales person's computer and then they have to manually add it to the Deal in the attachment related list so we can add it to Zoho Sign to send for a signature. I want to export the PDF directly to the deal. Can I do this within the CRM? Or with Zoho Flow?
Tracking Mail Merge Emails with Email Status Filters
Hi, I would like to organize my mail merge emails according to their status (opened, bounced, etc.) with the email status filter on the left side of the screen. Unfortunately, I am not getting accurate results with the filters on who opened the emails or if the bounced. Any advice here? Thanks, Kent
Posting data from my web application, to a custom module in Zoho CRM
Good morning, I am having trouble populating a custom module I've built from a form in my node.js application. i do not want to use web forms because styling is going to be difficult. It is a multi-step form with lots of javascript. Much rather prefer to post form fields from my web app on every form submission to the custom module I've created. What part of the docs do I need to look at for some examples considering we are now using Zoho V2. Lots of code seems to be outdated in the Node SDK Docs,
Tracking Sales Goals
We've recently moved from pipelinedeals.com to zoho as the automation has great value to us. With pipeline, we were able to set sales goals and track our salespersons progress of those goals. However, it seems we've lost the ability to manage our sales persons goals and the ability to track their sales in zoho. Does Zoho have anything like this in development or is there a way to actually do this?
Linking Mass Email to CRM Campaign Functionality
We have successfully sent a few mails using the Mass Email function in CRM. However, it seems odd that we cannot link this activity to the Campaigns function, i.e. create a campaign list there, and then link a Mass Email to the list and manage the Mass Email from the Campaign function. Am I missing something? Seems highly illogical and I fail to see the real value of the Campaign tool unless it can link across. Note: I am not talking about Zoho Campaigns tool - that is a separate module altogether
Accounts and Products
Hi ZOHO team. We are using Accounts\products association , and we need to perform back-office tasks , when a new association is created ( in simple words , additional Product is being added to an Account) I didn't find any way to create a webhook based on that , and I see , that doing API calls or custom function ( fetch all products or and accounts and finding deltas on the product association ) is very expensive. Can you please suggest a better way of doing this check ? thanks in advance .
PhoneBridge Asterisk 13 CRM ZOHO llama pero no cambia el estado de la llamada ni se guarda
Buenos días, Me Llamo Jorge Zegarra, probe el PhoneBridge en mi ZOHO CRM, al hacer una llamada si suena un telefonó. No obstante no se guarda en la BD de ZOHO CRM ni cambia el estado de la llamada. ¿Sera posible algún cambio en la configuración u otro tema? Por favor necesito ayuda. Gracias
Can not import negative values to Currency field from Excel
The nature of our business requires us to import both positive (i.e. 100.00) and negative (i.e. -100,00) values from Excel into the Currency field when importing Deals However, when we upload an Excel spreadsheet, only the positive numbers are imported into the Currency fields. The Currency fields where the negative numbers are supposed to appear remain blank after import. We are able to manually add negative numbers to the Currency field, so it's not as if the Currency field won't accept negative
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
Reports and Contact Roles
Hi there, I would like to run a deal summary report that groups by contact roles, but a bit more nuanced. I don't want to group by the 'roles' but rather the contacts themselves. You see, our deals always involve >1 contact, there in lies the need to utilize roles. However, I cannot find a report that allows you to use the contacts under contact roles, just the roles themselves. I've also created a custom field that allows us to add our people from a pick list. I can group that way, however, the
How to set up Parent/Child relationship in Campaigns
I want to run a campaign, this campaign will have child-campaigns. say, Master Campaign (parent) _________________________|_________________________________________ | | | | | Campaign A Campaign B Campaign C Campaign D Campaign E Each one of my campaigns will have some revenue generated. I
action based on status of email
A new lead from web form is sent an email template as a workflow rule and the email is seen in record with status (clicked/opened). I want to be able to change the status of the lead when the initial email hits a specific status (opened). I believe there's nothing inside the box of CRM that allows for this but is it possible to do so with custom function or through any other development tool? Thanks in advance.
Update DueDate in Sales order based on Date in custom field
in need help on creating a custom function code to update Due Date and make it equal to another date field
Query: Records to appear in different color
I use this tool for my Automobile garage and I would want the vehicles that are to be displayed today to be in red and those which has few days time for delivery to be displayed in Green. How would i Achieve this? regards, Vijay
Sub-Accounts?
How can i create ROLL-UP Sub-Accounts ? For Exemple: Nestle LTD (Main) 1. - Nestle Production LTD (Sub) 2. - Nestle Nespresso LTD (Sub)
Phonebridge and Lead/Contact Lookup
I've succesfully integrated Phonebridge/Asterisk with Zoho CRM and it's generally working. I'm running into an issue where leads created in Zoho CRM aren't available for the PhoneBridge integration until after some period of time 30 seconds to a minute. Is this configurable? Is there a way to make newly inserted records immediately available for phone bridge?
How to close a CRM Potential once the customer deal is closed
I am using Zoho CRM. In our case, once the customer makes a purchase from us, we need to mark the "Potential" done after we receive the payment. How do i close a Potential such that it does not appear in any of the views?
Convert Lead to deal and pull through product
Good day, When i create a lead there is a custom field where I indicate which product they are intersted in. When I convert a lead into a deal I would like it to indicate/link the product to the deal in the "product" section of the deal. I tried it with mapping but no luck. Appreciate any help. The step after thatwould be to have the deal amount automatically calculated based on the products. But that is step two. Kind regards, Bryce
Tasks assigned to multiple users simultaneously
Hi, Would like an option where in a task could be assigned to multiple users at the same time. Quite a few of our customers have requested for this option. Regards,
PHP SDK ZOHO CRM
Buenas Tardes Me Llamo Jorge y recién comienzo con ZOHO CRM Mi duda es que al instalar el sdk PHP Zoho https://www.zoho.com/crm/downloads/php-version1.pdf me pide que cambie los parámetros de oauth_configuration.properties en la ruta vendor/zohocrm/php-sdk/src/resources No obstante, a mi no me aparece la carpeta "resource". Me aparece las carpetas "crm" y "outh". Pero no esa carpeta. Abre cometido un error al instalar o sucedió otra actualización en ZOHO. Gracias de antemano
Zoho CRM Extension - Test Your Extension - Sandbox Instance - Missing Vendor Module
Hello All, We have developed a Zoho CRM Extension via the developer.zoho.com, which depends on Accounts and Vendors module . While trying to test the extension, a sandbox CRM instance like (https://plugin-extensionname.zohosandbox.com/crm) gets created with our extension components. However, we noticed the Vendor tab is missing. Our extension requires the Vendor module for successful test execution. Relevant screenshots attached. Is the sandbox CRM instance missing the module? Is there a way to enable
Not Able to access API
Hello, I am a ZOHO CRM user is trying to access the ZOHO APIs to export Data from ZOHO CRM as Leads, Accounts, Deals & Activities. But when I try with API method I am not able to get the right API although I have followed API documentation. I tried running the APIs in postman as well which is not giving me expected response. Please note that I tried to access REST API as well as bulk APIs for fetching the details. I need to export ZOHO data to MySQL using Python. I tried with the Python SDK which
Function #38: Subform Updates
Welcome back everyone! Last week, we saw how to create a Purchase Order from a Quote. This week, let's look at a function that lets you add subform records easily by having the records from other modules as a lookup field within a subform. Subforms: Explaining plainly, a subform is simply a form within a form. Since all the data stored within your CRM is inter-dependent, there is a need to associate multiple items/records to a single record. To learn more about subforms, click here. This feature
GoToWebinar Custom Registration Field Map to Zoho CRM Campaign?
I just started using the GoToWebinar extension for Zoho CRM; is there a way to map a custom registration field from a webinar to the contact within the campaign? Creating a new field for the contact would not work, as we run multiple webinars and have different custom registration questions for each. Also, some contacts attend more than one webinar.
Invalid oauth scope to access this url on mobile version
We are using Zoho CRM and I receive this error message each time I open the app on my iphone. I also notice that the search results are weak compared to the web version. The web version provides more results upon similar search criteria. Am I missing data on the mobile version? Is there a feature to set the data refresh to automatic? How do I resolve this error message?
crm and ring central
Suddenlt the ring central intergration on chrome browser on the MAC is not bringing up caller info box etc within the CRM. Works fine now in Safari. I have made sure that pop ups are enabled etc. It worked last week?:
Building a Simple iOS App for Service Engineers using Zoho CRM
Not Every department in your company works the same, With the help of Zoho CRM SDKs not only you can create customised experiences for your CRM users but also build custom solutions on top of Zoho CRM to run your business. Introducing SerWiz - A simple mobile app for service engineers, through which they could have a quick look at their assigned jobs, go on the field and get their job done, all of this using Zoho CRM as the backend/the source of data. We'll be using the Zoho CRM iOS SDK to build
Assignment Custom Function / Workflow
Hello all, I'm in dire need of a solution. I have desperately tried to get this to work but to no avail. I need a solution for lead assignment that will work for NON Zoho Webforms (Google ClickID and Generic), and ALL leads that enter the CRM. I need lead assignment based on different times. Example below Leads - Weekday 9AM-5PM go to 2 users Leads - Weekday 5PM - 9PM go to 1 user Leads - Weekends 7am - 9PM go to 1 user 4 Users total with different Shift Times Assignment rules will not work because
Potential amount based on product amount and quantity
Hi, Please can someone shed some light on whether it is possible for Zoho CRM to work in the following manner. And if so, how can I set it up? When I create a potential/opportunity the amount shown is to be calculated by the value of the products in the potential (price multiplied by quantity). At the moment the potential amount is not linked to the value of the products in the potential. How can I have the potential amount be linked to the value of the products? EG: When I add a product (and sometimes
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