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.
Products Created In CRM aren't being tracked for Inventory
As many users, I started my journey with Zoho using CRM. I've used many of it's customization and automation features, but we haven't been able to adopt their accounting software as Quoting / Sales Orders. In my latest attempt, I tried to continue using
Why I get html result im postman requests?
I make all instructions for using your API via Postman. But I get all results like html pages. What should I do for get json?
Call a function in a Creator App
Is there any way to call a function in a creator app from CRM?
Integrate both zoho invoices and zoho subscriptions to same zoho CRM account
Hi! It looks like I can integrate either Zoho Subscriptions, or Zoho Invoices with CRM, but if I try both I get an error. For example, I integreate Zoho Subscriptions OK, but then I try to add Invoices (from Invoices web app settings), and get error "Integration
zoho upsert 400 status code
Hi, My question is related to 400 status code in upsert API call. When we try to upsert data and if there is 400 error (bad request) , will the response always contain "data" element ? Does 400 always send a body with it ?
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
Adding a creator app to a tab group
We have a creator app that we have imported into our CRM, however I can't see a way to add it to a tab group. Is this possible? If so how? The Tab is called Print Booking and I can't see it in this module, or in the config of the creator app.
6 Reasons to Integrate QuickBooks with Zoho
Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies.
Google Contact Sync - Address Sync Error
Hi! I have set up google contact sync, but I am having trouble with getting addresses to sync correctly. I have created 2 custom "textarea" fields for contacts called "Work Address" and "Home Address", and I have set up my mapping as follows: While the
Exception in authenticating
Hello, I am using v4 of the PHP SDK. My expectation is that a user would have to authenticate once. Once the user has stored the grant/refresh tokens on the website that will be querying the Zoho API, the user should not need to authenticate again. However,
Importing call record to Zoho CRM possible?
Hello, as it seems that Microsoft Teams integration is not yet possible for CRM, (https://help.zoho.com/portal/en/community/topic/dialing-microsoft-teams-phone-service-via-zoho-crm), I would like to know if it's possible to import a Teams Voice CSV record
Pre-populated Zoho Form Not Updating CRM via Edit Response Link
I hope someone in the Community can offer a solution or work around. Scenario: Via Zoho Form, I plan to send a pre-populated link to my tenant(s) and use a subform on the zForm for the tenant to submit the current occupant information. I use zForm
PBX/VOIP systems
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in TURKEY
Relate Zoho Account id to AccountId in my web app DB
When using API and creating an Account (or any other record in any module), I know there is a way to get the newly created id and save it to my DB. But is there an opposite direction -- pass the account id (generated on my side) to the newly created Account?
ZOHO Phone Bridge Integrations with Cebod Telecom
We have customers looking to integrate phone service from Cebod Telecom with ZOHO CRM. I found phonebridge does the trick. Where can I find the documentation and process to integrate Cebod Telecom phone service with zoho CRM using phone bridge app. Thank
Can you automatically create a Deal (Zoho CRM) every time a Deal Form is created/submitted (Zoho Forms)
Hello there, we have a Deal Form for sales guys in Zoho Forms that we ask them to fill out. Every field matches a corresponding field in CRM, it looks like it's doable through an API but I'm not sure how to do it in Deluge. Would anyone be able to assist
Add a CRM task to Project as a subtask
Greetings, I hope find all good and safe! It is not being possible to add a deal task to my Zoho Project as a subtask (that is what I need). I have tried to add as a task and after move it as a subtask, but it is not being possible, too. From Project
How do I connect my app to Zoho CRM?
I need to connect my app user data to Zoho CRM for real time updates. how do I do it? Where are the developer tools and links to implement that?
Wildix and Zoho phonebridge
We have installed the Wildix integration in Zoho and PBX. It works only for the Zoho admin and not for other users in Zoho. All users have been imported and says so in the company telephony settings.
Unable to configure Zoho Analytics Integration (from CRM) despite being Administrator
Hello there, we have currently added a new custom field in the CRM for Deals. However, we want this to sync into Zoho Analytics but we can't access the settings. Below is what we want to achieve: And on here it says that any Admin can configure this
Filter organization with active Zoho Subscriptions in CRM
Hi all, we have activated the Zoho Subscriptions Integration in the Zoho CRM, so we can see the active subscriptions for each organization in the organization module in the crm. This is working fine. For us, it's important to be able to filter organizations
How to add Vendor_Name in Purchase_Order module insert REST API
Can you provide a sample input Json for purchase_order module insert REST API ? I am posting below JSON {"data":[{"id":"233855000000834001","Subject":"testpu","Vendor_Name":"kkvendor","Billing_City":"surat bharat","Purchase_Items":[{"Total":5915724.0,"Quantity":33.0,"Description":"na
CDATA Zoho-Excel Plug-In Setup
I downloaded the trial version of CDATA's Zoho-Excel plug-in and am having issue with setup. Specifically, it seems to center on creating a custom OAuth app. Although I'm technically adept, I am not a coder/programmer. Here's what I do: I go to register a custom app at accounts.zoho.com/developerconsole and click "Add Client." Click "Server Based Applications" Give it a client name (no problem) Add my company's homepage URL (no problem) Authorized Redirect URIs (maybe a problem) After looking at
Synchronizing data from Magento store and Zoho CRM
We are looking for an Extension to Integrate and Synchronise data between Magento and Zoho CRM. Does anyone have any suggestions or experience with any services?
CRM & Finance Suite Not Syncing...
I'm seeing an issue with CRM and the Finance Suite not syncing. Everything has been activated/enabled and the vendors and items sync (although there is no data to sync) but the accounts/contacts won't play ball. The sync status says done, but the sync
RingCentral Video Invite
Can this please be fixed with urgency? Should be a quick fix - just an internal email template problem. The RingCentral meeting integration has an issue. The meeting invite email is not including the necessary PIN (meeting ID) information in the One-Tap
Improving Card Scanner results
Hello. We have tried the Card Scanner Android app but the results have not been very positive. It works fine with very simple cards (black on white), but fails quite a lot if the card doesn't have a very simple design. Besides that, the app struggles
Create deal via API
Hello! I try create deal via API. I recive access_token and put it in this code: public function insert(){ $access_token = '1000.917e9c46e56677a285f4ac1b3f6d4298.ce3f663d3546f947b02583149a941b55'; $post_data = [ 'data'
Wildix
Hi, Has anyone got the phone bridge up and running with Wildix? I'm having a nightmare with it. Zoho sees the client just fine, even tries to dial but then fails with an error message Dialed number is not reachable Our provider has enabled the bridge,
Integration Zoho CRM (Passing Google Ads - GCLID) with Integromat
I'm trying to create a lead with Integromat using Zoho CRM (Create an Object) and when all fields and dynamic fields are loaded, I can't find the GCLID field, only my base and custom fields. On the other hand, in Zapier the field (GCLID) does appear.
Service Industry - Potentials Won and automatic creation of project
Hello, I have been asking myself if it would be possible to get the option to create automatically a project once the Potential is Closed Won. The current package seems to work on the assumption that sales and potentials are for goods but we are working in the service industry and the potentials are project-based. This integration would make sense since there is now the Zoho CRM Plus license. Any ideas and suggestions are welcome Regards, Victor MdS
I'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. How
Can no longer hear ringing or callee.
I'm using Phonebridge and Twilio to dial-out and get the popup. Popup seems to be working but I can no longer hear ringing or speaking on the other end no matter how long I wait. Seems to be a poor integration with Windows Sounds. Anyone know of a
Push back Bounced Status to CRM, similar to Opt-Out
I couldn't figure out how to push back bounced recipients to Zoho CRM? This is very important. Thank you for advice. Our email data process, great for cleaning out old lists: new emails get loaded by field, sales as CRM leads emails are synced into Campaigns
With Microsoft Disabling Legacy/Basic authentication methods in 2022, are there any solutions on the roadmap?
In October 2022, Microsoft will be disabling basic Authentication Methods. Their latest article about this can be found here: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210
Response code for 0 records in get records api
What status code is returned by zoho get records api when there are no records ? Is it 204 ? How can we exactly conclude that there were no more records ?
Need a real sync between Zoho CRM and Subscription to make emails campaigns based on subscriptions
Hi group ! We need to have a view and list of all primary contacts of accounts that have no Subscription (in Zoho Subscription) or a Subscription to a particular product
Couldng get adwords infos by GCLID
hi to all we are using webforms in our website. so we know that the setup is ok. we can get gclid information to zoho crm as expected. and with this gclid zoho gets adwords information about that lead from google adwords. but time to time I can see
Zoho Sign Email subject and document record
in CRM, when I send a mail merge document with Writer and Sign, the email subject of the outgoing email is still the standard Zoho Sign email subject. ZohoSign Documents record is missing
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