Creation of Invoice from CRM doesn't show field shipping_charge_sac_code
When I create an Invoice in Zoho Books, I can add the shipping charges, shipping tax and update the SAC (which is mandatory to update by law) However, when I create an invoice in Zoho CRM, it allows me to add shipping charges, shipping tax BUT doesn't
Integrate Outlook calendar with Zoho CRM
Hello, I use Outlook for organising my work diary but I am looking for a way to add in appointment details for the leads and deals and then have that appointment and client name and address sync with Outlook calendar. Can this be done and if so how?
When integrating Survey with CRM the Survey does not show for submitted Leads
I am testing your native integration between Survey and CRM. I have it set up so that when users submit a Survey they are created as a Lead inside the CRM. On the Lead detail page at the very bottom there is a "Zoho Survey" box where I assumed links to
How to track email activity from sent email in ZOHO CRM.
When i was using Hubspot CRM, there was a special email that was always in the BCC that tracked recipients' activity on the email like open time/date, time looking at email, links clicked etc. Is this feature available on the ZOHO CRM? I am having trouble
Invoice Myself To Pay Salesperson Whenever a Deal Reaches a Certain Stage
We need a way of sending ourselves a purchase order automatically whenever a "Deal" reaches a stage other than "None". It's basically a reminder to pay our Sales Person who generated the Deal for the lead, and a way to track who has been paid what so
Zoho CRM integration in yeastar
Après l'intégration de Zoho CRM dans Yeastar, when i receive a call there is a pop up call but i can't control the call i mean i can't answer the call in zoho crm , i can't stop it, i can't do anything. what could be the problem??
how to convert amount to letters in quotes & invoices
Hello, it seems impossible to display the total amount of a quote or invoice into letters ! So here you are a script that can do this for FRENCH amount to letters, it supports French /swiss french / belgium french variants. Hope you can do something to
Zoho Crm and Zoho Books Integration Problem
I integrated Zoho CRM and Zoho Books each other as two-side sync. I have synced Vendors, Contacts, Products, Invoices, Sales Orders and Purchase Orders modules in CRM with Customers, Items, Vendors,Sales Orders, Invoices, Purchase Orders in Zoho Books. I
Adwords information not working
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM. The documentation said after passing the GCLID it takes 24 hours to populate the data but cannot get the data even after 3 days.
Contacts not being pushed to Gmail
I have set up integration between Zoho and Gmail. I have 18 users, 17 are working, 1 is not. Only a very small fraction (less than 1%) of our contacts is being sync'ed to this person's email account. We have reset everything and it does not improve.
zoho oauth sandbox
In zohooauth token generation flow as per https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html, endusers is asked to choose between sandbox, developer or production environments. Is there any parameter in the returned body which says the refresh
Integration to Showpad
Dear Zoho Is there anyway to integrate Zoho Projects to showpad.com I want to be able to log the customer activities in Showpad with Zoho CRM. We use showpad to send a mail giving access to marketing materials and videos, once the customer accesses them
Stop Zoho CRM moving Deal Workdrive Folders
How can I stop Workdrive from moving new deal folders created to being moved under account folders? Workflow is currently create new deal (property listing), assign to account (in this case agent on real estate team). I want to have all deals stay under
Advanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
Zoho CRM-Desk integration
We activated Zoho CRM-Desk integration with one way sync from CRM to Desk on 29th of June. 324 accounts were added on 29th of June and then 5 accounts were added to Desk on 02nd of July by scheduled imports according to sync history. We suppose still
Whatsapp - Zoho CRM integration
Hi, I was told today by Goutham at CRM support that Zoho CRM didnt plan to support whatsapp and we should use a this marketplace app. The marketplace app that was suggested to us had about 25% 1 star reviews. a choice selection of reviews; "Newest update
Sync ZohoCRM to GPS? (Not mobile)
We want to use standalone GPS units (Not cell phones) for our field reps. For example, Garmin or Tomtom? I am fully aware how amazon the ZohoCRM mapping capabilities are. However, just know that for our use, cell phones aren't an option for navigation.
CRM Subforms to Zoho Analytics
Hi I do have subform inside quotes module in zoho crm that I'd love to present in dashboard of zoho analytics. Problem is lacking integration. I've found somewhere that this feature was planned to be available by Q3 '20.
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
Automatically Import Contact information into CRM from a local transactional system?
We are just now getting into using a CRM solution and want to automatically import contacts & sales information from our transactional system (point of sale). I know I can do a manual import, but is there any way to automate the import using a tool like
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Need rates from Zoho books price list to display instead of only rates from items
You guys give us the ability to sync products/items from Zoho Books into Zoho CRM with the rates that were defined in 'items' in Books showing under the products module in CRM, which then is shown under the Account module in CRM as well. However for specific
How to integrate Zoho CRM with LInkedin
The instructions state if I have two users on zoho crm, I will see setup/users&permissions/profiles. I do not see Profiles! There's supposed to be a "General Permissions" box that list Social integration to check which I can't access because I don't have
Syncing Zoho Campaigns to a custom module in Zoho CRM
When setting up a Sync between Zoho Campaigns and a custom module in Zoho CRM, it seems that it is not possible to see and select a Linking Module in CRM (nor a custom view on that Linking Module) as such a custom module. Is that a bug or a feature?
CRM Subforms to Zoho Analytics
Hi We have subforms in our Potentials module but I have noticed that the subform information is not available in Zoho Analytics. From previous posts in the Analytics Community page, they have said they are waiting on Zoho CRM. Can you confirm if this
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices).
Is there a streamlined way to get data from Firebase into Zoho CRM?
Just wondering if there was any built in features that can integrate a Zoho CRM connection to Firebase
Zoho Flow connection to Hubspot
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
Linking / attaching a Creator form entry to an Opportunity
Hello :) I created a Creator App (Order) which has a subform (items). I added this App as a Custom TAB (not a web tab) to our CRM. Now I'd like to "attach" / "add" specific entries of this Order form to our CRM Opportunites. How could I achieve this ? Must the app be as Custom tab, or can I Attach / Link From Creator to Opportunitis directly ? Thanks
Whatsapp integration
Hi All, Can anyone recommend a Zoho Approved Partner who can set up whatsapp to integrate with Zoho CRM ? We have 4 sales execs who i would like to be able to send whatsapp messages through the system to potential clients. I tried to set up before but
AWS Connect and Zoho CRM Call Quality Issues
AWS Connect and Zoho CRM are integrated and around 2 weeks our call quality became very poor. The calls were either extremely scratch, to the point the person on the other end couldn't hear us or there was a 5-6 second delay in the other person being
Is the a manual dialer (soft-phone) for VOIP integration
I have integrated Zoho CRM with Twilio, and it's brilliant. The click to call works great, but that assumes a customer record already exists. Is there a manual dial option from within the CRM application.....i.e a soft-phone.....where i can just dial
Implementatio Google Sheets with ZOHO CRM
Hi, i can't find any information about the issue that i have right now in the moment. Maybe somebody from you guys could help me. I would like to have all of my customer information in my spreadsheets in google sheets, and make automaticly implemented
Changing the status
Hi, i want to change the status of a sales order in CRM to delivered when ever a ticket in zoho desk was closed. How can i do that? can anyone help me with the function?
Integrating POS system to Zoho
Our company is trying to import data from our Lightspeed Retail POS system to Zoho one, for both CRM for targeted marketing and analytics purposes. As many of you are aware, there is no native connector to Lightspeed POS so we are exploring other options
Outlook CRM Add-In for Zoho CRM - Functionality lacking!
Hello, We have just installed the Zoho CRM add-in for use on desktop Outlook versions and the functionality seems to be very low. Will there be improvements to this? I would like to be able to search for records that we want to associated emails to.
Zoho CRM Webhook not Firing
Hello, I am currently using Zoho Finance module within Zoho CRM and I am trying to setup an automatic workflow whereby when a sales order gets converted to an invoice, it will push to Zoho Inventory automatically. If this invoice gets updated in CRM or
Error en APIS de solo lectura (ZohoCRM.modules.Deals.Read)
Hola buen día, Tengo un problema con las apis de solo lectura, de acuerdo a la documentación existente si yo hago un petición GET con la siguiente API: https://accounts.zoho.com/oauth/v2/auth?response_type=code&access_type=offline&client_id=EXAMPLE&scope= ZohoCRM.modules.Deals.Read &
Zoho Inventory Product Sync
The descriptions on the sync settings between CRM and the Finance modules are very confusing. My interpretation is that our two options for syncing between Inventory products and CRM products are: CRM ---> Inventory CRM <--> Inventory Is this correct,
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
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