Is it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?
Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name field
How can I rename and/or duplicate a mail merge template in ZOHO CRM
Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwin
how to use zoho java sdk or node js to build make our own zoho crm api
Hello everyone, I am looking for a solution to use ZOHO CRM API more easily. So can you guide me on how can I use Zoho crm java SDK or node js to make my own zoho crm api ? do you have sample project to help me ?
Viewing quantities of creator application data from lots of forms on a single portal user
We are going to utilize a creator application portal to onboard clients. For the clients' ease of use it will be lots of smaller easily digestible forms. The simplest built in integration of custom related lists limits us to a maximum of 5 custom related
What is the best way to connect Zoho CRM to Zoho bookings
I have been having issues connecting Zoho bookings and Zoho CRM I know there is a plug-in but it doesn't work for what I want I want to be able to update deal stage based on the booking appointment Please what is the best way to go about it For example
Zoho Projects and Zoho Inventory
Good Day I am currently evaluating the trial version of CRM. I input some sample data and integrated the relevant modules and have one question, if i have physical stock items and want to allocate it a specific project and at the same time reduce my stock
Slack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!
Zoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendor
Remove Google Adwords Information on Layout
We use Google Adwords integration with CRM and don't want to disable it. We use multiple Lead and Contact Layouts to reduce the amount of clutter a user has to see when dealing with certain Lead and Contact editing. The majority of our users do not need to see the Google Adwords information. Can anyone give us any ideas for creating a layout that does NOT include the Google Adwords Information section on a Lead or Contact layout? If we can't get rid of the Google Adwords Information section in the
Whatsapp Mass Messaging
Hi, please can someone advise on the best and free or cheapest way to send a large amount of Whatsapp messages through Zoho CRM.
Sipgate Phonebridge not working equally for all employees
Good day, We use the sipgate phonebridge with zoho CRM and desk in our zoho one account: One of my colleagues (Ben) is not able to use the phonebridge like other employees even though we have configured his account in the same way as the others. He has
Type mismatch for "get" function
Hello, I have an issue and I am kinda confused by it. I am trying to write a custom function that calculates the sum of all "Invoiced amount" fields and copies it on the related deal. When I run the function I encounter a type mismatch error: Data type
Automation of Google Sheets Leads to Zoho CRM Lead and workflow
Hello, I have tried creating an automation from our entered leads from our Google Sheets to enter them in as Leads in Zoho CRM. I have attempted to use the Webhook URL code, create a custom function, and just use the basic app option in Zoho Flow but
Apple Contacts Sync
Greetings from Brazil! Is there a way to sync Apple contacts and Zoho CRM contacts? Or, at least, a simple way you know to import all contacts very often with duplicating them? Thanks a lot!! Denis
WhatsApp integration on Business Messaging in Zoho CRM
I think it's fantastic that we now have WhatsApp integrated with Business Messaging on Zoho CRM. But it has a GRET downside! You can't initiate a message to a Lead or a Contact. So if they don't make a first contact, you can't communicate with them using
Pricelist with CRM and Books
WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it gives
Create quotes and invoices - Zoho CRM and Zoho Invoice
Hi all, I am still at the beginning of the setup. 1. I have already linked Zoho CRM and Zoho Invoice. I have created the link in Zoho invoice. I have created a quote in both modules. However, the quotes are not synced with each other. I have seen that
ZoHo CRM Task created from ZoHo Desk ticket?
Hello, I have searched the forum and did not find a clear answer. I apologize if I missed it. I am looking to see if there is a way for a ZoHo Desk ticket to become a CRM task. I have the intefgrations on and it is pulling the tickets in and matching
Removing uptime restriction in web based api usage
I am using FluentForm. The form that comes after a certain time after installing the web based api is not added to zoho crm. When I update the api, the form comes. What can I do?
Zoho Flow and Zoho CRM --> Invalid Data
Hello folks, I've created a flow at Zoho Flow to Add a tag in the contact in the Zoho CRM. The flow initiate with the creation or updated of the contact at ActiveCampaign and then the Tag will be added by the flow in the Zoho CRM. However, the flow it´s
Zoominfo integration
We are using Zoominfo for our contact data. If I look to export a contact from Zoominfo to Zoho it shows me the accounts with similar names, I click on the one I want but because the account name Zoominfo name is not the same as the account name ZohoCRM
Error while creating Brand "This portal is already mapped to another CRM account"
I try to make connection between Social and CRM and showing this message: Error while creating Brand "This portal is already mapped to another CRM account" I had two organization and the first one is default and I try to make the integration with second
Mail merge will not work
Good afternoon, Whne attempting a mail merge from our lead within the CRM the page loads as it its going to run the merge but MIcrosoft Word never opens. Is the problem with the website today/ Regards
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Office 365 Email and Zoho CRM
We have recently moved to Office 365 for email, and we were planning on syncing our email to Zoho CRM as per https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-configuration-for-imap-pop - but.... https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online
Zoho Voice mobile app questions
Considering Zoom phone integration is stuck. I was looking into Zoho Voice and I had a few questions about the mobile apps. Which app are you supposed to use? There is a Zoho Voice app on android that hasn't been updated in a long time and looks dead.
CRM Linked for works via email send but not customer button??
Hi, I am trying to creat a custom button that prepopulates my CRM record info in it when its opened for a related list linked job survey form. It currently works flawlessly when sending the linked form through the internal CRM email form link button (see
List all stages
Hello Everyone, I am trying to figure out COQL to get all deal stages. Any ideas appreciated. Thanks in advance.
inserting a quotes via API
dear zoho team i am triny to insert a quote record via api. But i can not post the exchange_rate i can create a quote but system gets exchange rate automaticly. we are trying to get lots of quotes from a different app so all of these quotes exchange
Integration of AD
We are in need to enabled the below points in Zoho CRM, - Automatic Synchronization of Outlook Contacts to Leads in ZOHO CRM. - Integration of Active Directory to automatically create and manage ZOHO CRM user accounts.
Pushing leads from CRM to Campaigns when certain criteria are met
I want to be able to enter a lead into the CRM, and - if the lead source is something specific - to push it into a list in Campaigns so that it runs the workflow associated with that list. Can't quite figure out how to do this.
Creating Tickets from CRM
We have some custom modules in CRM that our users use to track internal projects. We'd like them to be able to create a help desk ticket to get support from IT. I've added the custom module to the Desk integration, but there is no option to create a ticket.
Send email to lead with Pabbly integration
Hello, I have a scenario that I am automating using Pabbly- "When 'Lead Status' is updated to a particular value in Zoho CRM, I want to send an email to that respective lead." The approach I am using currently is - "I checked for respective updates in
Zoho Meeting Integration with CRM and Related Lists
Hi, I'm a Zoho One user, and have CRM and Meeting integrated. I was hoping to see a Contact's recently invited/attended meeting in CRM when viewing them in the Contact Module as a related list item - but it's not working. But, I have created the Meeting
Activate Zoho Flow through Zoho CRM button (Webhook)
Hello, Is it possible to activate a Zoho Flow with a Zoho CRM button via Webhook? If so, would it be by using a custom function or can I just use "invoke URL" ? Thanks! Vincent
Whatsapp Integrations: not receive sms for confirm
Hello, I'm trying to configure Whatsapp Business with Zoho CRM, (I already did with zoho Form with any problems). I follow all the step but I don't receive the call or sms with code for confirmations. I try several time in the last 2 days with any s
ZOHO CRM integration with affiliate marketing tools
Hi, Has anyone integrated ZOHO CRM with a 3rd party affiliate marketing platform? We are on the brink of choosing ZOHO CRM as our solution, and this is an important factor for us. Recommendations? Best, David
Zoho and FreePBX integration with CRM Link commercial module
Hi Zoho Team, We have recently purchased the FreePBX CRM Link module for Zoho running Asterisk 13. API is connected and user are been synced but call are not working. We have followed this guide: https://wiki.freepbx.org/display/FPG/Setup+for+ZohoCRM,
Zoho CRM WhatsApp Integration
As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp.
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