Projects in CRM
I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account. Conversely I need to associate contacts
How to get Wordpress Users in Zoho CRM?
Hello guys, Does anyone know a good way to connect wordpress Users with Zoho CRM? Especially the request is whenever a new user is added in the Wordpress Users then to create a record in Zoho CRM.. I found this plugin https://wordpress.org/plugins/wp-fusion-lite/
Two Zoho CRM accounts one email address?
I'm helping someone incorporate His Zoho Creator app with his Zoho CRM. To do this I registered for my own CRM account to test and learn the system. When he tried to add me as a user to his CRM system he got a message saying my email was already used
WeChat integration
Are there any plans to integrate WeChat into ZOHO crm? very critical for the chinese market but also growing fast outside of china with over 800 million daily users, the support for mini apps and chat integration to capture leads and run the WeChat store would be a very good feature and would make ZOHO a killer eco system to use globally and eliminate the need to use a separate system for China which often makes that system the choice for a global solution thus ruling out ZOHO
Updating cases using outlook plugin
Say I've created a case in CRM, if I receive an email related to that case, how do I update the case using outlook plugin
Account_Name.Account_Name - column given seems to be invalid
Hi Team, I'm using COQL API to fetch Contact information from Zoho CRM. I'm facing the "column given seems to be invalid" issue for the column Account_Name.Account_Name for one of the merchants and for others is working fine without any issues. Here,
Adwords Integration Not Populating
I have had my web team confirm 4 times that the code on the website has been entered exact to Zoho's instructions. The Google Adwords field just isn't populated with the GCLID for some reason We've been trying everything, your live chat has been trying for over 4 months. Can anyone help? Thank you
How often is the sync between CRM and Desk done?
I know the sync between CRM and Analytics is every 3 hours. But how about CRM to Desk?
Customizing: Contacts and/or Accounts for Family Law+
The operation is *primarily* but not exclusively business to consumer, and I need a way to create a "Case/Matter" that is, for all practical purposes, a client+project, and could be a "child neglect" Case, a "child custody" Case, or even a "breach of
Having trouble finding record data synced from Zoho Forms into Zoho CRM
Hi, I recently made an integration between forms and crm, where everytime there's a new form record, it adds a new contact or updates an existing contact in the crm. It worked for 1 or 2 records. However, there are a few new records in the last 2 days
How to add product list to Zoho Forms
I have two problems I need to solve. I hope someone can help. I am using Zoho CRM for student enrollment for certificates issued. Students need to sign up for certain sets of subjects to qualify for their certificate (there are 5 levels). I have used
Is it possible to move Cases into Desk
Is it possible in the integration between Zoho CRM and Zoho Desk, to push Cases created in CRM into Desk and pass the updates between the two systems?
Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? Thanks
How to support sync tags from ZohoCRM to Mailchimp?
Currently, there is quite a few options to sync contact info like Name, Mail from Zoho CRM to mailchimp. But "tags" field seems to be missing in all of the integration. Could I if this can be done at all ? Thanks.
Unable to create a module entry via Zapier
I'm trying to connect Cal.com to the meetings module but keep getting this error: Failed to create a module entry in Zoho CRM Unable to create entry in module: Events. Error : required field not found. Detail : api_name type, index 1, parent_api_name
How to merge Zoho Inventory into CRM
We have an account that has made purchases from us and we have their sales orders in Zoho Inventory but in Zoho CRM it does not show any sales orders. All it is showing is "Error while retriving data from Zoho Books". Would there be a way to merge the
Google Drive integration does not show Shared Drives
Hello. My organization uses a number of Shared Drives within Google Drive. The current Google Drive integration with Zoho CRM does not allow navigating to "Shared Drives", it just shows the contents of "My Drive" within the Google Drive. For example,
Amazon Connect Integration
Amazon Connect Integration failed. I tried to setup things following Channels>Telephony Input everything right and Successfully login to my own Amazon Connect CCP. But the redirection thing didn't happen at all. I just looking at my own CCP client. And whenever i hit the call button, the login and fill up amazon connect instance name pop up again Is this integration already deprecated?
Integrate SharePoint list to create leads in Zoho CRM?
Hi Guys, Was just wondering if anyone knew a way to integrate a sharepoint list which is generated by someome submitting a form off microsoft forms. A form is submitted then is added to a list in sharepoint basically. Is there a way I can get these submissions
Zoho CRM api build url for specific record
We are building application using Zoho CRM api and we have faced with the issue of generating url for specific record (in our case we want Contacts, Leads, Cases, Deals). When we use Zoho crm plus ui, we see something like this: https://crmplus.zoho.com/someNameWithNumber/index.do/cxapp/crm/domainNameOfOrganization/tab/Leads/4964552000007777777
Zoho CRM Finance Module - can I show Vendors Bills?
I suspect that the answer is no but thought I'd ask just in case someone had a useful hack. In CRM I can look at Customer records and see all the invoices we've sent them but when I go to the Vendor record I need to see their bills to us, not invoices
Search inside CRM and API
Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it is
Email Integration Office 365 error Unable to get SMTP email"
I'm unable to integrate office 365 with zoho crm. In setup, Channels, Email, Email Integration, Office 365, configure. I login to office 365, then I get this error "{"error":"Error while adding account : Unable to get SMTP email"} how can I login?
Can we reflect or sync Zoho Books customer status in the CRM?
When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?
zuid value and profile photo integration?
We want to use the profile photos of the users by getting their zuid values through the API. Although the profile photos are set to public, when we want to access the photo when the user is not logged in, it gives an empty avatar instead of the user's
Zoho CRM API's Flow
Hi team, We are working on a integration using Zoho CRM api's for that we have the following query; There are three type of url's associated with Zoho CRM accounts: CRM view : crm.zoho.com Oauth account: accounts.zoho.com Api Url: zohoapis.com So, Is
How to Set up Zoho CRM Custom Services Connections with OAuth2
I am trying to make a connection to zoho writer so that i can have a custom function make a merge document when a deal is created in zoho crm. I followed all of the steps here for setting up oauth 2 for the authorization. I managed to do all of that without
CRM and Desk Integration
Hello! I'm integrating Zoho CRM and Zoho Desk right now. Since the integration is limited to the Accounts and Contacts modules, I changed the Layout of my Accounts module to fit what I need. Here is the tricky part: - Now I have 3 Account Types: A, B
Login issue with WordPress sign ups and Zoho CRM integration token error
I have a site that uses the WordPress for log in to WooCommerce and user info and then is supposed to push all info through to Zoho CRM. The site uses Zoho One paid version. However, new users at the moment who try to sign up get the error: "Error: call
Quickbooks Online integration
Any possibility of integrating Zoho CRM with QB Online?
Zoho CRM & QuickBooks Online Integration
Hi all, Please try an in-depth integration of Zoho CRM & QuickBooks Online here: https://www.pipemonk.com/integrate/zoho/quickbooks-online Bi-directional sync of Invoice, Quote, Purchase-Order etc. Thanks | Rakesh
Zoho CRM Integration with Quickbooks Online
Hello Zoho, When we can get equipped with Quickbooks online integration with Zoho. Regards Kalyan
Enhanced Zoho CRM Tasks to Zoho Connect functionality?
Has there been any progress in making Zoho Connect style Tasks available for Zoho CRM? Is there a way to create a task in Zoho Connect and link it to a record with in the CRM? Our team's internal workflows use Zoho Connect very heavily for task based
Zoho Forms not syncing with Zoho CRM
I am having trouble using Zoho Forms with Zoho CRM workflow. I have created a form that is integrated into my CRM contacts. Once the form is submitted a new contact is created. Great! I wish to send this new contact an email which i wish to trigger as
Tranform incoming API data to a drop down field
Hello, we have recently a build an intergration with one of our products, which pushes data into a custom module into our CRM. The data we are pushing is initialed, but we would like to be able to create a key for when this creates the module entry For
Cannot connect Zoho CRM nor Zoho Desk on Zapier
Hello, we are facing issues connecting our Zoho account to Zapier, Everything was working fine and suddenly they disconnected and we cant reconnect them. We go through the sign up procedure and accept permissions on Zapier and when the window closes nothing
Syncing recurring meetings from Zoho Calendar to the CRM calendar
I just spent hours with support to find out that I can not create a recurring meeting in Zoho calendar and have it sync back to the CRM. And there is no way to create a recurring meeting on the CRM calendar! How is the possible? This is a function I use
Closed Activities Call Log for VoIP Integration
I integrated my VoIP provider. After I make a call, it saves to the "Account" and not the "Contact" or "Deal". How can I have the closed activity call log show in all places?
Mailchimp Sync to CRM
Hi, After having numerous issues with Zoho Campaigns and going backwards and forwards with support and getting no where, during this time we have been exploring Mailchimp as an alternative option and we have found we are not getting the issues that we
Medical equipment service scenario for Zoho CRM and Books
Hey, I'm creating a system in zoho crm but there's a confusion in the flow how It can be developed into the zoho crm. We provide a medical equipment service. Every time a client need a product so we've to get first prescription from the doctor when the
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