redirect after submit a zoho creator form through a related list in CRM
Hi, we have achieved to display a zoho creator form in a related list of CRM. But on submit of this form we need to redirect the page displayed in the widget. After click submit we need to go to another published form. Is posible to suscribe to the event
Changing the "from" name
Hello, I have connected my gmail through the IMAP integration like so (this is a google workspace/gsuite email) - And when trying to send an email to lead, for some reason 'tomajx' appears as the senders name (it is the name of the gmail I am registered
Zoho - Crm - Bulk Apis - Bulk Write
Hello, I'm developing a new feature for our application and I need to use bulk apis. I set up a self client in order to generate the code to send the request for the access_token. I make the access_token request with the code and I receive a token for
Integration Zoho CRM with Qualtrics
Hi, Any plans to include Zoho CRM integration with Quatrics? I know about the plan to integrate it with Zoho Campaigns but CRM is essential too Thanks, Hasna
Is there a way to display the selected topics from Zoho Campaigns in Zoho CRM
Hi, I was looking at a contact in Zoho CRM, and searching for the topics he/she selected in Zoho Campaigns. Is there a way to display them? How to solve this issue?
Zapier New/Update Module Entry Sends Duplicate Webhooks
I have an integration of Zoho with Zapier using the New/Updated Module Entry Trigger. Every time the trigger launches it creates two duplicate Zaps. I spoke to Zapier and they told me it is a know issue and it is on Zoho side. The Zoho API is triggering
Outlook 365 Integration and Tasks
When the outlook 365 integration is enabled, all of my tasks from CRM and syncing over to outlook, however, only the title of the task is populating. There is no association of the task to the contact/lead or account. Is this how it is designed? Seems
Connect zoho and datastudio
My clients are users of google datastudio dashboards. I’d love to import their usage of the dashboards - perhaps with google analytics? Any suggestions on how to connect datastudio into zoho to do this?
Send WhatsApp chat directly from ZohoCRM Messages module
My ZohoCRM Message has been integrated with my Whatsapp Number. I can receive message from my leads and reply it directly from my ZohoCRM. But my leads have to chat with me before so I can communicate with them. Is it possible for me to initiate Whatsapp
open forms
I have the integration set up in Forms from the Contacts module. I know I can create a button in Contacts that opens the url for the forms app and open the form. What I would like to do is open a specific form and autofill the linked field with the
Gantt chart solution for Zoho CRM?
Hi We manage events. We have Zoho CRM that holds details about our customers and events. But we need a solution where we can collaborate with customers on the events; setting times, tasks etc We're thinking a gannt interface is probably the way to go.
Invoice insert adding line items aka product detailes
Can you give an example of zoho api invoice insert ? What fields are required for product details ? Invoice fields fetched from metadata api does not include fields for product details which are required for invoice creation. Please help on the issu
Removal of Twilio Direct Connection + huge price increase?
Hi, I was just trying to add my Twilio number in through Phonebridge or Telephony, and I wasn't able to do this. I found articles that say I can do this, but Twilio just doesn't show up in the list of Telephony integrations anymore. It seems like Zoho
It ZOHO CRM does not open for me
أنا مسؤول صفحة CRM الخاصة بي ، ولا يمكنني فتح طلبي
Email Verification Tool & Zoho CRM
Has anyone had good results by adding an email verification tool to zoho CRM, via API? I currently use quickemailverification.com and myemailverifier.com on separate websites to clean up bad emails in my lists. They both work quite well in maintaining
Integrating Oracle ERP into ZOHO CRM.
Can we integrate ZOHO CRM with ORACLE ERP.
CRM - Show client folder inside Account details view
Hi, For each account, we have a designated Google Drive folder. In this folder we store all documents related to this account. We'd like to think of ways to "bring this folder" into Zoho. The idea is not to upload/download files to Drive, but more of
How to get Payment Module records in Zoho CRM integration
Hi Team, We are building integration module with Zoho CRM. We are interested to get Accounts, Invoices , Orders and Payments data. While I see that Accounts, Invoices, Orders can be fetched but could not see Payments module records. Can
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
Integration Zoho CRM With Salesforce
Hi, I have a requirement to integrate Zoho CRM with salesforce but I don`t know how to achieve this requirement anyone help me with Salesforce integration with Zoho.
Sync Troubles with Desk
Hello everyone! Our company is new-ish to Zoho. We have Desk set up for support tickets for assisting our clients. We recently added CRM for communication and marketing. We set up a two-way sync between them. Only some data (accounts, contacts, etc.)
Adding CRM Users to Zoho Campaigns
I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
ZOHO CRM Integration with Xero
Hello, Our company has 1 zoho crm accounts doing 3 entities' invoices. Now we would like to integrate zoho crm and xero and send out official invoices from xero. The questions is, we have split the invoicing tasks in xero to 3 organisations, then can
Connect Zoho One/CRM to Vontage dialer
Hello, Unable to get ZohnOne/CRM to connect to Vonage phone dialer. Zoho tech support no help. Has anyone made it work? Using Zoho Via Chrome.
Zoho Mail calendar to CRM Calendar
Okay, I had the worst Customer Service experience with Zoho so I am reaching out to the community for help. The problem: I have standing meetings that are on my Zoho Mail Calendar (zoho calendar) which I need to be on my Zoho CRM Calendar. The reason
contact 7 form zoho entegrasyon
We use Contact 7 forms. We got the Zoho integration, but there is a problem. https://www.elegantthemes.com/blog/wordpress/how-to-integrate-contact-form-7-with-zoho-crm We have followed the steps from the information in this link. Zoho log shows an error
Can I sync my Zoho Calendar with my main Outlook Calendar folder?
Hi, I have enabled the Microsoft 365 gadget that allows me to sync my Zoho Calendar and Outlook Calendar. All the meetings I create in Zoho are duplicated in a new outlook calendar named "Zoho CRM Calendar". Can I somehow make the new meetings appear
Sous-fomulaire - CRM / ZOHO WRITER
Bonjour à tous, Petite question pratique. Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille
Zoho CRM incoming Phone notification to Cliq
How to get incoming phone notifications to Zoho Cliq? Thank You
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
CRM Integration owned by user from a different Zoho Customer?
Hoping someone had similar issue, as we are at a dead end trying to resolve this with support. We created a demo crm plus account a few months ago, converted to paid, and we have been battling an issue where desk will not integrate to crm, and desk will
CRM no saving my google ads configuration
Im trying to connect my CRM with google ads and everything seems to work correctly but when I refresh the page it makes me do the process all over again. I always finish the integration correctly but somehow it doesnt save it an I always have to do it
Gmail IMAP instead of POP into Zoho Mail
I tried search for this, but couldn't find a solution or an answer. We currently use Google Apps and Gmail to communicate, and one of the main reasons we chose to go with Zoho was because of the email integration. However, as soon as we signed up, we realized that the email add on doesn't help much. We have over 25 GB of email that we don't want to delete and keep on file, however, if we use POP that runs up the storage charges on Zoho. I was shocked to find that Zoho doesn't support IMAP functionality
Outlook 2016 Zoho CRM Integration
Hello, I'm not able to find the link to Zoho CRM addon for Outlook 2016. I've read several guides/articles, but looks like they are all outdated. The only available option in Marketplace > Microsoft > Outlook is the integration of CRM with Outlook 365.
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Google Contacts Sync
I have just initiated a google contacts sync by changing the frequency from Daily --> Never Repeat --> Daily (Only way I know to initiate a sync). It is now 23 minutes later. I have a group of contacts called "Automotive" that I want to keep synced.
Adding Teaminbox related list to Deals
Hello, is it possible to add the teaminbox related list to Deals? Thank you Antonio
View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks
Hello, Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide
After rebuilding Sandbox, Connections->Custom Service is not editable
I have just rebuilt my sandbox with production. Production has a configured connection-custom service that is used in some integrations (webhooks - etc). I need to edit the connection in the sandbox, but it appears to not be editable. The custom service
How to integrate Shoretel Web Dialer chrome extension in zoho?
So I have this code but it doesn't work. So this code is supposed to convert numbers into dialable links for Shoretel, but it doesn't seem to work and it states that the variables are not defined like phone and country. The shoretel web dialer extension
Next Page