Impossible to add a client user to a project in CRM
Hi, When I try to add a client user in a project in the crm, only 48 users appear in the search box. I am looking to add a customer whose first name begins with F and only users whose first names begin between J and Z appear. Is this a recent bug? Regards
CRM Mail Merge - break apart date for contract
I have a date stored in CRM for a vendor, which I need to break into separate fields in the contract. The field is called «Contacts.Contract Date» which appears as MM/DD/YYYY I need it to appear on a line of the contract as: Effective this <<DD>>
Unable to save integration in Desk
Hi. I have a problem when I tried to integrate Zoho Desk within Zoho CRM. When I try to integrate Zoho Desk through the marketplace of Zoho CRM I get the message "Unable to save integration in Desk" I did the configuration and everything looks good but
How do I set up the Zoho CRM to accept product information without user authorisation?
Hello, I have a web catalogue administration system (in Classic ASP) that manages products. When a product is created or updated, I want the website to sent a JSON request to Zoho CRM: 1. If the product already exists (using a key as the test) then Zoho
CPQ Tools for Zoho
Has anyone integrated a CPQ tool with Zoho CRM and If so, which?
How to add incoming calls to Zoho CRM as a lead?
I am looking for solutions to create new leads from calls. It's neede when there's an incoming call and the phone number isn't associated with any of the existing records,
Linking Zoho Social (Facebook) to Zoho CRM
We use Zoho Social's Facebook ads, which are linked to Zoho CRM. If the required fields in the prospect layout in Zoho CRM are not included in the Facebook ads form, we get a sync error. Is there a way to sync with Facebook Ads while keeping the fields
HubSpot to Zoho -OR- Zoho to HubSpot
I'm wondering if anyone has any opinions on whether it's better to setup the integration in HubSpot or setup the integration in Zoho?
How to map CRM's Deal Amount into new Project form's Fixed Cost value
Hi, We have a request regarding the integration from Zoho CRM to Zoho Projects (subsequently inclusive of Zoho Books). We have setup the integration CRM-Projects in Zoho CRM and mapped Deal Name to the New Project Form. However how do we map the Deal
How can I copy an email template from zoho campaigns into zoho CRM? (not only text but HTML)
I already have an email template from zoho campaigns that I want to copy into zoho CRM (as a template). I need to do that not only with text but all the format (HTML) Thanks
CRM/Projects Integration
Good afternoon, I'm in the process of setting up automated Project creation when a Customer is created. We are using the Accounts module as Customers and I've already created the creation of the Project Template pulling information from the CRM - this
What are the best practices for sync and view set up, were are currently out of syncs
I work for a company that regularly goes to trade shows and when we leave the tradeshows we come back with a list of badges scanned in an excel document that we upload into Zoho and then use specific views for the specific trade show and have other syncs
updating invoice record
Is it possible to update invoice record without specifying Invoiced_Items ? If I want to just update the subject part of the invoice why should I specify Invoiced_Items records ? {"data":[{"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Invoiced_Items","json_path":"$.data[0].Invoiced_Items"},"message":"required
Get Image Upload field images with NodeJS SDK
Hello, We are trying to fetch the images uploaded through the Image Upload field and display these images on our website photo gallery. How to fetch the Image Upload field images with NodeJS SDK? Best regards, Tiemen
How can I choose the Zoho Survey collector for embedded Zoho Survey links in Zoho CRM email templates?
I have a Zoho Survey with three collectors. One is closed and two are open. I have an email template in Zoho CRM that is used to email to the contact on the CRM record a link to the survey. It uses a button of Link Type: Zoho Survey. I have selected
Having trouble with the Node JS SDK Version 2
I am suddenly getting an error: UnhandledPromiseRejectionWarning: TypeError: responseObject.getFields is not a function. I have never had this error before and my customer portal app has been running perfectly for weeks and now it suddenly just broke
ZohoCRM and Office 365
Hello, We are looking for input from other users and perhaps Zoho. We have enabled the New Microsoft Office 365 Integration on our account. Zoho added a new Calendar to our users accounts so they now see their original default calendar and the new zoho calendar in the Office 365 Portal. The Zoho Calendar Syncs perfectly at first glance to this new Calendar in the Office 365 portal: Working: You initiate an event on the Zoho Calendar and it appears in Office 365 (Zoho Sync'd Calendar). Working:
Problem with type mismatch
Hello. I'm trying to grab a field value in a CRM record by first looking up the record by name. It seems I must then lookup by record ID so I can have access to custom fields. Here is my short sequence that is getting an error: productRecord = zoho.crm.searchRecords("Products","(Product Name|=|Magnetic Attraction)"); productId = productRecord.get("Product_ID"); productDetails = zoho.crm.getRecordById("Products",productId); audioUrl=productDetails.get("Audio"); The second line has produced the following
Find Project Associated to a Deal with Deluge?
Hi What's the simplest way of finding the project ID for a project already associated with a deal using Deluge? Basically, I need a custom button on the Deal that when clicked gets the associated Project for the deal. The project has already been created
Create Purchase Order with Product Description lines through Integromat
Hi all, I am trying to create a purchase order through integromat with each product having a very specific description, however i am struggling to work out how to add the description though Integromat as when i use the standard functionality there is
How to add records in Zoho Sheet Template
Hi Good Day I want to integrate Zoho CRM to Zoho Sheet the scenario are the following I have a transition in Zoho CRM name Start Initial review. And I have created a template in Zoho Sheet Under My Template Now, what we want, once the user clicked that
Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill and
New Linkedin integration
Zoho now has LinkedIn integration, but I'm confused by it. It doesn't seem to put leads from LinkedIn back to Zoho. If you're not providing integration back into Zoho, then putting LinkedIn inside Lead/Contact/Account pages if you have LinkedIn Navigator (which we have) is questionable. You can just put links on the Lead/Contact/Account pages to LinkedIn using Module links, e.g.: https://www.linkedin.com/sales/search?keywords==${Contacts.First Name}+${Contacts.Last Name}+${Contacts.Account Name}
How to Add Multiple Line Items to Purchase Order in Zoho CRM via Zapier.com?
Hello, I am trying to add multiple line items via Zapier.com to a Purchase Order but in Zapier it is not possible to add more than one product (please see screenshot below). Could you please tell me if/how this is possible? I want to add two items to
Node JS SDK V2, searchRecords using a custom field as a search parameter
Hi! I'm making a Node.js app that connects with Zoho CRM with the ZohoCRM Node.js SDK Version 2. I need to search records from the CRM using a custom fields value as a parameter. I'm guessing this can be done but couldn't find any documentation on how
Creating records with Node.js SDK 2.0 createRecords()
Hi! I'm making a customer portal application with Node.js and using the Zoho Node JS SDK searchRecords() to get records data to my application and that works just fine. Now I am trying to create a record with createRecords() but can't seem to get it working.
Unable to get Related records from Custom Modules
When I try to do resp = zoho.crm.getRelatedRecords("custommodule3", "Leads", "1280922000001794916", 1, 3); I get {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} When I try resp = zoho.crm.getRecordById("custommodule3",
Zoho CRM and Quickbooks online integration
Hi all. I am an IT consultant and developer and just started using Zoho CRM and I like it a lot. I noticed some random requests for QB Online integration. I have seen many of my clients migrate from the desktop to the cloud for QB and I have as well. Are there any plans to connect these two? Right now, I enter estimates into both systems, Zoho to track prospects and QBO so I can send estimates and convert it directly to an invoice when I win a bid. I would love to do this in one place, not to mention
API issues still
Is anyone else having issues with the https://www.zohoapis.eu/crm/v2/Leads timing out. apparently its been fixed but still having issues.
Zoho forms and Zoho CRM
Does zoho crm really consider zoho forms to be a third party product? https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_forms Why are integration instructions
https://www.zohoapis.eu/crm/ is down??
https://www.zohoapis.eu/crm/ is down? I can't reach this domain at all and all my connectors are not working?
Use Zapier to create meeting in the CRM that includes a meeting link.
Is it possible to create a zap using zapier to create a meeting in the crm that includes an online meeting link? I can create meetings just fine using zapier but they don't auto create them as online, and I can't pull that meeting link in zapier. I found
Can I relate a CRM Contact to a Project without the contact getting an email?
I want to add a relationship between a contact and a project but I don't want the contact to know anything about the project. The system seems to send an email to the contact when I associate the project. Can this be turned off?
Sync CRM estimates with Projects estimates when create or associating project
Hi, I have CRM, Projects and Invoices synced up, does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM? I have 2 estimates in a deal, I have just created a new project for that
Can't add user to Ring Central integration
I have one user, a new user who I can't connected through the Ring Central integration. When I go to Manage Users and add another user, her name doesn't pop up. I have checked and double checked her security settings and they match the other 5 users just
Which account having Installation Instructions for VonageConnect for Zoho ?
Hi, We need one clarification for integrating the VonageConnect with Zoho CRM. The follwing Installation Instruction is given by our Zoho CRM, Open the installation instructions email and keep the Confirmation Code handy for later. Click on the Google Chrome Store link under Step #2. https://chrome.google.com/webstore/detail/ppoplnnbacplnbaooniphmeljfmgipfh We need clarification on 1st Instruction(Yellow Mark). Which account having the installation instructions email? Where Consirmation Code is available?
Firebase app connection to Zoho CRM
Hi! I noticed that theres no documentation on how to connect a Firebase app to Zoho CRM, so that customers could for example change their personal information in the CRM. I have been battling with this problem for a couple weeks and haven't found a way
ZOHO to Quickbooks Online Integration
When is this going to happen, I've seen threads this integration two years back, and would really like this asap. Can we please get a timetable of when this will happen?
Details on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use the
How to add/remove contacts to a campaign list based on CRM tags
Hey! We have an automation setup between our website and Zoho CRM. When a contact hasn't logged in to the website for 10 days, we add a STALE tag in CRM. If a contact has the STALE tag and they log in to the website, we remove the tag. I want to run
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