Zoho CRM Questions
Zoho CRM Webhooks
Information about Zoho CRM Webhooks: https://help.zoho.com/portal/kb/articles/webhooks-workflow Posted: July 2019
Cloning a Blueprint
How to clone a Blueprint in Zoho CRM: https://help.zoho.com/portal/kb/articles/cloning-blueprint Published: June 2019
Zoho CRM Email Parser
Details of how to setup and configure Zoho CRM Email Parser can be found at: https://help.zoho.com/portal/kb/articles/email-parser Published: June 2019
Zoho CRM Map Dependency Fields
Zoho CRM Map Dependency Fields https://help.zoho.com/portal/kb/articles/use-custom-fields#Map Published: June 2019
Zoho Sales inbox
For information on how to configure Zoho Sales Inbox visit: https://www.zoho.com/salesinbox/help/zoho-crm/web/usage.html Published: June 2019
How many custom fields in Zoho CRM?
How many custom fields in Zoho CRM is dependent on two factors. Firstly it depends on which Edition you are using: Free Edition: No custom fields Stand Edition: 10 fields per module Professional Edition: 155 fields per module (Note: Activities module ...
In what order does automation run in Zoho CRM
When you have all the Automation configured then the order will be as follows : Assignment Rules -> Approval Process -> Workflow Rules -> Blueprint When you have configured without the Blueprint then the order will be : Assignment Rules -> ...
Zoho CRM Approving Records
Zoho CRM Approving Records https://help.zoho.com/portal/kb/articles/approve-records Published: April 2019
Creating custom fields in Zoho CRM
Creating custom fields in Zoho CRM https://help.zoho.com/portal/kb/articles/use-custom-fields Published: April 2019
How far back does timeline information in Zoho CRM show?
How far back does timeline information in Zoho CRM show? As of April 2019, the timeline only shows information going back 180 days. if you are in need of additional timeline information, we can contact Zoho on your behalf with the user's email ...
Email Authentication in Zoho CRM
Email Authentication Zoho CRM: https://help.zoho.com/portal/kb/articles/email-authentication Published: March 2019
Email integration in Zoho CRM - An Overview
Email integration in Zoho CRM - An Overview: https://help.zoho.com/portal/kb/articles/emails-overview Published: March 2019
Zoho CRM Customise Layout of Setup Screen
To find out information of how to customise the setup screen of Zoho CRM: https://www.zoho.com/crm/help/setup-customization.html Published: March 2019
Zoho CRM Timeline Some Fields Updated
When reviewing the Timeline of a record, you se the message "Some fields updated", what does it mean? There are two cases in which this happens: If user A is not having view permission for a field, if that field is updated by user B, then user A's ...
Zoho CRM API Documentation
Zoho CRM API Documentation varies depending on which data centre you are located in. Full details can be found at: https://www.zoho.com/crm/help/developer/api/multi-dc.html Published: March 2019
Zoho CRM MailChimp Integration
Utilising the Zoho CRM extension for MailChimp you can synchronise data between the two platforms. https://help.zoho.com/portal/kb/articles/mailchimp-crm-integration#Install_MailChimp Published: February 2019
Understanding Marketing Attribution in Zoho CRM
Marketing campaigns play a crucial role in any business, as they help one ensure a better consumer reach and awareness. Most companies prefer integrated campaigns since multiple channels ascertain much better and consistent brand promotions. In ...
Configuring Workflow Rules in Zoho CRM
Zoho Workflow Guidance Where can I get further information about configuring Workflow Rules in Zoho CRM: https://www.zoho.com/crm/help/automation/workflow-rules.html Zoho Edition Limits Edition Maximum Number of Rules per Module Maximum Number of ...
Integrating Microsoft Office Calendar with Zoho CRM
Yes it can be done. The first step is that your Administrator needs to add Zoho CRM as an app in your Office 365 Account (https://www.zoho.com/crm/help/office365/#Office365_Calendar). A key issue that Users experience with this integration is that it ...
How to generate an Auth token for Zoho CRM?
https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi&DISPLAY_NAME=test
Can you add custom fields to User profiles (personal settings)?
Yes, you can add custom fields to your personal settings in Zoho CRM. Please follow the below steps, Goto Setup > Under Users and Controls, select "Users" > Choose any one user and select the edit icon which will open a pop up window to edit the ...
How do I move from CRM Plus to Zoho CRM?
First you need to downgrade your subscription to the free edition, instructions to complete this can be found at: https://www.zoho.com/crm/crmplus/resources/subscription-management/cancel-subscriptions.html Then you need to upgrade your subscription ...
How do I cancel my Zoho CRM Plus subscription?
https://www.zoho.com/crm/crmplus/resources/subscription-management/cancel-subscriptions.html
Are there examples of Bueprint?
You can find examples of the Blueprint automation at: https://www.zoho.com/crm/help/blueprint/create-blueprint.html#Samples
Is there a way to view Contacts in Zoho CRM in an Organisation Chart?
Yes, using this third party extension: https://marketplace.zoho.com/crm/organization-charts-extension-for-zoho-crm
DNS record for sending mail from Zoho CRM
To improve deliverabillity when sending email from Zoho CRM, you can add an SPF record to your DNS settings: SPF : “v=spf1 include:transmail.net ~all include:zcsend.net ~all”
Understanding addresses in Zoho CRM
The following is based on an instance of Zoho CRM with no customisation. In Leads you have one set of address fields which are: Street City Province - I highlight this to UK customers to think County Postal Code Country When a Lead is converted, the ...
Export data from Zoho CRM twice a month
Scenario: Backup your Zoho CRM database at regular intervals. Each month, your subscription entitles you to two free exports of data - how do I setup those two free backups? I can go to Setup - Export - Data Backup. Under Repeat, I have the options: ...
Zoho CRM Export Data
Received this email this morning – I haven't requested anything from Zoho. "Per your request, we have uploaded your complete Zoho CRM data and attachments to your Zoho CRM account. To download these files, please log in to your Zoho CRM account and ...
Changing a .com customer to Sterling billing
Original customers had to register on .com and pay in Dollars. Subsequently, Zoho released a European edition (on .eu servers) which offered Sterling pricing. The question was asked if a customer is on the .com Server and is paying in Dollars, can ...
Issue when sending an invite - Recipient doesn't receive an invite when sent from Zoho CRM
An invite is effectively an email communication. Sometimes an IT department (of the recipient) has an anti-spoofing policy that blocks inbound emails when the email address is perceived to be a spoofed email address (which is how Zoho CRM sends your ...
Issue sending emails from Zoho CRM - recipiant doesn't recieve email
Sometimes an IT department (of the recipient) has an anti-spoofing policy that blocks inbound emails when the email address is perceived to be a spoofed email address (which is how Zoho CRM sends your email with your email address).
Zoho CRM User Password for Email Integration
There are two passwords required for email integration - one is the Zoho password, the other is the email password. Zoho Admins don't have access to Users passwords, nor do I or Zoho. The primary reason is security to prove that someone did something ...
Deleting Emails from Zoho CRM
With emails sent from your CRM, selected by choosing the option "Sent Emails from the CRM" when you mouse over the left hand side you can see a trash can, which will allow you to delete it. With emails synced via IMAP regrettably you can't.
Is there a difference between the trial edition and the paid edition of Zoho CRM Enterprise edition?
Yes there are some small features which are omitted from the trial edition, for example: Free data backup, Deduplication, Multiple Currencies, etc. The attached PDF will highlight the differences.
Office 365 Integration for Zoho CRM
https://www.zoho.com/crm/help/office365/
IP Address for IMAP
The IP addresses used for IMAP (March 2017) are: 72.5.230.64/26 74.201.154.0/24 74.201.84.0/24 165.254.168.0/24 74.201.155.0/24 165.254.167.0/24 216.52.72.0/23 165.254.172.0/24
The email related list - All and CRM
Sent Emails From CRM = This section will show all the emails sent from CRM irrespective of whether they are sent via your custom SMTP or CRM's SMTP. ALL = This section will show only the emails pulled from your IMAP server and your colleagues who ...
Why no reminder on Tasks on mobile app?
I do understand your requirement. For now, we do not have an option to set reminders for tasks from within the CRM app. This is the reason the reminder field is greyed out on the CRM app. This is currently work under progress. I will keep you posted ...
Zoho CRM Contextual Gadget for Gmail
Zoho CRM Contextual Gadget for Gmail enables you to interact with your Zoho CRM account from within Gmail. With this gadget you can add the details of the sender as a contact or lead in your CRM account. You can also add related notes, tasks, and ...
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