Zoho CRM
Creating custom fields in Zoho CRM
The standard fields Zoho CRM ships with cover most sales, marketing, and support scenarios, but custom fields let you capture the data points that are specific to how your own business works. How to create a custom field Log in as an administrator. ...
How far back does timeline information in Zoho CRM show?
The timeline on a Zoho CRM record now shows history going back up to 3 years, a substantial increase on the shorter windows it used to be limited to. Note: This limit has changed more than once. It was originally 180 days, later extended to 6 months, ...
Email Authentication in Zoho CRM
Email Authentication lets you send emails from Zoho CRM using your own domain, in a way that other mail servers trust rather than flag as suspicious. Important: If your domain isn't authenticated, Zoho CRM will not let you send from your own email ...
Email integration in Zoho CRM - An Overview
Email integration connects your inbox directly to Zoho CRM, so every email you send or receive from a Lead or Contact appears against that record automatically, without manual logging. Ways to connect your email Gmail and Google Workspace. Connects ...
Zoho CRM Timeline: Some Fields Updated
When reviewing a record's Timeline in Zoho CRM, you'll sometimes see an entry that simply says "Some fields updated" rather than listing the specific fields that changed. What This Means This message appears when a record update touches several ...
Zoho CRM API Documentation
Zoho CRM's API documentation, and the API domain itself, varies depending on which data centre your account is hosted in, since Zoho CRM operates multiple regional data centres to meet local data protection requirements. Why this matters Each data ...
Zoho CRM MailChimp Integration
Zoho CRM can integrate with Mailchimp so your sales and marketing data don't sit in two disconnected systems. The official extension Zoho's own Mailchimp extension synchronises your Mailchimp campaigns and subscribers with Zoho CRM. You can choose ...
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
Workflow Rules in Zoho CRM automate a set of actions, such as sending email notifications, assigning tasks, and updating fields, whenever specific conditions on a record are met, removing the need for someone to spot and act on those conditions ...
How to generate an Auth token for Zoho CRM?
Zoho CRM doesn't use a single static API key. Instead, it uses OAuth 2.0, issuing short-lived access tokens and longer-lived refresh tokens that are scoped to specific permissions and can be revoked at any time. Step 1: Register your client Open the ...
Can you add custom fields to User profiles (personal settings)?
Yes, you can add custom fields to the User details page in Zoho CRM, letting you capture organisation-specific information about your users beyond the default set, such as employee ID, department name, date of joining, or team name. How to add a ...
How Do I Move from CRM Plus to Zoho CRM?
If you're paying for Zoho CRM Plus but only actually use Zoho CRM from the bundle, moving back to a standalone Zoho CRM subscription is done simply by cancelling your CRM Plus trial or subscription, rather than through a separate migration process. ...
How Do I Cancel My Zoho CRM Plus Subscription?
Zoho CRM Plus is a pay-as-you-go service with no long-term contract, so you can cancel your subscription at any time directly from within the product. How to Cancel Open Manage Billings. Click the User icon in the upper-right corner of the page, then ...
Are there examples of Bueprint?
Yes, Zoho publishes a worked example of a Blueprint that's useful for seeing the concept in action before you build your own. Zoho's sample scenario Zoho's own tutorial uses a fictional company, Zylker Entertainment, which sells home theatre systems, ...
Is There a Way to View Contacts in Zoho CRM in an Organisation Chart?
Yes, Zoho CRM supports viewing Contacts in an organisation chart, and the way you access this depends on your edition. Native Support on Ultimate Edition Zoho CRM Ultimate edition includes native organisation chart functionality built directly into ...
DNS Record for Sending Mail from Zoho CRM
If you're setting up DNS records to authenticate email sent from Zoho CRM, this is covered in more detail in our dedicated article on Email Authentication, which walks through SPF, DKIM, and the specific DNS records required. See our full guide: ...
Understanding addresses in Zoho CRM
This covers how address fields work in Zoho CRM on a standard, uncustomised account, since this is one of the more commonly misunderstood areas once Leads start converting into Accounts and Contacts. Address fields on a Lead A Lead has a single set ...
Export data from Zoho CRM twice a month
Every paid edition of Zoho CRM includes two free full data backups per month at no extra cost, and you can set these up to run automatically on a recurring schedule. How to schedule your free backups Open Data Backup. Go to Setup, then Data ...
Zoho CRM Export Data
Exporting data from Zoho CRM lets you take a copy of your records for backup, analysis, or migration purposes, either as a one-off export or on a recurring schedule. How to export module data Open the module. Go to the module you want to export, such ...
How to Change Your Zoho CRM Billing Currency
If your Zoho CRM account is billed in the wrong currency, for example a UK business being charged in US Dollars because the account was originally set up on the US data centre, this is no longer handled as an informal billing switch. It's now a ...
Issue When Sending an Invite: Recipient Doesn't Receive It
If a meeting or event invite sent from Zoho CRM isn't reaching the recipient, this most commonly comes down to email authentication, particularly for invites going to external, non-Zoho email addresses. The Most Likely Cause: Missing DKIM ...
Issue sending emails from Zoho CRM - recipiant doesn't recieve email
If emails sent from Zoho CRM aren't reaching a recipient, one of the most common causes is the recipient's mail server rejecting or quarantining the message because it looks spoofed. Zoho CRM sends the email showing your own address as the sender, ...
Zoho CRM User Password for Email Integration
When setting up email integration in Zoho CRM, it's worth understanding that there are two entirely separate passwords involved, and Zoho Admins, and Zoho itself, don't have access to one of them. Two different passwords Your Zoho password. Used to ...
Deleting Emails from Zoho CRM
You can delete an email attached to a record in Zoho CRM directly from that record's Emails related list, but it's worth understanding exactly what this does before doing it at scale. How to Delete an Email from a Record Open the Lead, Contact, or ...
Is There a Difference Between the Trial and Paid Editions of Zoho CRM Enterprise?
No, the trial edition of Zoho CRM Enterprise gives you the exact same features as the paid Enterprise edition. The differences aren't about functionality, they're about scale and duration. What's the Same During your trial, you get full access to ...
IP Address for IMAP
If you need an IP address to whitelist for Zoho CRM's IMAP or outbound email traffic, be aware that Zoho doesn't maintain a single, permanently fixed IP address for this purpose, and this is a genuinely common point of confusion. Why There Isn't a ...
The Email Related List: All and CRM
Email visibility in Zoho CRM has changed in a way worth knowing about if you're used to an older setup, particularly around the distinction between a standalone Emails tab and the Emails related list on individual records. The Emails Related List ...
Why No Reminder on Tasks on Mobile App?
This is a genuine, longstanding limitation rather than a setting you've missed. Task reminders in Zoho CRM don't behave the same way Event reminders do, and this gap has been reported by users for a considerable time without a definitive fix. Why ...
Zoho CRM Contextual Gadget for Gmail
Zoho CRM's original Gmail integration, the Contextual Gadget, was built on a Google technology that Google has since deprecated. It has been superseded by newer, actively maintained options. Current options for connecting Zoho CRM to Gmail Zoho CRM ...
Active Directory Single Sign-On Integration with Zoho
Yes, Zoho CRM supports single sign-on through Active Directory, letting your users log in with their existing corporate credentials rather than a separate Zoho password. How this is set up has evolved, with Zoho now centralising identity management ...
Is There a List of Standard Fields in Zoho CRM?
Yes, Zoho maintains a full reference of every standard field across each standard module, including field names, descriptions, data types, and character or numeric limits. The Standard Modules Covered Zoho CRM's standard modules include Leads, ...
Zoho CRM: Terms of Service and EULA
Zoho publishes its Terms of Service and related legal agreements directly on its own website, and these are the authoritative, always-current source for anything related to your legal agreement with Zoho when using Zoho CRM. Where to Find Them Zoho's ...
Access to your CRM
As a Zoho partner, we don't have any back-door access to your CRM. The only way we can access your account is if you provide us with a user login and password directly. Recommended approach for ongoing work If we're working on your CRM over a longer ...
Does Territory Management Work with Contacts in Zoho CRM?
Yes, Territory Management in Zoho CRM covers Accounts, Contacts, and Deals, so it isn't limited to Contacts alone, though there are some differences in how each module is treated. How Territories work Territories segment your data using criteria you ...
With Email Tracking, Will the Status Always Be Accurate?
No, email tracking status in Zoho CRM is not always fully accurate, and this isn't a Zoho-specific limitation. It's a fundamental constraint of how open tracking works across the entire email industry. How Open Tracking Actually Works Open tracking ...
Default Data Sharing Process
By default, access to records in Zoho CRM is set to Private, meaning only a record's owner and their superiors in the role hierarchy can see it. Data Sharing Rules let you extend access beyond that default to other roles and groups, without opening ...
Where are custom buttons?
Custom buttons let you configure a predefined set of actions that run with a single click, from calling a third-party app to running your own function, and place that button wherever it's actually useful in Zoho CRM. Where to find them Open Modules ...
How do I upgrade to Zoho CRM Plus?
Upgrading to Zoho CRM Plus is now a proper subscription flow within the product itself, rather than simply visiting a separate URL to trigger an automatic upgrade. How to upgrade Open the Subscription panel. Click the User icon in the upper-right ...
How does a Workflow Rule get triggered
A Workflow Rule in Zoho CRM is a set of actions, such as email notifications, tasks, or field updates, that run automatically once specified conditions are met. When you build a rule, you choose exactly what should trigger it from three main ...
Zoho CRM and Xero
Zoho CRM connects to Xero through a dedicated extension on Zoho Marketplace, syncing financial data between the two systems so your team can see invoices and payment status without leaving the CRM. What the integration syncs The extension supports ...
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