Zoho CRM
Zoho CRM: Automate using Custom Functions - An Introduction
Zoho CRM's built-in tools, such as Workflow Rules, cover a lot of ground: sending emails, updating fields, creating tasks. But sometimes a process needs logic those visual tools simply can't express, such as calculating a value across related ...
What languages are supported in Zoho CRM?
Zoho CRM's language support has developed beyond a single flat list of supported languages. It now distinguishes between languages that are fully translated and languages where only part of the interface is translated. Fully supported languages For ...
Zoho CRM Microsoft Exchange
The Microsoft Exchange extension for Zoho CRM lets you synchronise contacts, tasks, emails, and calendar events between Microsoft Exchange Server and Zoho CRM, developed directly by Zoho rather than a third party. What it does The extension provides ...
How can I delete my Zoho CRM account?
13th November 2023 The process to delete a Zoho CRM Account would be as follows: 1 - Export all required data 2 - Downgrade to Free edition - you can retain it as a Free for 18 months which gives you access to your data. If your data is impacted by ...
Zoho CRM Managing Module Views
Module views control how records are displayed within a module, letting each user choose the view that best suits the task at hand, whether that's a quick scan, a detailed comparison, or a filtered working list. The available view types List view. A ...
Zoho CRM Telephony Integration
Zoho CRM connects to phone systems through Zoho PhoneBridge, a single integration layer that lets you make and receive calls, see caller details as a screen pop, and log call activity directly against a Lead or Contact record. Zoho's own telephony ...
Zoho CRM Last Activity
Last Activity Time in Zoho CRM tracks when a record was most recently touched, capturing a broader set of interactions than simply when a record's fields were edited. It's genuinely useful for understanding how engaged a record actually is, though ...
Zoho CRM Exchange Rates
Exchange rates in Zoho CRM's Multi-Currency feature can now be updated automatically, a significant change from the original manual-only process. How This Used to Work Multi-Currency lets you record amounts in a customer's local currency while Zoho ...
Zoho CRM Email Integration - Two Factor Authentication (TFA)
If you're trying to integrate an email account with Zoho CRM and that account has two-factor authentication (2FA) turned on, whether you need an app-specific password depends on which email provider you're connecting. Gmail and Microsoft 365 / ...
Email Association With Deal
If a Contact has multiple Deals associated with them, all of that Contact's emails normally appear together, making it hard to find the ones relevant to a specific Deal. Zoho CRM lets you associate emails with individual Deals instead, so ...
Zoho CRM Webhooks
A webhook is an automated HTTP request that Zoho CRM sends to an external URL whenever a defined event occurs, such as a Deal being created or a field being updated. Rather than another system having to repeatedly check Zoho CRM for changes, Zoho CRM ...
Cloning a Blueprint
If two business processes are similar, cloning an existing Blueprint saves you rebuilding the stages, transitions, and details from scratch for the new one. How to clone a Blueprint Open Blueprint. Go to Setup, then Process Management, then ...
Zoho CRM Email Parser
Email Parser is a data extraction tool in Zoho CRM that automates adding or updating records based on incoming emails. Rather than someone manually reading an email and typing its details into a Lead or other record, Email Parser reads the email for ...
Zoho CRM Map Dependency Fields
Some fields in Zoho CRM only make sense in relation to another field. Map Dependency lets you define this kind of parent-child relationship, so the options shown in one field change automatically based on what's selected in another. What this looks ...
Zoho Sales inbox
Zoho SalesInbox is an email client built specifically for salespeople, designed to combine your inbox with your CRM data so the emails that actually matter don't get lost among newsletters, internal chatter, and everything else that lands in a normal ...
How many custom fields in Zoho CRM?
How many custom fields you can add in Zoho CRM depends on your edition, the type of field, and sometimes the age of your specific account. Fields per module by edition Edition Fields per module Free No custom fields Standard 10 Professional 155 ...
In what order does automation run in Zoho CRM
When several automation tools are configured on the same module in Zoho CRM, it helps to know the order they run in, since this affects which rule actually gets the final say on a record. The execution order With every type of automation configured, ...
Zoho CRM Approving Records
When records enter Zoho CRM through Import or Web Forms, you can require them to be manually approved before they're treated as live records, giving you a chance to check data quality before it reaches your main pipeline. How to approve records Open ...
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, ...
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