Zoho CRM
What editions of Zoho CRM does Zoho lead scanner work with?
Business card scanning for Zoho CRM has evolved since this article was originally written, and it's worth checking which option you actually need before assuming a specific named app still exists under its old name. Current ways to scan a business ...
Web Forms on Zoho CRM's Free Edition vs Paid Editions
No, web forms on the Free edition of Zoho CRM are not the same as on paid editions. The Free edition includes basic web-to-lead form capability, but with meaningfully more restrictions than any paid edition. What's generally more limited on Free A ...
How do you setup custom fields in the free edition of Zoho CRM?
Custom fields are not available on the Free edition of Zoho CRM. If you're on the Free edition and need to add fields beyond the standard set, you'll need to move to a paid edition first. Note: Even on the entry-level Standard paid edition, custom ...
How Can I Send an SMS Text Message from Zoho CRM?
There are now several proper ways to send SMS from Zoho CRM, both native and third-party, replacing older workaround-style setups using external automation tools. Zoho's native option: SMS for Zoho CRM by Zoho Voice Zoho's own extension lets you send ...
Why Is the Event End Time Limited in the Zoho CRM Dropdown?
When creating an Event in Zoho CRM, the End Time dropdown historically only offered options within a limited window after your chosen Start Time, rather than the full 24-hour range, which caught out anyone trying to schedule a longer event directly ...
How do I sync a calendar to a mobile device?
Zoho CRM has a native way to sync your calendar to a mobile device using CalDAV, so events created in Zoho CRM appear on your phone, and vice versa, without needing any third-party tool. Setting up CalDAV on iOS Enable CalDAV in Zoho CRM. Open the ...
How to auto BCC from Outlook?
Zoho CRM has a native feature called BCC Dropbox that logs your outgoing emails against the correct Lead or Contact automatically, without needing any macros, scripts, or plugins in Outlook. How it works Each user in your Zoho CRM account has a ...
How to Migrate from One CRM Tool to Zoho CRM
Migrating from another CRM to Zoho CRM is less about a single button to press and more about a proper migration plan, since the quality of your migrated data has a direct, lasting impact on how well your team can actually use Zoho CRM afterwards. Why ...
How to Make a Deal's Closing Date the End of the Month Automatically
This article uses the term Potential, which was the original name Zoho CRM used for what is now called the Deals module. If you're on a current account, you'll want the term Deal wherever "Potential" appears below. Setting the Closing Date to the end ...
What eSigning Solution Integrates Well with Zoho CRM?
The best eSigning solution for Zoho CRM is Zoho's own Zoho Sign, given how tightly it integrates directly into your CRM records, rather than a separate tool requiring you to copy details across manually. What Zoho Sign lets you do inside Zoho CRM ...
Zoho CRM API
The Zoho CRM API is a REST API that lets developers create, read, update, and delete CRM data programmatically, trigger automations, and build custom integrations with other systems, currently on its eighth major version (V8). Authentication The API ...
Zoho CRM Feature Availability and Limits by Edition
Zoho maintains a dedicated Feature Availability and Limits page covering exactly which features are available on which edition, and the specific numeric limits, such as custom fields, workflow rules, validation rules, and storage, that apply to each. ...
How to maintain clean & accurate customer information in Zoho CRM
With data pouring in from several sources and multiple users accessing it, keeping a Zoho CRM database clean is genuinely hard. A combination of access controls, native deduplication tools, and a few habits goes a long way. Use Roles for security ...
Where can I find information about the old CRM Versions?
Zoho has restructured Zoho CRM's pricing and edition line-up more than once over the years, most recently as part of its "CRM for Everyone" changes. If your account has been running for a while, it's entirely possible you're on an older plan that no ...
Why Don't Notes on a Deal Appear on the Related Contact?
A Deal in Zoho CRM belongs to the Account it is linked to, not to any individual Contact associated with that Deal. This is why notes added at Deal level are not automatically copied across to a Contact record, even when that Contact is closely ...
Can I Add Multiple Contacts to a Deal in Zoho CRM?
Yes. When you open a Deal, you will find a section called Contact Roles that is specifically designed to let you associate more than one Contact with it, each with their own role in the deal. Note: Depending on the age of your account, this module ...