Integration
FAQs: Zoho CRM Integration with Zoho Desk
Why should I integrate Zoho CRM with Zoho Desk? Zoho Desk is a cloud-based help desk application that lets you manage and resolve your customer inquiries, complaints, and doubts along with offering self-help articles to help your customers resolve ...
FAQs: Zoho CRM Integration with Zoho SalesIQ
My Visits tab appears to have no data. Why? It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to ...
FAQs: Zoho CRM Plug-in for Microsoft Outlook
I have completed installation of Zoho CRM Plug-in for Microsoft Outlook. But the Add-In is not getting loaded in Outlook. How can I fix this? The Add-In may not be loading in Outlook because of the following reasons below: The Zoho CRM Outlook ...
FAQs: Zoho PhoneBridge
Why can't I see the telephony feature under Channels? Only users with the Administrator profile can access this feature. To access telephony, contact your Admin and ask them to change your profile to Administrator. I am not receiving caller details ...
FAQs: Zoho CRM for Google Apps
Why is information from Google Ads not populating for the CRM records? It could be possible that the Campaigns module is disabled in your CRM account. It is MANDATORY to have the Campaigns module enabled for proper functioning of Google Ads. However, ...
FAQs: Mail Merge Templates
How to insert custom look-up fields in the mail merge template? At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account ...
FAQs: Zoho CRM Integration with Zoho Survey
1. What is Zoho Survey? Zoho Survey is a tool that helps you gather feedback from your customers by sending them customizable surveys. Customers can buy a research panel which they can use to generate customized reports with multiple export options. ...
FAQs: Zoho CRM for Google Ads
Can I choose another list of client accounts at a later point after Google Ads integration with Zoho CRM? Yes. You can choose a different set of client accounts that you want to be tracked inside Zoho CRM at any point after integration. However, this ...
FAQs: Integration (General)
What happens to the integrations configured by a user that I have deleted? Once a user has been deleted, all the configurations setup by him/her will stop working.
FAQs: Zoho CRM Integration with Other Apps
How can I integrate CRM with Facebook Ads? Zoho CRM provides a facility for you to integrate with Facebook Ads via the Facebook Adverts Manager extension that is available in our Marketplace. This will help you minimize the manual operation of ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...