Zoho CRM
How can I disable Twilio integration?
You can disable Twilio Integration by clicking Switch Telephony Providers on the Twilio Configuration page.
There is no click-to-call phone icon beside the phone number in the Lead/Contact Details page. Why?
If you do not see the click-to-call phone icon next to the phone number in your Leads/Contacts details page, it could be because RingCentral has not integrated with Zoho CRM correctly. Follow these steps to rectify it: Disable the RingCentral ...
I am not able to make/receive calls from Zoho CRM. Why?
One of the major reasons you may be unable to make or receive calls from Zoho CRM is due to browser compatibility issues. In this case, go to http://clientsupport.twilio.com/. During the compatibility check, if you see any red boxes, report the error ...
How do I disable the "Press 1" prompt while making a call through RingCentral in Zoho CRM?
It is currently not possible to disable the Press 1 prompt that is always played when you make a Click-to-Dial call in Zoho CRM. Reason: The Press 1 prompt is necessary in order to ensure that the CRM user (caller) is connected to RingCentral first ...
Is Zoho CRM integrated with the Intercom app?
No. Zoho CRM doesn't currently integrate with the Intercom App.
How can I integrate Zoho CRM with Google Apps?
Zoho CRM for Google Apps is available in the Google Apps Marketplace. Google Apps users with the Super Administrator role can activate the Zoho CRM service for your organisation. To activate, follow the steps given below: Log in to Google Apps with ...
Can I import contacts from Zoho CRM to Google Apps?
Yes, Google Apps users can synchronize their contacts from Zoho CRM to Google Contacts (one-way sync). See Also Synchronize Google Contacts
What happens if I uncheck the "Publish to Google Site" option when I edit an already published form?
While editing the form that has already been published, if you clear the "Publish to Google Site" checkbox, data from the web form in your Google Site will no longer be added to your Zoho CRM account.
Can I add contacts from more than one Google Group to CRM?
While configuring the sync process, you can select only one Google Group and one List View from Zoho CRM.
Why are the Google Calendar events that I synchronized, an hour early?
Please check if the Time Zone is the same in Google and Zoho. If there is any difference, the synchronized events will also show a difference in time. For example, if you have America/New York in Google and America/Cayman in Zoho CRM, there will be a ...
I am getting an error message when I try to log in to Zoho CRM via Google Apps. What should I do?
When you want to log in to Zoho CRM via Google Apps you may not get the option to enter your Username and Password. Instead, you may get this error message from Google: "Currently this single sign-in feature is disabled for the domain ...
I am unable to see the Zoho CRM for Google Apps link in Zoho CRM. What should I do?
After you activate Zoho CRM for Google Apps, initially you need to log in to Zoho CRM from your Google Apps account. Only then will you have the Zoho CRM for Google Apps options in the Zoho CRM setup. Once you do that, you can log in to Zoho CRM ...
If I don't have any documents in Google Docs, can I create one from "Attach from Google Docs" page?
No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to Zoho CRM.
When I edit a document in a Google doc will the changes be reflected in the attached document in CRM?
No. The documents that you attach and edit in Google Docs will not be reflected in the attached document in CRM.
Why am I unable to view the Zoho CRM Contextual Gadget for Google Apps?
The Zoho CRM Contextual Gadget for Google Apps will be visible only if your Google Domain's Super Administrator enables the service. To enable the service: 1. Go to www.google.com/apps, sign in with your domain name and go to the Admin Console. 2. ...
Why am I unable to see updates after the Google Contacts sync?
If you find that the Google Contacts sync is not working or if you have doubts on whether the Google Contacts synchronization was performed, then look at these factors: The synchronization of contacts from Zoho CRM to Google and vice versa will take ...
Can I remove the Zoho CRM Contextual Gadget from my Gmail account?
No. At present, you can't remove the Zoho CRM Contextual Gadget from your Gmail account. However, you can install this extension in your browser. This will disable all contextual gadgets (including Zoho CRM and others) that appear in Gmail.
How do I access the Zoho CRM Contextual Gadget in my Gmail?
You can access the Zoho CRM Contextual Gadget in your Gmail by following these steps: Click to open the Email message in your Gmail inbox. Zoho CRM's contextual gadget for Gmail will be a part of the message. Click Go to search if the email address ...
Why should I integrate Zoho SalesIQ with Zoho CRM?
Zoho SalesIQ gives you detailed visitor tracking information. When this tool is combined with Zoho CRM, you get a powerful integration which keeps you better informed about your customers' interests. You learn key details such as when they visit your ...
I do not see my chat transcripts. Why?
To ensure that you receive the chat transcript Go to Zoho SalesIQ and click Settings > Integrations. Under the CRM Configurations section, select the Push Chat Transcript as attachment in CRM checkbox.
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 Settings > Integration. Under the CRM ...
What are the elements included in Zoho CRM after Zoho SalesIQ has been integrated?
A new Visits tab appears in Zoho CRM. A Visit Summary section appears in the Leads/Contacts Details page. A Related List for Visitor Tracking is created.
I don’t want to receive notifications for irrelevant website visits. Can I decide the type of visits I want to receive notifications for?
Yes. You can specify criteria to filter out visits from users that matter to you and leave out the junk. Click Setup > Channels > Chat. Click Settings > Routing Rules. You will be redirected to the Routing Rules page in Zoho SalesIQ Under ...
I cannot enable the Zoho SalesIQ integration with Zoho CRM. Why?
These are some reasons why you may be unable to enable Zoho SalesIQ integration with Zoho CRM. There is already a module called “Visits” in your CRM account: It could be a custom module that has been created or a module that has been renamed. Make ...
I am not able to view the Visits tab. Why?
If your administrator has restricted the Tab Visibility for the Visits tab for your profile, you will not be able to view it. To resolve this, request your administrator to enable this permission for your profile.
Is the Zoho SalesIQ integration applicable for all editions of Zoho CRM?
The Zoho SalesIQ integration is applicable for all paid editions of Zoho CRM. Free and trial account users will have to upgrade to the paid edition to enjoy the benefits of this integration.
My visits seem to be duplicated, and the same user appears in both the Customers and Leads/Contacts streams. Why is that?
When leads visit your website, they appear in the Leads/Contacts stream. Once they buy from you, they become your customers. After they become your customers, if the same users visit your site again, they appear in the Customers stream. So these ...
Who are the leads/contacts created assigned to?
The assignment of a lead/contact can either be based on a Chat attendee or a Zoho CRM user.
I am not receiving notifications in my CRM account about users’ visits to my website. What could the reasons be?
If you are not receiving notifications for visits, the primary reason could be that those visits do not meet the Tracking Rules set by the administrator. In this case, Click Setup > Channels > Chat Click Settings > Triggers Under the Rules section in ...
What happens if an agent misses an incoming chat?
If an agent misses an incoming chat, a task is created for the missed chat by default and gets automatically assigned to the record owner.
When I add emails to Zoho CRM through the Microsoft Outlook Plugin, why aren't the email attachments added?
When you use the Zoho CRM plug-in for Microsoft Outlook, you can only transfer email attachments when the file size doesn't exceed 1MB. If the file size is more than 1MB, the email attachment will not be transferred to Zoho CRM.
Synchronizing events and contacts using the Plug-in for MS Outlook is not working. Why?
You may have problems in synchronizing the calendar events and contacts using the Zoho CRM Plugin for Microsoft Outlook. Check these points to make sure the settings are correct. Synchronizing Calendar Events - The Time Zone in Zoho CRM and MS ...
I get an error when I log in to Outlook Plug-in. What should I do?
You may be unable to log in to the Zoho CRM Plugin for MS Outlook if you have entered an invalid email address and password. In such a situation: 1. Check if you are using the correct login credentials. 2. If you have enabled two-factor ...
Is there any way to migrate an existing series of emails from Outlook into my Zoho CRM account?
No, you cannot migrate emails in bulk from the Outlook Plug-in to your Zoho CRM account. The Outlook Plug-in, however lets you synchronize all your outgoing emails instantly with Zoho CRM. When you install the Zoho CRM Plugin for MS Outlook, all your ...
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 Plug-in you have downloaded is not compatible with your version of MS Outlook. The Zoho CRM Outlook Plug-in is disabled or inactive. Solution in ...
How do I enable the trial version for Zoho CRM Plug-in for Microsoft Outlook?
The trial version of the Zoho CRM Plug-in for Microsoft Outlook gets automatically enabled as soon as you are registered as a user of the Professional, Enterprise Editions and above.
After purchasing the Outlook Plug-in how do I make it work?
After you purchase the Outlook Plug-in, download and install it. To download and install the Zoho CRM Plug-in Log in to your Zoho CRM account. Click Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook. In the Outlook ...
I have been using the Outlook Plugin regularly, but now I can't see the plugin anymore. What should I do?
You may not be able to view the Zoho CRM Plugin for Microsoft Outlook due to any of these reasons: 1. Your trial version has expired and you have been downgraded to the Free Edition. The Zoho CRM Plugin for Microsoft Outlook is not available in the ...
Why can't I see the Zoho CRM tab in MS Word even after installing the Plugin?
You may have installed the Plugin without closing the current Microsoft Word document. Please close and re-open Microsoft Word to see the Zoho CRM tab in your main menu. The Add-In may not load in Outlook because of the following reasons. 1. The ...
Can I import only the selected contacts from Google to Zoho CRM?
Yes. You can select contacts from your list of Google contacts and then import them to Zoho CRM. Find out more about importing contacts.
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