Zoho CRM
Customize a health insurance proposal form and track its stages
Feature: Module Customization | Edition: Enterprise Scenario Emma Wilkins is a Senior Sales Manager at a health insurance company. They offer custom-made insurance plans based on different coverage levels that cater to individuals and organizations. ...
Sales process: Lead engagement
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features In the Lead Generation use case, we saw the marketing strategies used by Orange Interiorz to generate leads and ...
Sales process: Lead generation
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...
Sales process: Closing deals
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. ...
Is it necessary to send all the parameters in POST?
Yes, you have to send all parameters in POST.
What is the format of the xmlData parameter to associate a task or event to CRM records?
Use the following sample XML for relating an event with the account and contact respectively. Account <Events><row no="1"> <FL val="SEMODULE">Accounts</FL> <FL val="SEID">22222222222</FL> <FL val="Subject">test</FL> <FL val="Start ...
If I am in the Free Edition, how many API requests can I make per day?
In the Free Edition, you can make a maximum of 1000 requests/day/organization. View details of API Limits for other editions.
What is CRM Authentication Token?
The CRM Authentication Token is an encrypted alphanumeric string required to authenticate your Zoho CRM credentials. It is used to integrate your CRM account with third-party software and services. Related Links: Can I generate a new Authentication ...
Can I trigger an email after inserting a lead through API?
Yes, you can do this by creating a workflow to send automated emails when leads come into CRM. When you call the API to insert Leads, please append the parameter "wfTrigger" with the value as "true". Read more about inserting record parameters. This ...
I am inserting a lead using the insertRecords method, but the associated Workflow rule is not triggered. Why?
For the Workflow Rule to be triggered, you need to assign the value true to the wfTrigger parameter. By default, this parameter will be set to false.
Can everyone in a company use the same API Key?
Yes, everyone in your company can use the same API key for development and integration of third-party applications.
What is the format of the xmlData parameter for the insertRecords and updateRecords methods?
Use the following XMLData parameters while using insertRecords and updateRecords methods: insertRecords: https:// crm.zoho.com/crm/private/ xml / Leads /insertRecords?apikey= API Key &ticket= Ticket ticket=xxxxxxxxxxxxxx apikey=xxxxxxxxxxxxxx ...
Is the API key user-specific or organization-specific?
The Zoho CRM API key is organization-specific. You can use the same API Key for all users with different ticket IDs (user-specific).
What is the format of the xmlData parameter to associate a task or event to CRM records?
Use the following sample XML for relating an event with the account and contact respectively. Accounts <Events><row no="1"> < FL val =" SEMODULE "> Accounts </FL> < FL val ="SEID"> 22222222222 </FL> < FL val ="Subject">test</FL> < FL val ="Start ...
How to assign a new lead to an owner while inserting the lead via API?
While inserting a lead via API, make sure you are specifying the email address of the lead owner. If you use the lead owner's name or user ID, the lead will be assigned to the default login credential used in ticket generation.
How do I retrieve a single Account using getAllRecords?
You can retrieve a single account using the getRecordById method by passing the ID of the record.
If I am using the Enterprise Edition, and I have subscribed for 2 additional users, how many API requests can I make per day?
In Zoho CRM, a single Enterprise Edition user can make a maximum of 25,000 requests per day per organization or 500 users per user license, whichever is lower. The minimum and maximum limits vary according to the edition which the organization is ...
Is it possible to upload and associate an attachment with a record through Zoho CRM API?
Yes. It is possible to associate an attachment with a record through the Zoho CRM API, using the uploadFile method to attach files to records. See Also: uploadFile Method
Is it possible to insert records via HTTP post?
No. The records can only be inserted via XML post. For details, refer to this link
Can I increase the API limit?
Yes. If the present API limit does not meet your business requirements, you can increase your API limit/day. All you need to do is send us an email to support@zohocrm.com with your requirements and we will get back to you with the pricing details to ...
Can I use the Record ID while associating a lookup field with a module?
Yes, you can use the Record ID while associating lookup field with modules (Ex: Associating a campaign with a lead or Account with a Contact).
What will happen if I do not specify a value for the newFormat parameter while fetching records?
The default value of "1" will be assigned to the newFormat parameter, if it is not specified while fetching records, i.e newFormat = 1.
For the updateRecords method, where can I get the value for record ID?
The value for the unique record ID will be available in the XML response obtained after inserting or fetching the records. For Example: <FL val="Id">508020000016189251</FL>
Is it possible to use the getRelatedRecords method for custom lookup fields?
No, you cannot use the getRelatedRecords method for custom lookup fields. It is possible to use this method to fetch related records for the system defined items. For example: You can get the Tasks/Events/Calls related to an Account, Contact, etc. ...
How do I delete an existing Authentication Token?
To delete an existing Authentication Token: Log in to accounts.zoho.com. Click My Profile Info. Go to Sessions and click Active Authtokens. All Auth Tokens generated will be listed here. Select the checkbox(es) of the Auth Tokens you want to delete ...
What will happen if my API limit has been exceeded for the day?
If your API limit has been exceeded for the day, Zoho CRM will not respond to the API calls for the rest of the day. You need to wait till the API limit is reset for the next day. API limits are reset everyday between 12 am and 3 am PST. If the ...
How many card details can I store in the Card Scanner app?
There is no limit to the number of business cards that you can store in the App.
What are the details extracted from the card?
The app exacts all the details in the business card. Some of the details extracted are First Name, Last Name, Company, Job Title, Email Address (multiple, if present), Contact Numbers, Website, Location Address, and Twitter ID.
Which CRM edition supports Card Scanner app?
The Card Scanner app is supported for all the editions in Zoho CRM.
What is the format of the scanned text?
The card scanner uses the Optical Character Recognition (OCR) technology to scan the business card and the scanned text is saved in the local database. The database is structured as the CRM database for an easy sync. Commonly used fields like first ...
How do I push the data to Zoho CRM?
Once the business card is scanned and the details extracted from it; you will have the options to save the record either as a Zoho CRM Contact or a Zoho CRM Lead.
Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records. Also, note that email address is considered as an unique field by default, so the records will be skimmed for ...
How do I use the Card Scanner app?
You can search and download the Card Scanner app from the Google Play store for both iOS and Android devices. Once successfully installed, you can: Open the application. Click Scan Business Card to scan the card. Review the scanned information and ...
What can I do with the card scanner app? How can it help my business?
There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested customers face-to-face. Very often, they would share their business cards for ...
Will I lose my data when removing or deleting a web form?
No, you will not lose any of your data when a web form is removed or deleted. However, once you've removed a web form, you won't be able to submit any more data into that web form. If needed, you can create a web form host and let leads submit their ...
I have enabled a web form on our company website. When a lead fills up this web form and submits it, a new web form opens up, instead of the landing page. How to solve this?
To make sure that your lead is directed to the landing page, please make sure that you have specified the right URL in the Landing Page URL section. Go to Setup > Developer Space > Webforms. Select the web form that you have created and click on Next ...
Who/what is a DPO?
A Data Protection Officer (DPO) assists you to monitor internal compliance, informs and advises you on your data protection obligations, provides advice regarding Data Protection Impact Assessments (DPIAs), and acts as a contact point between data ...
What will happen to my existing data in Zoho CRM after GDPR takes effect?
After GDPR takes effect on May 25, all existing records in your Zoho CRM account will need to be marked under the appropriate lawful processing basis. You can do this through: The Overview Page List View of the relevant module Individual records
How does Zoho CRM help in your compliance journey?
These are the ways through which Zoho CRM helps you with GDPR compliance. Data source tracking- Zoho CRM records the source of the data (direct sources like web forms and indirect sources like the UI, imports, APIs and other third-party ...
What rights will data subjects have under GDPR in Zoho CRM?
Data subjects will have five out of eight fundamental rights under GDPR in Zoho CRM: The Right To Access- Customers have the right to know exactly what information is held about them and how it is processed. (GDPR Article 15). The Right to ...
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