Bring your CRM data straight into your presentations in Zoho Show

​

​
Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting names, checking for errors, and making sure everything looks just right. It’s a repetitive task, takes longer than it should, and small mistakes can easily slip through.

To simplify this process, Zoho Show now lets you pull client details directly from Zoho CRM into your presentations. No more manual entry. Just select the fields you need, and your slides update with the right information.

How it works

To get started, open Data Fields under the Text option in Zoho Show. Switch to the External tab and connect your Zoho CRM account.

Select your CRM organization and choose a single module (such as Leads, Accounts, or Contacts).

Choose the text field you want to use from the list of available fields in that module and import to add it to your slide. You can also type "$" to insert a data field to your slide.

Next, to create presentations by merging different records, go to Automate > Merge Fields.

Select the identifying field, choose the records you want, and you can either create separate presentations for each record or combine them into one.

Now, select a folder in Zoho WorkDrive to save the presentations and you are all done!

For more details, you can refer to the Zoho CRM integration with Zoho Show help article.

If customer presentations are part of your job, whether in sales, marketing, or account management, this integration can be a real time-saver.

Try this out and let us know what you think in the comments section below. If you have any specific questions suggestions, please feel free to write to us at support@zohoshow.com.

• Topic Participants

• Loshini D

  

• Sticky Posts

• Introducing Zoho Show extension in Your Chrome Browser

  Hi everyone, Over the years, Chrome's feature-rich support extensions have grown to offer additional ways to easily access your favorite tools from anywhere. Today, Zoho Show is excited to announce our integration with Google Chrome as an extension app to help build and access presentations directly from your browser.   Zoho Show for Google Chrome is a free extension that allows you to dive straight into drafting your presentation material. Simply install the Show extension from the Chrome Web Store

• Take your presentations anywhere with the Zoho Show app for iOS

  We're excited to announce the launch of the Show app for iOS. Our new presentation app gives you the power to view and present slideshows on your iPhone and iPad devices wherever and whenever you want.   The Show iOS app has a host of features that will make your presentations engaging and dynamic: Access all your presentations with a single tap Sign in to your Zoho Show account to view your slides and deliver presentations on-the-go. The app stores all the presentations you've created in the My

• Introducing All New Zoho Show - Create and Design Stunning Presentations.

  Hello,   Whether you're a first-time presenter or an expert looking to make a lasting impression, Zoho Show is the tool for you. Whatever your expertise, the All New Zoho Show's contextual user interface lets you create all kinds of slides, from plain text on a simple background to complex presentations with animations, tweets, charts, media files, and lots more.   The UI doesn't leave you to figure everything out yourself, but presents something you can easily use. It's clear, obvious, and intuitive.

• Three smart ways to share your presentation with Zoho Show.

  "What is the best way to share a presentation?", a lingering question that is asked after every live session or a meeting. Sharing presentations can be time consuming. It can be done, either by attaching the file to an email or by saving it in a pen drive. But what happens when your file size is large or your team is spread across the globe? Zoho Show lets you share your presentations both internally and externally without worrying about the file size. You can share your slides as a link and decide

• Convey Your Ideas and Convince Your Audience with Zoho Show

  Visual presentations are highly impactful and it is a no-brainer that your audience gets attracted to them. The use of images and videos help you reach your objectives by emphasizing your ideas more effectively.  According to the psychologist Jerome Bruner of New York University, "people only remember 10% of what they hear and 20% of what they read, but about 80% of what they see and do." For example, if the above data on its own, was presented visually, there is an 80% chance that the information

• Recent Topics

• Creator problem: Edit form View not displaying whole form

  I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated.   Cheers,

• Vendor Master Enhancements for Faster Purchase Entry

  I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

• Quick Item Search & Auto-suggestion for Invoices

  Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

• Function #53: Transaction Level Profitability for Invoices

  Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

• Integrating Chatbot with Zoho Creator Application

  Is it possible to integrate a chatbot with a Zoho Creator application?

• Average Costing / Weighted Average Costing

  Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

• 'Add Tax To Amount' not reflected in Invoice

  Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

• "Subject" or "Narration"in Customer Statement

  Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

• A real WYSIWYG field instead of the limited rich text

  Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and

• Delete my store of Zoho commerce

  Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

• Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

  As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

• Add Image Upload Field to Zoho Bookings Registration Form

  Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

• No feedback from Zoho Books regarding Yodlee feeds for Investec

  I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

• Inappropriate Removal of Features

  It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be

• Filtering report embeded in page

  Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you

• Export Invoices to XML file

  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

• Zia summarizes your IM bot chats in real time

  Hello everyone! Let's say you’re an agent taking over a chat where a customer was booking a flight through a bot on WhatsApp. They've already shared key details, like their destination, travel date, and number of passengers. You need to understand the

• Megamenu

  Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

• Cancel and refund

  Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

• One Contact with Multiple Accounts with Portal enabled

  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

• Kaizen# 209 - Answering Your Questions | All About Client Script

  Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully

• Unable to copy into a new document

  Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

• To Do: shareable task links without login

  Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

• Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

  Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.

• Two currencies

  More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

• Unlock agreement intelligence with Zoho Sign's latest AI updates

  Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like

• Currency abbreviations

  Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

• Embed Sign Document

  Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to

• Zeptomail API error 500 internal server error

  Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

• We’re transitioning from Zoho ShowTime to TrainerCentral

  Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why

• Emails Are Not Being Delivered to My Inbox

  Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

• Upload my theme.

  Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

• Radar In Focus: Track customer support metrics using Radar's static reports

  Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

• Mail ToDo & Tasks Webhooks

  Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

• Allocating inventory to specific SO's

  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

• Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

  Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

• Where can I find rejected inbound mails and their reason for rejection

  Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

• Refund

  Hi There, Please refund me asap possible, because of no support given. Thank you

• تغيير عمله الدفع"Change payment currency"

  ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

• How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Next Page