What's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022.
Extensions for Zoho CRM
 | Transfer data such as events and contact information from your apps to your CRM. Use the two-way sync plugins to manage your data and keep all your apps up to date from Zoho CRM. |
 | Import a contact from LawPay payment gateway and create an invoice for the contact in your CRM. Automatically record payment invoices in Zoho CRM with a customized webhook. |
 | Generate a relationship hierarchy diagram based on the customer's contact records to determine your contact's role within their company. Use the organization chart to view the reporting relationships of contacts in Zoho CRM. |
 | Automate your sales cycle to close deals faster and more efficiently. Use Qwilr to create personalized proposals, quotes, onboarding documents, and much more. |
 | Find the LinkedIn profiles of your leads, contacts, and accounts based on name, location, and company, and export desired profiles to Zoho CRM. |
 | KVK Data Extension for Zoho CRM Search for and import company data such as name and location from the Chamber of Commerce widget into Zoho CRM. |
 | Establish an automated interaction between Zoho CRM modules and various applications, such as accounting, marketing, sales, database, communications, and productivity. |
 | Track job progress and instantly communicate with crew members right from Zoho CRM. Automatically upload and store project images in related modules. |
 | Check and validate the authenticity of landline and mobile numbers of leads and contacts in Zoho CRM. |
 | Validate leads' email addresses in Zoho CRM and achieve better results in email marketing. Reduce your bounce rate, get a better marketing ROI, and accurately verify your emails. |
 | Schedule and track appointments from your Leads, Contacts, Deals, and Accounts modules, and maintain a record of appointments under each contact. |
 | Send text messages with attachments such as images, videos, PDFs, and links to your Zoho CRM contacts. View previously sent messages and access reusable and customizable message templates. |
 | Perform faster billing and payroll processing through automatic timer operations and log it under Zoho CRM's Activities and Time Tracking module. |
 | Sync your desired messaging services and easily switch between SMS providers within the CRM platform. Create customizable message templates to send pre-defined, individual, and bulk SMSs as well as WhatsApp messages instantly. |
Extensions for Zoho People
 | Bill your clients accurately and promptly and pay your employees based on approved time logs. Push the time logged for a client from Zoho People into QuickBooks for billing and invoicing. |
 | Sync employee details and transfer leave details from Zoho People to greytHR to execute payroll management seamlessly. |
 | Send personalized documents for digital signatures in bulk, track their statuses in real time, and store the signed documents in Zoho People. |
 | Make HR and payroll accurate and error-free by instantly syncing all employee details from Paybooks to Zoho People. Transfer loss of pay information to Paybooks and enable employees to access the payroll from Zoho People. |
 | Use the web automation tool to connect an array of apps and automate tasks. Create records and files in Zoho People based on triggers from other apps through Zapier. |
 | Sync the user details of employees and other information about PTO and holidays, and add files from OneDrive cloud storage. Receive and manage approval requests right from your Outlook inbox. |
 | Attract, engage with, and recruit quality candidates, and convert hired candidates in Zoho Recruit to employees in Zoho People instantly. |
 | Manage access to multiple products with varying login credentials and configure password and security policies. Sync your user data and view and monitor the sign-in activity of users. |
 | Seamlessly sync information such as employees' loss of pay details in Zoho People to efficiently manage payroll, attendance and leave tracking, and performance. |
 | Set auto-generated, strong, and complex passwords based on organizational level password policies and share with employees when required. |
 | Collect signatures on time for personalized documents sent in bulk, such as offer letters, contracts, exits, and appraisals. |
 | Approve or reject requests, search other employees, request time-off ,and check leave availability right within Microsoft Teams. |
Extensions for Bigin
 | Communicate with multiple contacts at once with pre-defined yet prompt WhatsApp and SMS messages. View usage statistics and receive instant notifications from Twilio to manage incoming messages. |
 | Receive messages, send individual SMS messages between contacts, or select multiple contacts to send bulk messages—right from Bigin. |
 | Integrate Microsoft Teams with Bigin and get instant access to customer information, such as deals and follow-ups, without having to switch between applications. |
Extensions for Zoho Recruit
 | Send individual or bulk WhatsApp and SMS messages using workflows created with webhooks and access your Twilio inbox in the Zoho Recruit platform. |
 | Send and receive RingCentral SMSs from Zoho Recruit contacts or candidates and create automated workflows based on pre-defined and required conditions. |
 | Instantly access each Calendly agent's event details from Zoho Recruit. Easily schedule appointments and view the appointment history of any contact or candidate. |
Extensions for other Zoho applications
 | Automatically sync sales details from your point of sale and ecommerce channels to Zoho Books. Replicate your Zoho Books accounting setup and send daily sales recaps and data. |
 | Receive payments from your customers seamlessly through a payment medium of their choice. Integrate Paystack with your Zoho Books account for efficient and successful transactions. |
 | Sync, update, and manage inventory, order, customer, and sales data in Zoho Inventory, and ensure accurate storage of data across Zoho Inventory, online sales channels, and marketplaces. |
 | Create your purchase reorders based on yet-to-be-ordered low-stock items identified using a predefined scheduler. Review your orders manually before contacting your preferred vendors. |
 | Access files and resources from SharePoint and upload these files to specific projects, tasks, and issues. |
 | Utilize PBX features such as click-to-dial, automatic call logging, and call recording to manage calls with a public phone network. |
Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace.
Here's an archive of all the releases from previous months, in case you missed any:
Topic Participants
Subhiksha S
Sticky Posts
What's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace
Recent Topics
IMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’
In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights andMessage "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons
Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox orVendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a usernameTip of the Week #72– Assign thread ownership to avoid confusion.
When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designatingUnarchive tickets
How can I manually unarchive tickets?Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. ServiceFeature Request: Conditional Field Mandatoriness Based on Display Status
Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory inData Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping itCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisHow to set different item selling prices for Zoho Commerce and Zoho Books
Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling priceHow to report 'Response violation' OR 'Resolution violation'
Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesDate triggering Workflow rule
I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run wheneverRestricting contact creation
Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emailsImport Holiday Calendars
HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards JamieFiltering Tickets based on Email headers
We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`Error 550 5.4.1
I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciatedBilling Management: #2 Fair way of Billing- Prorated Billing
Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. ProratedHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,Adding image in HTML report page
Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the marketHow to change view of HTML report based on device but always print in A4
Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should alwaysAge Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have aSendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been enteredAPI to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA JonWhat impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learnedAdding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these orUK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they areRetainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? ThanksKanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the givenPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNo practical examples of how survey data is analyzed
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristicNext Page