Important: Zoho MarketingHub is now Zoho Marketing Automation

• Topic Participants

• Srinalini M

  

• renaud.laurent

• Victor MdS

  

• thowden

• Santhosh A

  

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Day 1: I signed up, now what?

  You created an account in Zoho and tried to set up your business in Zoho Invoice. The setup screens had several fields to fill. In this post, you'll learn about What does an organization in Zoho Invoice mean? How do I create my organization? Is Zoho Invoice

• Welcome to Zoho Invoice User PlayBook

  Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the post

• Zoho Community Digest - August 2026| Part 3

  Hi everyone, and welcome back! Zoho Desk had a big week with six updates spanning Guided Conversations, instant messaging, and the Radar app. Zoho CRM redesigns the Functions experience, Bigin gets three new capabilities including a Related Products topping,

• Widget SDK - Mobile Support

  I was pretty disappointed to find out today that background widgets using native modal validation simply aren’t supported on mobile. Extension specs: Zoho Books Sales Orders • Background widget • ON_SALESORDER_PRE_SAVE + ON_SALESORDER_PREVIEW • Validates

• CNIL - Suivi de Pixel

  Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

• Customize Colors used on graphs and charts according to users desire.

  It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

• The following place holders were not replaced in this message: %PurchaseOrderURL%

  Good day our whole company is facing the same error code of %PurchaseOrderURL% - can you please assist with this issue on how to fix this.

• BANK CHARGES

  When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message :  Bank charges are applied. Please select a bank account. And it will not let

• Roll-up on project created from template

  I have a standard project template that I use to generate almost all my projects, and I want to roll-up tasks on a particular project I've just created. Documentation claims i should be able to roll up a new project after it is created, but there is no

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• RouteIQ for Zoho FSM

  Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

• Introducing Pre-Offer in Zoho Recruit

  Finalizing an offer is not always a one-step process. Recruiters and candidates often need to discuss compensation, benefits, joining dates, or other offer terms before reaching a final agreement. Managing these discussions outside the hiring system can

• Python function + AWS S3 Connection: 403 "HeadersNotSigned: host" - same call works from Deluge invokeurl

  Summary Calling AWS S3 through an existing Connection from a Python function always fails with HTTP 403. AWS reports the host header is present in the request but not included in the SigV4 signature. The identical URL and Connection work from Deluge invokeurl.

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Using workflows to automatically set classification of new tickets

  Hello, I am trying to use a workflow to set a classification for a new ticket that is created via an email coming into my desk department. The workflow is working fine if I create a ticket from within desk, however if a ticket is emailed in then this

• Bank Feeds - Multiple Orgs / Multiple LLCs

  Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd

• Add Comment/Notes to Each Action in Zoho Flow for Internal Documentation

  It would be great if Zoho Flow could introduce a field to every action where we can make an internal note about why we are doing something with a specific action. This is especially helpful if more than one person from the organization handles automation

• I am facing a problem with an if-else condition

  If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

• Zoho Lens Feature Update: August 2026

  Mobile browser sessions get a sharper look and toolkit We've revamped the session toolbar for a smoother experience and added more capabilities like unified annotations, color picker, OCR, QR/barcode scanner, flashlight, and network performance monitoring.

• Zoho Lens Feature Update: July 2026

  Get instant answers, mid-session Say goodbye to switching tabs mid-fix. Zia Answer Bot is an in-session AI assistant that lets technicians clarify technical doubts on error codes or compliance measures and get instant answers, right from within their

• Zoho Lens Feature Update: June 2026

  Better video, even in low-connectivity sessions Zoho Lens now manages your device's resources more carefully during low-connectivity sessions on mobile browsers, keeping video resolution at the best quality your network can support. The result: smoother

• Zoho Lens Feature Update: May 2026

  Mute audio by default Admins can now mute end user's microphones by default before a session begins. Head to Settings > Preferences and enable the option to turn off the microphone for every session. This keeps every call clean and distraction-free, especially

• Zoho Lens Feature Update: April 2026

  Introducing Zoho MCP for Zoho Lens Build your own MCP server to connect LLMs like GPT or Claude directly to Zoho's APIs, data models, and actions. For Zoho Lens, this means triggering AR remote sessions, scheduling or rescheduling them, pulling session

• Zoho Lens Feature Update: March 2026

  Self service portal for customers We just made support requests a whole lot simpler. The self service portal lets your customers submit an issue by just scanning a QR code or clicking the portal link, and get connected to the right technician. AR sessions

• Zoho Lens Feature Update: February 2026

  Snapshot restoration for disconnected sessions Technicians taking snapshots during a remote assistance session need not worry about losing them if they close the session tab accidentally. Snapshots are restored once they rejoin the session, ensuring support

• Zoho Lens Feature Update: December 2025

  2D arrows for customer app Customers who join a Zoho Lens session from a device that doesn’t support AR can now add 2D arrows or revert the placement with Undo if it is done accidentally. Support for undo option extends to scenarios where technicians

• Zoho broke Client Script with the Quick-Create Client Script

  So, Zoho broke Client Script. Most likely inadvertently, but it's broken never-the-less. Prior to the Quick Create client script update, creating a new record using quick create would trigger the parent page on Script(s). It does not any more. So if I

• Zoho Lens Feature Update: November 2025

  Smarter AR Arrow Scaling in iOS We've optimized AR arrows! They now automatically adjust their size and position based on the distance between your device and the object you're pointing to. This ensures they are always perfectly visible and accurately

• Zoho Lens Feature Update: October 2025

  API Support for Rescheduling Sessions We've enhanced our existing range of external APIs to provide support for rescheduling already scheduled remote assistance sessions. This update gives your integrated systems more flexibility and control over session

• Related Lists in Email Templates

  Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights

• Zoho Lens Feature Update: September 2025

  Enhanced Video Quality for Android Devices We've rolled out significant enhancements to the video feed for Android devices. Technicians will now experience a substantially better remote session overall, thanks to improved video clarity and a smoother

• Zoho Lens Feature Update: August 2025

  Annotations in Non-AR Mode In Non-AR sessions, screen annotations are now more efficient. The system automatically pauses the screen share during annotation input and resumes it afterward, ensuring precise placement without disrupting the session flow.

• Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

  Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

• How to pass parameter through a anchor tag in html snippet

  code :<a href="https://creatorapp.zoho.in/mkmtraining235/theatre-management-system/#Page:Movie_show_listing_page?Movie_ID=<%=movie.ID%>" class="movie-card" target="_self"> but when i try with the a text values it redirect to the first page that i createdbookingFormUrl

• CRM Contacts Search is overbuilt

  There is a lack of a general search box. It would be a lot easier to go to a general search box. You search a city or a last name or whatever in he same box and just get results. Having to navigate down through the filter fields to find the right filter,

• Last Synchronisation done date time in Zoho analytics

  Hello Team, We are working on many great features, but I think we've overlooked a small feature that would provide significant value to users. Whenever data is synced from Zoho CRM, Forms, or any external source, users currently have no way of knowing

• Zoho Forms Spam Submissions

  Hello community! It seems that after updating the Recaptcha settings on our newsletter form (Zoho Forms), we keep getting low quality spam emails subscriptions. I first used 0.5 treshold on invisible google captcha, then raised it to 0.7 but to no avail.

• Editing plain text files

  Is there any way to edit plain text files through Zoho Docs or any related service? I do most of my writing in plain text format for a wide range of reasons, sometimes by necessity and sometimes by preference to ensure maximum accessibility in future. My many plain text files include general notes, long documents (often using markdown or latex), numeric data, and code. I can open and view these files in Zoho Docs. But to edit I must open them in Zoho Writer, which warns that a new Zoho Writer document

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