Kaizen 208 - Answering your Questions | Functions, AI and Extensions

Hello Developers!

Welcome back to a fresh week of Kaizen!

We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM.

1. Default value in parameter, also instant return must capable to do in deluge and also capable to use closure in deluge function.

Based on the query, we are assuming that by default value, the user is referring to using

placeholder values during testing or debugging. In Deluge, such defaults are provided at the browser level. 

For instant returns and closure, we need a few more details to give you the right guidance. We recommend reaching out to our support team with additional context so they can assist you further.

2. Please provide asynchronous script support or at least an option to increase the timeout limit for heavy processes.

Please increase the file size limit for invokeUrl tasks or introduce a more robust file streaming capability.

Based on overall runtime statistics, most functions complete within 5 minutes of runtime. Assuming your requirement involves longer-running processes, we recommend using Circuits or Schedules to handle such cases effectively.

Regarding file size limits for invokeUrl tasks, we assume your use case requires

handling larger payloads. In this case, we need more details to evaluate and provide a suitable solution, so we recommend reaching out to Zoho CRM Support.

3. I will be happy if I will can search on the Function list if some filed is exist on a function.

So if I change the API name I will be easy update the fields.

We understand that your use case is about quickly identifying functions that reference a particular field, especially when API names are updated. At the moment, this support is not directly available.

We are working on a feature revamp that will allow you to assign tags to functions for quicker access. For example, you’ll be able to tag functions with relevant keywords and then create custom views based on those keywords to easily locate them.

We have planned to roll out the feature revamp by early 2026.

4. I would love to hear more about Zoho CRM and its connection/setup/integration with AI and some use cases on how to currently improve business processes within the Deals Pipelines, and Sales.

We understand your interest in learning more about how Zoho CRM can connect with AI to improve business processes. Refer to this Smart Prompt help document to configure Zia and Open AI within Zoho CRM. 

We have also recently introduced several AI-driven capabilities in Zoho CRM to help you work smarter and faster. These include workflow creation to automate routine tasks, record summaries for quick insights, image-to-canvas to seamlessly convert visuals into Canvas, and AI-assisted email creation for more effective communication.

Check out Zia’s Next Best Experience help page to understand how to effectively use Zia to enhance your business processes with real-time use cases. 

These features are being rolled out across all data centers in a phased manner.

5. Bulk Data Enrichment: Script-based enrichment from services like Clearbit or internal ERPs.

As of now, bulk data enrichment is not natively supported in Zoho CRM. If you could share more details about your requirements with our support team, we will be glad to suggest a suitable workaround for your use case.

However, we offer a pre-built Clearbit extension that lets you quickly configure data enrichment without any need to write any scripts.

Install the Extension

1. Log in to your Zoho CRM account.

2. Navigate to Setup > Marketplace > All.

3. In the All Extensions tab, search for Clearbit Extension for Zoho CRM and click Install.

4. Agree to the terms and conditions, then click Install.

5. A pop-up will appear asking you to Choose Users/Profiles. Select who can enrich data, and click Confirm to install the extension.

6. You’ll then be prompted to enter your Clearbit account API key. This key allows Zoho CRM to fetch data from Clearbit and update your records. 

Enter the key and click Save.

7. Next, choose the modules where you want data enrichment. The extension currently supports Leads, Contacts, and Accounts.

You can change these configurations anytime by clicking Settings in the extension detail page.

You can also access the settings from Extensions list view as shown here. 

Enrich your Data

The extension pulls enriched data from Clearbit using the email address on the record. Once installed, a business card will automatically appear on the record’s detail view page.

Note: The email field is mandatory for data enrichment.

To update your CRM fields with Clearbit data:

1. Click Add to CRM at the top-right corner of the business card.

2. A field mapping iframe will open, where you can map Clearbit fields to your CRM fields.

3. After mapping, click Update to add the details to the record.  

We hope we answered your questions and you found this useful. For the queries we mentioned that we require more details and if we assumed it the other way around, please reach out to us at support@zohocrm.com.

We would be happy to connect and help you! 

Cheers!

--------------------------------------------------------------------------------------------------

Previous Post: Kaizen 207 - Advanced Queries using COQL API | Kaizen Directory: Home

• Topic Participants

• Kiruthiga G

  

• Sticky Posts

• Kaizen #222 - Client Script Support for Notes Related List

  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Kaizen #152 - Client Script Support for the new Canvas Record Forms

  Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

• Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

• Recent Topics

• How to create a two way Sync with CRM Contacts Module?

  Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app

• Hide/Show Subform Fields On User Input

  Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

• Zoho Sheet for Desktop

  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

• Allow Manual Popup Canvas Size Control

  Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

• Where is the settings option in zoho writer?

  hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

• How to set page defaults in zoho writer?

  hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

• Develop and publish a Zoho Recruit extension on the marketplace

  Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

• Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

  Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

• How to import data from PDF into Zoho Sheet

  I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password

• Zoho Projects Android app: Integration with Microsoft Intune

  Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through

• Cant't update custom field when custom field is external lookup in Zoho Books

  Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

• Wrapping up 2025 on a high note: CRM Release Highlights of the year

  Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

• About Zoneminder (CCTV) and Zoho People

  Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand

• Introducing the Zoho Projects Learning Space

  Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

• Create CRM Deal from Books Quote and Auto Update Deal Stage

  I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

• How to show branch instead of org name on invoice template?

  Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

• Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

  Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

• Unable to remove the “Automatically Assigned” territory from existing records

  Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

• Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

  Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

• Set connection link name from variable in invokeurl

  Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

• Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

  We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

• I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

  I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

• Timeline Tracker

  Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

• Primary / Other Billing Contacts

  If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

• Missing Import Options

  Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Is it possible to enforce a single default task for all users in a Zoho Projects ?

  In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

• [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

  Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning

• Reply and react to comments

  Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

• Restrict Users access to login into CRM?

  I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

• Module Customisation - Lookup function not available

  Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.

• zoho click, and nord VPN

  Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

• Zoho Calender

  a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?

• Matching ZOHO Payments in Banking

  Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

• Team Gamification

  Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

• Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

• New Enhancements to Zoho CRM and Zoho Creator Integration

  Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

• Work Type - Limitation

  Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.

• Emails sent through Bigin are not posting in IMAP Sent folder

  I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

• Adding Default Module Image into mail merge field

  As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

• Next Page