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 the statistics, the average runtime for deluge functions in Zoho CRM is 5 minutes. 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.

I 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.

Please note that the email field is mandatory for data enrichment.To update your CRM fields with Clearbit data:



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!

• Topic Participants

• Kiruthiga G

• Sticky Posts

• Kaizen #197: Frequently Asked Questions on GraphQL APIs

  🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

  Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

• Kaizen #193: Creating different fields in Zoho CRM through API

  🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Client Script | Update - Introducing Commands in Client Script!

  Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

• Recent Topics

• SAP S/4 HANA to CRM Integration - change the SAP Client ID

  Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani

• Enable Locations for Expense

  Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

• Adding branded signature to tickets reply

  Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

• Zoho Marketing Automation 2.0 - Landing Page function not working

  Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

• Zoho Mail Android app update: Manage folders

  Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

• How to share ticket numbers across different ticket types

  I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• Adding Social Media Buttons to Basic Campaigns

  Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

• Hide Inactive Social Sign-In Providers from Login Screen

  Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

• [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Download All Attached Files

  It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

• Ship via Carrier Not Working Since Commerce Update

  Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

• automations: Can I execute a step on a specific date?

  I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

• Zoho Expense - The ability to add detail to a Trip during booking

  As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

• Adding Folders in Android App

  Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

• Schedule Exports for Regular Project Updates

  Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

• Question about custom fields using Pivot Tables.

  I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

• Request for Light/Dark Mode

  Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

• Signature field is showing black

  Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

• Journey Email - Ignored Contacts

  I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

• Involved account types are not applicable when create journals

  { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

• Zoho Books - Include Payment Terms as a Custom View filter

  It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

• How to update changed purchase account of item in invoice

  I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

• Help - Zoho CRM notification on mobile (IOS/Android)

  Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

• Zoho Books Idea - Include another field in Bank Details for Address

  Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

• a question about the COQL API v8

  When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓Success

• Zoho Books Idea - Bank Details Button on Banking

  Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a button

• JS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code

  Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.js

• Function #55: Convert multiple quotes to single SO using Custom Button

  Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's

• Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

  Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

• Rich Text For Notes in Zoho CRM

  Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

• Time based workflow without edit/action

  Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our Outbound

• What's New - August 2025 | Zoho Backstage

  Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things

• prevent selling expired items

  Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.

• Product details removed during update from other system

  We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped during

• Client Customer

  I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.

• Add Ability to Use Zoho Finance Tags

  For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.

• Embeded Signing doesn't work on Safari Browser

  We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know

• Dataprep Webhook Limits and Cannot update column with Dataprep

  I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe

• Power of Automation :: Automatic removal of project users once the project status is changed.

  A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

• Next Page