New on Zoho Marketplace for Europe region: Quarter 4 '21
Zoho Marketplace houses 1,000+ extensions to help improve and enhance the functionality of your Zoho products. In the last quarter of 2021, we released 60 new extensions for various Zoho products, including 32 extensions for Zoho CRM, and 10 new telephony extensions. Read on to learn more.
Telephony extensions
We released ten new telephony extensions in the last quarter. These extensions are supported by Zoho CRM, Zoho Desk, Zoho Recruit, Zoho SalesIQ, and Bigin. Start making calls from your Zoho products and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings in the contact record after the call ends.
Extensions for Zoho CRM
In addition to the 500+ Zoho CRM extensions, we released 32 new extensions for Zoho CRM. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales people effortlessly improve their performance.
SMS extensions for Zoho CRM
Instantly send SMS messages from Zoho CRM using predefined and customizable SMS templates. Use the Schedule SMS feature to automatically send messages at times you set and ensure you are always catching your customers at the right moment. Maintain an SMS history of all your sent messages and write workflows to send automated SMS messages.
Other extensions for Zoho CRM
Turn your Zoho CRM into a fully functional field service management platform or operations management system that enables you to create jobs and allocate them with ease to your field service ops team. Automate the creation of invoices when tasks are completed via LogixOne application and more. |
ACR Phone is an Android phone app for recording voice calls with additional features such as blacklist, cloud upload, call log, and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone call ends. It works with the standard Zoho CRM modules "Leads" and/or "Contacts." |
Capture leads and affiliate data using LeadDyno Affiliate Tracking and send it directly to Zoho CRM. Access user information collected by the LeadDyno affiliate platform, and apply Zoho CRM workflows to communicate and engage with your leads or affiliates. |
Engage with your customers seamlessly and virtually, using simple, beautiful, and effective presentation sharing. Create gorgeous presentations using Slidease and share them with your Zoho CRM contacts—without them having to download or log in to any other software! |
Find leads and businesses using the Google Maps API. Based on the keyword and location you provide, Lead Finder will search all businesses within the specified location and the results can be imported to any Zoho CRM module or downloaded as CSV files with ease. |
Store the contact information of business contacts in the form of digital business cards using Sansan. Sync those business card details into Zoho CRM, and get them mapped within the Contacts or Leads modules using the Sansan extension. |
Enable your marketing and sales teams to work in sync. With the ActiveCampaign extension for Zoho CRM, you can add contacts or deals and track your contacts from within Zoho CRM. Add multiple deals in ActiveCampaign from Zoho CRM, view all deals associated with contacts' email addresses and more. |
Automatically update exchange rates for your Zoho CRM currencies using real-time exchange rates from Wise. Adjust the Wise exchange rates with a certain percentage using the Web Tab and also update for individual currency exchange rate wherever needed. |
Integrate Swiss QR Invoice with Zoho CRM to generate and attach official Swiss QR-codes to your invoices from Zoho CRM. Design your own invoice template in the QR Modul Dashboard and send the invoices via email or Swiss postal services. |
Create integration between Facebook and Zoho CRM using the SaveMyLeads service, to automatically send leads from Facebook Lead Ads to Zoho CRM. Save time and reduce the risk of human error, as you'll no longer be required to transfer the data manually. |
Keep your clients' information synchronized between your Magaya system and Zoho CRM. Securely transfer quotes both ways, view the information of scheduled shipments in agreement with your clients, manage and maintain the same classifier data of the information in both systems and more. |
The QnA Maker extension for Zoho CRM lets you access AI bots in Zoho CRM which can answer your queries. Any bots created in your Microsoft cognitive services can be linked with Zoho CRM with an API call. |
The Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know at a glance whether the client is happy or sad throughout the engagement. |
Retrieve all the contact details of any given website (social networks, phone, email if published) for any given company in your Zoho CRM's prospects or accounts modules. The data gets automatically fetched every time you create an account or a prospect or when you edit a website field. |
Choose WhatsApp-approved templates, add parameters to the templates, and send WhatsApp messages directly from Zoho CRM. Configure your Zoho CRM workflows to send automated WhatsApp messages when the criteria are met. |
Sync lead information from Locator App to Zoho CRM in real-time, so you can easily follow up with the leads from Zoho CRM to convert them faster. Allocate the correct sales reps for each lead depending on their requirements and more. |
Locate lead addresses from Zoho CRM using the Google API. Find and autofill addresses, pin and update locations, and insert addresses in CRM Lead records. View inline Google Maps as a related list in the leads module. |
Easily connect with your contacts on Zoho CRM through Aloware’s contact center integration. Enjoy click-to-call and automated logs, complete with unlimited inbound and outbound credits for building longer-lasting customer relationships. |
Integrate TMetric with Zoho CRM and start logging time spent on each task from within Zoho CRM. Simply click on the embedded timer button once you start a task and the timer will automatically stop when you switch between tasks. |
Instantly analyze Zoho CRM data to identify critical information that's missing from each module. Get key insights that explain the potential outcomes if you don't fix the missing data. |
Enable your clients to share passwords and sensitive information securely through Zoho Vault with the strongest encryption standard. Contacts can easily enter their password on their own and share it with you in Zoho Vault. |
Pull new IndiaMart leads directly into Zoho CRM. The lead source will be automatically updated to “IndiaMart” so that you can categorize all other leads and leads generated from IndiaMart. Get details such as sender name, address, mobile, company name, subject, inquiry date, city, and address from IndiaMart. |
WhatsApp for Zoho CRM enables you to track your sales and customer service follow-ups directly from Zoho CRM. Send quick responses, save images, audio, and conversations, and create leads and contacts from new messages. |
Save your agents' time by reducing tiresome app switching and automating sales tasks. Allow them to focus on sales and create a more personalized experience to drive significant sales revenue. Sync contact and activities across platforms, with deals and activities' quick links from Dialpad to Zoho CRM. |
Sync Xero customers with Zoho CRM, making it easier to create or cancel invoices and even download the invoice as PDF—all without leaving your CRM. All customer invoices are updated under each contact and account module. |
Send interactive emails with your calendar integrated into them, directly from the Lodago editor on your Zoho CRM and boost your number of appointments. The recipients can book appointments within the same email without leaving their inbox. |
Integrate Stripe with Zoho CRM to eliminate the complexities of online transactions without leaving the Zoho CRM interface. Import your Stripe customers into Zoho CRM to view the details and status of invoices associated with Stripe transactions for each account and contact in Zoho CRM. |
The DataStitch for Zoho CRM integration prepares data to be imported into any Zoho CRM module. It can consolidate the scattered data across multiple CSV files, standardize it, remove similar records, and merge disconnected datasets across common patterns. |
CRM Toolkit enables you to access accurate address data in Zoho CRM. All CRM modules, including custom modules, can be configured and admins also have the capability to map any field, including custom fields, to Loqate's accurate global addressing platform. |
Extensions for Zoho Finance applications
We released 3 new extensions for the Zoho Finance apps. Give your finance and accounting teams a unified platform and reduce their workload by letting Zoho apps gather all your accounting details.
View invoices and bills payable to get an overview of your future cash position. Effectively manage working capital by reaching out to clients with pending payments and ensure you receive payments on time. |
tracezilla is an order and inventory management system designed for food businesses that ensure end-to-end traceability and automates the documentation and daily routines in the company. Integrate tracezilla with Zoho Books and automatically synchronize invoices and inventory valuation. |
ASPluris for Zoho Inventory puts your picking lists onto the screen of a portable barcode terminal. It allows authorized workers to perform inventory adjustments with ease, directly at the warehouse shelves, using a portable barcode terminal. |
Extensions for other Zoho products
There are now even more extensions to help you improve customer experiences, boost collaboration, break data silos, and improve ROI.
Send out background checks from Zoho Recruit and receive reports, all from a single window. Customize your screening process to match your organization or client needs. Offer candidates more flexibility and improve your time to hire. |
Administer Mercer Mettl talent assessments from within Zoho Recruit in a secure and credible environment using AI-powered proctoring tools. Conduct online interviews with candidates directly from Zoho Recruit and assess candidate skills on a deeper level with automated coding simulators. |
Export for Zoho Projects automates the export process for projects, tasks, and users. Export your Zoho Projects tasks to another project management system while retaining complete control over the export process. Ensure data accuracy with built-in task-field value mapping and more. |
Connect Cliq with the readily available applets in IFTTT and pull notifications from others apps right inside Cliq. Configure where you would like to receive notification updates - be it individual chats, channels, or bots. |
Add a dash of fun to your work routine and bring back that Friday feeling with Games for Zoho Cliq. This extension brings simple yet entertaining virtual games to your Cliq channels to help employees de-stress at work and strengthen team bonding. |
Connect Zoho Desk with more than 1000 apps to share data without the need to write a single line of code using Integromat for Zoho Desk. Start by dragging and dropping apps, filters, and other functions to build workflows based on your most-used processes. |
Make manual data entry a thing of the past by using Hubspot sync for your Zoho product. Every time a record is created or updated in either app, the integration automatically syncs the new information in both accounts. Create or customize your own mappings, and share the data in real-time so your information is always up to date. | |
Eliminate the need to manually import data into Zoho by automating the process. Maintain relations between objects—keep the original data structure and get to work right after import. Use the free testing feature to check how your data migrates. | |
Integrately is an automation app that helps users integrate their Zoho products with other apps in just a click. Build workflows and sync all your data between multiple business apps without writing a single line of code. Stay up to date and keep all your apps in sync with real-time updates. |
Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace.
Topic Participants
Reena Makwana
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
Formula field update
In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, ifAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofAccounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. WithSurpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portalDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdSend email to all contacts related to a module
My use case: I have a module named products, the records of which contains a related list of contacts associated with subscribing to that product. In cases where i need to trigger emails manually to give specific unprecedented updates of that product,Function #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way toCustom Modules Support for Zoho Creator Integration
The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to codeC# SDK net8.0 compatibility
The NuGet packages seem to be targeting .net4.6.1 only. Are there any plans to target .net8.0, which is the current LTS version? Which package should I be using to interact with the API when targeting .net8.0, if any? If the SDK does not readily supportNotifications
I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,Disable All
I want to disable all the fields on the form when it loads. I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City; ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load. On load = disable All Thank you for any help.Zoho Mail - CRM Widget
When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRMKanban View for Projects.
At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.Feature request - export as video
Export presentation as video. I think that it would be super useful for many users. ThanksDisplay Company Logos in Pipeline View
To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easierAttention: Scheduled Maintenance at US DC on Dec 19, 2024
Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accountsStatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, TorstenSet Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page
Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessFilter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filterGetting email status through api
Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSONHow to refresh/update module fields in
Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BRPrésentation d'une nouvelle fonctionnalité de webinar à la demande
De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalitéAn accurate email totals report
DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.Settings - Time Display 12-hour vs 24-hour
Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the SettingsAMP HTML in Email Templates on Zoho CRM?
Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email templateError : Bin Locations Provided are not valid
1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on[FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio
Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho MarketingTrouble Creating Basic Chart for Accounts - past 6 months
We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the viewSorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above containsCreating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2ndTab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear forHow Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !Sales IQ needs to capture both first and last names
Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. ThisExport PDF from Zoho Books via API
Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?
I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?Zoho Writer page break in a merge repeating region always adds an unwanted blank page
Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blankIntroducing bot filtering for accurate analytics
Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflectIs there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the adminNext Page