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
Prefill Zoho Bookings form fields when using 'Email Booking URL' button in Zoho CRM
I'm utilizing the 'Email Booking URL' button in Zoho CRM, linked to the 'Contacts' module. After the contact sets the meeting details and receives the email, I want the Zoho Bookings form to automatically pre-fill with their information (name, email,Call Counter
For context, our Leads Page is configured with three separate phone number fields. This allows us to store multiple contact numbers for each lead. We've also integrated a click-to-dial feature in our CRM system, which enables us to make calls directlyPower of Automation :: Incorporate your desired tasklist into a new project automatically
Hello Everyone, 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 automateHow to delete Inactive users?
We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den BarselaarEvents disappearing in Calendar
To reproduce the bug: 1.- Add a new event in Calendar 2.- Type any name for the Event 3.- Click "Create" 4.- The event appears 5.- Click on the event to open it 6.- Optional: Edit the event 7.- Click OK 8.- After two seconds, the event disappears Now, click on another day and then come back to the inserted event's day. The event appears.Variable time for consultation.
We would like to be able to not set a predefine time for the consultation. We wont be using this for the customer it's going to be use internaly to keep track of workers on the road that have appoiment and installation. Something in the line of a FSMIntegration Zoho Books in CRM
Hi, I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option. Unfortunately, I can't find a solution to properly set permissions for my sales department.Scheduling Actions by Date and Reusing Webhooks in Journey Builder
Hello, I’m trying to use the Journey Builder feature, but I noticed that it only allows scheduling actions forward in time, not based on a specific date. It would be very helpful if we could schedule actions ahead of time based on predefined date fields.New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outCreate Invoice With More Than One Item/Product
I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice?Formulae field(Sum) not updating when a sub form entry is deleted
Hi there, I was facing this issue wherein I have a main form called 'Work_order_Form' and in that main form I have a sub form called 'Items' and in that items I have a field called 'Print_Charges'. So in my main form I have a formulae field which calculatesRegarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on GoogleCount of Distinct IDs when they appear multiple times within a selected time period
I have a transactions table which includes the columns: date, customer_id and order_id. I want to be able to count the distinct customer_ids within a date range when those customer_ids appear across multiple rows (because they have multiple orders withinHow do I append customer number to invoice number?
New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXXDouble spacing issues in Zoho Mail
Some of my emails are double spacing and others our single space very anoying, wanted to know how to fix the problem. Also, can't get my signiyure on my emails to be singled space someone please help!!!!!Have an input card for zobot that could collect Name, Email, and Phone or a message all at once
It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforwardWebhook Failure Alerts and Retry Mechanism
Dear Zoho Team, I have a workflow in Zoho CRM that sends a webhook whenever a specific field is updated. Occasionally, the workflow fails, and I can manually check the errors under Settings > Automation > Actions > Webhook > Failures. However, these failuresZoho CRM not saving edited quotes
When I am editing existing quotes, zoho CRM often gets stuck and I see only the red circle with line through it when I try to save my edits for that quote. This is destroying my workday. Help please!Introducing the Zoho Sign and Bigin integration
Greetings, We're thrilled to announce that Zoho Sign has integrated with Bigin by Zoho CRM, bringing a seamless signing experience directly into your small business CRM. You can now sign, send, and manage your contracts and agreements directly from yourZoho Survey Partially Completed Send Reminder to Complete the Survey
I have couple of survey's set up through a link webform. These survey's are not being distributed through email, only a website link. We get more than 50% partially completing the survey. Is there a way to send an email to these people? I looked underDynamic Variables for Organization Names in Forms and Emails
I’m currently using your platform to distribute a standardized questionnaire to various organizations, and I would like to make the experience feel more tailored to each recipient. Specifically, I’m wondering if it is possible to use a dynamic variableMigrate from crm plus a zoho
Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can seeCustom Modules - Zoho Desk - iOS
Hello, everyone! In the iOS version(v2.8.9) of the Zoho Desk mobile app, we have introduced support for custom modules as a related item to the standard modules like Tickets, Contacts, and Accounts. This new feature allows you to capture unique informationUpdate Candidate Status Through Workflow in Blueprint
Hi Team, We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,QR Code generation - native
All, FYI Google have recently depreciated their QR Code API refer: https://stackoverflow.com/questions/55021765/deprecation-of-google-infographics-qr-codes Annoyingly, this has meant we needed to change our links over to another provider. Creator team:Double Value in KPI - Zoho Analytics
Hi Team, I tried to implement this in Zoho Analytics but couldn't figure it out. Here's the scenario: I want to display the total number of tickets created, along with the count of closed and in-progress tickets, all in a single KPI. How can I achieveRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileArchiving Contacts
How do I archive a list of contacts, or individual contacts?Change default identifier field in custom module
Hi, i have searched through several community posts and helpdesk articles but i have not been able to find a proper solution for our problem yet. We have created a new module which aims to provide similar functionality as the default "accounts" module.Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sZoho Books - Branches - Can I cross-charge between branches?
Hi, We have two parts of our company, manufacturing and sales. The manufacturing side will invoice/bill the sales side for the materials and labour on each order. I have recently discovered the Branches feature in Books and it fits well with our setBooks Custom function - Not executing..
Use case : Module involved = Invoice When an Invoice is "Approved", the "current date" is more than "n" days and the "Amount" to be received is more than 0 I want a cliq message to be triggered in a channel and to be executed Daily(Scheduled) at 10:30Delete Transactions in Zoho books
Hi, Zoho books have been migrated from 01.04.2023. However, there are few transactions passed for the period 01.04.2022 to 31.03.2023. I would like to delete all the entries passed during that period. Can you please help in deleting the same.Generate access token(Google OAuth 2.0) dynamically using deluge
How to generate Google OAuth 2.0 access token dynamically using deluge to Add the zoho books invoice data in google spread sheet.Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. WithPower of Automation: Streamline status update for linked issues.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We haveHow to have two separate views for different countries
Hi there, currently i have two offices i want to add to zoho crm, one office is in singapore which i have already implemented fully. The other office being malaysia which i want to implement. One issue with this is we want the malaysia office users toTicket View Across Departments
I setup departments for the main clients I service, tickets inbound from specific emails go right to the departments. This helps with reporting for me. I would like a view of tickets assigned to agent, or unassigned, across ALL departments. Basically I am handling tickets across 3 departments, but I have to keep switching to see what tickets i have. I would like a view where I look and see ALL tickets across ALL departments.Merging 2 tickets
Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. NotNext Page