What's new on Zoho Marketplace for January 2021

Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2021.

	CloudConnect Extension for Zoho Integrate Zoho CRM with CloudConnect’s phonebridge extension to enable click-to-call functionality within Zoho CRM. Launch or receive calls from Zoho CRM with pop-up notifications that contain caller information. Learn more
	Indiamart  extension for Zoho CRM Automatically update new lead data such as name, mobile number, email address, company name, inquiry subject, message, and address in your Zoho CRM Leads module so that your sales representatives can focus more on closing deals. Learn more
	Consulta CNPJ Extension for Zoho CRM Enrich your data in the leads and accounts modules of Zoho CRM, with data obtained from the Federal Revenue of Brazil, in integration with CNPJA.com.br. Obtain important information including partners, type of company, company name, and much more. Learn more
	Exitty softphone Extension for Zoho CRM Integrate Exitty softphone with Zoho CRM to instantly make and receive phone calls, send and receive text messages, manage voicemails, use one-click dialling, see call pop-ups, hold calls, transfer calls, and much more. Learn more
	Razorpay Payment Gateway Extension for Zoho CRM Connect your Razorpay account with Zoho CRM and send Razorpay payment links to your customers from the Invoices module in Zoho CRM. Send a payment request link to the customer, cancel the payment request, or resend the payment request notification to your customer, all from the Invoices module of Zoho CRM. Learn more
	Asterisk for Zoho Desk Connect your Asterisk PBX system and your Zoho Desk environment to get a feature that holds all the essential information—tickets and customer data—and manages incoming and outgoing calls. Learn more
	Elastix for Zoho Desk Integrate Elastix with Zoho Desk to search for contacts and automatically view their details when you make or receive a call. Automatically convert missed and abandoned calls into tickets, generate reports to view the amount of time spent by agents on calls and more. Learn more
	Avaya Aura for Zoho Desk Integrate Avaya Aura with Zoho Desk for a convenient on-premise call center that adapts to your workflow. Associate calls with tickets and update their duration automatically. You can also add call notes as a comment during or after the call and more. Learn more
	Twilio SMS for Zoho Desk Integrate Twilio SMS with Zoho Desk and enable your support agents to send text messages to customers from Zoho Desk. Create SMS templates with dynamic place holders allowing you to personalize SMS. Automatically send SMS to customers on ticket status change and more. Learn more
	Pipedream for Zoho Mail Build workflows that connect Zoho Mail with thousands of other apps using Pipedream for Zoho Mail. You can choose to either "Run Node.js code with Zoho Mail" or select one of the pre-built actions for performing common API operations. Learn more
	Mail Merge for Zoho Mail Use email templates and an uploaded source file, to send a batch of emails that are customized with the recipient's information from the file. View mail merge history along with a report of the number of emails sent, failed and queued in each mail merge. Learn more
	Zoho ShowTime for Zoho Mail Manage your training sessions from the Zoho ShowTime eWidget. Create trainings, add documents, and launch training sessions without leaving your inbox. Automatically convert emails into training sessions using the eWidget. Learn more
	Zoho Desk for Zoho Analytics Conduct a powerful analysis of your helpdesk data. Easily make informed decisions and gain valuable insights into your customer support activities. Analyze and track agent performance, SLA compliance, ticket inflow, customer satisfaction rating, and much more. Learn more
	Zoho Desk for Zoho Assist Initiate remote support and screen sharing sessions directly from your support tickets. At the end of the session, you can update the ticket status and add notes to sum up the concluded session. Learn more
	SendForensics for Zoho Campaigns Test your email campaigns and improve engagement with SendForensics for Zoho Desk. Boost the deliverability of your Zoho Campaigns emails and reclaim the revenue from those lost to spam. Learn more
	Shopify Integration for Zoho Books  Automate the flow of data between Shopify and Zoho Books. Save money, reduce customer service issues, and make customers happier. Automatially import complete order details to Zoho Books including shipment and payment details. Learn more
	Pipedream for Zoho Creator  The Pipedream extension allows you to build workflows that connect Zoho Creator with thousands of other apps. For Zoho Creator actions, you can choose to either "Run Node.js code with Zoho Creator" or select one of the pre-built actions for performing common API operations. Learn more
	ED Insights  A cloud-based platform that offers schools, colleges, and non-profit organizations a simple and affordable solution to manage continuous improvement and planning processes efficiently without breaking the budget. Simplify and automate processes with customizable templates and pre-built instruments for gathering, storing, and analyzing data. Learn more
	Training Institute Management - S A  Training Institute Management helps in maintaining a comprehensive student and faculty/trainer database. Your program structure can be defined for long term. Programs/courses and students can be enrolled to create batches, and batches can be created by adding students manually or by importing their details from Zoho CRM. Learn more

Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace

Here's an archive of all the releases from previous months, in case you've missed any: New on 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

• Surpress 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 portal

• Default 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 - 'created

• Send 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 to

• Custom 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 code

• C# 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 support

• Notifications

  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 CRM

• Kanban 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. Thanks

• Display 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 easier

• Attention: 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 accounts

• StatusIQ

  Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

• Set 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 101.3568

• Cross 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 Access

• Filter 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 filter

• Getting 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 JSON

• How 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? BR

• Présentation 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 fonctionnalité

• An 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 Settings

• AMP 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 template

• Error : 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 Marketing

• Trouble 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 view

• Sorting 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 contains

• Creating 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 (2nd

• Tab 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 for

• How 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. This

• Export 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 blank

• Introducing 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 reflect

• Is 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 admin

• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Domain verification is in progress... (How long do I need to wait?)

  Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

• Company domain with Zoho Mail as support email in Zoho Desk

  Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

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