What's new on Zoho Marketplace for October 2020

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 October 2020.

	ChARM Health for Zoho CRM Synchronize patient information between ChARM Health and Zoho CRM and access patient data at any time, from either of the two applications. Convert existing contacts in Zoho CRM to patients in ChARM Health with a single click. Learn more.
	PitchLink Extension for Zoho CRM Connect your Zoho CRM leads to the Pitch.Link platform and send out personalized sales pitches to your leads fast. Then continue to support your leads, capturing the status of conversations directly from Zoho CRM. Learn more.
	ConstructionBOS Fusion for Zoho CRM ConstructionBOS Fusion integrates with construction project lead providers, including Barbour ABI. Connect it to Zoho CRM and allow your team to access all their data in one place. Get daily updates on deals created from construction projects and more. Learn more.
	ChartMogul Integration for Zoho CRM Create or update custom attributes in ChartMogul from within Zoho CRM. Make data analysis easier by creating and updating custom attributes like sales representative email or sales representative name in ChartMogul when a deal is marked "Closed Won" in Zoho CRM. Learn more.
	QuarterOne for Zoho CRM Connect QuarterOne with Zoho CRM to automatically forecast revenue from Zoho CRM sales data in a matter of minutes. Build accurate forecasts that you can trust to anticipate, prepare for, and close more deals. Learn more.
	Currency Exchange Rates for Zoho CRM Send data from predefined financial sources to the Zoho CRM Exchange Rates module and get updated exchange rates within Zoho CRM. Set sources and schedule updates according to your business needs. Learn more.
	iQuoteXpress SSO for Zoho CRM Save time and costs in building, sending, and tracking sales quotes by automating your sales proposal process in Zoho CRM with iQuoteXpress (IQX). Send better-looking proposals using professionally designed sales proposal templates and track the progress of every quote. Learn more.
	DeDupe for Zoho CRM Get your Zoho CRM data in order by connecting it with DeDupe. Maintain your data index in real time by extracting duplicate clusters from millions of records and merging them within seconds. Learn more.
	G Suite for Bigin Integrate G Suite with Bigin and easily sync contacts and calendar records from G suite to Bigin. Launch Bigin from your G Suite account with single sign-on (SSO) and more. Learn more.
	Microsoft Office 365 for Bigin Sync all your Office 365 contacts and calendar entries with your Bigin account. Increase your productivity with a two-way integration sync and launch Bigin directly from your Office 365 account with single sign-on (SSO). Learn more.
	Zapier for Bigin Zapier provides seamless integration for 2,000+ applications, and connecting it to Bigin will allow seamless communication and information transfers. Integrate Zapier with Bigin and access all your data from one place. Learn more.
	Zoho Flow for Bigin Connect cloud applications with Bigin using Zoho Flow. Set up workflows to automate how information is exchanged among the apps you use and your Bigin account. Learn more.
	Zoho Desk for Bigin Automate your customer support process with workflows and Blueprint in Zoho Desk. Give your sales reps access to the support data associated with all of their customer records and allow them to sell better with contextual information. Learn more.
	Zoho Campaigns for Bigin Bridge the gap between your marketing and sales activities. Send targeted email campaigns to your prospects and contacts in Bigin and nurture them to conversion. Learn more.
	Zoho Meeting for Bigin Conduct online meetings from anywhere with real-time audio and video capabilities from within your Bigin account. Store meeting recordings within the contact record in Bigin and more. Learn more.
	Zoho Sites for Bigin  Embed Bigin's webform on your website without writing a single line of code. Get notified about incoming leads and move them though your Bigin pipeline. Automatically send an acknowledgement email once visitors submit information on your website. Learn more.
	Mailchimp for Bigin Sync your audience list in Mailchimp with the contacts in your Bigin account and send targeted email campaigns right to your contacts. Increase customer engagement and get promising prospects to close deals quicker. Learn more.
	Zoho CRM for Bigin Integrate your Zoho CRM with Bigin to sync your Zoho CRM records with Bigin. Use Bigin as your pipeline management tool, with the advanced features of Zoho CRM, to create exceptional experiences for your customers. Learn more.
	Dropbox for Zoho BugTracker Access files managed in your Dropbox account from Zoho BugTracker and associate them with the respective issues in a project. Manage the folders in Dropbox from within Zoho BugTracker and easily disassociate a file whenever it's no longer needed. Learn more.
	Box for Zoho BugTracker Access files managed in your Box account from Zoho BugTracker and associate them with the respective tasks or bugs in a project. Manage Box files from within Zoho BugTracker and more. Learn more.
	Box for Zoho Projects Enable your team to access any file during any stage of project development by integrating Box with Zoho Projects. Associate files from Box to respective project tasks, all from within Zoho Projects. Learn more.
	Zoho Flow for Zoho Cliq Create custom integrations between Zoho Cliq and over 500 business applications, without writing a single line of code, using Zoho Flow. Automatically curate information from your other apps and collaborate with much deeper context. Learn more.
	Food Expenses Tracker Manage your staff's daily food expenses using Food Expenses Tracker. Add multiple vendors and multiple branch locations, and create different roles, like admin and employee, to have control over data visibility within the organization. Learn more.

• 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

• Add QUOTE OWNER profile image to a Quote Template

  I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.

• Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

  Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

• Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

  While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)

• Zoho CRM - Custom Views for Portal Users

  I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.

• 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始！

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています！

• Zoho Meeting Plug compatibility with newer versions of Outlook

  Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?

• Getting Attachments in Zoho Desk via API

  Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

• Introducing Zoho's own SMS gateway

  We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way

• Embedding in Desk articles

  We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot

• Zoho CRM button to download images from image upload field

  Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

• Mass Update Contacts In Zoho Campaigns

  Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.

• report showing assignment type

  Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows

• Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

  Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

• Placeholders in Ticket Templates

  We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 

• when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

  In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing

• Delete a channel

  I need delete a channel in tickets.

• Copy / Duplicate Workflow

  I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

• Subtasks don't update parent task's times

  Hi there: I've recently upgraded to premium and check that subtasks completion % don't update the proportional completion of the parent tasks related to it.  We've been challenging with the problem of having to update twice or sometimes 3 times the completion of the related tasks. I've seen posts similar to this, of 3 years old.  Is there any roadmap for making this happen in a future release? Thanx César Ratto Lima, Perú.

• Should I Use DMARC?

  When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

• Mail ToDo & Tasks Webhooks

  Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

• Can't upload attachments.

  I can't upload attachment in Zoho Mail.

• Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’

  In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and

• Message "...does not support more than 100 distinct values..." WHY????

  I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?

• Need Easy Way to Update Item Prices in Bulk

  Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

• Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons

  Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or

• Vendor Signatures Needed for Purchase Orders

  Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

• Is there an API to "File a Ticket" in Desk

  Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

• Store "Sign in with Google/Microsoft/GitHub etc." details

  Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username

• 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

• Tip of the Week #72– Assign thread ownership to avoid confusion.

  When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating

• Unarchive tickets

  How can I manually unarchive tickets?

• Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

  Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

• FSM trying again

  have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service

• Feature Request: Conditional Field Mandatoriness Based on Display Status

  Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in

• Data Migration Strategies for Moving to a Cloud Solution

  Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it

• Commerce Order as Invoice instead of Sales Order?

  I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

• How to set different item selling prices for Zoho Commerce and Zoho Books

  Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

• Time Entry Notifications

  Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

• Zoho CRMの流入元について

  Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

• How to report 'Response violation' OR 'Resolution violation'

  Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect

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