Zoho CRM Plus in 2023: Let's rewind

Zoho CRM Plus in 2023: Let's rewind

Hey everyone,
 
There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024!
 
(Psst! We are also turning 10—yay!)
 
This year, CRM Plus had a lot of wonderful updates, taking more steps to make the customer experience easy for your business. Let's review them, shall we?

Understanding the customer journey with Path Finder

Path Finder in CRM helps you understand the various customer touchpoints in your business. This gives you a fair idea of how customers approach your business, and how they complete the entire journey. With this insight, businesses can modify their various processes, ensuring a positive customer experience and reduce customer churn.
Read more: Path Finder - An overview


Send SMS notifications to your customers

Your CRM now comes with a built-in option to send out SMS notifications to your customers. There are various scenarios where notifying customers comes in handy. It could be about an event, when an item is purchased, reminders about payment due dates, and so on.
Read more: SMS notifications in CRM


Automate using Actions by Zoho Flow

In workflow rules, any action that has to be done outside the CRM ideally involves setting up a custom integration. With Actions by Zoho Flow, you can set up any action to be executed automatically with Zoho and other third-party applications that can be integrated using Zoho Flow.


Use Campaigns's SMS gateway to send SMS campaigns

The Campaigns module in CRM Plus comes with our in-house SMS gateway which lets you send SMS campaigns in India, the USA, and Canada. This makes it easy to manage email and SMS campaigns in the same module.

Read more: SMS Campaigns



Convert messages into tickets

Prospects and customers reach out to your business through various messaging platforms like Messenger, WhatsApp, Line, Telegram, and so on. This form of communication is also one of the most popular channels customers use to share their issues, hoping for a swift resolution. With the Instant Messaging module in Desk, agents in your business can easily converse with customers and convert their messages to tickets to address the issues in detail.


Send outbound messages via WhatsApp

Desk in CRM Plus lets you create HSM (Highly Structured Message) template messages to send to your contacts via WhatsApp. This lets you proactively reach out and engage your audience with ease.

Interact via Facebook Messenger

The Instant Messaging module lets you connect your Facebook profile and continue your conversations with a Facebook user right from Desk in CRM Plus.


Inbox in Social: One place for all interactions

Inbox lets you manage all your social media interactions, such as comments, replies, reviews, messages, questions, dark comments, and so on across various social media channels. You can track and assign them to your team members manually or automatically from Social.
Read more: Inbox in Social


Create Facebook reels, Instagram stories, and posts on Mastodon

Social in CRM Plus extended support to publishing reels on Facebook, stories on Instagram, and posts directly on Mastodon. You can also get in-depth analytics on the performance of these posts across all channels.
Read more: Facebook reels, Instagram Stories, and posts on Mastodon


Updates to Zia

Our AI assistant, Zia, has a lot of features to help make things easy for your business.

Zia can suggest the best users to assign to a particular lead and intelligently score the lead to help your sales team prioritize tasks. She can also suggest the next best experience for your lead or contact, understand the sentiment, or suggest a suitable subject line for emails.
 
With Zia's generative AI capabilities powered by OpenAI, she can help you draft emails in CRM, explore more about a field, draft support tickets, generate a summary of a live interaction, compose posts on social media, and more.


 
Apart from these, we made other new enhancements and updates for CRM Plus. We have a lot more planned for 2024, too!
 
We would love to hear your thoughts on these updates. Feel free to share your stories on how CRM Plus made things simple for your business.
 
Cheers to a blessed and happy 2024!

    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • cant upload images in signature- urgent help needed. ta!

      HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply

    • Add Ticket button in Home view

      When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.

    • Problem using Zoho Desk API

      Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

    • Add zoho calendar to google calendar

      Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

    • How to print a label from zoho creator app?

      Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

    • City field suggestion in Zoho Books

      Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

    • Non-responsive views in Mobile Browser (iPad)

      Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

    • How can I check all announce?

      Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function

    • What are the create bill API line item requiered fields

      While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Cannot connect to imap.zoho.eu on iOS26

      Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

    • Personalize your booking pages with Custom CSS

      Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

    • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

      Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

    • User

      If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Outlook - Zoho CRM Calendar Integration

      I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated

    • 【Zoho CRM】ポータル機能のアップデート

      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。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能

    • Contact data removes Account data when creating a quote

      Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • Automation#31: Automate Splitting Names for New Contact Records

      Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • Project 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 out

    • ZOHO Desk - Description of slave ticket disappeared after Merge

      Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could

    • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

      I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link

    • Problem Adding Facebook Account

      Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

    • Zoho Desk Teams App is not loading

      Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly

    • Zoho People - Retrieve the Leave Details - get("LeaveCount")

      Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Which WhatsApp API works seamlessly with Zoho CRM?

      I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

    • Allow people to sign a zoho form by using esign or scanned signature

      Allow people to sign a zoho form by using esign or scanned signature

    • Button to Reapply Filters on Sheet(s)

      I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()

    • Integrate Multiple ZohoBooks organization with zoho projects

      We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

    • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

      Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

    • Flexible Partial-Use Coupons (Stored Value Credits)

      Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

    • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

      Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

    • How do I add todays date to merge field

      I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John

    • Tracking Emails sent through Outlook

      All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

    • Whats that

      Price?

    • The same Contact associated to multiple Companies - Deals

      Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

    • Portals-Adjust Column Sizes

      I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

    • Next Page