Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0

• Topic Participants

• Maushmi M S

  

• Aravind Kaluri

• Sunderjan Siddharth

  

• Reinhold

  

• Courtney Martin

• Sticky Posts

• In-person ZUG Meetups for Real Estate Professionals - US Q1 2026

  The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discover

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

  Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Recent Topics

• Sending from domain alias

  In the Control Panel/Domains, I have set up some domains as aliases for my main domain. Only my main domain has mail hosting. The other domains are verified as aliases for the main domain, and emails sent to <user>@<alias domain> arrive successfully at

• Difficult to Purchase More users

  It's surprisingly difficult and un-intuitive to purchase more user licenses in Zoho One under the new UI. It's not actually possible to do it anywhere from the admin interface. You have to leave the admin/directory section, then click your profile icon,

• How to link web sales payments through Stripe to invoices?

  I have just set up an online shop website which accepts payments through Stripe.  The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'.  In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice

• Announcing New Features in Trident for macOS (v.1.22.0)

  Hello everyone! Trident for macOS (v.1.22.0) is here with thoughtful updates to improve your daily workflow. Here's a quick look at what's new. Switch email response type easily. You can now switch between Reply, Reply All, and Forward directly in the

• Layout Rules / Quick create

  Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

• Zoho Notebook Will Not Open After App Install

  I am a new user of Notebook. I was able to successfully import my data from Evernote and the product is working well on a Windows 11 computer and Pixel device. I have also installed Notebook on a Samsung S6 lite tablet however the software freezes on

• Leads, contacts, deals table view is not sorting

  i am unable to sort the table view of leads, contacts and deals

• Zoho CRM Multi-select values not translated

  Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is

• Unable to Download Invoices via API – Code 57 Authorization Error

  I’m integrating the Zoho Billing API with the scopes ZohoInvoice.invoices.CREATE,ZohoInvoice.invoices.READ. I’ve completed the OAuth2 flow successfully, including generating the auth code, access token, and refresh token. All tokens are valid and fresh.

• Weekly Tips : Stay in loop with Conversation View

  You receive a series of emails back and forth with a client regarding a project update. Instead of searching through your inbox for each separate email, you would want to see the entire email conversation in one place to understand the context quickly

• Introducing Zoho PDF Editor: Your free online PDF editing tool

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• RSC Connectivity Linkedin Recruiter RPS

  It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

• Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus

  Finance is a highly regulated sector with strict rules and compliance requirements. Handling sensitive client data and complex transactions like multi-currency deals requires elaborate workflows and precise management. Implementing project management

• Get instant summaries of your notes with the help of Zia

  Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance

• Zoho one web page are not available

  Why I am not able to enter to zoho one web page?

• Zoho People > Onboarding > Candidate do not view all the data field on the Employee Onboarding

  Hello In my onboarding portal I do not see all the fields that i want the candidate to fill in In my Employee Onboarding Form These details i can see In the work information, i have enable the Company View but in the Employee Portal i do not see I have

• Has anyone implemented a ""switch"" to redirect emails in production for testing?

  Hi everyone, In our production Zoho CRM we have a fairly complex setup with multiple Blueprints and Deluge functions that send emails automatically — to managers and internal staff — triggered by workflows. We’re looking for a way to *test changes safely*,

• Restrict Access/Shared Access

  Sometimes access to documents that go out from Zoho Sign need to be restricted or shared. For example: 1) HR department send out employment contracts. Any Zoho Sign admin can view them. Access should be restricted to those that HR would allow to view

• Tip#44: Integrate with Xero to manage your financial operations

  Managing your project finances becomes more efficient with Xero integration in Zoho Sprints. With this integration, you can sync your Zoho Sprints data with Xero. Once you sync them to Xero, you can easily create invoices in Xero. This feature significantly

• Zoho People Onboarding Unable to Convert to User

  Hello All I need help in this onboarding of candidate Currently at this stage the candidate is just being offered and we are filling in his details however not all information are fill up. The candidate is still using his/her personal email When i try

• Integration with SharePoint Online

  Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onl

• White screen when connecting Zoho Cliq and Zoho People for birthday notifications

  Hi everyone, I'm new to Zoho and I'm trying to set up the employee birthday notifications, following this guide: Automating Employee Birthday Notifications in Zoho Cliq But when I try to connect Zoho Cliq with Zoho People, I just get a white screen and

• Word file is messed up when i upload it to zoho sign

  Hi. I am trying to upload a word file to zoho sign and when i do that it ruins the file, It adds spaces and images are on top of each other. What can i do? Thanks.

• Annotate widget?

  Is there something in creator or any zoho app that allows me to have an image markup field item in the form? I need to be able to complete a form that also allows the user to mark up a preloaded image. Other compay's call this an image markup field or

• Dashboards / Home Page - Logged In User

  Lots of the dashboards that we use reference the Logged In User.  We also set up Home Pages for specific roles, where the Logged In User is referenced within the custom view.  As an admin, that means that these views are often blank when customizing and

• I'm pissed as fuck

  What the hell Zoho! Always the same goddam problem. It takes time because the simplest things just don't fucking work. Today it just took me 3 hours to complete and send a 1page privacy letter to a client. And you know what 99% of the document was already

• Configure Notifications for API Limit

  Hello developers, APIs are essential for businesses today as they enable seamless integration between different software systems, automate workflows, and ensure real-time data sync. To ensure that admins are notified well in advance before APIs reach

• Introducing Blueprints for Custom Modules!

  Hello developers, We've added a new feature called Blueprints in Custom Modules. Blueprints are the online representation of a business process. In Zoho Books, you can use Blueprints to design a process flow using states and transitions. Developers can

• Campaign Links Blocked as Phishing- Help!

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• Zoho Tables July 2025 Update: Smart Creation, Smarter Automation

  We’re excited to introduce a powerful set of updates across Web, Android and iOS/iPad apps. From AI-assisted base creation to advanced automations and mobile enhancements, this release is packed with features to help you build faster, automate better,

• Zoho Voice est désormais en France !

  Nous avons des nouveautés très intéressantes qui vont transformer la façon dont vous communiquez avec vos clients. Zoho Voice, la solution de téléphonie d'entreprise et de centre de contact basée sur le cloud est arrivée en France ! Vous pouvez enfin

• Numbers in MA

  I have an issue rationalising the various numbers around MA2. Not convinced that any are truly accurate. However have a specific problem in that i have a list with 1301 records in the list view. When i come to email there is only 1289 Then have another

• Android mobile app unable to log in

  When I open the mobile up for zoho mail it asks me to sign in, but when i push the sign in button nothing happens. Tried uninstalling and reinstalling still not working

• Pie chart in Zoho Analytics shows ridicoulous numer of decimals of a percentage.

  Is there a way to set the number of decimals of a percentage value in the Pie chart? Now it displays 15 decimals instead of a round-off value. The value is a count and percentage calculated in the chart, so there is no number of decimals that can be specified

• Zoho People > Leave Management > Unable to import balance leave

  Hello Zoho I am unable to import balance leave into the system I have follow the steps It show only 5 fields - the date field i am unable to select from date and to date Error Date in excelsheet

• Narrative 4: Exploring the support channels

  Behind the scenes of a successful ticketing system - BTS Series Narrative 4 - Exploring the support channels Support channels in a ticketing system refer to the various communication methods that customers use to contact a business for assistance. These

• Tip of the Week #65– Share email drafts with your team for quick feedback.

  Whether you're replying to a tricky customer question or sharing a campaign update, finding the right words—and the right tone—can be tough. You just wish your teammates could take a quick look and give their suggestions before you send it. Sometimes,

• How to Initiate WhatsApp Message on SalesIQ?

  I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

• Episode IV:Handling User Inputs in custom functions

  Hi Everyone, We've been exploring custom functions which help in performing advanced automation tasks. Custom functions enable you to achieve possibilities based on your organization's requirements. Custom functions require user inputs that allow the

• Set a lead as non-marketing if they opt out of email marketing

  I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.

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