WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
Formulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem
Zoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
Kaizen #261 : Using Zoho CRM Skill to generate complex COQL queries
Hello everyone, In the previous Kaizen posts, we introduced the zoho-crm SKILL.md and discussed how it can help you when you are working with Zoho CRM APIs and Client Script. In this Kaizen, we will focus on using the Zoho CRM `SKILL.md` with GitHub Copilot
Building a per-contact activity timeline (form submissions, account rollups, emails/proposals) — best approach?
Hello, We're a B2B market research/consulting firm that recently migrated our CRM/forms/marketing stack from HubSpot to Zoho One (CRM + Forms + Campaigns + SalesIQ). Current setup: - Zoho Forms integrated with CRM: contact-style forms create Leads. -
401 Unauthenticated Error – Zoho CRM to Google Sheets Integration
Hi I'm building an Automation Function in Zoho CRM using Deluge that appends contact data from Zoho CRM into a Google Sheet whenever a new contact is created. WHAT I'VE DONE: I created a connection in Zoho CRM (Developer Hub → Connections) with the following
CRM Python Function: ZRC.post() body encoding error
A connection-backed ZRC.get() to Zoho Analytics works, but ZRC.post() fails whenever a body is supplied: response = ZRC.post(endpoint, urlencode({ "ZOHO_ACTION": "EXPORT", "ZOHO_OUTPUT_FORMAT": "JSON", "ZOHO_SQLQUERY": 'SELECT * FROM "Churn
Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
A heads-up on duplicate invitation issue in Office 365 and what it means for Zoho CRM users
We'd like all our users using Office 365 integration to know that there is a duplicate invitation issue. How the integration works: We use Microsoft Graph APIs for our integration. There is no option to ignore the invitation in the Graph API at the time of syncing the events. On further probing, we found that their Exchange Client SDK has this option, but apparently Microsoft is likely to deprecate this SDK in the near future. We have now reached out to Microsoft for a clarification on how they
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the
CRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios
Record sharing for Activities modules in CRM
Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly
Calendar invites from Contacts not being assigned to Account in CRM
Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show
CRM's import feature has been revamped
Hello folks, We've refreshed the import feature. You can now manage large, complex imports, particularly those with related data, more easily, with fewer steps and fewer errors. This has been released for all users in all DCs. Here are the details: We've
How to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requires
Set Custom Icon for Custom Modules in new Zoho CRM UI
Kaizen #258 - Getting Started with zoho-crm SKILL.md
Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill
Sales Order -> Contracts
A signed SO (Sales/Service Order) is classified as a Contract in the business world. However, an SO created in CRM does make it's way through to Contracts where it can be managed. SOs typically have a Term period, which can only be managed if zoho sees
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)
Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in
[Urgent] Can't create a function
I'm trying to create a function, but as soon as I click "Create", I get an error message: "Sorry something went wrong". Error 500 in network tab
Allow Email Attachments to Be Opened Directly in Zoho CRM
Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
CRM wants to access other apps and services on this device (Documents area)
Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere
Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Updated on July 7th, 2026: You can now download Quotes, Invoices, and Purchase Orders as PDF files directly from Zoho CRM, eliminating the need to switch to QuickBooks. Learn more. Greetings, I hope all of you are doing well. We're excited to announce
Creating new Teams meeting from CRM doesn't enable Team functions in the meeting
Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, the
Sending Zoho form link from custom function in Zoho CRM
Hello, We intend to send a Zoho form link to certain Contacts using a custom function. The Zoho Form must be pre-filled with the Deal information and contacts receiving it should be able to modify the values and upon submission, those modifications must
Timeline support for subforms
Currently available editions in all DCs: Free, Standard, Professional, and Zoho One Standard. Other editions: Rollout soon. Hello everyone, Timelines help users track important changes made to records and provide a complete history of updates over time.
Make your workflows smarter with Zia Agents
Available only in the US, IN, EU, AU, and CN DCs for Professional and above editions. Hello everyone, Workflow rules can now do more than trigger predefined actions; Zia Agents can now be invoked directly from workflow rules in Zoho CRM, bringing contextual,
Automatically adding a tag to a deal based on set criteria
Hi all I want to add a tag to deals based on whether (the margin is >x% *and* the amount is > £y) *or* (if a specific dropdown field is set to a specific value). Is it possible to do this via a workflow or similar? If so, can anyone point me in the right
Metadata-Based Automatic Conflict Resolution for Duplicate CRM Records
Hi Zoho CRM Team, Zoho CRM already detects duplicate records and supports merging them. However, when duplicate records contain conflicting field values, users still need to manually decide which value should be retained. I suggest exploring a Conflict
Kaizen #260 : Using Zoho CRM Skill to generate Client Script
Hello everyone! Welcome back to another exciting kaizen post. In the previous Kaizen, we looked at how to use Zoho CRM Skill for Zoho CRM APIs. In this Kaizen, let us look at how the skill can help you when you are working with Zoho CRM Client Scripts.
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Can I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if
Introducing Zoho CRM AI Assistant – stop clicking, delegate!
Hello everyone, Today we’re launching Zoho CRM AI Assistant, now available on the Chrome Web Store. It lives in Chrome’s side panel, understands your CRM - including custom modules and fields - and can search, summarize, create, update, and handle multi-step
Que la sincronización Zoho Books–CRM herede la lógica CPQ, no solo los totales
Problema actual: El motor de CPQ (reglas de precio, paquetes de producto, matriz de descuentos, dependencias entre ítems, flujos de aprobación) vive dentro de Zoho CRM. Pero cuando una cotización pasa a convertirse en factura o transacción dentro de Zoho
Integración nativa entre Zoho CRM y Gamma.app para generación automática de presentaciones y documentos
Problema actual: Gamma.app se ha consolidado como una de las herramientas líderes para generar presentaciones, documentos y propuestas con IA, y ya se conecta de forma nativa con asistentes como Claude y ChatGPT. Sin embargo, no existe una integración
Buyer Personas nativas en Zoho CRM, con clasificación automática por IA
Problema actual: Zoho CRM permite etiquetar y segmentar registros mediante reglas de flujo de trabajo, pero esas reglas solo evalúan criterios estructurados y explícitos (campo X = valor Y). No hay forma de que el sistema infiera a qué buyer persona pertenece
Módulo nativo de reportes y analítica para la integración de WhatsApp en Zoho CRM
Problema actual: Zoho CRM permite recibir y responder mensajes de WhatsApp directamente en los registros de Leads/Contactos/Deals, pero no existe un módulo nativo que agregue esa actividad en métricas medibles. Los mensajes quedan registrados conversación
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