Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
Zoho CRM upload files error
Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?
Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
Introducing Custom Columns in Forecasts in Zoho CRM
Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,
Kaizen #246 - Incoming Lead Email Intent Detection using Zia Assistant API in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how Zia detects positive intent from incoming emails in the Leads module using the Zia Assistant API along with Workflow Rules and Custom Functions in Zoho CRM. Use Case Problem
Zoho CRM Community Digest - May 2026 | Part 1
Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Vorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
Associate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis
Associate Zoho Project with Deal that is in a specific stage?
Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
Zoho CRM Kiosk question – Passing Screen Fields to a Function
I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The
Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)
When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
OAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Canvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
[URGENT] Cannot access Functions tab in CRM
Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is
Kaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts
Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, Zoho
Switch between multiple LLMs instantly for tailored Zia experiences
Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone, Previously, the multi-LLM feature supported only one LLM at a time for Zia Record Assistant, which restricted users' flexibility
Zoho CRM Community Digest - April 2026 | Part 2
Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your
Zia Emails Summary: Instant context from past emails
Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone
Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Filter our rejected quote items from the inventory quote template
Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter
Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes
hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Create custom field in multiple modules
I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
How do create a validation rule / function to check datetime field is within Business Hours?
I've got a field called Scheduled_Time. People keep accidently inputting 2am when they mean 2pm. Realistically this field is never going to be before 7am or after 9pm. I'd like to add validation rule to the field (which is a datetime field). Using the
Experience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
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
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Best practice for tracking the sending of samples or catalogues
Hi, My company sells leather and fabric for interiors- sofas, chairs, curtains etc. Our clients are all interior designers, architects or furniture manufacturers. What is the best way to track what samples/catalogues we have sent? If the project is fairly certain, for example, for a specific hotel renovation, then we'll track this as an opportunity, as the project has a definite date, budget and is sure to happen (we may of course lose the project, but we want to bid for it). If the designer just
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
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