Zoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions
Record Payment - Auto Populate Amount as payments are selected
When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
Tips & Tricks #4: Zoho People - Mejoras y Novedades durante el Q2 de 2026
¡Hola, Comunidad de Zoho en Español! Os traemos una selección de las novedades y mejoras más interesantes que llegaron a Zoho People durante el segundo trimestre de 2026. En este artículo te hablamos de: Zia, el asistente de IA para RR. HH. OKR llega
More flexibility on Hosted Pages ?
I like more flexibility on Hosted Pages, this is due to the fact I am not a programmer I wold like to have more customization on Hosted Pages like: - add Addons and coupon to a plan already suscribed in the past - cutomize the look an feel (as a form
Marketer's Space: Write CTAs your audience can't ignore
Hello Marketers! Welcome back to Marketer's Space! Today we're zeroing in on a small concept that decides whether your whole campaign is worth sending: the call-to-action (CTA). You could write the sharpest subject line and design the most polished template
Button to renew offline subscription.
If i have a customer who pays offline, and wants to renew the subscription, you have to wait till the end of the subscription and reactivate it. or else it affects metrics. There is a way to upgrade or downgrade a subscription, immedeatly or at the end
Public Forms for an all-inclusive feedback system
The more we seek information from the customers, the more we solve their needs and gain their trust. However, reaching out to every customer to seek requirements, solve their issues, and gather feedback can be tasking. Circulating a public form helps
How to embed event list page from Backstage onto my site
I'd like to embed the events list page from Zoho Backstage ( https://biz2bizlinksevents.zohobackstage.com/events) into my site, but when I use an iframe it says the page refused to connect. My other iframes with microsites from Zoho recruit and forms
Function #40: Notify users when invoices exceed the credit limit
Hello everyone, and welcome back to our series! Businesses tend to offer goods or services on credit to customers, which can, in overtime, lead to the accumulation of significant overdue balances. To address this, Zoho Books allows you to define a Credit
Manual Journal not affecting the YE Trial Balance
I have done a manual journal moving an expense from prior year to current year. However, it is not affecting the prior year figures at all, when I go to the expense the journal isn't even reflecting at all. I have made sure dates are correct and both
Tip #82 – Let Zia Answer Bot Handle the Questions So You Can Focus on the Fix – 'Insider Insights'
Tip #82 – Let Zia Answer Bot Handle the Questions So You Can Focus on the Fix – 'Insider Insights' Hello Zoho Assist Community! Imagine you're in the middle of a critical remote session. The customer, a project manager at a mid-sized firm, has been locked
Caso de Éxito: Namencis Education crece un 117% con Zoho One
"Hemos estado creciendo en torno a un 117% al año, que es una barbaridad. Tuvimos una rentabilidad del 33%, que antes no teníamos ni por asomo. Escalamos en tres años lo que no habíamos escalado en los anteriores siete." Borja Domínguez, CTO de Namencis
[IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books
The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
Introducing the Revamped Zoho Projects Chrome Extension
Zoho Projects Chrome Extension brings your project management capabilities directly to your browser. Users can access all their portals, create tasks, file issues, log time, and stay updated on project activities without navigating to the main application.
Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.
Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
Create modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Can the SEO Keyword field be increased from 100 characters to the industry standard 160 characters
Hello, Currently Commerce restricts the SEO meta-keywords to 100 characters, which I'd always found to be a bit constraining, often times not enough space to suit my needs. I recently discovered however that search engines will accept up to 160 characters
Cookies Consent Management in Webforms
Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track
Trigger workflows from SLA escalations in Zoho Desk?
Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
Como exportar la base a excel sin perder datos
Estimados quisiera saber como exportar o descargar la base de tickets para hacer estadisticas sin perder datos al copiar
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Is there any way to have Dataprep ingest RSS?
As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks
Connect ZOHO social with Google Data Studio and download data from ZOHO social
Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, Chris
Zoho People Whats New - Q2 2026
Hello Users! We're excited to share the latest updates introduced in Zoho People during Q2 2026. This release brings a range of new features and enhancements designed to simplify HR operations, automate routine processes, and deliver a smarter, more connected
Zoho Team Inbox - roadmap
Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions
Zoho CRM Community Digest - July 2026 | Part 1
Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
Topics not loading in individual contact records in Zoho Marketing Automation
When working correctly, an individual contact record in ZMA shows a "Topics" section in the "Subscription" tab of the individual record. However, in 2+ different Zoho accounts and different browsers, the "Topics" section doesn't load and instead it spins
Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)
Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/
how to get transcripts with speaker and time marks?
Hello, I downloaded the transcript of a recent meeting and noticed that the TXT file does not bring the speaker name and the time mark. Is there any way to make it happen using ootb resources from Zoho Meeting? best
Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?
API bookings/v1/json/appointment not adding additional fields he is returning this "customer_more_info": {"booking_form_type": "service"}
Hi, I'm trying to add additional fields inside zoho booking appointment api and I'm passing same data as you told inside your documentation. He is returning following response "customer_more_info": { "booking_form_type": "service" } I'm using this parameter
How can be requests for new job managed in Zoho recruit?
If we use both Zoho people and recruit, can our managers (heads of department) use Zoho products to create requests for new job to HR department? The current workflow is following: a head of department needs some extra HR, he creates a request describing the job and send it to HR director, HR director approves a request and forward to a HR manager. I see only one way to partly solve the problem - grant the heads of departments recruit administrator permissions, so they could create new jobs. It is
Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
"code":3001 ["Failed to update data."]
I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets
WORKFLOW ISSUE: Zoho Finance Extension
Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows
Moving from Office365 to Zoho Mail
I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen
Best sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
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