Checkbox integration with Forms & Writer
I've created a form in Zoho Forms and the corresponding document in Writer and I've linked all the fields but I cannot get the checkboxes to link. What am I doing wrong or is there another way? If I tick the checkbox while filling in the form it does
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
Non-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
Service currently unavailable
The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,
Customise Lead Source and Sub Lead Source per webinar
We have an integration between Zoho Meeting and Zoho CRM. New leads are imported into CRM but now they all have the source "Zoho Webinar". Can I change this source? Can I add a sub source? And can I customize these fields per webinar? (So different webinars
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
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
Potential Security Gap with Zoho MCP
We are running into a security gap with the Zoho MCPs in CRM, Desk, etc. We restrict exporting of any data from these systems, but we have enabled API access since it is needed for various extensions. However, now anyone on the team can create a Zoho
zFlow Refresh Token
Hi Everyone, Just sharing my recent experience using this kind of method. I'm building a feeder file to auto log record to zCreator and since Zoho Desk option doesn't have this trigger, so my way is to fetch this https://desk.zoho.com/api/v1/customerHappiness?
Zoho Mail is down?
We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.
What is wrong with this sendmail message?
I keep getting improper statement errors on the message, but I cannot see a problem. Also, if the message is much longer the whole message turns black instead of being coloured yellow, red and blue. client = Clients[ID == input.Client_Lookup]; sendmail
Deprecating support for older browsers and API clients with weak ciphers
Hello everyone, Greetings from Zoho Creator! Security is at the heart of everything we do, and we're continuously working to ensure our platform meets the highest standards. As part of this commitment, Zoho Creator will stop supporting older browsers
Editing a bundle
How can I edit a bundle?
What's New in Zoho Analytics - May 2026
Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data. We are introducing richer data visualizations, smarter AI-powered
Associate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?
Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
Email Blocklist in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Email Blocklist in Zoho Bookings, a new feature that helps you decide who can schedule appointments through your booking pages. You can now block specific email addresses or entire domains
Get Zia to highlight duplicate rows
I'm trying to find the duplicate rows in a large table. I could create a SQL query that counts when every field has the same value, but there are a lot of columns so that would be a slow job. It seems an ideal task for AI as it is a task with defined
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
The Social Playbook May edition: 5 social media habits that affect growth
Sometimes growth doesn’t slow down because of the algorithm. It happens because of small habits we keep repeating while creating content and managing brands online. A few may be outdated techniques, some may no longer work, and others may simply have
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
Bank Feeds Missing some transactions and duplicating some
Hello, I have been using Zoho or a number of years and have never had a real problem with bank feeds, however in the last month the feeds have not picked up all transactions, and sometimes a transaction is being duplicated. For example, the bank statement
One invoice, 2 payers
We do a lot of repairs for real estate transactions. We make one job for a client (say the seller) in zoho and link it to the invoice in books. Seller pays the 50% deposit. Then says the buyer is going to pay the balance. Any thoughts on the easiest way
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
TeamInbox EU: Microsoft 365 not connecting
Hi everyone, I'm trying to connect a Microsoft 365 mailbox to Zoho TeamInbox (EU region) via OAuth and keep running into an issue. Steps I followed: 1. Create a Shared Channel → Email Channel → Microsoft (OAuth) 2. Microsoft login window opens → I authenticate
Sending a Template to Sign
hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name
Trash - Delete All
We use 6 inbox shared (via IMAP). The Trash bin contains a lot of messages. Is it possible to delete them all permanently? Is there a rule to empty trash bin after xx days? Deleted permanently message in TeamInBox are deleted permanently in the related
Introducing global search in Bigin for Apple devices
Hello everyone! We're happy to announce that users can now use global search—a unified search system that spans across pipeline deals, contacts, companies, products, activities, and settings—and makes it easy for users to find their desired records. John
Zoho emails not being delivered to Hotmail accounts!!
Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1
Migration from SQL Database to ZOHO CRM
Hello, I am trying to migrate data from our SQL Database to Zoho CRM using Zoho DataPrep, but I encountered an issue during the transfer process. When new records are created in Zoho CRM (records that do not already exist in the CRM), the Owner field
Zoho Analytics and DBeaver
Is there a way to connect DBeaver to Zoho Analytics. I am able to connect DBVisualizer but since it is a paid tool, I prefer to use DBeaver Community. The problem is as follows: - I am able to make a successful connection to ZA using DBeaver - I am able
Admit webinar attendees at start of webinar
Is there a way to admit attendees into a waiting room, and admit them all at once at the start of a webinar? The first webinar we did, we were doing lots of coordination and didn't realize that attendees joining could hear all the prep. It came across
Connect to Shipstation's API
Shipstation is a very big service, with lots of users, tons of order data.....and poor un-customizable reporting. This is perfect for Zoho analytics. The Shipstation API is modern and efficient. Today I think many people pay Zapier to get Shipstation data into Reports/CRM/Books - why not have a direct connection? -can pull in shipments via webhook or polling. -also nice to pull in order data along with shipment data
Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I
Zoho mail shared inbox filter action add to workdrive
The shared inbox feature has been really great. Are there any plans when creating a filter for a shared inbox to have the action add to workdrive? This feature would be super helpful. ~Thank you
Zoho CRM Field suddenly not accessible in Zoho Cliq
Hi, I created a Widget in Zoho Cliq and I embedded inside it a Zoho Form. That Zoho form has a Zoho CRM Field that looks up Merchants from the CRM. It worked earlier today but now when I try to access it, the Zoho CRM Field is blocked and I can't select
Editting PDF in Zoho online editor doesnt work
I just tried editting a simple 3 page PDF but it opens up blank. I dont see any errors or feedback if something went wrong
Open PDFs using Zoho PDF Editor
Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected
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