¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

¡Hola Comunidad de Zoho en Español! 👋

Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros productos como CRM, Projects, Forms y Commerce, y refuerzan tres pilares clave del ecosistema Zoho: la IA, la automatización y la experiencia de usuario.

Meetup de Usuarios de Zoho

Primero, queremos agradecer a la comunidad de usuarios de Barcelona y Valencia por una sesión muy productiva: durante nuestro Meetups de usuarios de Español Zoho Community, hablamos de funcionalidades clave de SalesIQ y CRM, descubrimos nuevas formas de optimizar procesos y además aprovechamos para hacer networking. ¡Todo un lujo de jornada en la mejor compañía!

Y ahora sí, vamos con las novedades de nuestras herramientas. Prepárate, porque en estos últimos 6 meses han pasado muchas cosas:

1) Zoho CRM: Más inteligencia, más control y más flexibilidad  

Nuestro producto estrella ha presentado algunas mejoras muy relevantes para una mejor gestión de los datos de clientes y de tu ecosistema Zoho:
  1. CommandCenter 2.0. Para que puedas automatizar mejor tus recorridos, CommandCenter ha presentado las siguientes actualizaciones: 1) Una nueva interfaz más visual e intuitiva. 2) El uso de “signals”, que te permiten activar transiciones basadas en eventos provenientes de diversas fuentes. 3) Los “stages” ya no dependen de un único módulo, sino que permiten transversalidad entre varios.
  2. Zia LLM: Nuestra IA también se ha actualizado y ahora ZIA te ofrece sugerencias más seguras y rápidas y funciones de IA generativa integradas para no depender de de inteligencia artificial proveedores externos.
  3. Control de visibilidad: Ahora puedes dar permisos basados en los perfiles de los usuarios para gestionar quién puede ver la línea de tiempo y el historial de interacciones.
  4. Canvas mejorado: Hemos añadido un nuevo componente en formato cuadrícula para organizar datos de manera más flexible. Y Soporte para layouts responsivos mediante “breakpoints”.
  5. CRM for Everyone: Llevamos ya tiempo anunciando CRM for everyone, y desde el Q2 ya está aquí. Descubre una nueva forma de habilitar a tus equipos de marketing, atención al cliente o finanzas para que puedan colaborar dentro del CRM de forma más ágil.
  6. Integración con Microsoft Graph API: Ahora aseguramos una mejor conectividad con Outlook/Microsoft 365 mediante la conexión con Graph API.

2) Zoho Projects: Mejor control y mayor claridad en la gestión del trabajo  

En los últimos meses, Zoho Projects ha introducido mejoras directamente relacionadas con productividad, permisos y organización.

  1. Access Control en Time Logs: Gracias a la jerarquía de usuarios ahora puedes definir quién puede ver, añadir, editar o eliminar registros de tiempo dentro de su equipo y realizar acciones masivas para borrar time logs propios.
  2. Campos URL ampliados: Los campos URL en layouts de tareas ahora admiten hasta 1.000 caracteres, permitiendo enlaces más completos.
  3. Reutilización de listas de tareas: Puedes utilizar listas de tareas ya existentes dentro de tus plantillas, agilizando la creación de nuevos proyectos.
  4. Integración mejorada con Zoho Flow: Ahora puedes usar Zoho Flow para automatizar acciones desde reglas de workflow o blueprints dentro de Projects. 


3) Zoho Forms: Mejor accesibilidad en tus formularios, ahora más modernos y conectados  

Zoho Forms también ha presentado una gran cantidad de novedades durante estos últimos meses:

  1. Diseño en cuadrícula (grid layout): Ya puedes organizar tus formularios en 1, 2 o 3 columnas, mejorando su estética y su legibilidad.
  2. Verificación OTP integrada: Los formularios pueden solicitar OTP (para email/teléfono) sin salir de la pantalla.
  3. Múltiples cuentas de WhatsApp Business (para Zoho One) : Hemos ampliado la compatibilidad en cuanto a las cuentas de Whatsapp para aquellos equipos que manejan más de un canal de WhatsApp Business.
  4. Accesibilidad WCAG 2.2 AA : Zoho Forms ahora cumple con el estándar de accesibilidad WCAG 2.2 nivel AA, haciendo los formularios más inclusivos.
  5. Configuraciones mejoradas de Data Push: Ahora es posible enviar datos de campos específicos mediante configuraciones más precisas en “Post Submission Tracking”. 


4) Zoho Commerce 2.0: Más rápido, más global, más personalizable  

Hemos presentado oficialmente Commerce 2.0, una actualización de alto impacto que mejora rendimiento, diseño y capacidades globales:

  1. 15+ temas profesionales: Ahora puedes elegir entre más de 15 temas totalmente personalizables para construir tiendas modernas sin necesidad de utilizar código.
  2. Rendimiento optimizado: Ahora puedes hacer uso de CDN (Content Delivery Network) y además hemos implementado un código más ligero, reduciendo los tiempos de carga.
  3. Nuevas integraciones de envío  
  4. Checkout multimoneda: Te facilitamos vender fácilmente en distintos mercados internacionales con el checkout multimoneda.
  5. Nuevos informes y auditoría: Informes más detallados (p. ej., ventas por cupón) y activity Logs / Audit Trail para un seguimiento completo de acciones en la tienda.
Es increíble todo lo que avanza la tecnología en 6 meses, y nuestras mejoras siguen enfocadas a hacer mejor uso de la automatización, la colaboración entre equipos y la creación de experiencias más inteligentes y ágiles, sin perder el foco en el uso de la IA.

¿Qué te parecen estas actualizaciones? ¿Hay alguna que vayas a implementar? ¡Cuéntanoslo en comentarios!

¡Nos vemos en el próximo Digest!

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • 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
                                                                                                              • Permissions on Views

                                                                                                                Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,
                                                                                                              • Credit card transactions are backwards after importing statements

                                                                                                                I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
                                                                                                              • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
                                                                                                              • import data from Apollo.ai into zoho crm via zoho flow

                                                                                                                I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                                                                                              • Report grouping

                                                                                                                I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What
                                                                                                              • MS Teams for daily call operations

                                                                                                                Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
                                                                                                              • Filter contacts based on selected category in Zoho Desk ticket

                                                                                                                Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
                                                                                                              • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                                Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                              • VIsual maindmaps in Zoho notebook Ai

                                                                                                                Can I create and export VIsual maindmaps in Zoho notebook Ai
                                                                                                              • 1stDibs Integration to Zoho Inventory

                                                                                                                Hello is it possible to integrate my Zoho inventory and 1stDibs?
                                                                                                              • Develop and publish a Zoho Recruit extension on the marketplace

                                                                                                                Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
                                                                                                              • Can a default task Priority be set?

                                                                                                                The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
                                                                                                              • Community Question: Renewal vs Invoicing

                                                                                                                This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to
                                                                                                              • Scheduled Reports - Do not send empty report

                                                                                                                Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
                                                                                                              • Improved Contact Sync flow in Google Integration with Zoho CRM

                                                                                                                Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
                                                                                                              • Automatic Matching from Bank Statements / Feeds

                                                                                                                Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                              • Is Zoho One Desktop more secure than Zoho One Web SaaS?

                                                                                                                Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.
                                                                                                              • Reminder Settings - Time Tracker

                                                                                                                On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
                                                                                                              • Why hybrid project management might be the best fit for you?

                                                                                                                Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
                                                                                                              • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

                                                                                                                Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does
                                                                                                              • IF Statement in Zoho CRM Formula Field

                                                                                                                Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
                                                                                                              • Out of Stock items showing in Commerce

                                                                                                                I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
                                                                                                              • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                                                                                                Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                                                                                              • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                                Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                                                                                              • Is it possible to transfer data from one related list to another within the same module ?

                                                                                                                In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the
                                                                                                              • How to implement new online payment gateway?

                                                                                                                Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
                                                                                                              • Custom Footer – Zoho Writer Document

                                                                                                                Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages
                                                                                                              • How to use MAIL without Dashboard?

                                                                                                                Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
                                                                                                              • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

                                                                                                                Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.
                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                                                                                              • Improved Integration Failure Information (And Notification Options)

                                                                                                                Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an
                                                                                                              • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                                Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                              • Zoho Learn and Zoho CRM integration

                                                                                                                I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow
                                                                                                              • Change User Role in a Form

                                                                                                                Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with
                                                                                                              • Reassign Partially Saved Entries

                                                                                                                Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
                                                                                                              • Increase the "Maximum Saved Entries per User" Options Limit

                                                                                                                Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more
                                                                                                              • Dynamic Field Folders in OneDrive

                                                                                                                Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
                                                                                                              • Product Updates in Zoho Workplace applications | December 2025

                                                                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification
                                                                                                              • Next Page