Introducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions
We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings in the contact record after the call ends. Click below to learn more.
 |  |  |  |
Other extensions for Zoho CRM
 | Create integration between Facebook and Zoho CRM using the SaveMyLeads service, to automatically send leads from Facebook Lead Ads to Zoho CRM. Save time and reduce the risk of human error, as you'll no longer be required to transfer the data manually. |
 | Keep your clients' information synchronized between your Magaya system and Zoho CRM. Securely transfer quotes both ways, view the information of scheduled shipments in agreement with your clients, manage and maintain the same classifier data of the information in both systems and more. |
 | The QnA Maker extension for Zoho CRM lets you access AI bots in Zoho CRM which can answer your queries. Any bots created in your Microsoft cognitive services can be linked with Zoho CRM with an API call. |
 | Retrieve all the contact details of any given website (social networks, phone, email if published) for any given company in your Zoho CRM's prospects or accounts modules. The data gets automatically fetched every time you create an account or a prospect or when you edit a website field. |
 | The Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know at a glance whether the client is happy or sad throughout the engagement. |
 | Choose WhatsApp-approved templates, add parameters to the templates, and send WhatsApp messages directly from Zoho CRM. Configure your Zoho CRM workflows to send automated WhatsApp messages when the criteria are met. |
 | Sync lead information from Locator App to Zoho CRM in real-time, so you can easily follow up with the leads from Zoho CRM to convert them faster. Allocate the correct sales reps for each lead depending on their requirements and more. |
 | HubSpot Sync for Zoho CRM (US and EU DC) Make manual data entry a thing of the past by syncing customer data between HubSpot and Zoho CRM. Every time a record is created or updated in either app, this integration automatically syncs the new information in both accounts. |
 | Locate lead addresses from Zoho CRM using the Google API. Find and autofill addresses, pin and update locations, and insert addresses in CRM Lead records. View inline Google Maps as a related list in the leads module. |
 | Connect Zoho CRM with over 30000 apps using Integrately. Build workflows and sync all your data with Zoho CRM in a single click. Manage leads and schedule meetings within your existing workflows—no need to switch apps or open up a new tab. |
 | Easily connect with your contacts on Zoho CRM through Aloware’s contact center integration. Enjoy click-to-call and automated logs, complete with unlimited inbound and outbound credits for building longer-lasting customer relationships. |
 | Integrate TMetric with Zoho CRM and start logging time spent on each task from within Zoho CRM. Simply click on the embedded timer button once you start a task and the timer will automatically stop when you switch between tasks. |
Explore Zoho Marketplace for all Zoho CRM extensions here.
Check out all the new extensions released in November 2021 here.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Reena Makwana
Sticky Posts
Streamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,Enhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. ThisUnlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areasMaximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
SalesIQ-Desk integration update: Seamless helpdesk ticket editing in-chat!
Did you know you can now edit your desk support tickets within SalesIQ? Happy to announce the latest update to the SalesIQ-Desk integration. Managing your customer support tickets within SalesIQ just got even smoother and better. No more toggling betweenBeen getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.Tags on notes aren't syncing correctly on Android
I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also startingUnlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,Campaign API Error 2001
I'm getting a 2001 Error stating "Error in subscription. Please try after some time." I've waited but it continues to persist. I"ve copied and pasted the exact request on the API website yet that doesn't work either.How to list Expenses that have not been matched to a Bank Transaction
In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listingHow are you handing birthdays?
I'm deciding on the best way to handle contact birthdays in my set-up. None of the options seem ideal, so I am interested in how others approach this. The aim is to have a usable ui to track birthday without knowing or requiring the year. I'm currentlyWhy does incoming mail inconsistently bounce back from Zoho mail
On testing our user accounts, we are having problems where mail sent to zoho mail bounces back with errors message that 'relay access denied'. On testing from various accounts (including outlook, gmail and yahoo) mail seems to get through on some occasionsI have been looking for CVID to get segmate list where & how can fnd it?
I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?Fiverr is better than Zoho Partners
For anyone out there looking for help with Zoho Creator's confusing Deluge, I highly recommend hiring NON ZOHO PARTNERS on Fiverr. I've had much better experiences with those who are NOT certified by Zoho. Almost every single "certified" zoho partnerAnother nightmare experience with a "Zoho Partner": Cloud Z Technologies
I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. Ierror in importing customers
get this error message while importing customers, there is no column for COUNTRY CODE in sample excel fileMarketing Automation pour maximiser le ROI : évaluer les performances et optimiser les campagnes
Le Marketing Automation a transformé la manière dont les entreprises mènent leurs actions marketing, offrant une solution efficace pour simplifier les processus, améliorer la productivité et, surtout, maximiser le ROI. Dans un environnement commercialSpotlight series #25 - Create presentation outlines using Zoho Show's Chrome extension
Hello all, the feature in this month's spotlight is Zoho Show's Chrome extension. The first step to creating a good presentation is outlining your ideas—a crucial process that sets the foundation for everything that follows. But this often involves extensiveNoto Sans numericals appearance changed?
Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?Will zoho thrive be integrated with Zoho Books?
titleWorkload Reports
Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about theattributed automatically database section
Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactionsRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact weCustom Module I made shows the records I uploaded are there but they are not showing up.
Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help wouldWebform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? ThanksNeed Help with Journey in Zoho Marketing Automation
Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I usedAnnouncing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As partEmails cannot be received
Hey, There is an issue in my Zoho account, E-mails can be send from my side but cannot be received on my account MX, DCIM and other are added but still cant receive them. Please help me to solve this problem at your earliest convenience and this is happeningKudos to the Zoho Flow Team!
Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazingWebsite not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11
Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->Kaizen #170: FAQs on Notification APIs
Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribeExtracting data from cells in zoho sheets for zoho books
I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flowMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanHow to find the number that appears most often in a list (the Mode of a list)
I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appearsSorting and previewing notes
I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,Allow Multiple Scheduled Appointments with Zoho Support
Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when schedulingPivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the abilityDomain not usable
We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please seeBigin iOS, macOS and Android app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently usePower of Automation :: Automatically close the associated tasks once the Issues are closed
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We haveMeeting vs Zoom and why we are moving
Dear Meeting team, I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections. Meeting video is blurry and not sharp compared to Zoom. Audio is also hit and miss on Meeting with frequent drop outs andbooking link that expires
I have a suggestion that is crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it onlyAccessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,The email address you have entered belongs to a different deployment/region.
Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below - The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forwardNext Page