Kaizen #192 - Implementing Custom Token Persistence in Python SDK

Kaizen #192 - Implementing Custom Token Persistence in Python SDK


Welcome back to another week of Kaizen!

Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom student portal powered by Zoho authentication.
In our sample project, we used the file-based persistence method, a simple setup where the access and refresh tokens are stored in a local file. While this method is great for getting started, it might not always fit your business requirements.
That is why our SDKs offer multiple ways to persist your tokens. 

This week, we will explore why token persistence matters for your app’s secure operation, and how to implement custom token persistence methods, including a practical example using SQLite.

Why does token persistence matter?

When a user logs in via OAuth, Zoho returns two tokens:
  • An access token (valid for one hour), used to access Zoho CRM data.
  • A refresh token, used to get a new access token when the current one expires.
If your app does not store these tokens properly, your users will be forced to log in again every time they make an API call. Or every time their access token gets expired. That is not inconvenient; it is a poor user experience.
When you use Zoho CRM SDKs, this is all handled for you behind the scenes. When you first authenticate with Zoho, the SDK stores your access and refresh tokens. Later, when a token expires, the SDK automatically uses the refresh token to get a new one. All you have to do is configure and initialize the SDK, and you are ready to start making API calls using the different methods offered by our SDKs! 

From the user’s perspective, it means:
  • They do not have to log in every time.
  • Their sessions are automatically renewed without interruption.
  • Token revocation can be done centrally.
From a developer’s perspective:
  • You can control how and where tokens are stored.
  • You have control to enforce policies like session timeouts or token cleanup.

Supported token persistence options

The Zoho CRM SDKs support three token persistence mechanisms:

File Persistence:

As we have already seen in last week's Kaizen, in this method, the tokens are stored in a local file of your choice. This can be configured while configuring and initializing the SDK. While this is simple and great for internal and local use, it might not always meet the needs of a growing business. For instance, if the file gets deleted or corrupted, you lose the tokens. It also poses a security risk, as storing tokens in files may expose them to unauthorised access if the file is not properly secured.

Database Persistence:

This stores tokens in a MySQL database, making it better suited for production environments. It is more robust and can handle larger-scale user management. 
Using this persistence method, you can only provide the following connection parameters - host, DB name, table name, username, password, and port number. 

Custom Persistence:

But what if neither of these options fits your needs? Maybe you are working in an environment without traditional storage like AWS's Secret Manager, or you prefer any other Database, or running a microservice in a container where local storage is more practical. That is where Custom Token Persistence comes in.

Custom Token Persistence

Custom persistence means you can implement your own logic for storing and retrieving OAuth tokens, instead of relying on the SDK’s default mechanism. To do this, you should create a class that implements the TokenStore interface and override a standard set of methods, each handling a specific part of the token lifecycle.

Here’s what your custom class must implement:
Method
Purpose
Return Type
find_token(self, token)
Given a token, return a full Token (OAuthToken) object from storage. Used before making any CRM API call.
Token(OAuthToken) object
save_token(self, token)
Called right after Zoho returns a new access/refresh token. Your implementation must persist it.
None
delete_token(self, id)
Delete a specific token using its unique ID.
None
get_tokens(self)
Return all stored tokens.
A list of Token(OAuthToken) objects
delete_tokens()
Delete all stored tokens. Useful during cleanup or logout.
None
find_token_by_id(id)
Retrieve a token by its unique identifier.
Token(OAuthToken) object

The token object is an instance of OAuthToken. The SDK will invoke these methods automatically as part of its flow. You just have to focus on where and how to store the tokens. With this, you can persist tokens to any storage as long as your class handles these methods correctly.

Understanding the token object

Before we dive deeper into custom token persistence, let's clarify what this token (OAuthToken) object is and how you should work with it.

The token object is an instance of OAuthToken.  This class bundles all the credentials and details the SDK needs to authenticate your API requests. Here’s what it holds:
  • access_token
  • refresh_token
  • client_id 
  • client_secret
  • redirect_url
  • expires_in
  • user_signature
  • id
  • api_domain

Implementing Custom Token Persistence with SQLite

Now that we've covered the basics of token persistence and how Zoho SDK supports custom stores, let’s dive into a practical, real-world example using SQLite as the backend for storing tokens.
SQLite is a lightweight, file-based database engine. It is perfect when you want a persistent store without the complexity of a full database server.

The CustomStoreSQLite Class

This class implements all six required methods of the TokenStore interface using SQLite as the backend. 

1. Initialization and Table Setup

When you create a CustomStoreSQLite object, it immediately checks if the token table exists in the SQLite database file zohooauth.db. If the DB or the table is missing, its __init__() method creates one with all the necessary columns to store token details like id, user_name, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time, redirect_url and api_domain.


 def __init__(self):
        """
        Initializes the SQLite database and sets up the oauthtoken table if needed.
        """
        self.db_name = 'zohooauth.db'
        if not self.check_table_exists():
            connection = sqlite3.connect(self.db_name)
            cursor = connection.cursor()
            cursor.execute("CREATE TABLE  oauthtoken (id varchar(10) NOT NULL,user_name varchar(255), client_id "
                           "varchar(255), client_secret varchar(255), refresh_token varchar(255), access_token "
                           "varchar(255), grant_token varchar(255), expiry_time varchar(20), redirect_url varchar("
                           "255), api_domain varchar(255), primary key (id))")
 cursor.close()

This means the first time your app runs, it sets up its own database schema automatically.

2. Saving a Token - save_token(self, token)

Purpose:
This method is called every time Zoho returns a new token, whether after a login or a token refresh. Your implementation is responsible for safely persisting this token, typically by upserting (inserting or updating) a row in your database that uniquely identifies the token’s user and client combination.

Expected behaviour: 
The method must store the token in your custom database or storage system.
  • If a matching token already exists (based on user, refresh token, or client credentials), it should be updated.
  • If no match exists, a new entry must be created.
  • Tokens should not be duplicated. Multiple users should be managed separately.
Input Parameters: An instance of Token(OAuthToken) class containing details like access token, refresh token, user signature, client ID/secret, etc.

Return value: None. But must raise exceptions on failure.

Sample Implementation using SQLite:
Here is the logic used in the implementation of save_token() method:
  • If the user name is available, use it to update the token.
  • If no user name but the access token is available in the table, update by the access token.
  • If there is a refresh or grant token with the same client credentials, then update accordingly.
  • If none of these match, insert as a new row.

def save_token(self, token):
        if not isinstance(token, OAuthToken):
            return
        cursor = None
        connection = None
        try:
            connection = sqlite3.connect(self.db_name)
            oauth_token = token
            query = "update oauthtoken set "
            if oauth_token.get_user_signature() is not None:
                name = oauth_token.get_user_signature().get_name()
                if name is not None and len(name) > 0:
                    query = query + self.set_token(oauth_token) + " where user_name='" + name + "'"
            elif oauth_token.get_access_token() is not None and len(oauth_token.get_access_token()) > 0 and \
                    self.are_all_objects_null([oauth_token.get_client_id(), oauth_token.get_client_secret()]):
                query = query + self.set_token(
                    oauth_token) + " where access_token='" + oauth_token.get_access_token() + "'"
            elif ((oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0) or
                  (oauth_token.get_grant_token() is not None and len(
                      oauth_token.get_grant_token()) > 0)) and oauth_token.get_client_id() is not None \
                    and oauth_token.get_client_secret() is not None:
                if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0:
                    query = query + self.set_token(
                        oauth_token) + " where grant_token='" + oauth_token.get_grant_token() + "'"
                elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0:
                    query = query + self.set_token(
                        oauth_token) + " where refresh_token='" + oauth_token.get_refresh_token() + "'"
            query = query + " limit 1"
            try:
                cursor = connection.cursor()
                cursor.execute(query)
                if cursor.rowcount <= 0:
                    if oauth_token.get_id() is not None or oauth_token.get_user_signature() is not None:
                        if oauth_token.get_refresh_token() is None and oauth_token.get_grant_token() is None \
                                and oauth_token.get_access_token() is None:
                            raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1)
                    if oauth_token.get_id() is None:
                        newId = str(self.generate_id())
                        oauth_token.set_id(newId)
                    query = "insert into oauthtoken (id,user_name,client_id,client_secret,refresh_token,access_token," \
                            "grant_token,expiry_time,redirect_url,api_domain) values (?,?,?,?,?,?,?,?,?,?);"
                    val = (token.get_id(),
                           token.get_user_signature().get_name() if token.get_user_signature() is not None else None,
                           token.get_client_id(), token.get_client_secret(), token.get_refresh_token(),
                           token.get_access_token(), token.get_grant_token(), token.get_expires_in(),
                           token.get_redirect_url(), token.get_api_domain())
                    cursor.execute(query, val)
            except Error as e:
                raise e
            finally:
                connection.commit()
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Exception as ex:
 raise SDKException(Constants.TOKEN_STORE, Constants.SAVE_TOKEN_DB_ERROR, cause=ex)

3: Fetching a Token - find_token(self, token)

Purpose:
This is the method the SDK calls whenever it needs to make an API call on behalf of a user, but has only partial token information.
Depending on the token flow - Grant Token, Refresh Token, Access Token, or ID-based - only a specific token or ID may be provided during the API call. In such cases, find_token(self, token) method locates and return the complete OAuthToken object from storage if a matching one exists. If no matching token exists in the storage, this method will return None, and the SDK will proceed to generate a new token with the provided details and save it using the save_token(self, token) method. 

Expected behavior:
  • Based on the available details in the input token (user name, access token, refresh or grant token), this method should query storage and return a complete token object.
  • If no match is found, it should return None.
Input Parameters: A partially filled Token(OAuthToken) object.

Return value: A fully populated Token object if found, or None.

Sample Implementation using SQLite:
The find_token(self, token) method implementation does the following:
  • Dynamically builds a WHERE clause based on available attributes.
  • Queries the database for a matching record.
  • Fetches the matching record, if any, and populates the Token object with the full set of stored values (access token, refresh token, expiry time, etc.).
  • Returns the Token object if a matching record is found, or return None.
Without this method, your app wouldn’t know which token to use during API calls. For example, consider the case when a user reopens your app after hours. You have their refresh token stored. The SDK calls find_token(self, token) to get the full token and proceeds without requiring a fresh login.

def find_token(self, token):
        cursor = None
        connection = None
        try:
            connection = sqlite3.connect(self.db_name)
            if isinstance(token, OAuthToken):
                oauth_token = token
                query = "select * from oauthtoken"
                if oauth_token.get_user_signature() is not None:
                    name = oauth_token.get_user_signature().get_name()
                    if name is not None and len(name) > 0:
                        query = query + " where user_name='" + name + "'"
                elif oauth_token.get_access_token() is not None and self.are_all_objects_null(
                        [oauth_token.get_client_id(), oauth_token.get_client_secret()]):
                    query = query + " where access_token='" + oauth_token.get_access_token() + "'"
                elif oauth_token.get_refresh_token() is not None or oauth_token.get_grant_token() is not None and \
                        oauth_token.get_client_id() is not None and oauth_token.get_client_secret() is not None:
                    if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0:
                        query = query + " where grant_token='" + oauth_token.get_grant_token() + "'"
                    elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0:
                        query = query + " where refresh_token='" + oauth_token.get_refresh_token() + "'"
                query = query + " limit 1"
                cursor = connection.cursor()
                cursor.execute(query)
                result = cursor.fetchone()
                if result is None:
                    return None
                self.set_merge_data(oauth_token, result)
        except Exception as ex:
            raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1, cause=ex)
        finally:
            cursor.close() if cursor is not None else None
            connection.close() if connection is not None else None
        return token

4: Deleting a Token - delete_token(self, id)

Purpose:
Delete a specific token record from storage based on a unique token ID. It is commonly used when a user logs out or an admin revokes access for a user.

Expected behaviour:
  • Locate the token record by its unique ID.
  • Delete the corresponding record from storage.
Input Parameters: The token ID to be deleted.

Return values: None

Sample Implementation using SQLite:

def delete_token(self, id):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                cursor = connection.cursor()
                query = "delete from oauthtoken where id= " + id + ";"
                cursor.execute(query)
                connection.commit()
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKEN_DB_ERROR, cause=ex)

5: Deleting All Tokens - delete_tokens(self)

Purpose: Delete all tokens from storage, typically used for global logout or cleanup scenarios.

Expected behaviour: Remove all token records from storage in a single operation.

Input Parameters: None

Return Values: None

Sample Implementation using SQLite:

def delete_tokens(self):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                cursor = connection.cursor()
                query = "delete from oauthtoken;"
                cursor.execute(query)
                self.connection.commit()
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKENS_DB_ERROR, cause=ex)

6: Fetch all tokens - get_tokens(self)

Purpose: Retrieve all currently stored tokens.

Expected behaviour:
  • Query storage for all token records.
  • Construct and return a list of token objects 
Input Parameters: None

Return Value: A list of Token objects representing all stored tokens.

Sample Implementation using SQLite:


def get_tokens(self):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            tokens = []
            try:
                cursor = connection.cursor()
                query = "select * from oauthtoken;"
                cursor.execute(query)
                results = cursor.fetchall()
                for result in results:
                    oauth_token = object.__new__(OAuthToken)
                    self.set_oauth_token(oauth_token)
                    self.set_merge_data(oauth_token, result)
                    tokens.append(oauth_token)
                return tokens
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKENS_DB_ERROR, cause=ex)

7. Finding a Token by ID - find_token_by_id(self, id)

Purpose: Retrieve a specific token by its unique id.

Expected behaviour:
  • Search storage for a token with the given ID.
  • If found, return the complete token object; if not, return None.
Input Parameters: The unique identifier of the token (id)

Return Values: Returns a fully populated Token(OAuthToken) object if found; otherwise, returns None.

Sample Implementation using SQLite:
This method should follows a similar pattern to find_token, but use the unique id as the search key.

 def find_token_by_id(self, id):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                query = "select * from oauthtoken where id='" + id + "'"
                oauth_token = object.__new__(OAuthToken)
                self.set_oauth_token(oauth_token)
                cursor = connection.cursor()
                cursor.execute(query)
                results = cursor.fetchall()
                if results is None or len(results) <= 0:
                    raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_BY_ID_DB_ERROR)
                for result in results:
                    self.set_merge_data(oauth_token, result)
                    return oauth_token
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKEN_BY_ID_DB_ERROR, cause=ex)


Please find the complete custom_store_sqlite.py file here.

How to use this in your project

To start using this custom token persistence class in your own Python project, follow these steps:
  • Download the custom_store_sqlite.py and place this inside your project directory.
  • Import the class in the script where you initialize the SDK. In our sample project, this is the record.py file.
    from store.custom_store_sqlite import CustomStoreSQLite
  • In the SDK configuration, use the CustomStoreSQLite method instead of the FireStore method:

def init(self, client_id, code, location, redirect_url):
        environment = DataCenter.get(location)
        client_secret = "17565609051856218813123b9a98de52c301722b7d"
        logger = Logger.get_instance(level=Logger.Levels.INFO,
                                     file_path="./logs.txt")
        store = CustomStoreSQLite()
        token = OAuthToken(client_id=client_id,
                           client_secret=client_secret,
                           grant_token=code,
                           redirect_url=redirect_url)
        Initializer.initialize(environment=environment,
                               token=token,
                               logger=logger,
 store=store)

That’s it! With this, all token operations (save, fetch, delete) will be routed through your custom store backed by SQLite.


The above video demonstrates this is in action. You can see what the database looks like when populated. 

More Custom Persistence Implementations

The advantage of using Zoho CRM SDKs is that it doesn't box you in. You are free to implement token persistence in a way that fits your business logic, team expertise, or project requirements. Whether you prefer SQLite, NoSQL, or something entirely different, the SDK gives you full control through the TokenStore interface.

In the SQLite example above, we walked through how to implement a custom store using a persistent file-based database. You need to implement all the methods as explained in the previous section, no matter where you decide to persist your tokens. 

To make things easier, we have included two additional reference implementations:
  • An in-memory store, where tokens are stored in a dictionary
  • A list-based store, which keeps token records as simple lists
Each one fully implements the required methods of the TokenStore interface.

SQLite In-Memory DB

This implementation uses SQLite's in-memory mode (using ":memory:") to store tokens in RAM. Here, we have implemented all the required methods from the TokenStore interface: find_token(), save_token(), delete_token(), get_tokens(), delete_tokens() and find_token_by_id().

Please find the custom_store_in_memory.py file here.

List-Based Persistence Using Simple Lists

The second reference implementation is a list-based token store that keeps token records in an in-memory Python list of lists. Each inner list represents a token’s attributes, such as ID, user signature, client ID, access token, refresh token, and so on.
This custom store fully implements all required methods from the TokenStore interface.

Please find the custom_store_list.py file here.

We hope this was useful and gives you enough info to build your own token persistence methods tailored to your needs. We used Python SDK here, but you can apply the same logic with any of our other SDKs. It is all the same logic, just different programming languages. Just remember to implement the required methods exactly as expected by the SDK, as explained here.

Give it a try, and please let us know how it goes or if you hit any bumps!  Comment below, or send an email to support@zohocrm.com. We will be waiting to hear from you!

Happy coding!


We are excited to be approaching the 200th post in our Kaizen series! As we get closer to this milestone, we would love to hear from you. Have questions, suggestions, or topics you would like us to cover in our future Kaizen posts? Your feedback helps us make the series even better.
 
Please take a moment to share your thoughts with us using this form - we'd really appreciate it!


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                                                              Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.


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                                                                                                              • Recent Topics

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                                                                                                                Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
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                                                                                                                I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
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                                                                                                                Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                                                                                              • Can a project be cloned?

                                                                                                                Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and
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                                                                                                                Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
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                                                                                                                I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                                                                                              • Why Sharing Rules do Not support relative date comparison???

                                                                                                                I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
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                                                                                                                Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
                                                                                                              • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

                                                                                                                in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
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                                                                                                                After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
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                                                                                                                When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
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                                                                                                                I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
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                                                                                                                Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                              • CRM project association via deluge

                                                                                                                I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
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                                                                                                                Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
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                                                                                                                Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
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                                                                                                                Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
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                                                                                                                Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
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                                                                                                                I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
                                                                                                              • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                                                                                                Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
                                                                                                              • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

                                                                                                                Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside
                                                                                                              • Restrict Users access to login into CRM?

                                                                                                                I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
                                                                                                              • Introducing workflow automation for the Products module

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,
                                                                                                              • Zoho Browser??

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                                                                                                                I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).
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                                                                                                              • SMS to customers from within Bigin

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                                                                                                                Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
                                                                                                              • Automatically CC an address using Zoho CRM Email Templates

                                                                                                                Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
                                                                                                              • Writer update results in BitDefender blocking it as malware

                                                                                                                After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
                                                                                                              • Is there a way to invoke deluge function from within a widget?

                                                                                                                Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
                                                                                                              • Missing Import Options

                                                                                                                Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                                                                                              • Zoho CRM Portal Field Level Permission Issue

                                                                                                                Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                                                                                              • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                                                                                                I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
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