Navigating through the journey of Creating Email Validation for Zoho CRM

Navigating through the journey of Creating Email Validation for Zoho CRM

For businesses relying on customer relationship management (CRM) systems like Zoho CRM, inefficient processes can lead to significant time wastage, especially when dealing with fake email addresses. In this blog, we'll delve into the thought process, steps, challenges, and solutions encountered while developing an extension designed to
validate email addresses in real-time within Zoho CRM.

The journey began with a critical observation - fake email addresses were not just a minor inconvenience, they were causing tangible setbacks in sales processes.

Sales teams were wasting valuable time reaching out to non-existent or inactive email accounts. The need for a solution that could validate and verify email addresses in real- time within Zoho CRM became evident.

The primary objective was to enhance productivity by minimizing the time spent on unproductive outreach. The extension would need to integrate with Zoho CRM seamlessly, providing instant validation and verification of email addresses to improve conversion rates.

The steps followed to create the application were as given in the Zoho extension documentation, the documents were clear and to the point and helped us create the extension.

Challenges Faced and Solutions Found
1. Limited Documentation:  Extensive research and direct communication with the Zoho development
community helped fill in the gaps in documentation.

2. Platform Limitations: Adapting to platform limitations involved creative problem-solving and
finding workarounds within the constraints.

3.Learning Deluge Script: Overcoming the learning curve of Zoho CRM's scripting language, Deluge Script, required dedicated time for skill development.

4.Integration Complexity: Thorough testing and collaboration with Zoho CRM's support team helped
overcome integration challenges.

5.Testing Challenges: A robust testing strategy, including unit tests and user acceptance testing,
addressed challenges related to diverse use cases.

6.Performance Optimization: Continuous profiling and optimization efforts ensured the extension
operated efficiently without causing system slowdowns.

7.Version Compatibility: Staying informed about platform updates and maintaining version
compatibility were critical for a seamless user experience.

8.Security Concerns (API Limitations): Implementing encryption and adhering to secure coding practices addressed potential security concerns. Connected Meetings with the support team on the development of an extension for the API limitations and changes were made in the API documentation by the Zoho team when the API was wrong.

9.User Interface Design: Collaborating with UI/UX experts helped create an intuitive interface despite the extension primarily functioning in the background.

10.Approval Process (Marketplace): Patience and adherence to submission guidelines were essential during
the approval process, which sometimes took longer than anticipated.

11.Community and Support: Building a supportive community and actively engaging with users helped
address issues promptly and gather valuable feedback for future updates.

12. Scalability:  Designing the extension with scalability in mind ensured it could handle
increased user loads without compromising performance.

The journey of building a browser extension for email validation within Zoho CRM was testament to the power of innovation and problem-solving. By identifying a specific pain point, defining clear objectives, and navigating through challenges, the result was a tool that not only saved time for sales teams but also contributed to a more efficient and productive CRM experience.

    Access your files securely from anywhere


            Zoho Developer Community




                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Introducing Kanban Board Extension for Zoho CRM

                                                    Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all.  Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list
                                                  • Here's what you can do with your DocuSign Extension

                                                    Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,
                                                  • Contact Info Extractor Chrome plugin

                                                    Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
                                                  • Easily send documents from Egnyte to your leads in Zoho CRM

                                                    Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and
                                                  • Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

                                                    Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued


                                                  Manage your brands on social media



                                                        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 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 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

                                                                                                  • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

                                                                                                    Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
                                                                                                  • Prevent carriage returns / line breaks in multi line fields

                                                                                                    I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split
                                                                                                  • How do you handle existing customers/contacts?

                                                                                                    Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
                                                                                                  • Newspaper template

                                                                                                    Is there a template that looks like a newspaper or magazine?
                                                                                                  • How do I filter contacts by account parameters?

                                                                                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                  • New in Writer: Enhanced Content Generation and Formatting features

                                                                                                    We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh
                                                                                                  • Webhook when estimate is refused is not firing

                                                                                                    Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
                                                                                                  • Transfer contact to a lead.

                                                                                                    Is there a way to transfer a contact from CRM to a lead without having to re enter everything.
                                                                                                  • Internal recruiting

                                                                                                    Does Zoho Recruit offer any solutions or features for internal recruiting?
                                                                                                  • Report to see committed stock vs quantities on order with suppliers

                                                                                                    Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,
                                                                                                  • Form to update a CRM contact field

                                                                                                    Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as
                                                                                                  • Add and Remove Agents from Departments and Groups in Zoho One

                                                                                                    Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
                                                                                                  • Zoho Recruit - Blueprint and ZIA

                                                                                                    If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?
                                                                                                  • Where is the customization and extendibility of zoho inventory?

                                                                                                    After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we
                                                                                                  • Moving contacts from one folder to different folder

                                                                                                    I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do
                                                                                                  • Announcing new features in Trident for Windows (v.1.20.4.0)

                                                                                                    Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
                                                                                                  • In focus: Customizing agent details in Radar

                                                                                                    Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics
                                                                                                  • Bounced Emails

                                                                                                    Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.
                                                                                                  • Requiring Proxy

                                                                                                    We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through
                                                                                                  • Creating a code for Task to event creation

                                                                                                    I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task
                                                                                                  • Kiosk Studio wrap-up | How our community used kiosks in 2024

                                                                                                    Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community
                                                                                                  • Automate pushing Zoho CRM backups into Zoho WorkDrive

                                                                                                    Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
                                                                                                  • Books does not allow 19% tax rate for invoice - Please help!

                                                                                                    Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the
                                                                                                  • Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

                                                                                                    Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must
                                                                                                  • Create deal from estimate

                                                                                                    Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
                                                                                                  • Want to upload images to custom image fields using zoho crm api v2.

                                                                                                    Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks
                                                                                                  • 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
                                                                                                  • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

                                                                                                    I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
                                                                                                  • Change Invoice Prices for an Effective Date

                                                                                                    Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
                                                                                                  • Related list Mobile Device

                                                                                                    Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
                                                                                                  • How can I visualize the events of a pipeline records?

                                                                                                    Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get
                                                                                                  • Unlocking 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,
                                                                                                  • Creating smart filters manually

                                                                                                    Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V
                                                                                                  • How to send binary data in invokeurl task?

                                                                                                    Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
                                                                                                  • When Email is sent, automatically have information be stored inside.

                                                                                                    Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working
                                                                                                  • can we split the Whatsapp Message (Business Messaging) to only appear to certain user?

                                                                                                    I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module
                                                                                                  • Can we customize the default client-facing icons?

                                                                                                    Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
                                                                                                  • Limit excceding issue in zoho creator

                                                                                                    I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me
                                                                                                  • ZOho Booking and CRM integration.

                                                                                                    We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find
                                                                                                  • [Product update] Instagram Profile Integration with Zoho Analytics

                                                                                                    Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in
                                                                                                  • Next Page