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





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                                        • 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 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

                                                                                                        • Client Script | Update - Introducing Subform Events and Actions

                                                                                                          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
                                                                                                        • Zoho Integration with UPS

                                                                                                          I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than
                                                                                                        • Why don't we have better integration with Mercado Pago or Pagseguro?

                                                                                                          Currently, the integration between Zoho Commerce and Mercado Pago for Brazil is very poor... Since it is old, it does not include the main payment method in Brazil today, which is PIX. Is there a date for this to finally be launched? There are numerous
                                                                                                        • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

                                                                                                          The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile
                                                                                                        • Trigger for Validation Rules

                                                                                                          Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial
                                                                                                        • ZOHO Desk blocking emails from creating tickets

                                                                                                          Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.
                                                                                                        • how to install desk

                                                                                                          how to install desk
                                                                                                        • How to turn off ability to share Knowledge-base article with social networks

                                                                                                          Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?
                                                                                                        • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

                                                                                                          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent
                                                                                                        • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

                                                                                                          As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had
                                                                                                        • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

                                                                                                          I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge
                                                                                                        • Kanban View for Projects.

                                                                                                          At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
                                                                                                        • Useful enhancements to Mail Merge in Zoho CRM

                                                                                                          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
                                                                                                        • Send Whatsapp with API including custom placeholders

                                                                                                          Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
                                                                                                        • How can I see the actual copy sent to the specific contact?

                                                                                                          I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can
                                                                                                        • Client Script for Task Module

                                                                                                          When do we expect the client script for the tasks module?
                                                                                                        • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                          Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                        • Product and Service

                                                                                                          Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see
                                                                                                        • Create Project while winning potentials - Projects v3 api updated code

                                                                                                          Hi all, I've been using the built in function to create a project while a deal is closed won and noticed it had some missing fields when trying to reference the zoho projects v3 api documentation. Specifically the project group had some issues when adding
                                                                                                        • Formula Fields inside of Blueprint Transitions

                                                                                                          We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit
                                                                                                        • ZOHOBOOK Sales_QUOTE: To Add Discount At Each Line Item Table

                                                                                                          Hi, Our quote need to display with discount at each line item level as well. Try to edit template, >CUSTOMISE>EDIT TEMPLATE> Table, I can see template view with discount column, but when hit SAVE the template, view in PDF the discount column not shown.
                                                                                                        • inventory based on bills and not physical stock

                                                                                                          Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until
                                                                                                        • Sort, filter & save views for BOOKS PROJECTS

                                                                                                          Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
                                                                                                        • Using Zoho Inventory for managing Item compatibilities

                                                                                                          Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select
                                                                                                        • Unable to enter manual journal entries in AR/AP.

                                                                                                          Hi there, i am facing some problem relating to AR/AP. I want to make some entries in AR/AP through manual journal. for example. some time I send cash 500 to Mr. A (Customer) for any purpose and then after 2 or 3 days Mr. A returned back 700 to me and
                                                                                                        • Composite Item - Associated/Component Items

                                                                                                          I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?
                                                                                                        • Questions regarding WorkDrive

                                                                                                          Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading
                                                                                                        • How to record tips from customers

                                                                                                          I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit note
                                                                                                        • Multi-currencies in Zoho Books

                                                                                                          I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.
                                                                                                        • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                          Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                        • I want refund of Zoho standard subscription on WEB payment

                                                                                                          Hi, Kindly help to refund the WEB payment made on 13/07/2025 for Zoho standard annual subscription. I didn't find the software useful for my project. Regards
                                                                                                        • Is Conditional display of field(s) possible in a Canvas Customer Portal?

                                                                                                          Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
                                                                                                        • Automate Backups

                                                                                                          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
                                                                                                        • View Linked Subscription on Invoice list

                                                                                                          When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.
                                                                                                        • Pie chart in Zoho Analytics shows ridicoulous numer of decimals of a percentage.

                                                                                                          Is there a way to set the number of decimals of a percentage value in the Pie chart? Now it displays 15 decimals instead of a round-off value. The value is a count and percentage calculated in the chart, so there is no number of decimals that can be specified
                                                                                                        • Recording Credit Card Fees when Recording Payment for Bills

                                                                                                          It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if
                                                                                                        • Workerly/Zoho One Pricing

                                                                                                          Hi What is the pricing model that is suppose to be as a Zoho One user? If i use the services of a freelancers or temp workers (Sometimes for a few hours a week/month), I need to purchase a zoho one license for each of them as well as workerly licenc
                                                                                                        • DKIM

                                                                                                          I have my DKIM in Titan, which is another email service provider. I get this notification on my portal. What shall I do? ( Improve the deliverability of emails sent from Zoho Social by adding DKIM (DomainKeys Identified Mail) records to your DNS settings.
                                                                                                        • Show All Notes For A Single Record

                                                                                                          I would like to be able to view a list of all Notes for a particular record. We can add several (unlimited) Notes for the Leads, Contacts, Accounts and Potentials records. The subject line and some of the note content for up to 10 notes is visible on the first page. You can select the arrow to view additional notes in the list. I would like a button next to the New Note button that says View All. This would bring up a printable list of all notes listed in descending order by Modified Time (newest
                                                                                                        • Zoholics Europe 2025: Build Smarter with the Zoho Creator Low-code Workshop!

                                                                                                          Why should you attend? This year, Zoholics Europe 2025, Zoho’s official user conference, is your opportunity to connect directly with the teams behind the tools you use every day. Don’t miss one of the most requested sessions: dedicated, hands-on workshop
                                                                                                        • Next Page