New Enhancements in Zoho CRM Plus Continues

New Enhancements in Zoho CRM Plus Continues

Hello everyone,

In continuation to the former post here we will discuss in brief on the enhancements in SalesIQ and Social.

Enhancements in SalesIQ - In SalesIQ we have added Chatbot and Audio calls features that will allow you to interact with your website visitors.

Chatbot: You can engage with the website visitors through chat bots on desktop and mobile.



SalesIQ Audio calls: With audio calls you can interact with the website visitors via phone calls and also convert the ongoing chats to phone calls. You can even share your screens with them.

Enhancements in Social - In the social module we have added the following features:
  • Google My business integration
  • Enhanced analytics in social
  • Facebook lead ads and CRM mapping
  • Smart publishing options

Google My business integration: Businesses can schedule and publish posts to their GMB accounts with CTAs. They will also be able to view and reply to the reviews received on their listings and manage their presence across multiple locations using Zoho Social.


Enhanced analytics in social: In the new interface the reports in Social module will display data sets and graphs such as audience growth, post engagement, performance, and reach & impression.



Facebook lead ads and CRM mapping: This enhancement lets you map 20 different fields including the custom fields in CRM with Facebook. It also allows tracking new leads, both paid and organic from Lead forms. You can also run new Lead Ad campaigns from Zoho Social with the new Facebook Light-weight Integration.

Smarter publishing options in Social:

Smarter publishing queues: Spread posts throughout the week or month by adding them to a predefined queue with CustomQ.



zShare browser plugin: Customize posts for various social media channels (say 280 characters for a tweet and 2,200 characters for Instagram) You can also schedule or publish it simultaneously to different channels.



Check out more on these enhancements here.

We hope these new enhancements and the unified platform help you redefine customer experience and increase your business efficiency.

Please read the additional resources linked for few of these enhancements to get a bigger picture and do leave your thoughts or questions below.

Regards,
Anumita

    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Zoho CRM Plus in 2023: Let's rewind

                                                              Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
                                                            • The CX Workshops are back in 2023!

                                                              Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
                                                            • Refer Zoho CRM Plus to your friends and earn rewards!

                                                              Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
                                                            • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

                                                              Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
                                                            • Unified telephony in Zoho CRM Plus

                                                              In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate


                                                            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

                                                                                                            • Is CRM On Premise available

                                                                                                              Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
                                                                                                            • Last activity time is acting like last modified time

                                                                                                              When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like
                                                                                                            • CRM : Function to add user name to text field

                                                                                                              I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
                                                                                                            • Zoho CRM - Restrict Login based on work hours

                                                                                                              Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
                                                                                                            • Tips and Tricks #46: Customize themes and templates using Show's Master View

                                                                                                              Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.
                                                                                                            • Sheet View in CRM portal

                                                                                                              Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George
                                                                                                            • What's New in Zoho Invoice | July - September 2025

                                                                                                              Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0
                                                                                                            • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

                                                                                                              Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer
                                                                                                            • multiple contacts for one account

                                                                                                              We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a
                                                                                                            • Rich text Merge field - Not using font specified in HTML

                                                                                                              I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The
                                                                                                            • Can't change form's original name in URL

                                                                                                              Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
                                                                                                            • ヒートマップ詳細設定について

                                                                                                              はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ:データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜
                                                                                                            • Automatic category assignment

                                                                                                              Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category
                                                                                                            • Experience with Zoho Vertical Studio

                                                                                                              I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?
                                                                                                            • LinkedIn Chrome Extension

                                                                                                              Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It
                                                                                                            • Advance PDF creation from CRM data

                                                                                                              I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
                                                                                                            • Where does this report come from in the Zoho One ecosystems?

                                                                                                              Is this directly from MA, Analytics or ??? ???
                                                                                                            • Sub-Form Padding in CSV Export

                                                                                                              Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
                                                                                                            • More Formula Functions

                                                                                                              Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current
                                                                                                            • File upload size limits

                                                                                                              I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments
                                                                                                            • Composite Services and Account Tracking

                                                                                                              I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
                                                                                                            • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

                                                                                                              Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.
                                                                                                            • Bank Receipt Catagorization

                                                                                                              Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
                                                                                                            • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                              I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core
                                                                                                            • Exclude Segment from Campaign Recipients

                                                                                                              I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.
                                                                                                            • Reschedule Multiple/Mass Calls at Once

                                                                                                              When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
                                                                                                            • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                              Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                                                                                            • I want to Make the due date of the project appears automatically

                                                                                                              hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
                                                                                                            • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                                                                                              Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
                                                                                                            • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                                                                                              Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
                                                                                                            • Deluge Tips & Tricks: Mastering dates and times

                                                                                                              Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether
                                                                                                            • Adding a Button in a Form in Zoho Creator App

                                                                                                              Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific
                                                                                                            • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

                                                                                                              Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
                                                                                                            • Internal Exception for Creator function

                                                                                                              I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?
                                                                                                            • How to Set Up a Custom Domain and Customize Homepage

                                                                                                              Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the
                                                                                                            • Announcing new features in Trident for Mac (1.26.0)

                                                                                                              Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.
                                                                                                            • Default Value on a Number

                                                                                                              Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan
                                                                                                            • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

                                                                                                              I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,
                                                                                                            • Tip#45: Custom Tags and Cluster Tags

                                                                                                              Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags
                                                                                                            • Extensions 101 webinar series: Build, integrate, and monetize with extensions

                                                                                                              Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
                                                                                                            • Next Page