Recent enhancements in Zoho CRM

Recent enhancements in Zoho CRM

Hello everyone,

We recently released a few enhancements in these features: Validation rules, Calendar booking, SalesSignals, and Scoring Rules.
This post will give you a brief description of the updates.

Creating a validation rule using functions  

Until now you were able to create validation rule using criteria. Now, you can use functions to validate any value that is not stored in the CRM database. For example, account numbers, SSN details, registration numbers, etc. need not necessarily be stored in the CRM database. To validate such fields, you can write a function that will allow CRM to verify the value in third-party databases and throw an alert whenever there is a mismatch. 
You can also validate patterns of a value. For example, fields like phone number, zip code, account numbers require the values to be in a certain pattern and with function you can validate and alert the user whenever they enter an incorrect pattern. Kindly read the help document for further details and more use cases.

Duplicating team bookings in calendar booking

If you want to create a team booking similar to an existing one you can duplicate it. The configuration can further be modified as required. Kindly read the help document for further details.

Viewing Zoho Backstage and Zoho Webinar channels in SalesSignals

If Zoho Backstage is integrated with Zoho CRM, the following notifications can be viewed in SalesSignals:
  • Ticket purchased
  • Checked in
  • Ticket cancelled
Likewise, if Zoho Webinar is integrated, you will receive notification when someone registers for a webinar.  You can disable these notifications.
Kindly read the help document on Zoho Backstage and Zoho Webinar for more details.

Scoring leads with Backstage and Webinar criteria

Scoring rules now allows you to give scores to criteria from Backstage and Webinar such as ticket purchased, checked-in, ticket cancelled, and registered. The leads can be prioritized based on these scores. Kindly read the help document on Zoho Backstage and Zoho Webinar for more details.



Feel free to let us know your valuable comments.

    • Sticky Posts

    • Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.

      Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
    • FAQs on Assignment rules - Post your questions

      Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
    • FAQs on Approval Process - Post your Questions

      Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
    • Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements

      Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 Session
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

      Zoho SalesIQ Resources



            Zoho TeamInbox Resources

              Zoho DataPrep Resources


                  Zoho CRM Plus Resources

                    Zoho Books Resources


                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources


                            Zoho Sprints Resources


                              Qntrl Resources


                                Zoho Creator Resources


                                  Zoho WorkDrive Resources




                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    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.

                                                                  有料プランをご利用の方