Voxloud, ShipEngine, Stripe, Rafiki.ai and 25 more extensions for Zoho CRM
We’re thrilled to announce 29 new extensions for Zoho CRM in the first quarter of 2021. Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. These no-code, ready-to-use extensions don’t just integrate other apps with Zoho CRM, but also add functionalities to help salespeople improve performance effortlessly.
Telephony Extensions
 | Integrate Zoho CRM with CloudConnect’s phonebridge extension to enable click-to-call functionality within Zoho CRM. Launch or receive calls from Zoho CRM with pop-up notifications that contain caller information. |
 | Xelion telephony integration for Zoho (Zoho CRM, Zoho Recruit, and Zoho Bigin) Save time and work more efficiently by integrating your Xelion phone system with your Zoho services. Instantly make and receive phone calls, send and receive text messages, and manage voicemails. You can also hold or transfer calls, and take advantage of one-click dialing, call pop-ups, and more. |
 | Click2Call Extension for Zoho (Zoho CRM, Zoho Recruit, and Zoho Bigin) Connect your Direct Inward Dialing (DID) numbers with Zoho using Click2Call extension for Zoho. Make calls to your leads and customers with a single click. Select cost effective routes based on your destination, store call recordings, and more. |
 | SparkTG Extension for Zoho (Zoho CRM, Zoho Recruit, and Zoho Bigin) Manage incoming and outgoing calls, and capture any call-related data in Zoho CRM. Distribute calls to agents using efficient routing logic, organize call queues, record calls, and better manage your agents. |
 | Connect your telephony system with Zoho CRM with just a click using Voxloud for Zoho CRM. Centralize your call data onto a single interface, and get more context in your customer interactions with data pulled from Zoho CRM. |
 | Integrate Exitty softphone with Zoho CRM to instantly make and receive phone calls, send and receive text messages, manage voicemails, use one-click dialling, see call pop-ups, hold calls, transfer calls, and much more. |
 | Make calls right from your browser with the Maqsam integration for Zoho Phonebridge. Benefit from additional call control features like click-to-call from within Zoho CRM. Detect incoming calls and watch contact details pop up automatically right before you answer. |
 | Teleforce for Zoho (Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk) Instantly enable one-click dialing, call pop-ups, auto call logging, and more from inside Zoho using the Teleforce integration. Embrace extra mobility features with Teleforce's all-in-one telephony solution that’s easy to use and manage. |
Shipment Extensions
 | Integrate Zoho CRM with the ShipEngine extension to easily track your ShipEngine shipments using ShipEngine tracking numbers in Zoho CRM. Get the shipping rate for different delivery options without having to switch between applications. |
 | Track your Easyship shipments without leaving Zoho CRM using a shipment ID or the Easyship order number. Generate the shipping rates for different delivery options without having to swap between applications. |
Payment Gateway Extensions
 | Connect your Razorpay account with Zoho CRM and send Razorpay payment links to your customers from the Invoices module in Zoho CRM. Send a payment request link to the customer, cancel the payment request, or resend the payment request notification to your customer, all from the Invoices module of Zoho CRM. |
 | Connect your Stripe account with Zoho CRM and send Stripe payment links to customers from the Zoho CRM Invoices module. Automatically update the payment status from Stripe in Zoho CRM and more. |
 | Enhance your invoice payment process by integrating Paystack and Zoho CRM. Create Paystack invoices and send them to customers right from Zoho CRM's Invoices module. Cancel payment requests, or re-send payment requests to remind recipients about their balance due. |
 | Integrate Seikyu Kanri Robo Payment with the Zoho CRM extension to export all the invoices for all the individual accounts to Seikyu Kanri Robo Payment along with the account's address information. Export multiple accounts, add multiple invoices to an account, and more. |
Text and SMS Extensions
 | Record the history of all messages sent and received by your team from their communication with your customers on WhatsApp. Use the features of Zoho CRM to optimize the way you interact with customers on WhatsApp. |
 | Send SMS messages to contacts in Latin American countries (Mexico, Argentina, Colombia, and Chile) at affordable rates. Send bulk SMS messages, or send messages using templates. Schedule messages to be sent later and more. |
 | Send SMS messages directly to your contacts and leads from Zoho CRM. Get notified in Zoho CRM when you receive an SMS from a contact or lead. Maintain an SMS history for your sent and received messages directly in the leads and contacts modules of Zoho CRM. |
LinkedIn Extensions
 | Engage better and close deals quicker with more details about your accounts. Run a search for company names from the accounts module of Zoho CRM, get the closest results from LinkedIn, and automatically store the LinkedIn profile URL in the Zoho CRM record. |
 | Import LinkedIn contacts to Zoho CRM. Sync the LinkedIn contact's details like their name, email, phone number, or organization directly into Zoho CRM. Fill your Zoho CRM with unlimited LinkedIn contacts with a single click. |
CNPJ Extensions
 | Enrich your data in the leads and accounts modules of Zoho CRM, with data obtained from the Federal Revenue of Brazil, in integration with CNPJA.com.br. Obtain important information including partners, type of company, company name, and much more. |
 | Update the accounts data in your CRM through the CNPJ so you can view the account information with all the existing data in the Federal Revenue (Receita Federal). Add data including CNPJ, Main Activity, Company Name, Trade Name, and more. |
Shopping Cart and Lead Data Transfer Extensions
 | Connect the OpenCart store with Zoho CRM to better manage sales, marketing, and customer support services. Sync products and customers and export orders from the OpenCart store to Zoho CRM. |
 | Automatically update new lead data such as name, mobile number, email address, company name, inquiry subject, message, and address in your Zoho CRM Leads module so that your sales representatives can focus more on closing deals. |
 | Integrate Leadinfo with Zoho CRM to identify your B2B website visitors and which pages they visited, and send them directly to Zoho CRM. Enable your sales teams to use contextual details to engage them better and close more deals. |
 | Digitize, simplify, and automate your customers' purchase orders, invoices, dealings, and transactions with your clients. LogixOne B2B portal for Zoho CRM will help you improve transparency and communication in your business relationships. |
 | Get instant access to your Zoho CRM customer data inside Custify. View customer details, contacts, and notes taken by your Sales team. Receive push notifications from your Custify Customer Success team in your Zoho CRM account, keeping your Sales and CS teams in sync. |
And there's more...
 | Create and maintain coupons inside Zoho CRM using the Coupon Management extension for Zoho CRM. Send them to your customers through emails and offline campaigns, or apply them directly to invoices. |
 | Close the gap between Global Shop ERP and Zoho CRM. Automatically convert each new sale in Zoho CRM to Global Shop ERP in the form of a sales order, job, or new product. Check the status of Global Shop ERP jobs, material requirements, job progress, and more without leaving Zoho CRM. |
 | Automatically associate meetings and calls with the Zoho CRM Account or Deal based on participants of the meeting and Account/Deal owner. Filter and track all your interactions and save time getting ready for customer meetings or reviewing deals with your manager. |
Work smarter by adding new capabilities to Zoho CRM with business solutions from Zoho Marketplace.
Explore all Zoho CRM extensions
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Reena Makwana
Sticky Posts
Introducing the Eventbrite extension for Zoho CRM
Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, makingIntroducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down yourStreamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,Enhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. ThisUnlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’
In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights andMessage "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?Setting up primary mobile number.
Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesLet's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons
Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox orVendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?تغيير عمله الدفع"Change payment currency"
ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a usernameCritical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedTip of the Week #72– Assign thread ownership to avoid confusion.
When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designatingUnarchive tickets
How can I manually unarchive tickets?Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. ServiceFeature Request: Conditional Field Mandatoriness Based on Display Status
Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory inData Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping itCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisHow to set different item selling prices for Zoho Commerce and Zoho Books
Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling priceTime Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?How to report 'Response violation' OR 'Resolution violation'
Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesPower of Automation :: Quick way to associate your Projects with Zoho CRM
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andDate triggering Workflow rule
I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run wheneverRestricting contact creation
Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emailsImport Holiday Calendars
HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards JamieFiltering Tickets based on Email headers
We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`Error 550 5.4.1
I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciatedBilling Management: #2 Fair way of Billing- Prorated Billing
Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. ProratedHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,How can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.Adding image in HTML report page
Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the marketHow to change view of HTML report based on device but always print in A4
Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should alwaysAge Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have aSendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been enteredAPI to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA JonCanvas View in Zoho Recruit
Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?What impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learnedAdding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show informationNext Page