What's New - August 2025 | Zoho Backstage

What's New - August 2025 | Zoho Backstage

Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep things simple where they can be, powerful where they should be, and thoughtful all the way through. Think of it as a mini renovation where the walls stay up, but the lights shine brighter, the doors swing easier, and your coffee somehow refills itself. Let’s take a look at what’s new and enhanced this August.


Session registration  

Turn your agenda into a choose-your-own adventure.

We’re excited to announce the arrival of session registration in Zoho Backstage. This feature gives event organizers more control over premium content, attendee scheduling, and capacity management while creating a more personalized experience for participants.

With session registration, organizers can monetize high-value content such as workshops, masterclasses, and sessions featuring high-profile speakers. Attendees can pre-select the sessions they want to attend, helping them build structured schedules that suit their interests. On the organizer’s side, this avoids overcrowding by enforcing capacity limits and provides valuable insights into which sessions generate the most demand for future planning.



How it works:
  • Session registration can be enabled from the Manage > Agenda screen. Once configured and republished, sessions will appear on the event website with registration options.
  • When attendees register for the event, they can now select tickets, choose sessions, provide attendee details, associate attendees with specific sessions, and complete their payments in a single flow.
  • After logging in, registered sessions appear under a new Your Sessions tab, while order-level details are available in Your Orders. If a session is canceled, attendees will see the update under Cancel and Refund History.
  • Even after ticket purchase, ticket holders can log into the event website, go to Agenda > Register, and sign up for sessions later. Please note that, in this release, purchasers can't register sessions on behalf of other ticket holders.
Event organizers will find new tools to manage and track session registrations:
  • Session Registration tab: Displays a list of all registered attendees, with options to filter by track, sort by details, and manage visible columns such as session name, track, date, time, and attendee count.
  • Register New Attendee: Organizers can register attendees directly from the Session Registration tab or from each session’s View Attendees section. Here, they can export data, apply filters like ticket class or check-in status, and customize visible columns.



  • Session Check-In: Supports both free and paid sessions. Organizers can register and check in attendees directly, even if they haven't registered in advance, through the Yet to Register section under Session Check-In.
After registration, attendees receive session details by email, similar to ticket confirmations. Email notifications also cover session cancelations. Within the Order Details tab, session information is listed alongside tickets, with cancelations and refunds captured in the Cancel & Refund History pane.
Info
Plan availability: Available across all plans. Paid sessions are supported starting from Essentials and above.

Ticket grouping

Because tickets deserve a family tree too.

We’re adding more clarity and flexibility to how tickets are managed in Zoho Backstage with the introduction of ticket class grouping. This feature allows organizers to organize different ticket types into groups, making it easier to present a structured and intuitive registration flow for attendees.

Ticket classes such as General Admission, VIP, Free, Investor, or Partner passes can now be grouped together in a way that highlights their distinctions while still keeping the registration process simple. This helps attendees quickly understand the differences between options and choose tickets that best match their preferences, budget, or privileges.



How it works:
  • Navigate to Registrations > Ticket Class > Add Ticket Group. Create a new group and assign ticket classes to it.
  • Once created, groups can be edited at any time to add or remove ticket classes. If you need to rearrange, simply use the "Move to" option or drag and drop ticket classes within or across groups. If a group is deleted, only the group itself is removed, while the ticket classes remain available and appear as ungrouped.
This update gives organizers flexibility to design their ticketing structure around audience segments, ensuring clarity during registration while keeping the backend easy to manage.



On the event website, tickets are displayed in their grouped structure by default, giving attendees a clear view of available options. Organizers can choose to disable this grouped display from the website builder if they prefer a simpler layout. Any ungrouped ticket classes are automatically displayed under an “Others” section, ensuring no ticket is left out. The grouped view is consistently shown across the Tickets page, the Select Tickets screen, and even when adding an order from the Orders tab.

By grouping ticket classes, event organizers can create a clearer, more organized registration experience that benefits both their team and their attendees.
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

Assign primary contacts for custom forms

No more “Who’s handling this?” moments.

Managing form responses just got a whole lot easier. With this update, Zoho Backstage now lets you assign a primary contact for each custom form. That means every submission reaches the right person without extra forwarding or missed follow-ups.



How it works:
  • Navigate to Communicate > Preferences > Primary Contact > Module-Specific Primary Contact > Assign Primary Contact.
  • Or, head to Manage > Custom Forms > Edit > Form Builder and set the contact directly from there.
  • If you ever need to make a change, simply click Change, and you’ll be redirected back to the Primary Contact settings under Communicate. From there, you can update your configuration without any hassle.
Once a primary contact is set, every response submitted through your event website will trigger an email notification to the designated person. This means no more delayed follow-ups or confusion over who’s responsible for handling incoming submissions. Communication becomes more streamlined, and accountability is always clear.

The benefit of this update is simple: by assigning primary contacts, you ensure that form responses never slip through the cracks. The right people receive the right submissions, ownership is straightforward, and your team can manage event communications with greater confidence.

This enhancement is now available across all plans that support custom forms. 
Info
Plan availability: Included in the Premium and Ultimate plans.

Enhancements

A new look for order management in Zoho Backstage

Orders, organized!

The Orders tab in the Registration module has been reimagined. What was once a simple list of purchases is now a full-featured workspace where organizers can view, edit, and act on orders with far more control than before.



At the heart of the update is a redesigned Order Details view. Each order is now broken down into clear sections: Order Information, Purchaser Details, and Order Summary. This structure helps organizers quickly locate the information they need without extra effort. Attendees and session registrations are also displayed in separate panels, making it clear who is associated with each order.

If something needs to be updated, the new Edit Order pane lets organizers adjust purchaser information and access billing addresses quickly. For offline orders, payments can now be marked manually as paid or unpaid, with fields for payment mode, transaction ID, and notes.

From the More Actions menu, every order now comes with tools to:
  • Resend order emails
  • Edit purchaser information
  • Cancel or refund orders (with adjustable fees and refund amounts)
  • Check purchaser email history
  • Track order activity in real time
This means fewer steps, less switching between screens, and a faster workflow for managing registrations.

Events can generate thousands of orders, and keeping them organized is now easier than ever. The Orders tab includes advanced filters for order status, type, payment method, payment mode, and source. Sorting by purchaser name, order ID, or date/time makes it simple to surface the right records. And with 18 column headers to choose from, organizers can design their own view of the data, showing only what matters most.

This release doesn’t just improve the present—it also prepares for what’s ahead. 
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

Exhibitor categories made better

Give your categories a glow-up.

We’ve upgraded your exhibitor category setup and management in Zoho Backstage. The new design gives you a cleaner interface, more flexibility, and better visibility controls.

With this release, categories are now more customizable. Organizers can group and organize benefits within each category, assign distinct colors for easy identification, and use visibility toggles to decide what's shown. Flexible display options allow each event setup to match its specific requirements, ensuring categories are both functional and clear.

The new creation and management screens make it easier to move between categories and their associated benefits. Benefits can be enabled or disabled whenever required, and their availability, counts, and status are presented in a structured way. This gives organizers a complete view of what's currently active in each category.

Categories can also be linked directly to exhibitor or sponsor packages so that reserved benefits are applied consistently. Assigning unique colors to categories adds another layer of clarity, making it simpler to manage and distinguish them.



On the website, organizers can now decide how categories are displayed to attendees. Categories may be shown or hidden, and exhibitor listings can appear in either a card view or a table view, depending on the style that best suits the event.

To start using it:
  • Navigate to Exhibitors > Exhibitor Categories, or configure the display preferences in Design > Website.
With Exhibitor Categories V2, organizers gain more control over how exhibitors are managed and presented, while attendees receive a clearer and more organized view of event participants.
Info
Plan availability: Included in the Essentials, Premium, and Ultimate plans. 

New withdrawal flow in Registration Approval

Sometimes “no thanks” deserves its own button.

Event registration just got more flexible. We’ve added a new Withdrawn status to make the ticket request process smoother for both attendees and organizers. From now on, attendees who no longer wish to attend can simply withdraw their registration requests directly from the event website. These requests will be neatly recorded in the system and can be found under the Canceled filter in the Registration Approval tab.

On the website, attendees will see their request clearly marked as Withdrawn, ensuring there’s no confusion about whether their registration is still pending. For event organizers, this new status provides better visibility by separating attendee-initiated withdrawals from organizer-declined requests. This way, you’ll always know which cancelations were voluntary and which were rejected during approval.



To help you stay on top of your workflow, the Registration Approval tab now follows a simple guide. Pending requests are those awaiting review, approved requests are the ones you have confirmed, rejected requests are those you have declined, and withdrawn requests are those attendees have chosen to cancel themselves.
This update not only simplifies your approval process but also gives attendees more control over their registrations, making the overall experience clearer, more transparent, and easier to manage for everyone involved.
Info
Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

More flexibility with Transaction ID requests

Ask for details only when you really need them.

We’ve introduced a new level of flexibility to how transaction details are collected during ticket registration. Event organizers can now choose whether to display the Transaction ID pop-up when attendees select an offline payment option.

By default, the Transaction ID request will appear for Bank Transfer, Check, and Other payment modes, ensuring that important reference details are collected upfront. However, if you prefer not to request these details, you now have the option to disable it with a simple setting change. On the other hand, for Pay at Venue, the Transaction ID request will remain disabled by default, but you can easily enable it if your workflow requires attendees to provide transaction details in advance.



To keep things transparent, any changes you make to the offline payment settings will be automatically recorded in the activity logs. This gives you a reliable trail of updates and ensures accountability across your event management team.

With this enhancement, you have greater control over how payments are managed, offering both convenience and flexibility for your attendees while keeping your processes streamlined.
Info
Plan availability: Included in the Essentials, Premium, and Ultimate plans

Other updates

New UI in Marketing Plus

A refreshed Zoho Backstage interface has been introduced in the Marketing Plus and CRM Plus bundles. The updated design improves navigation, creates consistency across modules, and helps organizers manage events with greater clarity and ease.

New themes: Velvet and Neo Noir

The Velvet and Neo Noir themes has been added to the website, giving organizers a bold and stylish option to match event branding. These modern designs introduce a darker palette with sleek layouts for professional-looking event pages.

New session card layout

A third layout style has been released for session cards under Design > Website settings. Organizers can select from multiple layouts to better highlight speakers, timings, or details, creating an agenda design tailored to their event.

Publish events without a location

Events can now be published without requiring a location to be entered, giving organizers more flexibility when setting up offline or hybrid events. This change makes publishing faster while accommodating events that may not need a physical address.

Schedule Demo option for Trial plans

Trial plan users are given the option to schedule a demo directly from their account. This addition makes it easier for new users to explore features, understand workflows, and receive guided assistance before moving to a paid plan.

Host parallel sessions

The restriction limiting organizers to a single active session has been lifted. Organizers gain more flexibility to test, manage, and run multiple tracks or parallel sessions without interruption, making event operations more efficient.



That’s everything we have for this month. Every improvement comes from your feedback, ideas, and support. Thank you for being part of this journey and for trusting Backstage to power your events. We'll be back soon with more updates. Until then, here’s to smoother planning, stronger connections, and events that leave lasting memories.


Info
All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.
For additional assistance or questions regarding these new features, contact support@zohobackstage.com. Stay tuned for continued updates designed to enhance your event management capabilities.

    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





                                                          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

                                                                                            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

                                                                                                          • Credit Management: #4 Credits on Unused Period

                                                                                                            Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.
                                                                                                          • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

                                                                                                            We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
                                                                                                          • Prevent new Record Association

                                                                                                            Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating
                                                                                                          • Tip of the Week #73– Automate workflow with Make integration.

                                                                                                            Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this
                                                                                                          • Viewing attachments

                                                                                                            I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not
                                                                                                          • Kaizen #89 - Color Coding using Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a
                                                                                                          • Instant Sync of Zoho CRM Data?

                                                                                                            With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                          • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

                                                                                                            We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to
                                                                                                          • Zoho account sign in with passkey

                                                                                                            Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
                                                                                                          • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

                                                                                                            Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
                                                                                                          • Checklists as templates

                                                                                                            Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - Properties
                                                                                                          • Send mass email using my secondary email

                                                                                                            Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email
                                                                                                          • Add the same FROM email to multiple department

                                                                                                            Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
                                                                                                          • ZOHO TEAM INBOX Calendar Integration

                                                                                                            The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our
                                                                                                          • Unearned / Deferred Revenue Automatic Calculation for Subscriptions

                                                                                                            As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,
                                                                                                          • Zoho Desk Limit for Comma Separated Queries

                                                                                                            Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"
                                                                                                          • Module Name doesn't exist

                                                                                                            I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.
                                                                                                          • Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.

                                                                                                            Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversation
                                                                                                          • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                                                                                            Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                                                                                          • Is it possible to embed Youtube shorts?

                                                                                                            Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded on
                                                                                                          • Zoho Inventory - Move Orders

                                                                                                            Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and then
                                                                                                          • Split functionality - Admins need ability to do this

                                                                                                            Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
                                                                                                          • Delegates - Access to approved reports

                                                                                                            We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
                                                                                                          • How to include total km for multiple trips in expense report.

                                                                                                            Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?
                                                                                                          • Get logged in user ID in Deluge script

                                                                                                            Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given that
                                                                                                          • Item Details Field - New Barcode / Document option?

                                                                                                            Is this a new feature??? its in both books and inventory.
                                                                                                          • Super Admin Logging in as another User

                                                                                                            How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                          • Shared Mailbox - Mark as read for all users

                                                                                                            Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
                                                                                                          • How do I increase the email attachment size in Zoho CRM ?

                                                                                                            It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                                                                                          • Can I export to PDF in Zoho Learn

                                                                                                            I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
                                                                                                          • Zoho Sites "pages" management page

                                                                                                            I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
                                                                                                          • Staff rules

                                                                                                            Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                          • Add Image Upload Field to Zoho Bookings Registration Form

                                                                                                            Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
                                                                                                          • Merge Tags Output Incorrect Placeholder Text After CRM Sync

                                                                                                            Hi everyone, I’m experiencing an issue with merge tags in Zoho Campaigns after last sync of contacts and leads from Zoho CRM (days before everything worked perfectly). Here’s the situation (seems like a default configuration in Campaigns) : My leads have
                                                                                                          • UI Improvement - Ability to Collapse Flow

                                                                                                            The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
                                                                                                          • Windows agent 2025_M02 release notes

                                                                                                            Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.
                                                                                                          • Windows agent 2025_M01 release notes

                                                                                                            Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance
                                                                                                          • how to record deferred revenue?

                                                                                                            Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and
                                                                                                          • Narrative 13: Importing your data

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and
                                                                                                          • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

                                                                                                            I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
                                                                                                          • Next Page