What's new on Zoho Marketplace for August 2020
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in August 2020.
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Zoho Desk for Zoho Campaigns Import end-users from your Zoho Desk account to your Zoho Campaigns account as contacts, and queue them to send email campaigns. Choose a specific organization or tags in your Zoho Desk account and import them on a daily, weekly, or monthly basis. Learn more
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Zoho Commerce for Zoho Campaigns Get access to your online store's products, carts, offers, and customers in your Zoho Campaigns account by integrating with your Zoho Commerce account. Send out promotional emails, purchase follow-up emails, cart abandonment triggers, and more. Learn more
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Zoho Forms for Zoho Campaigns Boost customer engagement by attaching different types of forms in the campaigns you send. Sync Zoho Campaigns' mailing lists with Zoho Forms and instantly transfer form registrants to your mailing lists. Learn more |
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Zoho Backstage for Zoho Campaigns Plan and run impactful events with greater efficiency. Integrate Zoho Backstage with your Zoho Campaigns account to gain marketing insights for event-product promotions. Create email campaigns and send them to your contacts to get more attendees. Learn more |
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CartRover Shopping Cart Integrations for Zoho Inventory Handling online business through multiple sales channels can get tricky and cause data silos. Use CartRover for Zoho Inventory to bring together all your sales channels, shopping carts, and marketplaces in your Zoho Inventory account. Learn more
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Zendesk Sell for Zoho Projects Keep track of your customers' details from within Zoho Projects, so that you can better prioritize and manage tasks in Zoho Projects. Manage contacts, deals, and tasks, and view all the customer data stored in Zendesk without leaving Zoho Projects. Learn more
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Zendesk Sell for Zoho BugTracker Prioritize and resolve issues logged in Zoho Bugtracker, leaving behind time-consuming tasks such as syncing customer details, deal information and more to Zendesk Sell for Zoho BugTracker. Learn more
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Microsoft Dynamics NAV for Zoho CRM Fetch, send, clean, and authenticate data between Zoho CRM and Microsoft Dynamics NAV. Sync customers, accounts, products, sales invoices, quotes, and more. Learn more
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WhatsApp Integration for Zoho CRM by Picky Assist Send and receive WhatsApp messages, images, documents, and videos with Zoho CRM contacts, without leaving Zoho CRM. Set workflows to send WhatsApp messages automatically when a new lead is created, a record is edited or updated, or any other condition you set is met. Learn more
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Quickbooks Online Extension for Zoho Desk Sync QuickBooks invoices as tickets into your Zoho Desk account. Convert a Zoho Desk ticket time entry into an Invoice in QuickBooks, and easily bill your clients for the time spent on the ticket. Learn more
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BluMortgage A customized CRM for mortgage professionals. Streamline your deal flow with a simplified pipeline, pre-built task and email automations, and checklists to manage documents and outstanding conditions. Learn more
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Restore lost Invoice!
Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law.Kaizen# 209 - Answering Your Questions | All About Client Script
Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefullyZoho Desk Down
Not loadingHas anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thinglookup and integrated forms
I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookupPartially receive PO without partial Bill?
Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive2 users editing the same record - loose changes
Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,How to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.How I set default email addresses for Sales Orders and Invoices
I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons DepartmentsCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsAdding hyperlinks in CRM emails time automatically
It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template. Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a wayNotes Attachments
Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank youZoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Formula fields not refreshing until page is reloaded
I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amountHow can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesAPI ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those valuesGroup Emails
I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually"Is Zoho CRM customer" vs "Is linked with Zoho CRM"
Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked withClient Script | Update #13 - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoSelection Filed for Data Export section
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Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?What if I dont see contacts on the left side list
My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.Comments Vs. Replies
I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to giveAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadResetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill andRemoving Related Modules Lookup Fields Assignment / Relationship
Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this[Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.
Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs areKaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theCan you prevent closing Ulaa window when the last tab is closed (inadvertently)?
Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiplecan I link a contacts to multiple accounts
can I link a contacts to multiple accountsRotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignOpen Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activNext Page