What's new on Zoho Marketplace for July 2020
Zoho Marketplace houses a wide range of extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2020.
 | Zendesk for Zoho Subscriptions This integration allows you to access customer information and subscription details within Zendesk. View subscription details such as plan, subscription status, and plan renewal date within the Zendesk platform. Learn more |
 | Slack for Zoho Subscriptions Keep tabs on all of your customer subscription details and get notifications for all transaction events in one place. Track new subscriptions in real time and provide a proactive onboarding experience to your customers. Learn more |
 | Razorpay for Zoho Subscriptions Start accepting secure one-time or recurring payments online with ease by integrating Razorpay with Zoho Subscriptions. Razorpay also enables you to to accept credit card payments. Learn more |
 | Zoho Books for Zoho Subscriptions Simplify your accounting process by automatically syncing recurring invoices from Zoho Subscriptions to your Zoho Books account. Reduce the manual effort spent importing and exporting data across platforms. Learn more |
 | Stripe for Zoho Subscriptions Integrate Stripe with Zoho Subscriptions and start collecting one-time and recurring online payments securely through a hosted payment page or through the self-service portal. Learn more |
 | Zoho Analytics for Zoho Subscriptions Analyze and track key subscription metrics, build powerful reports and dashboards, and get 360° visibility into your subscription transactions with in-depth analytics. Learn more |
 | WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more |
 | Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including Viber, Telegram, Facebook Messenger, and VK from Zoho CRM. Wepster for Zoho CRM provides a unified messaging platform, allowing agents to chat with contacts through the Wepster GUI embedded in the Contact View of CRM. Learn more |
 | TradeIndia Extension for Zoho CRM Automatically update new Leads' data such as name, mobile number, email address, company name, inquiry subject, message, and address into Zoho CRM from your TradeIndia portal. No more copying and pasting details manually, so you can focus on important work. Learn more |
 | Commercient SYNC for Sage 300 and Zoho CRM Close the gap between Sage 300 and Zoho CRM. Commercient's SYNC integrates data to both systems as needed without manual data entry or the risk of human errors. Have all important information in one easy-to-access place and provide your employees with a truly collaborative system. Learn more |
 | Asana for Zoho CRM Create Asana tasks for leads and contacts and assign team members to perform the tasks from Zoho CRM. Use Zoho CRM workflows to create templates for all the CRM modules and associate them with the Asana team tasks. Learn more |
 | Global Email Finder for Zoho CRM Search, validate, and add email addresses for your Leads and Contacts without leaving Zoho CRM records. Reduce email bounce rates and increase callback chances. Learn more |
 | GST Plus Leads Extension for Zoho CRM Validate the GSTIN number of a business or company from Zoho CRM. Improve ROI by filtering leads by type of business and identifying which promotion campaigns are suitable for them. Learn more |
 | US Address Verification Extension for Zoho CRM Use the latest USPS data to validate addresses captured for your leads in Zoho CRM. Ensure all your mail is reaching your customers on time, get more responses, and enhance business performance. Learn more |
 | Intercom for Zoho CRM This integration allows you to automate processes between apps, and brings your Intercom conversations right into your CRM. Set specific actions to be performed automatically in Zoho CRM when a particular event happens in Intercom. Chat with Intercom contacts without leaving Zoho CRM using the chat UI. Learn more |
 | RSForm!Pro plugin for Zoho CRM Create professional-looking forms for your website with just a few clicks. Integrate RSForm!Pro with Zoho CRM and sync users' form data to your Zoho CRM account as new leads automatically. Learn more |
 | Servetel Extension for Zoho Enable remote work through cloud communication. Integrate Servetel with Zoho CRM to start using telephony features such as click-to-call, call recording, contact management, and more from within Zoho CRM's interface. Learn more |
 | HireRight Background Screening Extension for Zoho Recruit No more swapping applications or manually updating records with background check reports. Order background checks, receive real-time status updates, and access the results from HireRight directly from Zoho Recruit. Learn more |
 | Zoho CRM for Zoho People Import your leads, customers, and contacts from Zoho CRM to Zoho People as clients. Manage projects for your clients and assign employees to work on them. Track time and create timesheets using Zoho People. Learn more |
 | Zoho Writer for Zoho People Send standard documents to multiple people at once while keeping the process personalized. Create templates based on your organization's requirements and permit the candidates to use e-sign to authenticate. Learn more |
 | Zoho Sign for Zoho People Send legally binding documents like offer letters and contracts from within Zoho People. Draft e-sign workflows and automatically send your documents for signatures, even to a large group of recipients, and track their status in real time. Learn more |
 | Zoho Books and Invoice for Zoho People Seamlessly sync important details about employees, clients, projects, and jobs to Zoho Books and Zoho Invoice. Generate bills for approved hours from within Zoho People and transfer them to Zoho Books or Zoho Invoice. Learn more |
 | Zoho Projects for Zoho People Pull the list of projects and tasks from Zoho Projects and assign them to the right employees in Zoho People. Check employee availability before assigning a task and log time worked from Zoho People. Learn more |
 | Xoxoday for Zoho People Xoxoday partners with several third-party services to provide a vast collection of reward experiences, digital gift cards, benefits, and more. Integrate Xoxoday with Zoho People to launch a scalable rewards and recognition program based on employee performance. Learn more |
 | Zoho Analytics for Zoho People Use Zoho Analytics to slice and dice your data in Zoho People.Gather insights about your workforce and make better decisions. Learn more |
 | Toggl for Zoho Desk Powered by Zoho Flow Track all your Toggl projects from inside Zoho Desk. Send time entries back to Zoho Desk, making it easy to bill your clients for time spent on their tasks. Learn more |
 | Teamwork CRM for Zoho Desk powered by Zoho Flow Keep your business customer-focused with great service to close deals faster. Set up rules to automatically create new tickets in Zoho Desk when a deal is won in Teamwork CRM, and start providing proactive customer support. Learn more |
 | Teamwork Projects for Zoho Desk powered by Zoho Flow Track all your work in Teamwork Projects from inside Zoho Desk. New contacts and companies added in Teamwork Projects will be automatically added as contacts and accounts in Zoho Desk to streamline communication and billing processes. Learn more |
 | Alegra for Zoho Desk powered by Zoho Flow Create tickets for Alegra customers, share invoices, update estimate information, and track payment activity without leaving Zoho Desk. Learn more |
 | ChargeOver for Zoho Desk powered by Zoho Flow Send branded invoices, track expenses, and enable recurring invoices to manage subscriptions in ChargeOver from Zoho Desk. Auto-update tickets in Zoho Desk when a new transaction is made in ChargeOver. Learn more |
 | Zoho Recruit for Zoho Campaigns Send emails to your candidates and follow up with them based on their responses throughout the hiring process from Zoho Recruit. Track emails and plan your follow-ups accordingly. Learn more |
 | SurveyMonkey for Zoho Campaigns Create surveys using SurveyMonkey and get them out to your audience through Zoho Campaigns. Gather and analyze data to understand your customers better and improve each successive campaign. Learn more |
 | Zoho Workdrive For Orchestly Collaborate on client-related documents and files stored in Workdrive from within Orchestly. Link a Workdrive file to a job in Orchestly using the widget in Orchestly. Learn more |
 | GitLab For Zoho Cliq Manage and collaborate on GitLab project code on the go. Execute the /gitlab command in Zoho Cliq to pull up a project's branches, commits, and merge requests. Configure a dedicated channel in Cliq to receive project updates using the bot's menu action "Connect" and more. Learn more |
 | Signitic signature for Zoho Mail Manage all your employees' email signatures from one place. Create templates to manage entities, groups, and users and spread your marketing campaigns to reinforce your brand image. Precisely analyze the commitment of your audience with insightful campaign data. Learn more |
 | DataChannel for Zoho Analytics Aggregate data from any source in Zoho Analytics and create reports or dashboards in a few minutes without any code or complex scripts. Learn more |
 | CRM4 Freight Forwarder A comprehensive CRM for freight forwarders created using the Zoho platform. Capture and track leads, and turn them into customers through email marketing campaigns, social media posts, SMS, and cold calls. Learn more |
 | Google Sheet Connect Integrate Google Sheets with Zoho Creator to store data in rows on a Google Sheet and customize the Google sheet using Zoho Creator. Learn more |
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
What's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace
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
Branding of native system emails
Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not onlySlow uploads of large files
I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going throughNotes of Tasks in Zoho CRM
Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understandMigrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily importneed to upload from airtable to google drive
I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicateCan't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functionsDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdCredit Management: #1 Credit You Owe vs Credits Owed to the Business
Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they'reTip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'
Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questionsEnhancing Zia's service with better contextual responses and article generation
Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic whileAllow the usage of Multi-Select fields as the primary field on "Layout Rules"
We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory fieldCRM/Bookings integration edits Contact names
Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updatedDomain Change
“Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”Webhooks Limit Exceeded
Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creatorOption to block bookings from specific email address or ip adresss in zoho booking
Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we haveAuto select option in CRM after Zoho Form merge
Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdownBring your CRM data straight into your presentations in Zoho Show
Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjustingImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Introducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to completeVimeo
For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Organization Emails in Email History
How can I make received Org Emails to show up here?Editing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of thisDeleting Fields in CRM Deletes Views in Analytics
Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This rangesZoho 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 everyHow to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,Prefilled Date fields auto-changed and then locked when using “Edit as new”
If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to todayIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveAccess Phone Field Components (Country Code) Directly
Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,Send mass messages through WhatsApp from the Tickets module
Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submittedThe difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?Lead Owner Signature Merge Field
I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_FieldsHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andAlternating columns - How to reverse order on mobile - Responsive template
Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text RowLet us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forInvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this toCRM for email in Outlook: how to ignore addresses?
We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in ToCustom order for Current Stage (Blueprint field)
Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!CRM E-mail Sync from Outlook
We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.Next Page