What's new on Zoho Marketplace for July 2021
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 July 2021.
Telephony extensions
We released three new telephony extensions in the month of July. These extensions are supported by Zoho CRM, Zoho Desk, Zoho Recruit, and Bigin. Start making calls from within your Zoho products, and receive incoming call popups to get contextual details even before answering. Enable click-to-call and log call recordings in the contact record after the call ends. Click below to learn more.
Extensions for Zoho CRM
 | Collaborate with clients and customers on documents associated with them from their Zoho CRM records. Enable your sales professionals to seamlessly sync, share, access, and manage files associated with Zoho CRM records through their Google Drive account. |
 | Integrate Zoho CRM with the EasyPost extension to easily track your shipments using EasyPost tracking numbers without leaving Zoho CRM. You can also generate shipping rates and shipping labels for different delivery options from Zoho CRM. |
 | Integrate Zoho CRM with the Shippo extension to easily track your shipments using Shippo tracking numbers and carriers in Zoho CRM. Now you can generate the shipping rates and shipping labels for different delivery options without having to swap between applications. |
 | Work on contracts and contract templates from within Zoho CRM. Draft contracts using the templates available and reconcile any terms that may need to be changed based on their business process. Auto-populate data from Zoho CRM into the contracts. |
 | Connect the Saino.io platform to Zoho CRM and send messages to all your leads, contacts, and accounts. Send messages in 75+ languages and to 190+ countries. Saino.io allows you to send offers, alert messages, transaction alerts, weekend offers, and more. |
 | Connect with your WooCommerce account to sync your online store's data with Zoho CRM. Easily manage and analyze all your WooCommerce data from Zoho CRM. Create custom fields for additional items and control the way your data syncs. |
 | Connect your Adyen merchant account with Zoho CRM and send Adyen payment links to customers from the Zoho CRM Invoices module. Enjoy error-free tracking and payment reconciliation within Zoho CRM. |
 | Improve your sales process by syncing data between your CRM services. OSync enables both one-way and two-way data sync between HubSpot CRM and Zoho CRM, helping you build better relationships with leads and customers. |
 | Seamlessly sync data between ActiveCampaign and Zoho CRM using OSync. Map both custom fields and default fields. Choose between one-way or two-way sync, and have better control over how your data flows. |
 | Integrate Zoho CRM with Linkedin and automate the process of finding leads in LinkedIn and saving them in your Zoho CRM. Save any LinkedIn profile to Zoho CRM in a single click, find the work emails of your contacts, and more. |
Extensions for Zoho Desk
 | Keep track of your customers and their order information from Shopify. Create support tickets for every Shopify order, so that support agents can easily track customers and their order information without leaving their Zoho Desk interface. |
 | Easily integrate Zoho Desk with 500+ apps to ensure an uninterrupted flow of information between them. Set triggers, add actions, introduce decision branches, create delays, and configure decision logic while creating workflows. |
 | Create tasks for relevant projects without leaving your help desk. See the number of tasks associated with a ticket and track their status in real time. Access linked tickets from inside a task in Zoho Projects and much more. |
 | Instead of wasting time importing your data to Zoho Desk manually, import your data from CSV or other help desk systems quickly. Transition to Zoho Desk within a few days, keeping all of your data intact. |
 | Provide inbound and outbound SMS and MMS support to your customers. Create new tickets in Zoho Desk from every incoming message, and send direct replies to any Viber message without leaving Zoho Desk. |
Extensions for other Zoho products
 | Import checks from multiple companies and make payments seamlessly using this online check writer. Transfer the check to your payees via email, or mail it as a printed check for less than $1. You can also direct deposit (ACH) checks to the payee's bank account for free. |
 | Screen your new hires for the WOTC with ease using Walton's integration with Zoho Recruit. It delivers a streamlined user experience that maximizes your company's tax credits and saves you time and valuable resources. |
 | Create beautiful presentations with Zoho Show by seamlessly embedding analytical insights. Easily add your reports and dashboards from Zoho Analytics to your slides and customize them the way you want. |
 | Track which users hold Zoho Projects licenses, how frequently they use Zoho Projects, and which features they're using. Receive detailed usage and engagement metrics for each user on the Zoho Projects platform. Manage the license ownership and provisioning of Zoho Projects accounts for users. |
 | Discover which users hold Zoho SalesIQ licenses in your organization and how frequently they use them. Understand Zoho SalesIQ's engagement score through the average usage percentage metric. Identify unused licenses and inactive users to secure your application stack. |
Custom apps
 | Execute meetings like a pro, engage with attendees, take notes, make decisions, and allocate tasks. Benefit from professional meeting minutes layouts, task management, file management, and meeting analytics. |
Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace.
Here's an archive of all the releases from previous months, in case you missed any: New on Zoho Marketplace
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
Bulk Moving Images into Folders in the Library
I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missingError 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. ProratedAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In thesePlaceholders in Ticket Templates
We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive. It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc.Has 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,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 usernamePlacing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this usingSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userHow 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 JonIntegración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? GraciasCanvas 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 informationFeature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to createDelete a channel
I need delete a channel in tickets.Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.How 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?Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these orCopy / Duplicate Workflow
I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I needUK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they areRetainer Invoice.
Why ZOHO not have facilities to deduct partially advance payment from an invoice.Collaborate Feature doesn't work
Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a postIMAP Server not responding.
Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? ThanksGST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a specialKanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the givenPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNo practical examples of how survey data is analyzed
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas withinZoho Creator as LMS and Membership Solution
My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for eachAdding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?Zoho CRM - Custom Views for Portal Users
I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? ThanksNext Page