What's new on Zoho Marketplace for March 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 March 2021.
 | Make calls right from your browser with the Maqsam integration for Zoho Phonebridge. Benefit from additional call control features like click-to-call from within Zoho CRM. Detect incoming calls and watch contact details pop up automatically right before you answer. |
 | Teleforce for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk) Instantly enable one-click dialing, call pop-ups, auto call logging, and more from inside Zoho using the Teleforce integration. Embrace extra mobility features with Teleforce's all-in-one telephony solution that’s easy to use and manage. |
 | Close the gap between Global Shop ERP and Zoho CRM. Automatically convert each new sale in Zoho CRM to Global Shop ERP in the form of a sales order, job, or new product. Check the status of Global Shop ERP jobs, material requirements, job progress, and more without leaving Zoho CRM. |
 | Send SMS messages directly to your contacts and leads from Zoho CRM. Get notified in Zoho CRM when you receive an SMS from a contact or lead. Maintain an SMS history for your sent and received messages directly in the leads and contacts modules of Zoho CRM. |
 | Integrate Seikyu Kanri Robo Payment with the Zoho CRM extension to export all the invoices for all the individual accounts to Seikyu Kanri Robo Payment along with the account's address information. Export multiple accounts, add multiple invoices to an account, and more. |
 | Connect the OpenCart store with Zoho CRM to better manage sales, marketing, and customer support services. Sync products and customers and export orders from the OpenCart store to Zoho CRM. |
 | Track your Easyship shipments without leaving Zoho CRM using a shipment ID or the Easyship order number. Generate the shipping rates for different delivery options without having to swap between applications. |
 | Send SMS messages to contacts in Latin American countries (Mexico, Argentina, Colombia, and Chile) at affordable rates. Send bulk SMS messages, or send messages using templates. Schedule messages to be sent later and more. |
 | Update the accounts data in your CRM through the CNPJ so you can view the account information with all the existing data in the Federal Revenue (Receita Federal). Add data including CNPJ, Main Activity, Company Name, Trade Name, and more. |
 | Engage better and close deals quicker with more details about your accounts. Run a search for company names from the accounts module of Zoho CRM, get the closest results from LinkedIn, and automatically store the LinkedIn profile URL in the Zoho CRM record. |
 | Automatically associate meetings and calls with the Zoho CRM Account or Deal based on participants of the meeting and Account/Deal owner. Filter and track all your interactions and save time getting ready for customer meetings or reviewing deals with your manager. |
 | Get instant access to your Zoho CRM customer data inside Custify. View customer details, contacts, and notes taken by your Sales team. Receive push notifications from your Custify Customer Success team in your Zoho CRM account, keeping your Sales and CS teams in sync. |
 | Save time and improve accuracy with a simple way to create support tickets for orders placed on the Magento platform. Track orders, payments, and shipment information from within Zoho Desk tickets, so support agents can communicate contextually with their customers. |
 | Automatically create tickets in Zoho Desk when a customer sends a request to your WhatsApp number or phone number. Reply to tickets right from Zoho Desk, and they will be delivered as WhatsApp messages, SMS, or MMS to the users. |
 | Create contacts and fetch their information (like unused credits, outstanding receivables, billing address, shipping address, etc.) from Zoho Subscriptions. Check the payment status of an invoice associated with subscriptions and more. |
 | Get instant and detailed access to your customer sales information from inside their support tickets. Sync your Zoho Inventory products with Zoho Desk, track the status of packages sent to the contact along with their shipment details, and more. |
 | Create support tickets for every Shopify order so support agents can easily track customers and their order information without leaving their Zoho Desk interface. Keep track of your new Shopify customers by adding them as contacts in Zoho Desk. |
 | HackerRank integrates with Zoho Recruit for tests and interviews to facilitate a simple and straightforward hiring experience. Users can send HackerRank tests and schedule remote interviews right from Zoho Recruit. |
 | Screen your new hire 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. |
 | Migrate all your data from Zoho Inventory to Tally in just a few clicks. Convert all your sales, purchase, and manual journals. Export customized data based on your needs using filtering. |
 | Convert email contacts into leads or view and update contact information for multiple emails. You can also add notes, tasks, and events associated with the contact from the eWidget, which will be automatically reflected in the respective fields within Salesforce CRM. |
 | Configure a Site24x7 module in WHMCS. Customers can then purchase their Site24x7 account with an organizational plan that meets their preferred specifications from the store. Manage Site24x7's customers' plans and details from WHMCS |
 | Record an organization's fixed-interest securities and fixed-term transactions. In addition to keeping record of fixed-interest securities and fixed-term transactions, it also classifies the securities and transactions. |
 | This application is for an insurance underwriter for a general insurance company, a life insurance company, or a composite insurance company. It creates a database for insurance premiums written, the commissions paid, and payable there on. |
 | The Insurance Claims Outstanding Age Analysis extension records the outstanding claims of an insurance company. Calculate the time between the accident date acknowledged by the insurer and the end of the accounting year. |
 | The Insurance Claims Payment and Delay Analysis extension records the claim payments made by an insurance company. It uses the delay analysis to help the insurer when assessing their claims management process. |
 | Office Cash Manager helps you manage your company's cash expenses and transactions. Easily maintain clean accounting records for hassle-free tracking and auditing. See all your expenses in one place and get important updates on the dashboard. Categorize expenses for better management, tracking, and reporting. |
Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace
Here's an archive of all the releases from previous months, in case you've 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
Age 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 JonWhat 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 learnedPossible 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.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 orUK 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.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? ThanksNo 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 characteristicZoho 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?Dropbox to Workdrive
Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a workDeals by Stages Funnel not showing in correct order
Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in theConfirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it isHow to create auto populate field based on custom module in Zoho CRM?
Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with SpecificationOffice 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window sayingDeluge - Can't get phone number SalesIQ
Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,Zoho Desk - Community
As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.access to quartz for my customers
Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/Issue with Inline Images in Email Reply via Zoho Desk API
Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReplyHow to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appearHow do the keyword critera work?
Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteriaError: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation
I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHOImproving Collaboration Features in Zoho Portal
Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if weAutomated Shopify Emails Not Being Delivered
I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receiveSend a campaign to one recipient.
Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check ifTry FSM again for our business
We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.Get Cliq Meetings in my O365 calendar
Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365Issue with Zoho Help Portal – Tickets Missing or Not Answered
Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but theDUNS & Bradstreet and Credit risk monitoring integration with Zoho books
Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses canZoho Forms - Form Rules based on attachment fields
Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in RulesCan't open draft email for editing
Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.Open filtered deals from campaign
Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,Change scheduling emails time
When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, GlennZoho CRM: how can I control which contacts to sync with Outlook?
I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.How to overcome limitations in meetings
As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is theAdd a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection andNext Page