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
How to add Connector in developer platform zoho?
Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or anyHow to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?
Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the originalRevenue Management: #5 Revenue Recognition in SaaS
If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should IMS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionalityZoho Learn Course Access Issue
One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?ZOHOLICS Japan 2025 開催のお知らせ（再投稿）
【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2Phone Number format for Bulk Upload via csv for Zoho Sign
What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv providedFilter Page Elements By Selectable Date Range
I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows theCan’t Enter my Notebook is Locked
I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’tSend Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to askSecure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the sharedItems attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on theIs there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?Zobot and Sales IQ
What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website tooSubtotals per Header
Hey, we would like to display subtotals per header in our invoices:upgrade storage
how to upgrade my storageLinking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of booksAdd the ability to view number of hours planned for a workorder while in the Dispatch Console
Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check plannedUploading Files from uploads api
I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in thCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesURLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" insteadChange format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!square up and Zoho books
Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ TaxHow to provide Access rights to specific Bank accounts
We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?Errors Getting a Bank Transaction
Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try toSubscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products toMapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicateZoho People Attendance Module - Split Shifts
Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pmBulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have moreZoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user
Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticketCelebrating the power of visuals
On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How doesCustomer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingBlocking / black listing customers
Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.Option 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 haveFeature Request: Email Templates for notifications accross all services
Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistentAllow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle theseApproval-based booking with Zoho Creator and Zoho Bookings
Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirmingMember Accounts in Related List
Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search usingNext Page