What's new on Zoho Marketplace for May 2020

What's new on Zoho Marketplace for May 2020



Zoho Marketplace houses over 960 extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in May 2020.


Quote to Project Converter for Zoho CRM
Once a customer accepts your quote in Zoho CRM, automatically convert it into a new project in Zoho Projects. Each item in the quote gets added as a new task in the project, and the description of the item will be saved as the description of the new task. Check out the extension here.


Address Typeahead Extension for Zoho CRM
Address Typeahead for Zoho CRM is an address autocomplete feature. When an agent starts typing an address, the autocomplete functionality will fill in the remaining part. This saves time so your people can focus more on productive tasks. Learn more here.


WeChat Pay for Zoho CRM
Receive payments through WeChat Pay. Generate and send invoices to customers with a unique QR code from Zoho CRM. Users can scan the code, confirm the amount, and make the payment using WeChat pay. Check out the extension here.


Bold BI for Zoho CRM
Get a holistic view of your sales with key data obtained from the Leads, Contacts, and Deals modules in Zoho CRM. Combine that information with your marketing and support data to make informed business decisions. Learn more here.


SyncPenguin for Zoho CRM
Connect Zoho CRM with any other business tools you are using through SyncPenguin. Benefit from two-way customizable sync options between Zoho CRM and other applications. Learn more here.


PhoneBurner Power Dialer for Zoho CRM
Enable your sales professionals and teams to make 4x more calls per hour. Leave instant voicemails, track and send emails, record calls, send SMS, and more. Check out the extension here.


ClickSend for Zoho Desk powered by Zoho Flow
Send SMS notifications from Zoho Desk for newly-created contacts, tickets, tasks, and respective ticket comments without logging in to the ClickSend platform. Learn more here.


Vonage for Zoho Desk Powered by Zoho Flow
Send SMS and WhatsApp business notifications from Vonage without leaving Zoho Desk. Notifications can be triggered for newly-created Zoho Desk contacts, tickets, tasks, and respective ticket comments. Learn more here.


CapsuleCRM for Zoho Desk powered by Zoho Flow
Connect CapsuleCRM with Zoho Desk and bridge the gap between your Marketing and Sales teams. Sync the accounts and tasks created in CapsuleCRM with Zoho Desk, and set workflows to trigger a high-priority ticket to open when a new opportunity is won. Learn more here.


Clockify for Zoho Desk powered by Zoho Flow
Track Clockify projects from inside Zoho Desk. The time entries will be sent to Zoho Desk, making it easy to bill your clients for the time spent on their tasks. Learn more here.


Swyx phone integration for Zoho Desk
Handle your Swyx client from Zoho Desk. Add call details to tickets, receive notifications for incoming calls, and do more right from Zoho Desk. Check out the extension here.


Acuity Scheduling for Zoho Desk
View customer appointments booked on Acuity as events in Zoho Desk, and also send out Acuity appointment links from Zoho Desk tickets. This allows your customers to easily book an appointment with you. Learn more here.


Zendesk Sell for Zoho Desk
Know your customers' details to better prioritize and manage tickets in Zoho Desk. Manage contacts, deals, and tasks displayed in Zendesk Sell without leaving Zoho Desk. Learn more here.


Xero Extension for Zoho Desk
Create and view contact information, invoices, bills, and quotes from Xero inside your Zoho Desk account. Empower your support agents with a unified platform so that they can provide faster solutions. Check out the extension here.


Custom Dashboards for Zoho Desk
Keep critical information in one place and just a click away using custom dashboards. Avoid navigating through tabs and folders to get a quick glimpse of the information you require. Learn more here.


Ticket Assignment for Zoho Desk
Assign tickets to the right agents and get faster responses for your customers. Check agent availability and automatically assign tickets to the agents who are online first. Check out the extension here.


Hiretual for Zoho Recruit
Connect Hiretual with Zoho Recruit and be sure that only the best profiles are filtered and moved to Zoho Recruit for you to source from. Save time and recruit smarter. Learn more here.


Envia shipping and fulfillment for Zoho Inventory
Make your product shipping process easier and quicker. Create labels, compare rates with dozens of carriers, review your shipment status, have an online tracking system, and more. Learn more here.


PEX Connector for Zoho Books
Sync PEX expense transactions, receipts, tags, G/L codes, notes, and more with your Zoho Books account. You can choose to sync data on demand or automatically every day. Check out the extension here.


Cervinodata for Zoho Analytics
Prepare and manage your advertising data inside Cervinodata and sync it with Zoho Analytics. Use this data to build dashboards, displaying metrices like impressions, media spend, clicks, conversions, reach, and revenue from all your ad campaigns. Learn more here.


Google Calendar for Zoho BugTracker
Create events in Zoho BugTracker and sync them with your Google Calendar. Schedule, edit, or cancel events in Google Calendar from Zoho BugTracker, and also set reminders for yourself and other users about upcoming events. Check out the extension here.


Adobe Sign for Zoho BugTracker
Send agreements, view their signing status, and even revoke an agreement without leaving Zoho BugTracker. Provide your customers with exceptional service by reducing turnaround time on agreements. Check out the extension here.






    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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


                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Where does this report come from in the Zoho One ecosystems?

                                                                                                            Is this directly from MA, Analytics or ??? ???
                                                                                                          • Contact's title in "Contact Role Mapping"

                                                                                                            When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
                                                                                                          • Zoho CRM - Client Portal - Hide Notes Related List

                                                                                                            Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.
                                                                                                          • "Pivot Table" Conditional Formatting

                                                                                                            Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple
                                                                                                          • How many clients can be added to Zoho Practice?

                                                                                                            How many clients can be added to Zoho Practice without having their zoho app?
                                                                                                          • Stage History

                                                                                                            when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Automating Ticket Responses Using Zoho Desk's AI Features

                                                                                                            We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
                                                                                                          • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

                                                                                                            Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
                                                                                                          • Service locations are tied to contacts?

                                                                                                            Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.
                                                                                                          • Enhancements to Zoho Map integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
                                                                                                          • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                            There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                          • Narrative 12: Sandbox - Testing without the risk

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements
                                                                                                          • Dynamically catching new file creations

                                                                                                            I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".
                                                                                                          • Announcing new features in Trident for Mac (1.27.0)

                                                                                                            Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones
                                                                                                          • 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 only
                                                                                                          • Slow 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 through
                                                                                                          • Migrate 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 import
                                                                                                          • need 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 replicate
                                                                                                          • Can'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 functions
                                                                                                          • Default 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 - 'created
                                                                                                          • Credit 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're
                                                                                                          • Tip #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 questions
                                                                                                          • Enhancing 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 while
                                                                                                          • Allow 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 field
                                                                                                          • CRM/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 updated
                                                                                                          • Domain 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-creator
                                                                                                          • Auto 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 dropdown
                                                                                                          • Bring 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, adjusting
                                                                                                          • Improved 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 complete
                                                                                                          • Vimeo

                                                                                                            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?
                                                                                                          • Deleting 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 ranges
                                                                                                          • How 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 today
                                                                                                          • Is 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 have
                                                                                                          • Access 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,
                                                                                                          • Next Page