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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Search Option
🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or serviceMobile Chat Window - Full Screen
Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? ThanksIs it possible to customize ZC Themes?
I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlightIs it possible to create Custom function-based Lookup field in Zoho CRM
Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.@mention in comments no notification
Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications.Add "Running Balance" column to Account Transaction Reports
Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance. It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction. There are many times when analyzing or tie-ing out transactions that this would be very helpful. I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.error : Object code : 6500
b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------I got unknown charge from Zoho
Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t makeFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingAttach Files to Your Notecards and share them on the go!
Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simpleCan i connect 2 instagram accounts to 1 brand?
Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaIntegración 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? GraciasYouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inHow to add a % Growth column for year-over-year comparison (2024 vs 2025)
Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,How to searchByCriteria records that are under approval?
I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"Power of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-How to add Simple Analytics to Zoho Pages?
I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/scriptEnd Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Cant seem to delete an email account
Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is reallyCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisImport data into Multi-Select lookup field from CSV/Excel
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Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Script that deletes a record?
We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,A formula that capitalises the first letter of each word
Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.Reverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?Quotes in Commerce?
In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce toZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Register user through Phone Number by Generating OTP
In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verificationCustom Buttons for Mass Actions
Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons wereZoho Vault Passwords
Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?
I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?Zoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there【Zoho CRM】レポート機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。Translation in zoho bookings
We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its lookingIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportNext Page