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
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
Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects
Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside ZohoPrint Tickets
We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks JackAbility to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordinationAbility to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflowSync Task Status from Zoho Projects to Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is notDefault/Private Departments in Zoho Desk
1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is overColor of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," andThe difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleZoho Mail Android app update - View emails shared via Permalink on the app.
Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobileLet us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forWeekly Tips: Manage External Images in Zoho Mail
When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy andHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through theAccount in Quick View Filter
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes anyUnable to confirm Super Admin assignment — confirmation button not working
I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, whenDelegates should be able to delete expenses
I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, andFunction #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitKaizen #8 - Handling Recurrence and Participants in the Events Module via API
Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM. An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.Marketer’s Space - Get Holiday-Ready with Zoho Campaigns
Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at howPersonalized demo
can I know more about the personalized demo we are construction company andUser Filter not selecting All Items
We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,Can I collect email addresses in a form??
Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRMAlerts for mentions in comments
We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?Subform Disabled Fields Should Remain Disabled on Edit/View
Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. ThisIs it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4Standard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get theOAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'Zoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPShortcut to fill a range of cells
Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't foundvalidation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validationGet Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)
Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But settingRevenue Deferrals
Does ZOHO books and subscriptions handle Revenue Deferrals?Can I make a website open inside Zoho whenever I log in?
Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho wheneverZoho Analytics & SQL Server - Live connect
Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try toKaizen #214 - Workflow APIs - Part 2
Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to recordNext Page