Hello Everyone,

This month, we've got a host of exciting updates to Zoho CRM, including early access to CRM for Everyone, the Beta release of ZDK CLI, the new Zoho CRM V7 API featuring advanced capabilities, and the ability to convert dashboards into presentations with just a few clicks, along with additional enhancements. But that's not all–we've also curated interesting discussions and insightful solutions from the Zoho CRM community.

So, settle in, and dive into this month's digest!

Introducing "Zoho CRM for Everyone, a powerful solution that connects various business divisions in your organization, including sales, marketing, legal, and more, in one central hub. Say goodbye to fragmented processes and miscommunication! With features like Teamspaces, Team Modules, and Requests, your processes will be smoother than ever. Check out this post for more details, including use cases, and secure your early access today!

Introducing ZDK CLI (Beta)! Our new ZDK CLI offers a comprehensive suite of tools for efficient metadata management. It enables developers to create, modify, and delete metadata using commands, including profiles, roles, modules, fields, and layouts. The tool also facilitates widget management and integrates with popular version control systems like Git, Mercurial, etc. This empowers developers to track changes and customize Zoho CRM to meet specific organisational needs with ease. Check out this post for sample ZDK CLI commands and more details about this release.

We periodically release new versions of Zoho CRM APIs to enhance developer capabilities. The V7 APIs have just been launched, introducing some exciting new features. Key updates include an API to clone records with the flexibility to modify or add field values, the ability to export audit logs, and AI-powered data enrichment. Additionally, the new Cadences API enables automated follow-ups, offering options to enroll or unenroll records in a cadence. Check out this post for the full scoop!

Zoho CRM has just revised its pricing for portal user licenses. This change ensures that as your portal user base grows, per-user costs decrease, making it easier and more cost-effective to scale. Plus, you can invite our roadmap for portals will provide greater control over your resources, allowing you to invite 1,000 portal users for free across all five portal user types! To top it off, they can now access blueprints and kiosks. Check out the post to learn more.

Zoho CRM has increased the maximum API credit limits for its Professional, Enterprise, and Zoho One editions. With the expanded limits, you can handle more API calls and avoid disruptions in business operations. Take a look at this post for more details!

If you regularly pull data from Zoho CRM dashboards to create slide decks, you’re in for a treat with this update! You can now turn your dashboards into polished presentations with just a few clicks. No more copying and pasting data – your dashboards are ready for the spotlight. Check out the announcement for all the exciting details, including how you can edit the deck created in Zoho CRM using Zoho Show and have it sync back seamlessly.

We have deprecated the following capabilities in Zoho CRM Feeds: viewing inactive or dormant records, viewing records you follow, and the auto-follow functionality for records. We understand that this may affect your experience. Check out this post for potential workarounds to help you mitigate the impact of these changes and to learn more about the limited access for existing users.

You can now modify scheduled times for existing actions, ensuring all actions align with your updated workflow. Leverage Date formula fields to trigger workflows based on specific date calculations. Additionally, the limits for creating records via automation have been adjusted to accommodate different use cases while preventing infinite loops caused by workflows triggering each other. Learn more by checking out this post.

@Oliverma Marshall was creating a shared sales dashboard and wanted to include individual target tracking for each team member. Check out @Pheranda's comment in this post on how to utilize the multi-bar target meter component, where each bar can represent a different team member's targets.

@Jean Lecompte wanted to notify a group of colleagues within Zoho CRM about a specific record. @Pheranda suggested using workflow rules for notes, while @Kevin offered another option: user groups. For teams already within the system, creating a user group allows you to tag the entire group within the CRM. Take a look at this post for more details and find the best solution for your needs.

@Shreyash Patel wanted to know if it's possible to create multiple sales orders from a single quote in Zoho CRM. Check out the code provided by @Ishwarya SG in this post.

@MOJI wanted to automate the process of sending Zoho CRM meeting invitations via API and capture responses such as “Accepted,” “Declined,” and “Maybe” in the CRM. Check out the sample code posted by @Sunderjan in this post.

@Sam wanted to create a Deluge function that sets reminders for participants in Zoho CRM Meetings. Check out @Sunderjan's code snippet to solve this here.

@WM Yeo encountered an error when trying to convert a Date field value to DateTime for creating a Meeting record in Zoho CRM. Check out the code shared by @Cloud Bound to achieve this requirement here.

@Pablo Silva Osorio wanted to change the lead status of a record in Blueprint using Zoho CRM APIs! He managed to solve it using Functions and shared the code for the benefit of the community. The solution involves retrieving the available transitions for a specific lead and then updating the status using the chosen transition ID. Check out the comments section in this post for the code snippet shared by Pablo.

@WM Yeo wanted to search for Task records in Zoho CRM that match a value stored as a variable in Deluge script. @Arthur provided the required solution that worked for them. Check out this post for the solution.

@Admin CRM DM Blueray wanted to retrieve the deal owner name for converted lead records using the Zoho CRM REST API and needed guidance on which field to access. @Sunderjan offered an approach using the Zoho CRM Composite API. Check out this post for the sample code and further details.

@WM Yeo wanted to create tasks and trigger automatic email reminders on the due date. @Hugh Marshall provided the initial working code snippet, which was effective. However, @WM Yeo later sought reminders to be triggered via both email and pop-up. @Subhash Kumar posted an update to achieve this. Take a look at the solutions in this post.

Explore how to use GraphQL APIs to efficiently retrieve data from Zoho CRM. GraphQL provides a powerful and flexible method for fetching data from multiple modules in a single request, significantly reducing the number of API calls compared to traditional REST APIs. Learn more in this post.

Dive into Zoho CRM's Export Audit Log API, a valuable tool for monitoring user activities within your CRM. Learn how to use this API to back up and track historical actions, monitor actions performed on modules (like Leads), and actions by particular users within a defined timeframe. Gain insights into user activity and explore practical use cases in this post.

Explore how to leverage ZDK CLI (Zoho Development Kit Command-Line Interface) with a Version Control System (VCS) to efficiently reuse components across multiple Zoho CRM organisations. Check out this post for more insights!

Learn more about the Client Script Events available for Canvas Record Forms in detail. By dynamically controlling form elements, you can create a more intuitive and engaging CRM experience. Learn how to use Client Scripts to trigger actions like scrolling to specific sections, displaying messages, or opening popups based on user interactions (clicks, selections, etc.). Check out this post for comprehensive use cases and sample Client Script codes.