Zoho CRM Community Digest - December 2025 | Part 1
Hello Everyone!
In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t miss.
Product Updates:
Auto-Invite Users to Portals Based on Conditions
Automatically grant portal access in Zoho CRM by triggering invites when predefined conditions are met. Customize invitation languages based on customer location or preferences, with optional checks like subscription status, and track failures with detailed logs to resolve invite issues quickly. Read the full post to see how this simplifies portal onboarding at scale.
CPQ Gets Smarter with Zia Suggestions and Enhanced Price Rules
Zoho CRM CPQ now leverages Zia to recommend Product Configurator rules by spotting frequently used product combinations in past quotes. This helps sales teams quote faster and more accurately while reducing manual setup and ensuring pricing applies only to the right line items. Admins can review, refine, or activate AI-generated suggestions as sales patterns change. Read the full post to see how these updates bring smarter quoting and greater control.
Query Workbench Brings a Faster Way to Build Queries in Zoho CRM
Zoho CRM introduces Query Workbench, a unified interface that lets developers build, execute, and validate queries, all in one workspace without switching panels. With instant query execution, response previews, and a cleaner guided layout, users can reduce errors, work faster, and gain confidence while building complex queries. The Workbench enhances the classic query experience and lays the foundation for upcoming support for external databases and cloud data sources. Check out the post to see what’s next with expanded data sources and other enhancements.
Quick Wins:
Handling Duplicate Account Names with Variations
@Dale Wilson needed a way to prevent duplicate customer records in Zoho CRM when names differed only by suffixed like LTD or PLC. @Bhoomi Joshi suggested using a validation rule with a Function or Client Script to check the base name and alert users if a duplicate exists. The solution worked perfectly, keeping Dale's customer records clean and consistent. Check out the post to see how this logic can be implemented in your CRM.
Lead Reports Made Complete: Including Converted Leads
@Sahal Akel asked how to include converted leads in Lead reports. @Ishwarya SG explained how to build a single report by combining filters for both converted and non-converted leads using an OR condition. This straightforward setup helps teams get a complete view of their lead data in one place. Check the full conversation in the post to know more.
HTML Tags Showing in Report Exports
@Marshall raised an issue where HTML tags appeared in exported reports when Notes included rich text formatting. @Ishwarya SG clarified that reports now support exporting rich text as plain text for Excel and CSV, and shared how to enable this option. This is a helpful reference for teams working with formatted notes and report exports. Check the post to see where to turn on this setting.
Kaizen:
Kaizen #219: Getting Started with Webhooks in Zoho CRM
This Kaizen post explains how Webhooks in Zoho CRM enable real-time data sharing with external systems using workflows. Using a high-value lead validation use case, it walks through configuring webhooks via the UI and APIs, covering headers, body formats, and HTTP methods. The post shows how CRM data is pushed instantly when conditions are met. Read the full post to see the step-by-step setup and what’s coming next in Part 2.
Kaizen #220: Managing and Testing Webhooks with Zoho CRM APIs
This follow-up Kaizen explores managing Webhooks using GET, PUT, and DELETE APIs, and shows how to associate them with workflow rules. It demonstrates end-to-end testing by triggering a webhook through record creation and validating real-time data delivery to an external system. A practical continuation of Part 1, focused on control, updates, and live execution. Read the post to see each step in action.
And that’s a wrap for this fortnight’s Zoho CRM Community Digest. Caught something cool we missed? Or have a favorite from this edition?
Drop it in the comments! We’d love to hear from you. We’ll be back in two weeks with more updates and community gems. Until then, stay tuned!
Access your files securely from anywhere
All-in-one knowledge management and training platform for your employees and customers.
Zoho Developer Community
Topic Participants
Swetha S
Sticky Posts
Zoho CRM Community Digest - March 2026 | Part 1
Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, thisZoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
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.
-
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
Recurring Invoices not generating – "Next Invoice Date" has passed despite "Active" status
Hi everyone, We are currently experiencing an issue in Zoho Books where our recurring invoice profiles are not generating invoices/drafts as scheduled. The Problem: As shown in the attached screenshot, the "Next Invoice Date" (Nächstes Rechnungsdatum)#3 Stop Retyping the Same Things
Imagine a store where customers keep walking in and placing different orders throughout the day. The store owner manually enters every product name, price, tax and description while creating invoices. During a busy day at work, the store owner had toRename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited fromCreator List not showing
I've edited a list in creator, but when I open it in the live version the list is completely different. Anyone know why this is happening? Edit Version: Live Version:Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without havingFunctionality based URL to find records due today or in the next week
I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39Automated entries past the current month in a calendar report
Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectlyProblem: New Email Consistently Failing to Sync/Display in Inbox
Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past fewUpcoming Webinar: Landing page optimization strategies you need in 2026
If users are visiting your landing page but not converting, your page is trying to tell you something. The key is knowing what to optimize. Sometimes a landing page doesn’t need a complete redesign. A better CTA, fewer form fields, clearer messaging,Nueva edición de Meetups de Español Zoho Community - Junio 2026
¡Vuelven los Meetups de Español Zoho Community a España! ¿Te gustaría convertir más visitas y clics a tu página web en clientes de tu empresa? Esto es muy sencillo gracias a las soluciones de software de Zoho, como bien sabéis. Y es por ello que estamosHow to make the birthday date field available without the year?
Hello, I wonder if I can have the date of birthday field without the year. A lot of people dont like to say the year they were born.Marketing Tip #33: Build trust with behind-the-scenes content
Customers are more likely to trust a brand when they can see the people, process, and care behind it. Behind-the-scenes content adds that human layer to your business. It shows that there’s a real team behind the store packing orders, checking quality,Marketing Tip #9: Track your traffic sources
Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your topRemove ####,####.## Placeholder from Number & Decimal Fields in Zoho Creator
Just wanted to share a small UI workaround I used in Zoho Creator. By default, Number and Decimal fields show placeholders like: ####,####.## Sometimes this doesn’t look clean, especially for read-only calculated fields in custom UI designs. I was ableDefault ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible basedAdding a custom formula field from sub-forms
I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-formCustom Buttons & Links Now Supported in Portals
We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiterMastering Zia Match Scores | Let's Talk Recruit
Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistantNew feature: Usage dashboard in Zoho Sign
Hello! Zoho Sign's new usage dashboard lets organization administrators monitor product adoption across teams, identify unused plan features, and view the environmental impact of every envelope. The dashboard includes six panels: Envelopes sent, FeatureIntroducing the New Zoho Assist Quick Support Plugin
We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. ThisAccount Reconciliation via API
I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile anEdit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24When will Zoho Trident come to Linux?
It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?普段使っているAI、Zohoと繋げてもっと便利にしませんか？【Zoho MCP】
みなさんこんにちは、ゾーホージャパンの岸本です。 ChatGPTなどのAI、普段から使っていますか？ 最近は「AIを使う」だけでなく、 普段利用している業務ツールとAIを繋げて活用するケースが増えてきています。 そこで6月のコミュニティイベントでは、Zoho社員セッションでZoho MCPを取り上げようと思います。 【Zoho MCPって？】 Zoho MCPは、AIとSaaSアプリケーションを連携するための仕組みです。 ----------- MCPプロトコルをサポートしているLLM（一例）：Zoho Commerce and Third-party shipping (MachShip) API integration
We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input toNeed help to evaluate if Commerce is good for me
Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). Allアナリティクスで商談中のパイプライン(ステージ）の件数比較
アナリティクスで商談中のパイプライン(ステージ）の件数を前週と前々週で比較したい。前々週の件数が更新することで変動してしまう。対象方法をご教授ください。Zoho Commerce + MCP + Claude
Hi everyone, I wanted to share a really impressive experience I had with Zoho Commerce + MCP + Claude. I created an MCP server using Zoho MCP Server and connected my Claude instance to my store built with Zoho Commerce. For safety, I enabled only productUK payroll entries
Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seemsauto add as member the contact owner
is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?Get Files Associated to Data Template via API
I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templatesZoho Book - Banking Module - Cash Credit account
I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account butHow to change column headings in pivot table?
Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, TiemenRemove Zoho Header from Portals
I have a portal page with custom domain. But when I print directly from a webpage, the Zoho CRM header shows. It kind of kills the branding aspect. Is there a way to get rid of this?Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße AleksPlease design a better spam filter
Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixelHost not reachable when sending
For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail pleaseNext Page