Zoho CRM Plus in 2023: Let's rewind
Hey everyone,
There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024!
(Psst! We are also turning 10—yay!)
This year, CRM Plus had a lot of wonderful updates, taking more steps to make the customer experience easy for your business. Let's review them, shall we?
Understanding the customer journey with Path Finder
Path Finder in CRM helps you understand the various customer touchpoints in your business. This gives you a fair idea of how customers approach your business, and how they complete the entire journey. With this insight, businesses can modify their various processes, ensuring a positive customer experience and reduce customer churn.
Read more: Path Finder - An overview
Send SMS notifications to your customers
Your CRM now comes with a built-in option to send out SMS notifications to your customers. There are various scenarios where notifying customers comes in handy. It could be about an event, when an item is purchased, reminders about payment due dates, and so on.
Read more: SMS notifications in CRM
Automate using Actions by Zoho Flow
In workflow rules, any action that has to be done outside the CRM ideally involves setting up a custom integration. With Actions by Zoho Flow, you can set up any action to be executed automatically with Zoho and other third-party applications that can be integrated using Zoho Flow.
Read more: Actions by Zoho Flow
Use Campaigns's SMS gateway to send SMS campaigns
The Campaigns module in CRM Plus comes with our in-house SMS gateway which lets you send SMS campaigns in India, the USA, and Canada. This makes it easy to manage email and SMS campaigns in the same module.
Read more: SMS Campaigns
Convert messages into tickets
Prospects and customers reach out to your business through various messaging platforms like Messenger, WhatsApp, Line, Telegram, and so on. This form of communication is also one of the most popular channels customers use to share their issues, hoping for a swift resolution. With the Instant Messaging module in Desk, agents in your business can easily converse with customers and convert their messages to tickets to address the issues in detail.
Read more: Convert messages to tickets
Send outbound messages via WhatsApp
Desk in CRM Plus lets you create HSM (Highly Structured Message) template messages to send to your contacts via WhatsApp. This lets you proactively reach out and engage your audience with ease.
Interact via Facebook Messenger
The Instant Messaging module lets you connect your Facebook profile and continue your conversations with a Facebook user right from Desk in CRM Plus.
Read more: Integrating Facebook Messenger with Desk
Inbox in Social: One place for all interactions
Inbox lets you manage all your social media interactions, such as comments, replies, reviews, messages, questions, dark comments, and so on across various social media channels. You can track and assign them to your team members manually or automatically from Social.
Read more: Inbox in Social
Create Facebook reels, Instagram stories, and posts on Mastodon
Social in CRM Plus extended support to publishing reels on Facebook, stories on Instagram, and posts directly on Mastodon. You can also get in-depth analytics on the performance of these posts across all channels.
Read more: Facebook reels, Instagram Stories, and posts on Mastodon
Updates to Zia
Our AI assistant, Zia, has a lot of features to help make things easy for your business.
Zia can suggest the best users to assign to a particular lead and intelligently score the lead to help your sales team prioritize tasks. She can also suggest the next best experience for your lead or contact, understand the sentiment, or suggest a suitable subject line for emails.
With Zia's generative AI capabilities powered by OpenAI, she can help you draft emails in CRM, explore more about a field, draft support tickets, generate a summary of a live interaction, compose posts on social media, and more.
Apart from these, we made other new enhancements and updates for CRM Plus. We have a lot more planned for 2024, too!
We would love to hear your thoughts on these updates. Feel free to share your stories on how CRM Plus made things simple for your business.
Cheers to a blessed and happy 2024!
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
Arun Kumar V
Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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
Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlyQuestion about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crmSignature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?Journey Email - Ignored Contacts
I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are notInvolved account types are not applicable when create journals
{ "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":Zoho Books - Include Payment Terms as a Custom View filter
It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would beHow to update changed purchase account of item in invoice
I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust theHelp - Zoho CRM notification on mobile (IOS/Android)
Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps? I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile appZoho Books Idea - Include another field in Bank Details for Address
Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in theReverse 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?a question about the COQL API v8
When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓SuccessZoho Books Idea - Bank Details Button on Banking
Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a buttonJS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code
Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.jsFunction #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sZoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submitRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingTime based workflow without edit/action
Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our OutboundWhat's New - August 2025 | Zoho Backstage
Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep thingsprevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringClient Customer
I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.Add Ability to Use Zoho Finance Tags
For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.Embeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowDataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybePower of Automation :: Automatic removal of project users once the project status is changed.
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reProject Management Bulletin: August, 2025
We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedOffice 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window sayingEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsHow do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieveModifying Three Dot Menu Options
Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable forElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowField Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C andZadarma + 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 makeZoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. IntegrateHow to update Multiple Users field in Quote Module from Deal Module
Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both ModuleAuto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsNext Page