Times prepopulating in Date/Time field on deal records
Support tells me that there is no workaround to having the time auto-fill on a date/time field in our deal records -- that is HUGELY inconvenient and creates massive opportunity for error. Our deals involve several parts over various days/times, none
Calendar Booking - Related Deal
Is it possible to automatically associate a Calendar Booking with an existing Deal in Zoho CRM? We're trying to use the native Calendar Booking feature. Our goal is to send a booking link to a customer from an existing Deal record, so that when the customer
Approval Process configuration is now more flexible and fully customizable
Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements
Kaizen #268: Using Zoho MCP to Build and Configure Zoho CRM Cadences
Hi everyone! Welcome back to the Kaizen series! In the previous Kaizen posts, Kaizen #265 and Kaizen #266, we explored how Zoho MCP can be used to work with Zoho CRM records, retrieve metadata, customize CRM, configure automation, and even coordinate
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Unable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging
Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp Business
Zoho CRM calendar merge with outlook
Hi Zoho team! I did the steps for syncing the zoho CRM calendar with outlook. Everything works well as long as the user creates meetings inside the newly created Zoho CRM calendar in outlook, but I need a way to also display the meetings which are received
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Set connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
Is there a way to make Reason For Loss field mandatory at Closed Lost stage?
Hi guys, Reason For Loss system picklist appears on Verify Details page but it is not mandatory so as a result, AEs tend to omit it (leave at default value -None-). Is there a way to make it mandatory at Closed Lost? I tried layout rule but this field
How to resubscribe to email after using unsubscribe link in Zoho
I was testing the unsubscribe link feature from our contacts module in ZohoCRM and I sent my personal email a version of an email template with the default embedded unsubscribe link to see if it would utilize the "Email Opt Out" field to track un-subscription.
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Cant' find the CRM plug in for outlook
I want to be able to tag emails that I have received into accounts. But I can't find the plug in for out look in the other apps section. Where can I download it from?
Problems with Zoho CRM Microsoft Outlook Plug-In (Add-On)
I am having problems with the Zoho CRM Microsoft Outlook Plug-In. I was able to install and setup the Plug-In correctly I believe in Microsoft Outlook, but contacts are now being created in Zoho CRM when an email is sent from MS Outlook. A contact is created and appears under Contacts in Zoho CRM but no other information is populated in the fields; for instance only the name is there (for instance "rfairley" ) which matches the beginning of their email address; but no phone numbers. Also, other
zoho for outlook
it would be woderfull to be able to add an email to a case, just as it is possible to add an email to a potential Vincent
Mail Addon issue
Hi, I am trying to make the mail add on feature work without clutter. The issues is that all emails from the contact are being listed in every opportunity that contact is involved in/ linked to. I want to filter out the emails that are not relevant to the opportunity. It is ok to have all the mails of a contact under in the contact module. But under the opportunity it shall show only the relevant emails. Is there a way i could do this? Atleast if I could manually assign or amend the listed emails
ChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth
A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Ability to translate Zoho CRM Kiosks
Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Files in Teamspaces: keep your team's documents where the work happens
Release Note: This feature is available for all accounts across all DCs Hello Everyone, A Teamspace is built around a specific team and a shared objective, and it holds the modules and projects that team works with every day. The document that team depends
Script to access a CBPX file from zoho crm
Hello everyone, I'm planning to write a script in Python or Java in Zoho CRM functions, to access a CBPX file. Is it possible to write this script in the dev console of Zoho? What are the best practices to do this ? Would you have references in the Zoho
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
Launch agents from more custom button locations and attach files in Ask Zia
Hello all, Your agents now meet your team where the work happens. You can add agents to custom buttons in list views, create and edit pages, and related lists, so users launch them without leaving the page they’re on. What’s new Agents in more custom
Phone system to integrate with Zoho CRM
I am looking for phone software that would allow my agency to do the following within Zoho CRM: Make calls from zoho Track calls and notes Leave pre-recorded messages after reaching voicemail of lead Only 2 members, so need company who will allow just
Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,
time tracking on zoho crm cases
Is there a time tracking feature in zoho crm cases? I need calculate time spent in calls, tasks and events Thanks in Advance
Deal Activity Tracking - By Time
Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I
Enhancement Request: Preserve Canceled Zoho Bookings Meetings in CRM
I recently worked with Zoho Support on ticket 170383788 regarding what happens in Zoho CRM when an appointment is canceled in Zoho Bookings. Support confirmed that the current behavior is intentional: when a Bookings appointment is canceled, the corresponding
Staff Tracking in
Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH
Report: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead record
Creating a Stop Start Timer for Custom Moduel
Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Timesheets from Deals
Hi Guys, new Zoho One customer here with only a few employees. I run a small software company and currently our small number of employees are creating manual timesheets in excel. There is a column for a job number (that relates to a Zoho Deal) and they just put in the time taken to perform the work. As an example, they might spend 1 hour running some barcodes for a particular client (and deal). Then they may do a support all for another client and that takes 2 hours (This client would have a yearly
Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Next Page