Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Kaizen #253 : Custom Validation for Blueprint to Enforce Mandatory File Uploads and File Extension Compliance Using Client Script
Welcome to another exciting Kaizen post on Client Script! Have you ever wanted more control over what gets uploaded to a File or Image field in Zoho CRM, like restricting file types, validating file names, or showing a custom error before an inappropriate
CRM Developer Update: Mandatory field behavior changes in Zoho CRM APIs
We are planning a few updates to Zoho CRM APIs that are expected to be rolled out by the end of October 2026. These changes are not live yet. We are sharing this early so developers and partners can review the impact and prepare in advance. What is changing?
Metadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
Kaizen #252 - Managing Data Sharing Rules using APIs
Hey everyone! Welcome to another Kaizen week! Data Sharing Rules are one of those CRM features that are usually configured during implementation and then left untouched for months, or even years. For small teams with a simple reporting structure, managing
Problem with currency field in Zoho CRM
Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
List of Mail Merge Templates via Deluge
Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs
Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions
Kaizen #250: Introducing write-enabled Queries: Auto-populating lookup fields during Kiosk-driven Blueprint transitions
Hello Everyone, Welcome back to an exceptional edition of the Kaizen series! Today marks Kaizen #250, an exciting milestone in our journey of exploring, learning, and building with Zoho CRM. Over the past 249 editions, we've covered a wide range of features,
Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants
Account Duplication Control in Zoho CRM
The Goal Prevent users from creating duplicate Account records in Zoho CRM. Accounts should be sourced from ERP and synced into Zoho—no. Allow to create Accounts if they don't exist in our ERP. What I've Implemented removed Account creation permissions
Zoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when
Client Script actions on related list change
Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automatically
Kaizen 249: Build an AI Room Recommendation Assistant with CRM Widgets, Catalyst, and Zia Agent
Welcome to another week of Kaizen! This Kaizen post is inspired in part by Zoho CRM’s hospitality use-case article, which presents a broader AI-powered CRM approach for guest personalization and hotel operations. That use case spans additional scenarios
Blueprint Transition Task Not Being Created or Displayed
We have configured a Blueprint transition that is associated with Tasks. During the transition, we enter all the required task details, proceed to the next step, and save the record successfully. However, the task is not being created or displayed anywhere
Zoho CRM Deal API returning null pipeline in case of default pipeline
Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM
Kaizen #248 : Real-Time Stock Visibility from a Third-Party System with Filtering Support Using SlyteUI
Hello everyone! Welcome to another exciting Kaizen post! In this edition, we'll explore how to use Queries in SlyteUI to build a real-time stock visibility component that fetches product stock information from a third-party system, displays it in a Custom
Mass Update of Product Unit Prices in Price Books
I would love to know how I can maintain my Price Books in Zoho CRM. Is there a way to mass upload and mass update products? Is it possible to have a separate Zoho Sheet for each Price Book? or a unique and filtering the specific one?
Kaizen #247 - Historical Deduplication using COQL API, Merge Records API and Functions
Welcome to another Kaizen week! Duplicate records are a common problem in growing CRM databases. The same person fills out a web form, attends a trade show, and gets manually added by a rep. Three records, same email, slightly different data each time.
Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
Kaizen #246 - Incoming Lead Email Intent Detection using Zia Assistant API in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how Zia detects positive intent from incoming emails in the Leads module using the Zia Assistant API along with Workflow Rules and Custom Functions in Zoho CRM. Use Case Problem
Associate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis
OAuth 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'
Kaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts
Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, Zoho
Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I
Zoho CRM JS Widget User Reporting To returns "null"
In Zoho CRM JS Widgets, the get users API shows the following: I would expect "Reporting_To" to show the user they report to based off the hierarchy in the roles. Is there any other way using APIs to find out who a user reports to? End goal is to create
Kaizen #243: Export Timeline Data from Zoho CRM Deals
Hello everyone! Welcome to another week of Kaizen. When you are working with a CRM record, you need to know what changed, who changed it, and when. That is what the Timeline of a Record API in Zoho CRM achieves. The Timeline of a Record API provides a
Feature Request — Allow updating Status / Bounced_Time / Bounce_Reason on emails created via actions/associate_email (v8)
Summary Emails created through the v8 POST /{module}/{record}/actions/associate_email endpoint are returned by View Email with "editable": false and reject every update method (PUT, PATCH) with INVALID_REQUEST_METHOD. There is no way via the public API
Introducing SlyteUI : From Idea to a Working Interface in Minutes
SlyteUI is now live across all DCs as of 4th May 2026! Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming
Kaizen #241: Automating Deal risk escalation using Workflow APIs, Connected Workflows, and Functions
Hello everyone! Welcome to another Kaizen week. In many organizations, sales teams work in Zoho CRM, finance teams manage invoices in Zoho Books, and support teams handle customer issues in Zoho Desk. Now consider this scenario: A sales representative
Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type
ZDK.Client.showConfirmation() and showAlert() silently fail on Boolean/checkbox field onChange - anyone else?
Hi community, I've been trying to show a message pop-up when a checkbox field is ticked. I'm using the onChange event on the Opporutnities create page. function onChange(value) { if (value === true) { ZDK.Client.showMessage( "Note: Message goes here.",
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to detect negative sentiment in notes added to a deal in Zoho CRM using the Zia Assistant API with Workflow and Custom Functions. Introduction Sales teams capture every
Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Kaizen #239 - Audit Log Monitoring with Proactive Alerts
Hello, CRM Wizards! Welcome to a fresh week of Kaizen. In this post, we will look at how to track system and user activity in your CRM using audit logs and broadcast actionable alerts across the organization when something goes wrong. Business Problem
Schedule Timeout 5 minutes vs. stated 15 minutes
I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
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