Zoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,Zoho PSA
Zoho does not have a good way of handling complex billing for professional service firms like engineering, IT or legal. The PSA functions I outline would also be useful in Service Desk Plus MSP. The settings in books, desk and projects all do some formZoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. ButtonCRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho RecruitConverting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insightLazy loading images
Hello team, I've noticed that Zoho sites has the capability to lazy load images. Can someone please instruct me on how to select this? Thanks LTrigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?GMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMSZoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.Zoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care ofEffect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know whatRestrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use theZoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populateddowngrade zoho one
sir, we want to downgrade zoho one and we want to shift our data to standalone zoho books and zoho inventory. is it possible to do so as our renewal is due nowImport secondary email Zoho One
Hi, I need to add a secondary email in Zoho One but massively, I´m trying to export all active users, add secondary email manually and import it again in Zoho One. I assign all fields from the attachement to the user attributes in Zoho One and press nextList Pruning
When it comes to email lists, quality is much better than quantity. On most systems it's easy to find and delete users who either haven't engaged for x days/weeks or haven't opened the last (insert number) emails. And yet, this latter functionality isRequest assignment rules
Merhaba, Zoho One kullanıyoruz. İstek atama kuralları 5 ile sınırlıdır. Bunu arttırmak için ne yapmalıyız? İyi günler.Make the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually
The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensingI want to cancel the service and I want a refund
Hello, I want to cancel the plan, they have just charged me the monthly amount but I will no longer use it this month, please I would like to know what steps I should take to cancel and receive the refund corresponding to this month, since I am not goingUsing blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. -A Potential moves to the nextUrgent: dimensions of images
Is there a Help section on dimensions of images used in a Zoho Sites template? I need to replace practically every image, but have no clue about their dimensionsWhat is the Org Account?
Trying to integrate with Cliq, I'm getting this message. As always (and with good reason!) I fear that this is a one-way and has drawbacks on my current workflow/capabilities/features and other. What is the Org Admin and why would only the Org Admin theWebsite hosted on Zoho Sites very slow and unsearchable on Google
Hello. In the past two months we were working on a website on Zoho Sites. We moved from Squarespace where everything worked perfectly but I just wanted more Zoho Apps integration so that was the reason we decided to move. At first we had problems withHow do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? ThanksIs it possible to change incoming call ringtone in zoho cliq ?
Can we have a option in zoho cliq to change the ringtone of the incoming calls because currently there is a default ringtone setup for everyone in the office premises and there is no option in zoho cliq to change it . So Is there any future plan to addWhich module best for venue event management business
Good afternoon, For our venue event management business including catering we are trying to determine the right module to support our business operations. I have been looking into several modules such as: - Backstage - Bookings - Event Management - MeetingRecruiter's Assessments - Weighting
The candidate assessments are really helpful, as you can add question types, weightings and specificy whether a qualifying question etc. I need this same functionality within the recruiter's assessments too. I have a bunch of essential and desirable requirementsuse the contents of a note in an email template
Dear readers, I would like to add the contents of a note inside a mail template I can send automatically with zoho Recruit. The use case is as follows: 1. A candidate is submitted to a client 2. the client rejects the candidate 3. The status of the candidateFake Subscriptions?
Given that Zoho Commerce can't sell subscriptions, I'd like to know if we can create non-inventory items for subscriptions, and then once the buyer checks out, somehow capture that event and create an actual Zoho Subscription using API's. In effect fakingMeeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks fromZoho recruit not parsing linkedIn jobs
We have set up our resume parser and resume inbox. It works for our career site and Indeed but when we post a job on LinkedIn and add the job mail provided for us it always fails to parse, giving the error parser failed. Please we will need assistanceCan i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?Addition charge for zoho recruit
We have asked for only 4 accounts in the past for staffing version of zoho recruit. I see it is charged for 12 users. Can you please correct ? Now we would like it to be reduced only to one account and that should be for admin accountInterview invites automatically sending
We arrange interviews for our clients and track them within Recruit. We don't send interview confirmations via Recruit because we can't add external interviewers. When I save the interview, it asks if we want to send a confirmation... we click Do NotIs ZohoOne capable of sharing documents / files with external non-team members?
Hello, I'm a new user to ZohoOne and I want to know if there is an element with it that allows me to share documents or audio files with my clients, who are not part of my ZohoOne account. Is there a way for me to have a collection of files that externalBackorders
When have over 100 suppliers and 10,000 inventory items. Therefore when we key a sales order multiple suppliers will be used. 1. Our issue is we cannot use the backorder function as it literally places the whole order on hold. The purchase order doesHow to add more than one contact at a time.
I'm looking to send a form to an existing customers which will enable them to register up to five members of their staff for some training. There is already a CRM Deal, Account and Contact. This form needs to be sent to the customer so that they canNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
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 Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Zoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoLog360 Cloud is now integrated with Zoho One!
Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to ZohoZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way
Most Discussed Topics
Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingQuery Regarding our Partnership between AIC-JKLU and Zoho
Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,Windows Device Authentication
We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, itZoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?
Zoho Developer Community
Zoho Subscriptions Resources
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
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
Top Contributors
Appelles Immanuel
Ashwinth Shekar
Ram Freedman
Robert
Dhanush Kumar V