Community Digest Enero 2025 - Todas las novedades en Español Zoho Community

Community Digest Enero 2025 - Todas las novedades en Español Zoho Community



¡Hola, Español Zoho Community! 

Año nuevo, misma energía. Arrancamos este 2025 con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos de Zoho!

Echemos un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos planeado:

  1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!
  2. Casos de Uso: Descubre nuevos usos que otras empresas han dado a tus Zoho Apps
  3. ¡Zoholics vuelve en 2025! Apúntate la fecha de la mayor convención de usuarios de Zoho
  4. Zoho Social: Usar ChatGPT con Apps de Zoho 
  5. Zoho CRM: Resumen de las novedades más destacadas que se lanzaron en 2024. ¡No te las pierdas! 
  6. Zoho CRM: Cómo agregar el impuesto de cotizaciones de manera automática 
  7. Zoho CRM y Zoho Creator: Establecer la conexión entre ambas Apps de Zoho
  8. Zoho CRM y Zoho Flow: Crear una tarea con recordatorio en Zoho CRM desde Zoho Flow

1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!

En estos Meetups tendrás la oportunidad de formarte en persona de nuestro equipo local de soporte en español. ¿Preparado para aprender sobre algunas increíbles funcionalidades de tu Zoho CRM y Zoho Desk? ¡Haz click aquí para no perderte esta formación gratuita!


2. Casos de Uso: Descubre nuevos usos que otras empresas han dado a tus Zoho Apps

Nos encanta compartir cómo otros usuarios de Zoho utilizan nuestras aplicaciones. De esta manera, podréis inspiraros con nuevas ideas y sacar el máximo provecho a vuestras suscripciones. Recientemente, entrevistamos a Fermax, Clínicum, ZKTeco, Surus-Escrapalia y Accept sobre su uso de diferentes Apps de Zoho. Podéis encontrar estas entrevistas completas aquí


3. ¡Zoholics vuelve en 2025! Apúntate la fecha de la mayor convención de usuarios de Zoho

Zoholics es la mayor convención de usuarios de Zoho, donde nos reunimos con nuestros usuarios cara a cara para ayudaros a comprender mejor nuestros productos. Durante los días 2 y 3 de octubre tendrás la oportunidad de conocer más de los productos y servicios de Zoho, así como las últimas tendencias y prácticas empresariales. Está diseñada para ayudar a nuestros usuarios a comprender cómo las aplicaciones únicas de Zoho pueden ayudar a que sus negocio avance un paso más. ¿Por qué deberías asistir? ¡Te lo contamos aquí


4. Zoho Social: Usar ChatGPT con Apps de Zoho 

En este hilo, analizaremos si, además de contar con una suscripción a ChatGPT Plus, es necesario comprar créditos adicionales para poder utilizar ChatGPT dentro de la plataforma Zoho Social. Nuestro experto en Zoho explica aquí en detalle cómo funciona la integración y si existen costos adicionales asociados a su uso.


5. Zoho CRM: Resumen de las novedades más destacadas que se lanzaron en 2024. ¡No te las pierdas! 

En este post, presentamos un resumen de las actualizaciones más destacadas de Zoho CRM de los últimos meses de 2024, que ya están disponibles para disfrutar en vuestras cuentas de Zoho CRM. Cada trimestre publicaremos un detalle completo de todas las novedades, incluyendo instrucciones y capturas de pantalla, para facilitar su implementación. ¡Explorar las últimas funcionalidades de Zoho CRM aquí!


6. Zoho CRM: Cómo agregar el impuesto de cotizaciones de manera automática 

Muchos de vosotros os preguntáis cómo configurar Zoho CRM para que las cotizaciones se generen automáticamente con los impuestos incluidos. No te pierdas este hilo sobre cómo realizar los ajustes correctos.


7. Zoho CRM y Zoho Creator: Establecer la conexión entre ambas Apps de Zoho

En el siguiente caso, la consulta está relacionada con un problema relacionado con la creación de registros en Zoho CRM a través de Zoho Creator. Aunque se revisaron y eliminaron los campos obligatorios en Zoho CRM, al ejecutar el programa se presenta un mensaje de error. Lee las posibles opciones aquí


8. Zoho CRM y Zoho Flow: Crear una tarea con recordatorio en Zoho CRM desde Zoho Flow

En el foro también encontramos una conversación sobre cómo crear una tarea en Zoho CRM desde Zoho Flow. Aunque se ha logrado realizar la tarea, no se ha conseguido agregar un recordatorio, ya que no se sabe cómo escribir el string adecuado. ¿Te gustaría saber cómo resolverlo? ¡Lo tienes aquí!

Encuesta: ¿Qué te gustaría ver en este foro?

Estamos trabajando para traeros los temas y artículos que más os interesen a la Español Zoho Community, y tú nos puedes ayudar a determinar el contenido haciendo esta encuesta para usuarios de Zoho. ¡Gracias!

¡Nos vemos el próximo mes!

Beatriz Moya | Zoho España

Marketing Specialist



      • Recent Topics

      • SAP Business One(B1) integration is now live in Zoho Flow

        We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
      • 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.
      • Showing the map along with mileage expense

        When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
      • Import MSG to Yandex Mail Account | Fast & Reliable Solution

        If you are facing problem to import MSG files to Yandex Mail account can be challenging if done manually, especially when handling multiple files. A reliable solution is using the MacGater Mac MSG Converter, which simplifies the entire process with accuracy
      • Copy all reports in a folder

        I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)
      • OpenURL working Intermittently

        Never had this issue before, everything was working fine up to a few days ago. We have a buttons on reports to open forms with pre-filled fields. Now, there are instances where it will throw and error and gives no feedback. What is really strange is not
      • Trigger workflows from SLA escalations in Zoho Desk?

        Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
      • Zoho Recruit mailserver get blocked by Microsoft!

        Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
      • Calculate Hours Minutes Sec in Zoho Creator Using Deluge

        check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();
      • Build Smarter Apps with AI in Zoho Creator

        Build Smarter Apps with AI in Zoho Creator This is truly the era of AI, and businesses that adapt now will lead tomorrow. Zoho is already moving ahead in this direction, continuously evolving its platform with powerful AI capabilities. With Zoho Creator,
      • Zia Dashboard Insights : turn your dashboard into decisions

        When you look at a chart or KPI in a dashboard, you would possibly see something like: Revenue: $2.4M ↓ 18% vs last month. It can be a positive growth or a negative one, or a dip in revenue, a spike in deals, a slowdown in renewals—all you usually see
      • Tickets without registration

        Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
      • Zoho Desk Answer Bot vs. Zia Agents – Knowledge Base & Ticket Access

        Hi everyone, I’m currently evaluating AI options in Zoho Desk and ran into some limitations with the Answer Bot: Answer Bot limitations Only uses Knowledge Base articles No access to tickets Limited control over sources: Either one Help Center or all
      • Como estruturar automações eficientes no Zoho Creator

        Como estruturar automações eficientes no Zoho Creator Introdução No contexto de aplicações empresariais, automação não é apenas uma conveniência, é um fator crítico para ganho de produtividade, redução de erros e escalabilidade operacional. O Zoho Creator
      • Changing the status of a work-order

        Is there a way to change the status of a work-order?
      • Online Payment Fees

        We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
      • What is a realistic turnaround time for account review for ZeptoMail?

        On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
      • Zia Agents in Zoho CRM: a better way to set up digital employees

        Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
      • Bank Feeds

        Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working
      • Logged out

        Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea
      • Zoho API

        I have little experience with API. I'm trying to get a Custom API working with Zoho creator. I have created a Custom API and created an Endpoint URL, but i get a 9400 error code "The provided HTTP method is not valid for this custom API". Based off the
      • #157127950

        Where did my initial question go?
      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

        I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure that
      • Zoho Forms API

        Is there any way to get all form entry list using API? Looking forward to hear from you
      • Zoho Projects : Task should auto-update to 'In Progress' if timer started

        Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
      • Laatste facturen en betalingen niet zichtbaar in mijn account

        Wij gebruiken ZOHO invoice al jaren, maar sinds afgelopen week is mijn laatst verzonden factuur niet zichtbaar in mijn account, en tevens de laatst betaalde facturen zie ik niet. Hoe kan dit? Ik heb de pagina al diverse keren gerefreshed.
      • Undelivered Mail uncategorized-bounce errors when sending invoices

        Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
      • Option to Delete Chats in IM

        Currently, there is no option to delete any chats in IM, regardless of their source.
      • Can I import MSG files into Microsoft 365 without Outlook?

        Yes, absolutely. You do not need Outlook installed to import MSG files into Microsoft 365. Aryson MSG file Converter is a dedicated tool that eliminates the Outlook dependency entirely, making the migration process simple and efficient for all users.
      • Feature Request - A Way To Search Item Groups

        Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
      • Zoho Books/Inventory - Update Marketplace Sales Order via API

        Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
      • Ticket id issues

        When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.
      • Advanced email configuration - agent's name vs. department name

        We currently have all four Advanced Configuration options turned ON at the Global-level (Channels > Email > Advanced Configuration) - including the "Show Agent name in Ticket replies and outgoing emails" option. We also had that same option turned ON
      • Add Bounced as an Email Action / Notification for Bounced Emails

        This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the
      • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

        Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
      • not able to convert pdf to jpg and other forms and vice versa.

        i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
      • What’s New in Zoho Analytics - March 2026

        Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements
      • Zoho People > Performance Management > Appraisal cycle

        Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
      • SalesIQ Tip for Admins: Guide Operators in Real-time Without Interrupting the Chat

        Consider this. You're a supervisor and you're looking through the active conversations. An associate is mid-chat with a high-value prospect. The prospect asks something unexpected, maybe about a tailor-made subscription plan or a bulk discount that’s
      • Next Page