Rebrand your CRM with the all-new custom domain mapping setup

Rebrand your CRM with the all-new custom domain mapping setup


UPDATES TO THIS FEATURE! 
  1. 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 
  2. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. 

Hello everyone!

We are elated to announce that Zoho CRM now supports custom domain mapping. This is a game changer as this potentially allows every organization to rebrand their CRM system and align it with the domain name of their business. 



Why custom domains
When a business markets itself under a particular brand name but runs its operations on multiple third-party solutions from various vendors, this disconnect poses a challenge, often from a marketing, and credibility standpoint.

For example, assume that Zylker Travels markets its services on its website www.zylkertravels.com but uses a different vendor, say Zoho CRM for optimization of sales and customer portal. So, while Zylker's website, blogs and newsletters are all hosted on ZylkerTravels.com, their customers and travel agents get redirected to "Zoho", a visibly different third party portal when they attempt to log into follow up on their travel requests. As a result,
  • from an internal operations perspective, Zylker may find that their users do not feel close to the brand, which it turn may affect product adoption rates.
  • From customers' perspective, the redirection to a different brand's portal may discourage customers from continuing their relationships with their brand, because of credibility concerns.
Therefore, as a solution to this disconnect in brand names, Zoho CRM now supports custom domain mapping.

With this capability you are effectively able to enjoy the best of both worlds—that is the efficiency of the Zoho CRM system, packaged and served under your company's brand name.

A few examples of custom domain mapping
With custom domain mapping you can,
  • rebrand your CRM system in alignment with the domain name of your business
  • increase credibility for your brand among customers, and promote CRM adoption among your users by using your own domain name instead of Zoho's brand name.
  • minimize credibility-related challenges by avoiding mention of third party vendors' names in your essential business applications.
Here are some quick examples of how custom domain mapping could help organizations in different domains — Travel, Healthcare, Education etc.

How does custom domain mapping work in Zoho CRM?

Custom domain mapping in Zoho CRM is a 3-step process.

Step 1: Choose the desired environment
In Setup > General > Company Details > Domain Mapping, first choose the desired environment.
Domain mapping is available for live Production CRM setup, Sandbox and Portals.

Step 2: Add Domain
This is a key step in this configuration process.

In this step, you need to perform two actions simultaneously— one step in the CRM and the other step in the DNS Management page in your domain provider's website. These two actions are required to connect the services together and create a link.
  • Action 1: Map your domain with Zoho CRM in your DNS registry.
  • Action 2: Provide the domain URL in a structure: subdomain.domain.com.
Action 1: Map your domain with Zoho CRM in your DNS registry.
Here, you need to map your domain with Zoho CRM in your vendor's domain management page. For example, if you are rebranding your CRM for your sales department and wish to have "Sales" as your subdomain, you need to provide a few details as mentioned in this step.

Go to your domain provider's website (domain providers vary for each user) and do the following:
  • Create CNAME type
  • Provide the name of the subdomain.
  • Provide Target or "Point to value" as applicable.
  • Click Save.
Note that these two actions are required and need to be performed one after the other in order to complete adding the domain.

Action 2: Provide the domain URL in a structure: subdomain.domain.com.

In order to add your domain in Zoho CRM, you need to provide the domain URL in the structure: <subdomain.domain.com>.

For example, in the case of crm.zoho.com, "crm" is a sub-domain or a classification of the parent domain called "Zoho". Now, in place of crm.zoho.com, you can choose to have a URL of your own. Example, if a company called Zylker wishes to have a subdomain for their sales department, they could use a desired URL say, sales.zylker.com.


Note:
The changes after adding/updating the entries (adding CName record or updating existing record) in the DNS management page usually takes a few minutes for the domain to get propagated across the servers (Based on DNS providers). Until then, an error that the domain name as invalid will be displayed, because from the application's end, we don't have the hold to validate that the domain is getting propagated. Kindly factor in this wait time as required.

Step 3: Link and Verify
After adding the domain in your CRM organization, it is time to verify to ensure security in the connection. To verify and complete the configuration, you need to perform two actions:
— Action 1: In the DNS Management page, link the TXT name and value from CRM
— Action 2: In CRM, Verify the mapping.


Action 1: In the DNS Management page, link the TXT name and value from CRM
Go to your domain provider's website (domain providers vary for each user) and do the following:
  • Create TXT type.
  • Copy the TXT Name, which is an alphanumeric code, from CRM and enter it here.
  • Provide TXT value as crm.cs.zohohost.com
Action 2: In CRM, Verify the mapping.
Once you have pasted the TXT Name and value, go back to the Domain Mapping settings in CRM and click Verify.

This will ensure domain ownership and upon adding, the connection will be established after security verification and generation of SSL certificate from Zoho. This certificate will be provided within three business days from the day of verification.

Once your SSL certification is generated and the domain security is verified, your custom domain will be active and you can access the same from Setup > General > Company Details > Domain Mapping.
Points to note:
  1. Edition availability: Custom domain mapping is available for organizations in Enterprise and Ultimate editions of CRM. It is not available yet for CRMPlus and Zoho One.
  2. Limits: You can configure up to three domains for each environment (CRM, Sandbox and Portals). Only one domain per environment can be active at a time.
  3. Who can configure Domains: Domain mapping configuration will be available only for admins and super admin and this too only in CRM (Live production) environment.


      • Recent Topics

      • Unable to Edit Pick-List Items in Custom Project Field(s)

        I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,

      • Function #8: Add additional charges to invoices

        Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

      • جمود في الصفحة عند حفظ عمل

        عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

      • Button or Links order

        Is there a way to re-order the buttons or links that are created?

      • Zoho Desk Time Tracking and the Salary Privacy Issue

        Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

      • How to Delete, Disable, or Remove Streams from the Mail App?

        Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

      • Delay in MX updates

        Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

      • Bigin iOS and macOS app update: Link email messages to pipeline records.

        Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

      • make.com integration

        Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

      • Article Numbers for KB articles

        Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

      • Applying a record template

        Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their

      • Cancel and refund

        Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

      • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

        Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

      • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

        Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

      • File Encryption - Zoho Desk iOS app update

        Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

      • Data encryption - Zoho Desk iOS

        Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

      • Notify Admin when a user forgets to check-in or check-out at the designated time.

        Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

      • Assistance Needed with Prospect Conversion Issue

        Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

      • Agents permission per department

        Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

      • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

        Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping

      • Sending merged mail templates for signatures fail since today

        We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

      • Currency transition

        We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

      • Mail Merge - unable to send more than 50 email

        Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

      • Issue with Zoho Projet

        Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Feature Request: Improve Category Page Sorting for "Out of Stock" Products

        Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

      • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

        Why should you attend? Limited Period Offer Get additional free passes with every general pass you purchase, a valuable opportunity for teams aiming to enhance your analytics expertise. Secure your spots today! This year, Zoholics Europe 2025 is putting

      • How do you get a counter signature after a form has been submitted?

        I would like to be able to get a signature on a form that has already been submitted. Is it possible? Currently when I try and get a signature after the form has been submitted i get an error saying "the field no longer available" .

      • Issue when downloading a Mail Merged Zoho Writer Document as .docx

        Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.

      • Alternative / optional Position

        How do you create an alternative position or an optional position (article) in offers?

      • Any solution for getting portal users list in deluge or in widget

        Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal

      • UK payroll entries

        Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

      • Closing Accounting Periods - Invoice/Posting dates

        Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

      • Invoice status on write-off is "Paid" - how do I change this to "Written off"

        HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

      • Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

        Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge

      • Communicating with emojis

        On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

      • Zoho Live Chat/Support

        What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still

      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

      • Still client need to download .exe?

        Hello, the client for use zoho assist need everytime download .exe file and launch it?

      • Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

        Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission

      • Next Page