Kaizen 208 - Answering your Questions | Functions, AI and Extensions

Kaizen 208 - Answering your Questions | Functions, AI and Extensions




Hello Developers!

Welcome back to a fresh week of Kaizen!

We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM.

1. Default value in parameter, also instant return must capable to do in deluge and also capable to use closure in deluge function.

Based on the query, we are assuming that by default value, the user is referring to using
placeholder values during testing or debugging. In Deluge, such defaults are provided at the browser level. 


For instant returns and closure, we need a few more details to give you the right guidance. We recommend reaching out to our support team with additional context so they can assist you further.

2. Please provide asynchronous script support or at least an option to increase the timeout limit for heavy processes.
Please increase the file size limit for invokeUrl tasks or introduce a more robust file streaming capability.

Based on overall runtime statistics, most functions complete within 5 minutes of runtime. Assuming your requirement involves longer-running processes, we recommend using Circuits or Schedules to handle such cases effectively.

Regarding file size limits for invokeUrl tasks, we assume your use case requires
handling larger payloads. In this case, we need more details to evaluate and provide a suitable solution, so we recommend reaching out to Zoho CRM Support.

3. I will be happy if I will can search on the Function list if some filed is exist on a function.
So if I change the API name I will be easy update the fields.

We understand that your use case is about quickly identifying functions that reference a particular field, especially when API names are updated. At the moment, this support is not directly available.

We are working on a feature revamp that will allow you to assign tags to functions for quicker access. For example, you’ll be able to tag functions with relevant keywords and then create custom views based on those keywords to easily locate them.

We have planned to roll out the feature revamp by early 2026.

4. I would love to hear more about Zoho CRM and its connection/setup/integration with AI and some use cases on how to currently improve business processes within the Deals Pipelines, and Sales.

We understand your interest in learning more about how Zoho CRM can connect with AI to improve business processes. Refer to this Smart Prompt help document to configure Zia and Open AI within Zoho CRM. 

We have also recently introduced several AI-driven capabilities in Zoho CRM to help you work smarter and faster. These include workflow creation to automate routine tasks, record summaries for quick insights, image-to-canvas to seamlessly convert visuals into Canvas, and AI-assisted email creation for more effective communication.

Check out Zia’s Next Best Experience help page to understand how to effectively use Zia to enhance your business processes with real-time use cases. 

These features are being rolled out across all data centers in a phased manner.

5. Bulk Data Enrichment: Script-based enrichment from services like Clearbit or internal ERPs.

As of now, bulk data enrichment is not natively supported in Zoho CRM. If you could share more details about your requirements with our support team, we will be glad to suggest a suitable workaround for your use case.

However, we offer a pre-built Clearbit extension that lets you quickly configure data enrichment without any need to write any scripts.

Install the Extension

1. Log in to your Zoho CRM account.

2. Navigate to Setup > Marketplace > All.

3. In the All Extensions tab, search for Clearbit Extension for Zoho CRM and click Install.

4. Agree to the terms and conditions, then click Install.


5. A pop-up will appear asking you to Choose Users/Profiles. Select who can enrich data, and click Confirm to install the extension.


6. You’ll then be prompted to enter your Clearbit account API key. This key allows Zoho CRM to fetch data from Clearbit and update your records. 

Enter the key and click Save.



7. Next, choose the modules where you want data enrichment. The extension currently supports Leads, Contacts, and Accounts.


You can change these configurations anytime by clicking Settings in the extension detail page.


You can also access the settings from Extensions list view as shown here. 


Enrich your Data

The extension pulls enriched data from Clearbit using the email address on the record. Once installed, a business card will automatically appear on the record’s detail view page.

Notes
Note: The email field is mandatory for data enrichment.



To update your CRM fields with Clearbit data:

1. Click Add to CRM at the top-right corner of the business card.

2. A field mapping iframe will open, where you can map Clearbit fields to your CRM fields.



3. After mapping, click Update to add the details to the record.  

We hope we answered your questions and you found this useful. For the queries we mentioned that we require more details and if we assumed it the other way around, please reach out to us at support@zohocrm.com.

We would be happy to connect and help you! 

Cheers!

--------------------------------------------------------------------------------------------------

Idea
Previous Post: Kaizen 207 - Advanced Queries using COQL API | Kaizen Directory: Home

      • Recent Topics

      • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

        Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

      • Zoho CRM IP Addresses to Whitelist

        We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

      • Alias Name (on items) use case in Zoho inventory

        Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

      • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

        I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

      • Send e-mail with attachments

        Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

      • How to I get checkboxes on a subform to update via deluge

        Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

      • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

        Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

      • CRM Related list table in Zoho analytics

        In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

      • Account in Quick View Filter

        I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

      • Add Webhook Response Module to Zoho Flow

        Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

      • Your bot just got smarter: AI-Powered routing that reads between the lines

        What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

      • Tips & tricks: Make SalesIQ automations work for you

        Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

      • Zoho Analytics & SQL Server - Live connect

        Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Good news! Calendar in Zoho CRM gets a face lift

        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

      • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • Zoho Projects - Task Owner filter at Project level

        Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

      • How to display Motivator components in Zoho CRM home page ?

        Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

      • Cadences

        I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

      • Zoho Books-Accounting on the Go Series!

        Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • Would be really awesome to have Created Time and Modified Time showing for custom functions list

        It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

      • What's New in Zoho Analytics - October 2025

        Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

      • Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

      • Payments made notification

        This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

      • Ability to add VAT to Retainer Invoices

        Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

      • Multi-Page Forms in Zoho Creator!

        Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

      • ZOHO DESK link with Power BI

        HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

      • URLs being masked despite disabling tracking

        Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

      • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

        Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

      • Set to Review for all

        We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

      • Dashboard Autorefesh

        Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

      • Alerts for mentions in comments

        We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

      • Deferred/ Unearned revenue

        Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

      • Report Hover Setting

        Would be great if we will able to show information to the user while hovering a record in a report.

      • Bigin Android app update: Zoho Books integration

        Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

      • Agent assignment filter?

        Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

      • Next Page