Next Level - Turn this product into an Adobe Experience Manager Competitor

• Topic Participants

• LaVerne Cox

• Aravind Jaishankar

  

• Nagaraj S

  

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• how to use validation rules in subform

  Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

• Adding contact role to a specific deal js sdk malfunctioning

  i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",

• Q3 Updates from Bigin!

  Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business

• Client Script | Update - Introducing Subform Events and Actions

  Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

• {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

  Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);

• Converting Sales Order to Invoice via API; Problem with decimal places tax

  We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

• Zoho Canvas - Custom templates for related lists

  Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

• Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

  Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

• open word file in zoho writer desktop version

  "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

• Zoho PDF editor has a lot of issues.

  Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

• Syncing contacts on Android

  I'm using the Zoho mail app on Android and although I can see my contacts from within the app, they're not synced to my native contact list and so I can't access them from within the native dialer. Is there any way that I can sync my contacts into my native address book? Regards, Martin

• Zohom mail

  Plz resolve the problem . I hope u understand .

• Zoho sheet desktop version

  Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

• ZOHO SHEETS

  Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

• Using Zoho Flow to create sales orders from won deal in Zoho CRM

  Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

• Is Zoho Sheet available for Linux ?

  Is Zoho Sheet available for Linux ?

• Bharat

  a

• how to disable staff selection Zoho Booking integrated to SalesIQ?

  currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

• Zoho Bookings No Sync with Outlook

  Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

• End Date in Zoho Bookings

  When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

• Custom confirmation message

  How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

• Issue showing too many consultations in my workspace link.

  Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

• Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

  I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

• unblock e-mail

  please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

• Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

  My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

• How to Install Zoho Workdrive Desktop Sync for Ubuntu?

  Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

• How to upload own video?

  How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

• Support new line in CRM Multiline text field display in Zoho Deluge

  Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

• Announcing new features in Trident for Windows (v.1.32.5.0)

  Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

• How to render either thumbnail_url or preview_url or preview_data_url

  I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

• Zoho CRM Calendar | Custom Buttons

  I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

• Create Lead Button in Zoho CRM Dashboard

  Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

• Searching customer field

  Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Outgoing blocked: Unusual activity detected.

  Hello i can't send email from g.morris@adm-part.com mail, can you please help me.

• Zoho CRM Tracking Google Enhanced Conversions

  Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

• Billing Management: #5 Usage Billing

  After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Inventory Adjustments

  Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

• Zoho CRM Community Digest - August 2025 | Part 1

  Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

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