Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and data teams, even for basic visualizations.

That’s why we’re excited to announce the launch of Zoho Analytics 6.0! This powerful new version brings together business users, data analysts, data engineers, and data scientists on a single platform, making data-driven decision-making easier and more accessible for all. Welcome to a new era of analytics!

Data Connectors and Data Management

New Connectors

We are enhancing our existing portfolio of over 500+ advanced analytics connectors by adding more than 25 connectors to this list. These additions cater to big data platforms and business applications, including Yellowbrick, ClickHouse, Dremio, Oracle Netsuite, Databricks, Monday.com, Airtable, Qualtrics, ClickUp, and several others.


Effectively analyze your data from different business applications by using our pre-built reports and dashboards. Additional features in Zoho Analytics like Sync history, Audit History, and Undo Import allow you to manage all data sources, including the connectors.

Sync History

Get a detailed overview of data synchronization activities using Sync history in Zoho Analytics. It helps administrators monitor the status of each sync easily, as successful syncs are highlighted in green, while failed syncs appear in red, along with reasons for the failure and required actions.
Click here to learn more.

Audit History

Keep a full track of user and system activities using Audit History in Zoho Analytics. it helps you ensure security and resolve issues easily, using the timestamps and details of the administrator responsible for each action.
Click here to learn more.

Undo Import Enterprise Plan

Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Click here to learn more.

Data Pipelines Premium Plan

Set up and create data pipelines to setup powerful transformations on your datasets.  You can create  data pipelines with the no-code visual pipeline builder and perform various transforms on your data like join, append, pivot, and unpivot. 
Click here to learn more.



With Zoho DataPrep license you can also setup end to end ETL (extract, transform and load) pipeline to move data from a variety of applications to Zoho Analytics or other sources.

Multiple Schedule Intervals for Tables

Syncing multiple tables at the same interval, just because they share a source, isn't always optimal. That's why we've introduced flexible scheduling options per connection. Now, each table can have its own unique sync interval, allowing you to better meet its specific requirements.
Click here to learn more.


Stream Data Processing Premium Plan

Now you can use Stream Analytics to analyze the data from live streams. The data can be streamed into Zoho Analytics using API and Google Pub-Sub Push Subscription and can be visualized using Zoho Analytics to get real-time insights.


Data Bucketing

Data bucketing in Zoho Analytics allows you to transform your data into categorical bins, reducing distinct values and simplifying analysis. This feature, now built-in, replaces the need for complex formulas.
Click here to learn more.

Dynamic Image / URL

You can now dynamically associate a URL column with a text column in Zoho Analytics. On associating URL as a link or image, the text column will be either hyperlinked or an image will be displayed alongside the text.
Click here to learn more.

Unified Metrics

Unified Metrics in Zoho Analytics consolidates and standardizes all the metrics (aggregates) from different data sources/tables in a workspace. Now you can promote consistency and avoid duplication of metrics across the tables with ease.
Click here to learn more.

Real-time data sync for Zoho CRM Enterprise Plan

You can now analyze up-to-the-minute CRM data in Zoho Analytics. Zoho CRM users can use the Advanced Analytic connector for Zoho CRM to analyze and visually present real-time data effortlessly.

Dataiku Plug-in

You can now analyze and visualize data in Dataiku ML models using the Zoho Analytics Plugin in Dataiku. Zoho Analytics plugin is now available in Dataiku Plugins page.

Enhancement in Live Connect

Zoho Analytics now allows data sources with Live Connect to be added to workspaces alongside other data sources. Previously, Live Connect sources could not be combined with other data sources in the same workspace.
Click here to learn more.

Visual Analytics

Chart Enhancements

New Chart Types

Zoho Analytics supports 7 new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.

  • Sankey charts Sankey charts are ideal for visualizing data flow between nodes and tracking event movement through connected lines. In Zoho Analytics, you can customize node and link colors, adjusting them individually or globally, and set link colors based on source or target nodes. You can choose a basic Sankey chart for simple flows or an Alluvial Chart for complex, multi-stage flows.
  • Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
  • Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
  • Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
  • Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
  • Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
  • Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.

Interactive Chart Customizations

Experience real-time updates as you customize your chart with the new Chart Settings interface, now available on the right side pane. It provides enhanced customization options with live visual feedback.
Click here to learn more.

Chart Creation as API

Chart creation APIs in Zoho Analytics allow you to programmatically generate various types of charts by customizing data inputs, applying filters, and configuring chart properties. These APIs offer flexibility to create dynamic visual reports directly through code.

Pivot enhancements

Conditional Formatting over other columns in Pivot

This enhancement empowers you to create more dynamic and insightful Pivot Tables by allowing you to apply conditional formatting rules over any column based on the values of another column.
Click here to learn more.

New Conditional Formatting: Color & Icon Bands

Zoho Analytics introduces enhanced Conditional Formatting with Color and Icon Bands in Pivot Tables. This update brings a new level of visual customization, allowing you to highlight critical data points and enhance data comprehension directly within your Pivot Tables.
Click here to learn more.

Data Bars & Waterfall Charts in Pivot

Introducing Data Bars and Waterfall (Bar Range) Charts in pivot tables to analyze complex data sets and highlight key insights directly within your pivot tables. Upgrade your data visualization game with Data Bars and Waterfall Charts in Zoho Analytics. Start transforming your Pivot Tables into powerful storytelling tools today!

Dashboard Enhancements

Add Elements in Dashboard

The Dashboard Designer interface now includes an "Add Elements" section for easily incorporating widgets, text, images, and embedded URLs into your dashboard. Simply drag and drop these elements to add them. The Text element offers enhanced formatting options, while the Image element features a built-in editor for direct image customization.

Enhanced Themes and Background in Dashboard

Want to create stunning dashboards with reports over transparent cards and image as background? Try our new themes and background card effect feature. With wide customization options to improve the visual aesthetics, this helps enhance the clarity of the reports and widgets.

Changing date functions based on Time Slicer

Enhance user interaction on your dashboard by dynamically adjusting the date functions of reports based on the applied Time Slicer. The selected date function and interval in the Time Slicer will automatically update the date functions across all reports within the dashboard.

Customizing the width of Dashboard Designer Area

You can now customize the width of the Dashboard layout to suit your specific design needs.  By setting the desired width, you can also design dashboards that could fit in applications where you are embedding them, ensuring a visually appealing layout.

Widget Enhancements

  • Image support in widgets: Enhance your dashboard’s visual appeal and user engagement by adding custom icons to KPI widgets to convey information at a glance, without lengthy descriptions. You can use the in-built image customization options like changing color, cropping, etc., to cater your needs.
  • Widgets with forecast: Based on your current data trend, get a better understanding of how close you are to your goals by adding forecast value to your widgets.

Export as PPT

You can now export a dashboard as a Microsoft PowerPoint file. The snapshot of each view in the dashboard will be exported as an individual slide.

Copy and Paste Reports in Dashboard

Now you can easily copy and paste the reports in your dashboard from one tab to another.

Interactive Customizations

Global User Filters

Expand the functionality of Global User Filters in your dashboard for deeper analysis with our latest enhancement. You can either select common filters across tabs as global filters or apply the same filter to all tabs when they share the same base data.
Click here to learn more.

Sharing User Filter Presets

You can now share saved user filter presets with other users. Dashboard users can utilize the shared presets or create their own custom presets.

Drill Through

Navigate and view the reports related to the specific data points using the drill through function. You can easily link all the related reports specific to a metric or dimension.
Click here to learn more.

Generative AI Infused Analytics

Diagnostics Insights

Find out the reason 'Why' behind any insight with diagnostic insights. Analyze the key drivers with significant impact and take informed actions based on these insights.


Visual Zia Insights

Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Click here to learn more.

Configurable Insights

Customize the insights generated by Ask Zia to focus on the columns of your choice. This feature provides configurable insights tailored to your selected data.


Complex Queries

Ask Zia in conversation mode can now provide you with results for complex mathematical queries to find correlation and trend strength in your data.
Click here to learn more.


Enhancements in OpenAI Integration

  • Increase the accuracy of your OpenAI results in Ask Zia by using your workspace metadata. This can be done by enabling the OpenAI RAG (Retrieval-Augmented Generation) feature in Organization Settings.
  • You can now use OpenAI in Ask Zia conversation mode to create formulas and make data preparation easier by helping you build complex queries. Type your needs in simple language and get answers instantly.
  • Workspace Admins can also use OpenAI integration in Ask Zia.

Ask Zia Bot in Microsoft Teams

Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot. 
Click here to learn more.

Auto Analyze 2.0

Zoho Analytics offers enhanced control over auto-generated reports and dashboards. You can choose from a list of generated reports and dashboards before adding them, and also select which columns should be auto-analyzed.
Click here to learn more.

Zia Suggestions

Introducing the new Zia Suggestions, where you can receive smart chart recommendations during the creation process. Zia provides tailored chart options based on your data, allowing you to preview and apply them with a single click.
Click here to learn more.

Predictive AI

Anomaly Detection

Anomaly detection allows you to easily identify outliers in your data or metrics. You can now create charts that visually highlight these anomalies for quick attention and action. Zoho Analytics uses advanced machine learning algorithms and statistical models to detect outliers. You can also set data alerts based on anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Click here to learn more.

Influencing Factors in Forecasting (Multi-variate forecasting)

Try our new influencing factors option in forecasting,   that enables you to provide dependent factors for accurate prediction of outcomes. For example, when you forecast a sales metric it will just predict purely based on historical data, but you can get more accurate predictions in forecast by considering influencing (dependent)  factors like marketing spending, sign ups, etc.,
Click here to learn more.

Cluster Analysis Premium Plan

Visualize data grouped as clusters using a variety of ML models (k-mean, k-mode, and k-prototype). Intuitively segment and analyze data groups, for common patterns and affinity.
Click here to learn more.

Data Science & Machine Learning Studio

Auto ML Enterprise Plan

Build custom machine learning models with No-code assistant. Easily train, test, compare, deploy and manage models. Perform feature engineering, parameter tuning and model analysis as you build models.
Click here to learn more.


Code Studio Enterprise Plan

Develop custom models and data transformations using Python code studio. Build them from scratch or import them from other sources. Integrated Python development environment with Zia code suggester for accelerated development.
Click here to learn more.

Platform Extensibility

Linked Workspaces

Linked Workspaces in Zoho Analytics establishes a connection between two distinct workspaces, allowing them to push views from one workspace to another. In this connection, one acts as a primary workspace and the other acts as a child workspace. The views from a primary workspace can be effortlessly pushed to multiple child workspaces with a single click or set to synchronize periodically for automatic updates.

Custom Connector Premium Plan

Build your own data connector for any application using a no-code connector builder. Publish and sell your custom connectors on Zoho Marketplace, if required.

Zoho Flow in Alerts Premium Plan

You can now use Zoho Flow to perform actions in other applications whenever an alert is triggered in Zoho Analytics using Zoho Flow. For example, a ticket can be created in Zendesk based on the alert triggered in Zoho Analytics.

Client SDK

New Javascript based Client SDK to extend & customize the user experience of reports within embedded applications.  You can control interactions like sort, export, user filters, change chart type and other actions with the JS API.

BI Fabric

Create unified BI portals by collating insights from other BI applications such as Tableau and Power BI along with Zoho Analytics. Setup fine-grained access control on the portal for secure access. Unified BI Fabric portal helps in easy access to insights from a centralized portal, breaking the boundaries across BI services. 
Click here to learn more.


Security Enhancements

Zoho Directory

Zoho Analytics integration with Zoho Directory allows administrators to setup single sign-on, Active Directory sync, handle user access management and more.
Click here to learn more.


Access Restriction

Zoho Analytics now offers enhanced security controls to setup fine-grained access restrictions at the workspace level. Apart from the organization level access restriction controls, this new update allows you to setup different restrictions for different workspaces.

IP Restriction

Configure workspace-level IP restrictions for enhanced security and prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Click here to learn more.


Other Updates

UI Enhancements

New Intuitive and User-friendly Interface

Zoho Analytics' new user experience features glass-morphism, offering a modern, translucent design that improves visual clarity. This sleek update makes data visualization more intuitive and user-friendly. 

Right to Left User Interface

Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.

Puvi Font Support

Zoho Analytics now supports Zoho's own font, Puvi. You can try this new font from the Profile tab.

Unused Views in Workspace

Views and tables created in Zoho Analytics may sometimes go unused for extended periods due to reduced relevance. These inactive views and tables are now categorized under the "Unused Views" section at the workspace level, helping you decide whether to maintain or remove them.

Share to Slack

Improve collaboration and increase productivity by integrating Slack and Zoho Analytics.You can now easily share tables, reports, and dashboards to Slack users by this integration.
Click here to learn more.



      • Sticky Posts

      • Tip of the Week - Spot Risky Sales with Conditional Formatting

        In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
      • What’s New in Zoho Analytics – September 2025

        Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
      • Announcing Agentic AI - Ask Zia!

        We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
      • Invitation-Based User Access in Zoho Analytics

        Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security
      • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

        Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

        • Recent Topics

        • Zoho Forms - Improved Sub-Forms

          Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make
        • What's New in Zoho Billing | Q3 2025

          Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed
        • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

          How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
        • WhatsApp Business Calling API

          Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need
        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
        • CRM/Bookings integration edits Contact names

          Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated
        • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

          Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
        • Experience effortless record management in CRM For Everyone with the all-new Grid View!

          Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
        • Connecting two modules - phone number

          Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
        • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

          These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho
        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
        • Auto select option in CRM after Zoho Form merge

          Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown
        • Unable to use Sign "You have entereed some invalid characters"

          Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
        • Default Sorting on Related Lists

          Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
        • Messages not displayed from personal LinkedIn profile

          Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
        • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

          I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query
        • Onboard new users easily with native screen recording in Zoho Projects Plus

          Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their
        • Request to Add Support for PDF Templates and More Flexibility in Email Editor

          Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re
        • Can you stop Custom View Cadences from un-enrolling leads?

          I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
        • Zoho Desk Android and iOS app update: Agent detail overview

          Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings
        • Blog Widget: Show recent blog posts on my homepage

          Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
        • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

          Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated
        • How to iterate through excel data using zoho rpa

          I wanted to iterate or loop through excel data ( datatable). How can i do that
        • Update on the client portal URL for Guest users

          We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here
        • Zoho Commerce

          Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
        • Mass (Pull back) (Close WOs) (Close APs)

          Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
        • Customising Zohidesk portal default widgets

          Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
        • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

          when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
        • Seamless multilingual messaging and tone control in Zia IM Composer

          Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
        • Advanced Deluge help needed with custom function and COQL limits

          I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
        • Tip of the Week - Conditional Formatting Chart

          Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
        • Zoho Learn - AI Translate

          Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 
        • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • Introducing auto-upgrade in Zoho LandingPage

          Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
        • Workdrive comment links stopped working.

          I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
        • How to Bulk-Update Sales Orders in CRM

          Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
        • Zoho ToDo in Cliq

          Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
        • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
        • Next Page