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

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



¡Hola, Español Zoho Community! 

Febrero ha estado cargado de novedades y mejoras en las aplicaciones de Zoho. Seguimos ampliando nuestra comunidad con eventos y recursos que os ayudarán a sacar el máximo partido a vuestras suscripciones de Zoho. Descubramos juntos lo más destacado de este último mes y todo lo que os espera en las próximas semanas:

  1. Meetups Marzo 2025: ¡No te pierdas esta formación gratuita en Barcelona, Madrid y Valencia!
  2. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ
  3. ¡Entradas para Zoholics 2025 ya a la venta! Apúntate la fecha de la mayor convención de usuarios de Zoho
  4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault
  5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas
  6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 
  7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics
  8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

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. Zoho Sales IQ: Soporte para múltiples cuentas de WhatsApp Business (WABA) ya disponible en SalesIQ

Consolida los chats de varias marcas en una única interfaz fácil de manejar. La compatibilidad Multi WABA de SalesIQ con las cuentas de WhatsApp Business ofrece plantillas, números de teléfono y ajustes personalizados. Esta actualización está diseñada para simplificar tus operaciones y mejorar la interacción con los clientes en tus distintos negocios. Puedes ver las diferencias clave entre el soporte anterior para una sola WABA, sus limitaciones y cómo el nuevo soporte para múltiples WABA transforma la gestión de marcas para hacerla más efectiva aquí. 


3. ¡Entradas para Zoholics 2025 ya a la venta! 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 mostramos aquí! 


4. Zoho Workplace refuerza su seguridad con la incorporación de Zoho Vault

Zoho Vault ahora forma parte de Zoho Workplace, ofreciendo una gestión avanzada de contraseñas para reforzar la seguridad sin perder simplicidad y eficiencia. La versión Standard de Zoho Vault está incluida sin costo en tu suscripción a Zoho Workplace. Con esta integración, las organizaciones pueden colaborar de manera segura y proteger su información confidencial dentro del ecosistema de Zoho Workplace. Descubre cómo utilizar esta actualización en este artículo. 


5. Zoho Recruit: Presentamos la funcionalidad Evaluación Justa para Entrevistas 

Mejora la transparencia y elimina los prejuicios en tu proceso de selección con la nueva Evaluación Justa para entrevistas Además, la integración actualizada con Zoho People te permite sincronizar los detalles de la oferta en Recruit, ayudando a que tus equipos de selección y RRHH se mantengan alineados en todo momento. ¡Descubre su funcionamiento aquí!


6. Ya disponible: Estudio sobre Salud Digital en Europa 2024 de Zoho 

El Estudio sobre Salud Digital en Europa de Zoho analiza la salud digital de las empresas en cinco mercados europeos: Alemania, España, Francia, Países Bajos y Reino Unido. Además, califica a las empresas encuestadas en función de sus prácticas de transformación digital. Así pues, ¿qué salud digital tienen las empresas en tu país y qué aspectos son importantes para mejorarla? No te pierdas este estudio.


7. Actualización importante: Verificación obligatoria del dominio de correo electrónico para usuarios de Zoho Analytics

Actúa ahora para mejorar la seguridad y fiabilidad de tus notificaciones por email de Analytics. Sigue esta guía paso a paso para completar el proceso obligatorio de verificación del dominio de correo electrónico. 


8. Te contamos cómo aprovechar la IA en tu estrategia de marketing 2025

En este blog, exploraremos cómo la IA puede mejorar tu estrategia de marketing en 2025, analizaremos su uso en situaciones reales y veremos cómo las herramientas avanzadas de IA de Zoho pueden integrarse en tus esfuerzos de marketing.

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

        • 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

        • Addin Support in Zoho Sheet

          Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

        • 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 add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm

        • 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,

        • 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,

        • zoho click, and nord VPN

          Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

        • Connecting Portals from different Zoho apps

          Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

        • 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 - Aug 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

        • Please make it easier to Pause syncing

          right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

        • How to create a Zoho CRM report with 2 child modules

          Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

        • SalesIQとPageSenseの利用について

          初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

        • How to integrate Zoho Forms with Zoho CRM on Standard Plan

          Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want

        • Export PDF File Name

          Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

        • How to change the from address from 'no reply' for an email template in CRM

          Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options

        • Zoho CRM Client Script - SetCriteria in lookup Field

          Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

        • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

          Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your

        • Zoho Reports Duplicating Entries

          I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

        • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

          As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

        • Notes Issues

          Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

        • Export from Contacts module to Products module in Zoho CRM

          Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want

        • Can’t receive emailI c

          I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me

        • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

          Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”

        • Next Page