What's new on Zoho Marketplace for April 2021

What's new on Zoho Marketplace for April 2021



Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in April 2021.


CallerDesk for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk)
CallerDesk is a cloud telephony platform that allows you to track employees' incoming and outgoing calls, and lets your team members add notes, follow-up actions, and customer feedback. Get deep agent analytics with the advance agent break module and live login timer. Learn more 


Bybrand for Zoho CRM 
Create uniform email communication with customers in minutes using powerful HTML signatures. Standardize your sales team's email signatures and boost your brand reputation with modern and professional designs. Learn more 


GoToConnect Additional Resources for Zoho CRM 
Do more from Zoho with the option to create satisfaction surveys on your phone and receive results directly in Zoho and add features that can help Zoho CRM + GoToConnect users increase the results potential of the tools used. Learn more 


Leaflet for Zoho CRM 
Leaflet’s Zoho CRM integration enables organizations to take all or part of the document that drives deals and publish them for document creation. Draft whole agreements in minutes without leaving Zoho CRM and capture key terms and metadata automatically for analytics and reporting. Learn more 


Ship Station Order Management for Zoho CRM 
Maintain your orders, products, and customers in Zoho CRM using Ship Station extension for Zoho CRM. Synce order to the Sales order module in Zoho CRM, and order-related referential entities such as Customers and Products are created as Contacts and Products respectively in Zoho CRM. Learn more 


B2Brain for Zoho CRM
Engage your prospects with unique insights about their business. No more searching on Google and wading through irrelevant results. Get intel on your target accounts, talking points, and recommended leads, all within your Zoho account and contact records. Learn more 


Purchase Frequency for Zoho CRM
Purchase Frequency for Zoho CRM gives your sales and marketing teams the data they need to follow up with a prospect or customer at the exact right time. Generate graphs with key sales trends for a customer and ensure timely and effective follow-ups. Learn more 


Bag A Chat for Zoho CRM 
Integrate Whatsapp with Zoho CRM using Bag-A-Chat. Start sending and receiving WhatsApp messages to customers directly from Zoho CRM. Learn more 


WooCommerce for Zoho Desk
Automatically create support tickets in Zoho Desk for every WooCommerce order, support agents can easily track customers and their order information without leaving Zoho Desk. Learn more 


Zoho WorkDrive For Zoho Mail 
Access and manage all of your files right alongside your emails by integrating Zoho WorkDrive with Zoho Mail. Choose files from WorkDrive extensions to automatically attach them to the email being composed and more. Learn more 


Itilite travel for Zoho Expense 
Make hassle-free travel bookings for all your employees with itilite and see these travel expenses added automatically in Zoho Expense. Track all spends (including travel) at a company level and always be audit-ready. Learn more 


Feather Icons For Zoho Show
Zoho Show is a cloud-based presentation tool that lets you create, collaborate on, and present beautiful stories. With the Feather Icons add-on, communicate more with vectors while making your content more interactive and interesting. Learn more


CandidateZip for Zoho Recruit
Add candidates to your Zoho Recruit panel directly by adding resume files. Minimize the manual effort involved in extracting data from resumes and speed up the recruitment process. Learn more


Training Provider CRM
Training Provider CRM is specifically created for the needs of trainers on Zoho CRM. Capture leads from a variety of sources, like websites, landing pages, email, phone, and chat. Manage courses and training batches for each course and more. Learn more


CRM4 Realtor 
CRM4 Realtor is a custom app built using Zoho Creator to help real estate agencies automate their  buisness processes. Register the deals and contracts of the agency, reflect commissions of agents and referrals, generate invoices, and export/send invoices in PDF. Learn more


CRM4 Freight Forwarder v2.0 
A comprehensive CRM for freight forwarders created using Zoho Creator. Capture and track leads, then turn them into customers through email marketing campaigns, social media posts, SMS, and cold calls. Learn more


QCare (Available for IN DC only)
Blood Bank Management is an application intended to help blood banks digitally maintain their blood stock details and donor lists. Store all your data over the cloud and access it from anywhere for quick updates. Learn more

Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace

Here's an archive of all the releases from previous months, in case you've missed any: New on Zoho Marketplace



      • Sticky Posts

      • What's new on Zoho Marketplace

        You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

        • Recent Topics

        • Blueprint: multi-select lookup field not available in the criteria option

          I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition
        • Apply Credit Note Automatically

          We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
        • Workflow for "Expenses" module?

          Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
        • Record Template - Conditionally printing sections

          Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.
        • User can choose the PDF report

          Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?
        • Query table pull last 12 months

          I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)
        • PLEASE FIX Search options and consider a Global seach option

          A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....
        • Customize your calendar based on personal preferences

          Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options
        • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

          When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
        • Show iFrame of related List inside of Blueprint Transition

          Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?
        • Lookup Fields not Converting

          I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There
        • 2024: A Year of Transformation with Zoho Forms

          As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
        • Stop selling out of stock Items.

          Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 
        • Bigin API Token Request ("invalid_client")

          Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
        • Customer Happiness not clickable when using API

          Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
        • Send To Zoho Sign not Showing

          The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?
        • How to Get An Image's URL once it's uploaded to library?

          I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac
        • 【Zoho CRM】インポート機能のアップデート:既存データへのタグ追加が可能に!

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます: 個別タグ付け:少数のデータを手動でタグ付け 自動化:特定のタイミングで繰り返しタグ付け 一括更新:インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。
        • Link to Desk tickets

          Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports?  We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!
        • Bluerprints: How to connect the created record back?

          I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
        • Populate a Related List Item based on a Stage

          I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that
        • Being able to draw inside a module ?

          I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he
        • 2 serial numbers for 1 item (Mac address and Serial number)

          There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers
        • Holidays

          Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we
        • Delete a department or category

          How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
        • Remove or hide default views

          I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
        • Analytics Module: Can you move items from one dashboard to another?

          Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
        • Copy Widget to another Dashboard

          I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
        • Is there a way to print the dashboard?

          I would like the capability of printing the dashboard - is that possible?
        • Custom Deal Name in Lead Conversion Mapping

          I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
        • Introducing Record Summary: smarter insights at your fingertips

          Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify
        • Suppress "spreadsheet will not be saved" message on published sheet

          I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet
        • Missing "Email Authentication" tab

          Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that
        • Show item Cost value on Item screen

          The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
        • Zoho Analytics to Zoho Sheets - automatic update?

          Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
        • Integration with Moodle

          Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
        • How to Record Loan with interest

          I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 
        • Task status - completed - other options

          I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
        • Task module and related-to field

          In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
        • Add Lookup Field in Tasks Module

          Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
        • Next Page