Zoho Connect | Product Updates

Zoho Connect | Product Updates

At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect.

Live Broadcast

Whether it's a company event, or an AMA (Ask me anything) with management, Connect makes it easy to stream it live to 10 employees or 10,000. Sessions can also be recorded so members of your team can access them anytime.

Note: Although the Live Broadcast feature is part of Connect's Ultimate Edition, users subscribed to other plans can still purchase it as an add-on.


Personal Dashboard

To each their own. This is the principle behind personal dashboards in Zoho Connect's internal networks. While the main dashboard acts as a bulletin board for the entire organization, individual users can now configure their own dashboards by using an array of widgets to create a personalized information architecture. Each user can only create one dashboard for themselves.




 

​Save posts as drafts

Never worry about losing your content again! Start typing your post and save it as a draft anytime so you can work on it later.

 

Integration with Zoom

With the new Zoom integration for Zoho Connect, users can conveniently schedule and join meetings directly from Connect. This integration enables teams to leverage the features of Zoom for their online meetings without leaving the Zoho Connect environment.

 

Voice notes

Give your thoughts a voice by sharing them as audio notes within posts and comments.

 

Permission-based user roles for Groups

Previously, as part of the Ultimate Edition, we introduced user-based custom roles to manage activities at the organizational level. Now, you can use the custom roles you've created to assign permissions within a Group. For example, if the network admin has created the role of 'Trainer', Group admins can now assign the role to their users for specific activities.

Please note that only users who are part of the Group will have the permissions assigned to them.


Panel for recent updates

Get the latest news on everything that's happening with Connect, from new features to upcoming webinars and more—without leaving the app.


Try out these features and share your feedback in the comments or reach out to us at support@zohoconnect.com.

We are always grateful for your continued support.

Thanks,

The Zoho Connect Team



      • Sticky Posts

      • Zoho Connect | Product Updates

        At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect. Live Broadcast Whether it's a company event,

      • Zoho Connect | Quarterly product updates | Q1

        Dear customers! Hope you are all doing well. In the past few months, we've added new features and updates to provide you with the best user experience possible. And here's a quick rundown of features we released from Jan 2023 to April 2023. 1. Starter

        • Recent Topics

        • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

          Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

        • Centralized Organization Information Management in Zoho One

          Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires

        • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

          Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

        • Ability to Filter Alias Mailboxes in Zoho Recruit

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

        • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

          As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

        • Reusable Jira Connection for Multiple Zoho Projects Imports

          Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for

        • Zoho invoice doesn't support Arabic language

          I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

        • Recurring Invoice Placeholder Not Updating Billing Period

          Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based

        • Related list Mobile Device

          Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

        • Can't update the company address in zoho invoice

          Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.

        • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

          We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.

        • 【Zoho CRM】作業リスト機能リリースのお知らせ

          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」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能　概要 機能①　自分の未完了の活動 機能②　処理待ち 機能③　自分の作業リスト 作業リスト機能　概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。

        • 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。

        • Zohomail - The "All Messages" vs "In Box"

          Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

        • Parent-Child Tickets using API or Deluge

          Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

        • Closing connected ticket after closing WA conversation

          Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still

        • Note sync turn off

          Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)

        • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

          I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

        • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

          Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

        • 2025 in Review: Powering Field Services Forward—One Feature at a Time

          As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams

        • Syncing with Google calendar, Tasks and Events

          Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • FOLDER DISAPPEARED

          Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

        • Zoho Tracking Image location

          So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

        • New to automation - please help

          Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

        • Unable to Create Zoho Booking via the Book Appointment API

          Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

        • Task Details on task template

          When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?

        • Building Toppings #3 -Testing and publishing Bigin toppings

          Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate

        • markdown files?

          How can I import a markdown file into a note?

        • Mail to Zoho Notebook

          In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please

        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

        • Growth You can Count On: Zoho Billing's 2025 Journey

          As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise

        • Need help with creating workflow with Bigin and Clickup

          Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social

        • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

          Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

        • Create / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?

          I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, add

        • Plans to allow more columns of monitoring, and monitoring not only your own channels?

          Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the social

        • Next Page