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

    • Revenue Management: #1 What does it mean to "recognize" revenue?

      Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect
    • Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

      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
    • Zoho Forms and ChatGPT - populating a field using AI.

      I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the
    • campo tag para api

      debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas
    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
    • Uploading file as attachment to Zoho CRM

             Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
    • Zia Answer Bot - Create Ticket

      Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,
    • meassure leads phases

      Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example
    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}
    • In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

      In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .
    • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

      In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
    • How to reply to thread via API

      We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies
    • Sending merged mail templates for signatures fail since today

      We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.
    • Feature Request - Make Lead List Larger and Adjustable

      Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the
    • Zoho Projects - Pin Recent Projects

      Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects
    • ZDK Error

      I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}
    • "Disbursing product components in phases, monitoring them, and displaying only the final product."

      i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive
    • Followed Subtasks doesn't show up in the Subtasks Section

      I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to
    • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

      Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces
    • Automate timeout chat tracking with Workflows in SalesIQ

      With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.
    • Mass edit / Mass update products

      Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?
    • Automatic Verification of IMAP Integration Status

      Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"
    • Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

      Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t
    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
    • Zoho AI Translate Task as Rest API

      I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.
    • Is there the possibility to book less than 250 customer portal users?

      If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need
    • Display Parts custom fields in the Work Order

      Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.
    • Unable to edit Saved Estimates

      We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.
    • Translation Blueprint & Picklists with Custom Values

      Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact
    • How to create a custom sales signal?

      I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know
    • Multi-line address lines

      How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
    • Only show products in offers based on lead source

      We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only
    • Narrative 7 - The importance of data sharing

      Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This
    • TrueSync regularly filling up my local disk

      Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
    • How can you re-push non failed submission through the integrations again?

      Hi, I can see there is an option the 'Re-push' failed integration submissions from Zoho Forms. Is there a way to do this for all submissions? We've just re-built an integration so things go into different fields and we would like to re-push everything
    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track
    • Issue with Zoho Projet

      Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project
    • SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

      I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass
    • Published Components

      @zoho team, Checking if we can add a password for the public links as we have non-licensed users
    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
    • Next Page