Resources to help
| Webinar recording | Documentation |
Feature Restrictions | Currently available on early-access only for US data center accounts |
Features Role | CommandCenter as a Service uses signals across Zoho services to propel the movement of records through different stages of a business process
|
Note: CommandCenter was introduced as a feature within CRM in 2020. Zoho's CommandCenter is a standalone service that operates across Zoho platforms.
For the sake of clarity, please note that in this post, we will refer to CommandCenter feature in Zoho CRM as "Zoho CRM's CommandCenter", and "CommandCenter as a Service", as "Zoho's CommandCenter"
CommandCenter is powered by signals. Signals are events performed in various arenas of Zoho applications that can be used to trigger the transition of a record to its next state.
Signals serve as the backbone of the CommandCenter builder., Let's understand a little more about them.
When you want to connect various customer touchpoints together, and build your customer journey end-to-end, there are many, touchpoints involved.
Let's consider a real estate business powered by Zoho One end-to-end. .This company uses the following modules for their operations:
- Zoho CRM for client management
- Zoho Finance for bookkeeping
- Zoho Desk to provide support to clients
- Zoho Meeting to setup online sessions with prospective clients
- In their business process, each customer record moves through different stages in each of these services. For example, a lead moves from a "needs assessment" stage to a "needs assessed".
- Here, for the record to move, it must transition through a stage of "assessment" where "type and budget" details are captured. This transition is fuelled by certain actions which we will configure.
- In this example, we will configure the transition based on a trigger that the company brochure is downloaded or that a query is submitted on the website.
Each of the actions of updating these fields serve as a trigger for the movement of one or more record(s). We call these actions, "Signals". At the backend, Signals route the events to multiple destinations. Signals can be setup for several Zoho services, including Zoho CRM. CommandCenter is setup such that any signal can be captured from other Zoho Apps to trigger the movement of a record to its next state.
Default signals - Default signals available in Zoho CRM, Desk, Survey, and Webinar are supported now. Default signals from other Zoho services, and third-party integrations will be supported down the line.
Custom signals - API triggers or custom signals allow your system to use ANY event as your trigger, besides the readily available signals. Custom signals broaden CC's capabilities by allowing transition of records based on custom events that are specific to your business, making your mapped customer journey that much more accurate.
CommandCenter as a service ties together every single touchpoint of a record, mapping the whole customer journey with all its bits and pieces in ONE space. . Right from capturing information and creating leads, to the final stage, anything that can be automated is mapped within CC. Many of us are familiar with Zoho CRM's CommandCenter that runs and manage an entire business-process end-to-end. CRM's CommandCenter not only allows you to map your customer journey across multiple modules in a single space, but also guides and automates every action in a single space. Zoho's CommandCenter isn't an alternative to this, but an avenue to use and tie together your business processes, across multiple Zoho services. It uses triggers to execute different actions through different Zoho apps, at different stages (states) of a customer lifecycle.
The main components of this tool are:
States - The building blocks of a CC flow. They signify the state/stage a record is stationed at that point of the process. In our real estate example, we have many states. Pre-approval, Funds processing, Inspection completion, Loan approval, etc
Transitions - The process initiating the movement of a record to its next state. A "Documents verification in progress", between the "Waiting for approval" and "Documents verified" states.
Triggers - Triggers are our signals that propel the transition of records. Any default or custom signal can be used as a trigger for a transition.
Actions - At every stage, automated actions that are configured such as email alters, field updates, task creation, or any custom action.
Here's a quick overview on how Zoho's CommandCenter adds to the existing automation options.
| | |
Feature | Help automate any set of actions within a module
Automation rules | Mandates certain actions from the user's end (manual) before a record is transitioned. (includes workflow functionalities in actions)
Internal process application tool |
| During the document verification process, we need to automate the "Document submitted" field in the Contact page, based on a rule that a Webform is filled. | Business process steps that can be included in Blueprint. Collateral Assessment| Documentation Check| Document first release| Legal Verification | Release of loan | Loan closure/rejection (based on approval/denial) |
| Comparison 3 - Zoho CRM's CommandCenter | Comparison 4 - Zoho's CommandCenter |
Feature | Allows the entire business process from your CRM to be created end-to-end, within a single space across modules
Cross-module online journey orchestration tool in Zoho CRM | Builds an online replica of your business process with the various entries of the records and signals across all Zoho services in ONE space Cross-Zoho online replica of a business process |
Use Case achievable | All the steps under Comparison 2. Additionally, we will be able to map the following steps of our business process in CRM. Pre-approval | Manual approval | Document verification | Loan rejected | Address verified | Loan rejected (if address proof is not submitted) | Loan approved | Funds processing initiated | Loan sanctioned | Loan closed | Loan settled | Overdue (in case of payment failure) | Overdue proceedings in due | Overdue proceedings settled (After legal proceedings are initiated) | All the steps under Comparison 3. Additionally, it will be able to include the following signals as triggers
- Filling of a customized survey used during home inspection process
- Booking of slots using Zoho Meeting to schedule a call with the realtor to understand requirements
- During the loan process, closing of customers' tickets created on Zoho Desk is used as a trigger to fully end their purchase |
What's new with Zoho's CommandCenter
- Advanced reporting for CommandCenter allows for tracking and measuring customer journeys, noting and rectifying pain points as the journey progresses.The new Pivot Charts in reports is noteworthy.
- Unifies data across multiple apps, but also for multiple orgs across each application.
- Custom signals or API triggers to flexibly trigger a transition based on any event from other Zoho services.
Note - We've enabled CommandCenter early-access to our EA community. Do try it out, let us know what you think as comments to this post. We request that you post any issues you face, feedback and suggestions for improvements, and what you like about it. Our CommandCenter team is all ears and will love to join in on the discussion.
Access it at commandcenter.zoho.com
Pricing details - CommandCenter will be included in Zoho One when it is ready for public launch. It will be charged based on a Fair Usage Policy, where the base free limits will vary based on the number of users purchased. Post this, they will be charged for additional usage. We'll let you know the exact limits and pricing details closer to the public launch date
Pricing | Free edition | Enterprise Edition (post free usage) |
Transitions | 300/day | |
Actions | 250/day | |
Journeys | 3 | $5/journey/month (bonus of 1 free user) |
Users | 3 | |
Recent Topics
Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup
Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
Get Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
Zoho Projects - Q2 Updates | 2025
Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
FSM setup
So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
Upcoming Updates to the Employees Module in Zoho Payroll (US)
We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
Possible to Turn Off Automatic Notifications for Approvals?
Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
ZOHO Creator subform link
Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
Allow Resource to Accept or Reject an Appointment
I have heard that this can be done, is there any documentation on how?
Create new Account with contact
Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
How To Insert Data into Zoho CRM Organization
Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
Where can I get Equation Editor por Zoho Writer?
I need to use Math Formulas in my document. Thank you.
Filtering repport for portal users
Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
BUTTONS SHOWN AS AN ICON ON A REPORT
Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
Will zoho thrive be integrated with Zoho Books?
title
Product Updates in Zoho Workplace applications | August 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
Want to use Zoho Books in Switzerland. CHF support planned?
Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
Celebrating Connections with Zoho Desk
September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
Adding Overlays to Live Stream
Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error
I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here. After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted. I have no clue how to fix it at this point. Any insight would be lovely.
Zoho Flow - Update record in Trackvia
Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users
Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
Rename Record Summary PDF in SendMail task
So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q
in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
Estimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
Optional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
Important Update : Zendesk Sell announced End of Life
Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,
Zoho Sheets
Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.
Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques
La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement
Top Bar Shifting issue still not fixed yet
I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
Power of Automation:: Automate the process of updating project status based on a specific task status.
Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
Billing Management: #3 Billing Unbilled Charges Periodically
We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
No bank feeds from First National Bank South Africa since 12 September
I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
Citation Problem
I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was
Failing to generate Access and Refresh Token
Hello. I have two problems: First one when generating Access and Refresh Token I get this response: As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
Zeptomail 136.143.188.150 blocked by SpamCop
Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
Next Page