Zoho CRM Community Digest October 2025 | Part 2

Zoho CRM Community Digest October 2025 | Part 2



Hello Everyone!

From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in.


Product Updates:

Zoho CRM Mobile Updates: Android + iOS Enhancements
Both Android and iOS apps get meaningful upgrades this month to make your CRM experience smoother on the go. The Android app now supports Kiosk flows directly in the app and lets you upload up to five files per subform field for richer, multi-document entries. The iOS app introduces a refreshed CRM Homepage for quick insights, mobile-ready Zoho Survey actions, and the same enhanced subform upload capability. Each platform brings its own improvements, so check out the full details in the Android post or the iOS post.

 

Zoho CRM Adds Direct Outlook and Office 365 Integration via Microsoft Graph API

Zoho CRM now supports connecting your Outlook or Office 365 inbox through Microsoft’s Graph API, offering a modern and secure alternative to IMAP and POP. Your email experience works just as smoothly from day one, while the Graph integration sets you up to benefit from enhanced Microsoft 365 capabilities as they continue to evolve. The integration is available for all editions across all DCs. For setup steps and more details, the full post walks you through everything.

Full Automation Control: Workflow & Actions APIs Now in Zoho CRM

Zoho CRM's v8 API suite now includes Workflow and Actions APIs, giving you full control over your automations. You can create, update, reorder, or remove workflow rules, view their configuration, and track how often they trigger and perform. The same control extends to actions, including field updates, emails, tasks, and webhooks, with detailed usage and failure reports to keep everything running smoothly. For the complete breakdown and API list, check out this post.

Capture Anonymous Market Insights with VoC in Zoho CRM

Zoho CRM’s Voice of the Customer can now analyze comments and reviews from people not yet in your contact list, giving you a clearer view of how the wider market perceives your business. You can import feedback from ads, social media, surveys, blogs, partners, and review sites, then use VoC to understand sentiment, spot trends, compare prospects with customers, and anticipate demand. It’s a easy way to bring external conversations into your CX analysis. The full post explains how to map your review module and get started.

Zoho CRM Calendar Gets a Fresh UI

Zoho CRM's Calendar has been completely refreshed to make schedules easier to read, organize, and navigate. Activities now feature clear icons, you can quickly view calendars for specific users or groups, and all-day or ongoing items are grouped in one section. The month view offers cleaner summaries, and week numbers help with planning. The layout makes it easier to see and plan your day at a glance. Check out the post for the full breakdown.


QuickWins:

Access your Favorite Websites Inside Zoho CRM:

@Karan wanted an easy way to view a daily-updated website directly inside Zoho CRM instead of opening it separately. @Sunderjan shared a simple option: create a Web Tab, which lets you load any external site as a tab inside CRM. It works like a built-in shortcut you can open anytime after logging in. Want to set up Web Tabs for your daily sites? Read this post to learn more.


Functions:

Finding the Logged-In User’s CRM ID:

In Deluge, zoho.loginuserid only returns the logged-in user’s email, not their CRM user record ID. @Jacob needed the CRM user record ID but initially only had the login email. @Haiku Support showed an easy way to search the Users module using that email and retrieve the matching user record, which includes the user’s unique record ID. Want to see the exact line of code they used? The full post shares the snippet.


Dev's Corner:

Blueprint Transition Hack: Open External URLs

@Rodger shared a workaround for opening an external URL during a Blueprint transition using the onBeforeMandatoryFormSave event in Client Script, validating required fields before triggering the URL. Since this runs before the actual save, checks must match the Blueprint’s requirements to avoid opening the link too early. @Sunderjan added that using return false can stop the form from saving when needed. Learn more about using Client Scripts to open external URLs in Blueprint flows in the full post.

Fetch Lookup Details Using COQL in Client Scripts

@Jacob wanted to access data from a lookup field returned in a Client Script search, without making a second API call. @Jegan clarified that the recommended way is to use a COQL query, which lets you fetch the parent record and its lookup field details in one call. Selecting the lookup field and its sub-fields in the query provides everything you need in a single response. The full post includes an example COQL query you can explore.

How to Stop Users From Creating Deals for Accounts They Don’t Own

@Jacob wanted his sales team to see all Accounts while preventing them from creating Deals for Accounts they don’t own. The community suggested two main approaches: use a validation rule or a Client Script to check if the logged-in user matches the Account owner and block the save if they don’t. Territory checks can be enforced via the Territories API. Another recommendation was to keep Accounts as public read-only and Deals as private for clean access control. Want to see the exact scripts and options? This post walks through them.



Kaizen:

(Kaizen #212) — Mapping Picklist Dependencies Through Zoho CRM APIs

This Kaizen post explains how picklist dependencies work in Zoho CRM and shows how to fully manage them via APIs—from creating parent–child mappings to retrieving, updating, and deleting them. Using a Support Cases example, it shows how dependencies keep data clean by showing only relevant options, and it walks through the APIs you need, including module metadata, layout metadata, and the map dependency endpoints. It also covers details like subform support, limitations, and tips for ensuring valid values when inserting records. Explore the full post to learn how to setup and manage dependencies step by step.


(Kaizen #213) — Understanding Workflow APIs (Part 1)

This Kaizen post shows how Workflow APIs give teams a complete, organized view of every workflow running inside Zoho CRM. Using Zylker Cloud Services as an example, it demonstrates how to list workflows, inspect their logic, track last runs, and see where automation is concentrated or missing. You'll also learn how to check workflow limits, identify modules with the most rules, and start cleaning up old or duplicate processes. Check out the full post to see how Workflow APIs can streamline your CRM automation.

(Kaizen #214) — Understanding Workflow APIs (Part 2)

This Kaizen post builds on the previous one by showing how the new Workflow Configuration API helps you avoid mistakes when creating or updating workflows through APIs. Rather than guessing which triggers, actions, or related-module events are valid, this API shows exactly what each module supports, what can trigger a workflow, which actions are allowed, where limits apply, and when scheduled actions are permitted. Check out the full post to see how to use this API to work confidently and error-free.

And that’s a wrap for this fortnight’s Zoho CRM Community Digest. Caught something cool we missed? Or have a favorite from this edition?

Drop it in the comments! We’d love to hear from you. We’ll be back in two weeks with more updates and community gems.

Until then, stay tuned!

    • Recent Topics

    • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

      I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Export Tickets from the Help Center

      Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

    • Is it possible to remove filtering options?

      My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

    • Function #18: Associate invoice templates automatically based on customer language

      For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

    • Changing field types

      Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

    • Quote PDF – Header image stopped rendering suddenly

      Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

    • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

      Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

    • Function #48: Manage fixed installment payments using Zoho Books

      Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

    • Spotlight series #6: The Show app for Android TV has a new look!

      Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

    • Can’t create alias “Email alias already exists”

      Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega

    • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

      The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

    • Paging through API results. a major gap in your documentation.

      There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

    • Recurring invoices were generated with old template...

      I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,

    • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

      As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate

    • Tip#47: Estimation planner

      Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the

    • Time Tracking on Iphone doesn't stop

      When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from

    • Zoho Sign - Zoho CRM extension upgrade

      Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's

    • Group by Owner/ Owner Kanban /Group by Custom Field

      Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option

    • Flow using way too many tasks

      I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken

    • Regarding the integration of Apollo.io with Zoho crm.

      I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

    • Start Workflow from Deluge Script

      I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

    • Saved Sections?

      In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?

    • Marketer's Space: Unable to select a sender address? Here's the fix

      Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.

    • Loading Project Balances in ZOHO Books for each project

      Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from

    • Scale up your writing style with content analysis tool in Knowledge Base

      Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,

    • Zoho Books "Update" Trigger for Zapier?

      Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice

    • How to prevent editing of closed tickets in Zoho Desk?

      I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and

    • Zoho Desk Limitations

      Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • how to undoreconciled transaction

      how to undo reconciled transaction

    • Service Title in Service Report Template Builder

      I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot

    • Zoho Sign for Zoho Projects

      Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. Extension

    • Deluge Learning Series – Best Practices in Deluge | December 2025

      We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should follow

    • Associate a Contact to a Campaign using deluge?

      If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think.  I simply want to take a "Contact" and associate it to a "Campaign" using deluge.  Can anyone help? contactId = 5122008000000796037;

    • Add "Groups" above "Users" in the Zoho Forms Left Menu

      Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks Dan

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

    • Next Page