Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other apps. Since Zoho One doesn’t allow the same email address to be used under different Zoho One accounts, having each organization under a different account does not seem like the best option. Additionally, the organizations sometimes have to work together (using tasks, sharing files, editing documents, signing documents) so it would be helpful to have them under the same account for easy viewing of different CRMs and easy communication/project management across the organizations. What I would like to do is set up multiple CRMs (1 for each organization) under 1 Zoho One plan so the users that work on more than 1 CRM can easily switch between the CRMs. I also would like to use Zoho Connect for communication within organizations and between the organizations. For each organization, Zoho Connect would serve two purposes 1. for the organization’s members to interact with each other, see and join events, learn (hopefully integrating Zoho Learn) and work (using tasks) in groups, stay up to date with what is happening with the organization, etc. and 2. to communicate and work (using tasks, sharing files, editing documents, signing documents) between the different organization to complete administrative projects/work that needs to be done for the larger company. So, I would like to use our Zoho One account and add multiple CRMs for our different organizations to the account. Then, I would like the different organizations to have a private group in Zoho Connect where they can work collaboratively as mentioned above. Question #1: Is it possible to do this and integrate Zoho CRM tasks from each organization's CRM into Zoho Connect tasks in that private group? Question #2: Is this the most efficient way to handle this? I thought about using Zoho Cliq for the collaborative work between the organizations, but I want to limit the amount of apps users need to learn. Question #3: Please also note that each organization has a separate bank account, has different social media channels, has different members subscribed to their membership service, run different email and SMS campaigns, have different websites needing chat functionality and performance enhancement, have shared and different course content, and sometimes run separate events. How does that all work with Zoho Books, Zoho Social, Zoho Subscriptions, Zoho Campaigns, Zoho SalesIQ, Zoho PageSense, Zoho Learn, and Zoho Backstage? Can those apps also have different organization segments like CRM can in Zoho One? Would all the organizations need to purchase each of those apps separately and somehow use Zoho flow to get them to integrate with their respective CRMs? Please advise on the most efficient way to handle this. Questions #4: Will one Zoho Voice account work across all 6 CRMs for voice calls and SMS communication?
Recent Topics
Import Quote from CRM into document in Writer?
Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?
Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
Can I convert MSG to HTML on Mac?
Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,
Duplicate Leads Notification Help!
Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn
Adding Calendar Display to Home Page
I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this. Is it possible to display the CRM Calendar on the Home Page?
Schedule a Call by Date and Time when a specific lead status is selected
Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?
Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and
Duplicate Leads Concerns with Round Robin and Lead Approval Process
It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,
Private email threads
When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the
SLA Notification
Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?
Map: Output None
Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in
Use arbitrary images in deluge
I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security
How to add "All Open AND Overdue" back to the Home Page Task Component?
Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive
Sync Attachments in Comments from Zoho Desk to Zoho Projects
Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via
Add a way to connect Log360 Cloud logs with Zoho analytics
Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
Auto sync Photo storage
Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
Funcionalidades y configuration ZohoDesk
Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto
How to call Functions and perform Write Operations using Page Scripts?
Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?
Connecting Airwallex in Zoho Books
I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now
Questions Regarding Helpdesk & SalesIQ Customization and Email Setup
Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these
Button Duplication when emails forwarded or replied
When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate. See below The one on the left is the original one.
Workdrive backup and default storage selection
Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
Ask the Experts 27: Onboarding and managing support reps
Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Built-in Date Functions in Zoho Analytics Query Tables
I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month
Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
Marketer's Space: Why your open rates suddenly drop to zero?
Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly
Bulk upload images and specifications to products
Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.
I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?
How to sync overtime from zoho people to zoho payroll
Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime
Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)
Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate
Is Zoho Sites still actively being developed?
Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
Adding new data to the sheet with most recent data being added to top row.
I am using a form that I built from within sheets. When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of
need a packing list feature
In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents. Request you to add this feature asap.
Editing Item Group to add Image
I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel
Zoho CRM Queries Now Support Databases and Cloud Data Sources
Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive
A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
Introducing a smarter, faster, and more flexible charting experience
Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
Next Page