What's new on Zoho Marketplace for May 2020

Zoho Marketplace houses over 960 extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in May 2020.

	Quote to Project Converter for Zoho CRM Once a customer accepts your quote in Zoho CRM, automatically convert it into a new project in Zoho Projects. Each item in the quote gets added as a new task in the project, and the description of the item will be saved as the description of the new task. Check out the extension here.
	Address Typeahead Extension for Zoho CRM Address Typeahead for Zoho CRM is an address autocomplete feature. When an agent starts typing an address, the autocomplete functionality will fill in the remaining part. This saves time so your people can focus more on productive tasks. Learn more here.
	WeChat Pay for Zoho CRM Receive payments through WeChat Pay. Generate and send invoices to customers with a unique QR code from Zoho CRM. Users can scan the code, confirm the amount, and make the payment using WeChat pay. Check out the extension here.
	Bold BI for Zoho CRM Get a holistic view of your sales with key data obtained from the Leads, Contacts, and Deals modules in Zoho CRM. Combine that information with your marketing and support data to make informed business decisions. Learn more here.
	SyncPenguin for Zoho CRM Connect Zoho CRM with any other business tools you are using through SyncPenguin. Benefit from two-way customizable sync options between Zoho CRM and other applications. Learn more here.
	PhoneBurner Power Dialer for Zoho CRM Enable your sales professionals and teams to make 4x more calls per hour. Leave instant voicemails, track and send emails, record calls, send SMS, and more. Check out the extension here.
	ClickSend for Zoho Desk powered by Zoho Flow Send SMS notifications from Zoho Desk for newly-created contacts, tickets, tasks, and respective ticket comments without logging in to the ClickSend platform. Learn more here.
	Vonage for Zoho Desk Powered by Zoho Flow Send SMS and WhatsApp business notifications from Vonage without leaving Zoho Desk. Notifications can be triggered for newly-created Zoho Desk contacts, tickets, tasks, and respective ticket comments. Learn more here.
	CapsuleCRM for Zoho Desk powered by Zoho Flow Connect CapsuleCRM with Zoho Desk and bridge the gap between your Marketing and Sales teams. Sync the accounts and tasks created in CapsuleCRM with Zoho Desk, and set workflows to trigger a high-priority ticket to open when a new opportunity is won. Learn more here.
	Clockify for Zoho Desk powered by Zoho Flow Track Clockify projects from inside Zoho Desk. The time entries will be sent to Zoho Desk, making it easy to bill your clients for the time spent on their tasks. Learn more here.
	Swyx phone integration for Zoho Desk Handle your Swyx client from Zoho Desk. Add call details to tickets, receive notifications for incoming calls, and do more right from Zoho Desk. Check out the extension here.
	Acuity Scheduling for Zoho Desk View customer appointments booked on Acuity as events in Zoho Desk, and also send out Acuity appointment links from Zoho Desk tickets. This allows your customers to easily book an appointment with you. Learn more here.
	Zendesk Sell for Zoho Desk Know your customers' details to better prioritize and manage tickets in Zoho Desk. Manage contacts, deals, and tasks displayed in Zendesk Sell without leaving Zoho Desk. Learn more here.
	Xero Extension for Zoho Desk Create and view contact information, invoices, bills, and quotes from Xero inside your Zoho Desk account. Empower your support agents with a unified platform so that they can provide faster solutions. Check out the extension here.
	Custom Dashboards for Zoho Desk Keep critical information in one place and just a click away using custom dashboards. Avoid navigating through tabs and folders to get a quick glimpse of the information you require. Learn more here.
	Ticket Assignment for Zoho Desk Assign tickets to the right agents and get faster responses for your customers. Check agent availability and automatically assign tickets to the agents who are online first. Check out the extension here.
	Hiretual for Zoho Recruit Connect Hiretual with Zoho Recruit and be sure that only the best profiles are filtered and moved to Zoho Recruit for you to source from. Save time and recruit smarter. Learn more here.
	Envia shipping and fulfillment for Zoho Inventory Make your product shipping process easier and quicker. Create labels, compare rates with dozens of carriers, review your shipment status, have an online tracking system, and more. Learn more here.
	PEX Connector for Zoho Books Sync PEX expense transactions, receipts, tags, G/L codes, notes, and more with your Zoho Books account. You can choose to sync data on demand or automatically every day. Check out the extension here.
	Cervinodata for Zoho Analytics Prepare and manage your advertising data inside Cervinodata and sync it with Zoho Analytics. Use this data to build dashboards, displaying metrices like impressions, media spend, clicks, conversions, reach, and revenue from all your ad campaigns. Learn more here.
	Google Calendar for Zoho BugTracker Create events in Zoho BugTracker and sync them with your Google Calendar. Schedule, edit, or cancel events in Google Calendar from Zoho BugTracker, and also set reminders for yourself and other users about upcoming events. Check out the extension here.
	Adobe Sign for Zoho BugTracker Send agreements, view their signing status, and even revoke an agreement without leaving Zoho BugTracker. Provide your customers with exceptional service by reducing turnaround time on agreements. Check out the extension here.

• Topic Participants

• Reena Makwana

• Sticky Posts

• What's new on Zoho Marketplace

  You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

• Recent Topics

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

  [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Zoho Analytics Pivot Table - How to compare month vs last year same month

  Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Automation#25: Move Tickets to Unassigned When the Owner Is Offline

  Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• Next Page