Zoho CRM Plus in 2023: Let's rewind

Zoho CRM Plus in 2023: Let's rewind

Hey everyone,
 
There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024!
 
(Psst! We are also turning 10—yay!)
 
This year, CRM Plus had a lot of wonderful updates, taking more steps to make the customer experience easy for your business. Let's review them, shall we?

Understanding the customer journey with Path Finder

Path Finder in CRM helps you understand the various customer touchpoints in your business. This gives you a fair idea of how customers approach your business, and how they complete the entire journey. With this insight, businesses can modify their various processes, ensuring a positive customer experience and reduce customer churn.
Read more: Path Finder - An overview


Send SMS notifications to your customers

Your CRM now comes with a built-in option to send out SMS notifications to your customers. There are various scenarios where notifying customers comes in handy. It could be about an event, when an item is purchased, reminders about payment due dates, and so on.
Read more: SMS notifications in CRM


Automate using Actions by Zoho Flow

In workflow rules, any action that has to be done outside the CRM ideally involves setting up a custom integration. With Actions by Zoho Flow, you can set up any action to be executed automatically with Zoho and other third-party applications that can be integrated using Zoho Flow.


Use Campaigns's SMS gateway to send SMS campaigns

The Campaigns module in CRM Plus comes with our in-house SMS gateway which lets you send SMS campaigns in India, the USA, and Canada. This makes it easy to manage email and SMS campaigns in the same module.

Read more: SMS Campaigns



Convert messages into tickets

Prospects and customers reach out to your business through various messaging platforms like Messenger, WhatsApp, Line, Telegram, and so on. This form of communication is also one of the most popular channels customers use to share their issues, hoping for a swift resolution. With the Instant Messaging module in Desk, agents in your business can easily converse with customers and convert their messages to tickets to address the issues in detail.


Send outbound messages via WhatsApp

Desk in CRM Plus lets you create HSM (Highly Structured Message) template messages to send to your contacts via WhatsApp. This lets you proactively reach out and engage your audience with ease.

Interact via Facebook Messenger

The Instant Messaging module lets you connect your Facebook profile and continue your conversations with a Facebook user right from Desk in CRM Plus.


Inbox in Social: One place for all interactions

Inbox lets you manage all your social media interactions, such as comments, replies, reviews, messages, questions, dark comments, and so on across various social media channels. You can track and assign them to your team members manually or automatically from Social.
Read more: Inbox in Social


Create Facebook reels, Instagram stories, and posts on Mastodon

Social in CRM Plus extended support to publishing reels on Facebook, stories on Instagram, and posts directly on Mastodon. You can also get in-depth analytics on the performance of these posts across all channels.
Read more: Facebook reels, Instagram Stories, and posts on Mastodon


Updates to Zia

Our AI assistant, Zia, has a lot of features to help make things easy for your business.

Zia can suggest the best users to assign to a particular lead and intelligently score the lead to help your sales team prioritize tasks. She can also suggest the next best experience for your lead or contact, understand the sentiment, or suggest a suitable subject line for emails.
 
With Zia's generative AI capabilities powered by OpenAI, she can help you draft emails in CRM, explore more about a field, draft support tickets, generate a summary of a live interaction, compose posts on social media, and more.


 
Apart from these, we made other new enhancements and updates for CRM Plus. We have a lot more planned for 2024, too!
 
We would love to hear your thoughts on these updates. Feel free to share your stories on how CRM Plus made things simple for your business.
 
Cheers to a blessed and happy 2024!

    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • Is it possible to lock editing subform rows?

      Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the

    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

    • What is the maximum file size of a video upload in Zoho chat?

      Can I upload a 20 mb video file and share it with my colleagues? 

    • Update a field in ALL all calls under a contact

      HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Fat Download of Ulaa Browser

      I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Billing Management: #8 Usage Billing in Logistics & Delivery Services

      The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate

    • Tags for New Tickets

      Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with

    • Zoho Desk: No Incoming email

      Is Zoho Desk services down? No incoming email reflect to desk tickets.

    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

    • Not receiving Gmail confirmation email to send emails as Zoho account from Gmail

      Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email

    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

    • Zoho Desk Down

      Not loading

    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Formula fields not refreshing until page is reloaded

      I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • API ZOHO CRM Picket list with wrong values

      I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

    • Group Emails

      I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

    • Enable Password Import option in ulaa browser

      Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

    • Client Script | Update - Introducing ZRC: Simplified HTTP request library

      Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

    • Selection Filed for Data Export section

      Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • What if I dont see contacts on the left side list

      My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

      Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Next Page