We’re excited to introduce a powerful set of updates across Web, Android and iOS/iPad apps. From AI-assisted base creation to advanced automations and mobile enhancements, this release is packed with features to help you build faster, automate better, and work smarter.
Here’s what’s new:
1. AI-Assisted Base Creation
Available on: Web & Mobile
Description: Describe what you want to build and Zia will create a base structure, including related tables and fields. You can generate and review up to 10 use case suggestions before creating the base.
Use Case: A marketing team enters: “Track content creation, reviews, and approvals.” Zia creates a ready-to-use base with linked tables for Posts, Review Cycles, and Approvals.
Learn more
2. Reports (Beta)
Available on: Web
Description: Visualize your data across tables with KPIs, charts (column, bar, line, pie), grids, and text blocks. Create custom dashboards to track performance and trends.
Use Case: A project manager builds a dashboard that displays project progress as a line chart, a KPI for tasks completed, and a grid listing overdue items.
Learn more
3. Scheduled Automations
Available on: Web
Description: Trigger automations on a defined schedule—hourly, daily, weekly, monthly, or once. You can also set a start and end date to limit the automation period.
Use Case: A sales team sets up a weekly automation to notify teams on the weekly progress towards the target.
Learn more
4. Send Messages on Zoho Cliq
Available on: Web
Description: Automations can now send messages to users, groups, or channels on Zoho Cliq. This action can be triggered by all events.
Use Case: When a high-priority ticket is updated, a message is automatically posted to the #support-leads channel in Zoho Cliq.
Learn more
5. Include Records or Summaries in Send Email & Zoho Cliq Automation Actions
Available on: Web
Description: Add summaries or a list of matching records directly into the content of your notification emails or Zoho Cliq messages.
Use Case: A daily email lists all pending tasks and includes a summary of how many are overdue, giving the manager an instant context.
Learn more
6. More Colors for Bases and Select Fields
Available on: Web & Mobile
Description: Choose from 30 new base color themes and 20 additional color options for single and multi-select fields.
Use Case: A creative team assigns different colors to each project stage in a multi-select field, making it easier to scan views at a glance.
7. New Formula Functions
Available on: Web & Mobile
Description: New formulas including IF, IF-ERROR, EOM (End of Month), NOW, and ARRAYCOUNT offer more flexibility in defining logic and calculations.
Use Case: A finance team uses EOM to calculate billing cycle end dates and ARRAYCOUNT to count the number of active invoices per client.
Learn more
8. Guest Mode
Available on: Android, iOS, and iPadOS
Description: You can now create and work with a base even without logging in or having internet access. Once you’re online and signed in, the base syncs to your account.
Use Case: A field surveyor collects observations offline in a rural area and syncs the data to their account once they’re back online.
Learn more
9. Siri Support
Available on: iOS & iPad
Description: Use Siri to create a new base with your voice. Just say: “Create a base in Zoho Tables.”
Use Case: A consultant quickly captures an idea while driving by using Siri to launch a base without opening the app.
Learn more
10. Apple Pencil Support
Available on: iPad
Description: Use your Apple Pencil to write directly into cells, tap on rating fields, and tick checkboxes—giving you a tactile, notebook-like experience.
Use Case: A teacher takes classroom poll and rates student participation using just their Apple Pencil on an iPad.
Learn more
11. We are available on Zapier
Description: All triggers and actions of Zoho Tables is now available on Zapier. You can write zaps to extend your workflows in Zapier now.
We hope these updates help you streamline your workflows and improve how you manage your data.
To stay updated on what's coming next, checkout our Roadmap page and explore all recent updates on our What's New page.
We have been continuously working on improving performance under the hood, and we will be sharing a detailed post on performance optimizations next week - stay tuned!
Keep organizing,
Team Zoho Tables.
Recent Topics
SalesIQ Integration with LINE: API Rate Limit Issue and Pre-Chat Flow Concerns
Hello SalesIQ Developer Team. I have investigated the issue and found that the LINE Rate Limit is being consumed unusually quickly. LINE API free usage limit: 300 messages per month per brand. This limit will be reached within the first few days. 1. LINE
What's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Removing To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
How to Backup Zoho to PST?
I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy
Warehouse -> Locations Transition Causing Errors
After saying "okay" to the transition from 'warehouses' to 'locations', I've now got shipped Sales Orders that I cannot invoice. How does one proceed?
Zoho CRM Community Digest - May 2026 | Part 1
Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features
SalesIQ : How to disable markdown autoformatting?
Hello Is there setting to disable "Markdown Text" this feature and enter raw markdown in plain text only format it after you send the message? Thanks
Converting XML to JSON
Hi! I need to convert a variable in XML to JSON. Can i do it without using an API on deluge? I looked into the documentation but couldn't get any answers to this. Thank you in advance!
元問い合わせメールに返信したときの統合処理
ワークフロー作成したので備忘録です。 Zoho Desk で作成したメールアドレス宛てに既存のメールアドレスにきた問合せ先メールを転送してチケット作成を行っています。 元の問い合わせメールに返信、転送した際にRe,RE,re,Fw,FW,fwが件名の頭に付くため、その度に新規起票が乱立します。 メールの頭にRe,RE,re,Fw,FW,fwがある時それを除いた件名と同じ件名が既にチケット作成されていれば統合するワークフローを作成しました。 条件が緩いので既存チケットの検索で完了済みや5日以上前に作成したものは除いてもいいとは思います。
Marketing Automation Demo Video
I would like to see a video demo for Marketing Automation. Do you have one statashed away somewhere?
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
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Supervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
E-Mail Blacklist via GUI
Hello, It would be helpful if the GUI included an option to block specific email addresses (both incoming and outgoing). I want a setting where I can completely block certain email addresses. This means that no tickets can be opened from those addresses,
Pushover Notification Module
Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable
How to record GST amount for Value of Service on Inward remittance charged by bank
Hi please advice I have a situation. 1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But CGST
Sort by Project Name?
How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?
Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.
Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects under
What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025
Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest
Add Multiple Modules in Automation
Right now I am trying to automate sending customer statements in WhatsApp, if they have overdue invoices, since customer has multiple invoices overdue I don't want to send repetitive message for those. Right now in automation you can only select 1 module,
[Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict
Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every
Feature Request in Zoho Books : Tracking Inventory for Service Items
At the moment, ZOHO Books don't allow to track inventory of Service Items (I just talked with customer care executive for confirmation). MY PROBLEM: I resell services Digital Signatures Certificates ( SAC ‐ 998319) and other similar services, I purchase
Create Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
Audio Recording Button needs work
People struggle to understand how to record the audio - the mic button is tiny and barely visible. Please make the recording option more prominent and obvious and the upload file function should be secondary... (not taking up the majority of the space).
Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent
Early Preview for an Upcoming Enhancement to Zoho One - App Adoption and Feature Discovery
Hello, Enterprise Support Community, We're excited to give you an early sneak peak at an upcoming enhancement to the Zoho One platform: new App Adoption & Feature Discovery components, designed to help our customers adopt the right tools to enhance their
You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please help
Add Days In Stage to Filter Options for Pipeline
We use the days in stage to see how long a ticket has been in a certain stage. But there is no option to see this via filters. eg if i wanted to see how many tickets over 5 days in a stage, there no way to do this. Currently we have to export a report
Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields
Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or
Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
How do I add multiple contacts in a deal
How do I add multiple contacts in a deal
Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Journey vs Campaign Confusions
Hi there! I hope you're all doing great! I'm new to the Zoho MA and I'm confused between Journey and Campaigns. I'm not sure if these two work together or not. I hope you can enlighten me. What I'm trying to do is setting up a Newsletter. 1. We have a
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Zoho Webinar not sending calendar entry into Outlook or other calendars
Dear All, I am using Zoho Webinar for last few months and noted that when a attendee registers at the webinar link he gets an email will intimating his registration and link to webinar. He also get few file ( for Outlook, Google calendar etc) which he
Deleted User Emails
I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA
Ticket Status
HI, Any idea on how to create other options for this header??? I want to add an "Ordered" status. Its under "tickets" in Overview, I need a new status created (see second picture)
Next Page