🎉 Dynamic Org Chart for Zoho CRM Extension Published [2025]
Hey Zoho CRM Community! We're thrilled to unveil our latest Zoho extension:🥁 Dynamic Org Chart for Zoho CRM 🎊 This extension is now available to transform the way your teams visualize, manage, and interact with org chart directly inside any Zoho CRM's
Custom Extension, create a trigger button in custom module to launch the app, or any workaround
Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created
Connector working as expected but not when called from an extension
I am playing around with building a Zoho CRM extension and seeing if anyone has some insight on the below issue I am facing. When I execute the Connector API it works as expected returning me the download URL for a merged document that has merged successfully.
Issue with Passing Leads.Lead Id in Extension Button and Opening URL in Iframe
Hi everyone, I’m currently developing an extension and have run into an issue while trying to pass the Leads.Lead Id in a URL and open it within an iframe. Here’s what I’ve done so far: I added a button in the "View Page" and selected the action to "Invoke
Issue with EU MArketplace
Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list
Multiple Issues with Message Media
Good morning, I want to formalize a complaint about the service we are getting from Message Media, the app that currently integrates with Zoho CRM and Zoho Campaigns to send SMSs. At the end of last year, we were told that Zoho CRM would not integrate
Assistance Needed for Publishing Fullstack React-Node.js App on Zoho Marketplace
Dear Zoho Support Team, I am seeking guidance on how to publish my fullstack React-Node.js application on the Zoho Marketplace. The app is fully developed, deployed, and currently being used by clients. I am interested in marketing and reaching a broader
Extension pricing models
Hello, I'd like to know if it is somehow possible, as a developer of Zoho CRM extensions via Sigma, to publish extensions with a pricing model other than single-tier monthly/yearly fee or one-time payment. For instance, freemium (e.g. free plan, pro plan).
Navigating through the journey of Creating Email Validation for Zoho CRM
For businesses relying on customer relationship management (CRM) systems like Zoho CRM, inefficient processes can lead to significant time wastage, especially when dealing with fake email addresses. In this blog, we'll delve into the thought process,
Seeing Mailchimp activity with Zoho CRM
Hi there, We have recently been working with the Zoho CRM Mailchimp extension to import our Mailchimp data for our leads into the CRM. We are able to see the campaign that each lead was part of and some basic fields like status, date, audience, etc but
Add Leads to Mailchimp Audience only works for some users
Hi all, I'm hoping some of the smart people out there can point me in the right direction. We have the Zoho CRM Mailchimp integration installed, and it works for some people in our organisation, but not others. I am able to successfully select Leads and
CRM Extension > Custom Action
Hi Team, I'm building the CRM extension, which includes Custom Actions. If we create a Custom Action as "New" and set the custom function as `info "test";` we can able to execute. If we create a Custom Action as "New First"(i.e with space) and set the
How To Publish Applications On Zoho Marketplace?
The Zoho Marketplace is pretty much similar to an e-commerce website for the Zoho Marketplace developers and users. It enables the developers to build and publish a remarkable Zoho Creator app and for the users, it is like a store or a gallery to choose
App Spotlight: Microsoft OneDrive for Zoho Projects
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps. Microsoft OneDrive for Zoho Projects Access your OneDrive account right from Zoho Projects and link documents in OneDrive to tasks
Automate commission computation using the Commission Management extension for Zoho CRM
You can have great sales representatives, but if you can’t keep them motivated, you're placing a limit on the growth of your company. Meet their needs through a comprehensive compensation plan, and you’ll see how they can meet and surpass your revenue
Introducing Twilio SMS Extension for Zoho CRM
SMS marketing is a promotional technique that helps you connect with your customers by sending them text messages related to your marketing efforts. Customers can access this information from their mobile inbox. SMS marketing is a direct and personal
Building my integration plugin
Hi, I have started building my own integration extension and I have a few questions like How should I start? Which SDK should I use? How to make a frontend to accept data like the API key? If someone can help that will be great or provide some relevant
MS Exchange's MAPI and Zoho CRM's IMAP email sync limitations
We're using MS Exchange to manage our emails and syncing them with Zoho CRM. Everything works fine with the IMAP standard email connection. Except that it's not possible to manage the synchronization in order to delete emails in Exchange while preserving
extension
I have created one extension, now I want to duplicate that, is there any option to do so? or I have to create manually again from the beginning.
Zoho CRM Merged Field - Extension
I made an extension and I want to use merged fields for a template. For example, I made this module called 'Template Test'. I made a field called 'Message Template' like this: Hi ${Contacts.Last_Name} ${Contacts.Full_Name} ${Contacts.Phone} ${Contacts.Owner}.
Here's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,
Get your customer's survey responses into your Zoho CRM using SurveyMonkey extension
Importance of surveys Surveys help marketers have a better understanding of their customers. Online surveys are a key tool for obtaining information about customers and prospects, which can then be used to drive sales pitches. The real success of a survey
Co-operation / connector to Robolytix
Robolytix.com is real-time analytics, monitoring and evaluation of business processes running in any application, automation tool or custom solution. We plan to prepare a connector for users of Zoho CRM. Would you be able to advise us, who can develop the connector? For someone with Zoho expertise, it's easy and fast with documentation on Github https://github.com/robolytix/robolytix-sdk. Many thanks for your tips. Tomas Sykora Product Owner www.robolytix.com
Integration of Zoho CRM with any known EHR/EMR Software
Hi Am looking for any developer who has already integrated the Zoho CRM with any known and standard EHR or EMR software. We are thinking to change our EHR software or even if we can integrate the Zoho CRM in the existing one.
Manage your project's work items efficiently with the Kanban Board extension for Zoho CRM
The Kanban Board extension for Zoho CRM acts as a visual management tool for your CRM data. It is a great way to view all the records in your CRM segregated the way you want to visualize them. You can organize them based on deal status, lead pipeline
Integrate Zoho Books EXPENSES with Zoho Desk
Hi, I have noticed that Zoho Desk integrates with Zoho Books for Invoices and Estimates. Can you please enable it to integrate with Expenses within Zoho Books? Many businesses like ourselves will need to either ship something or pay-out to our customer in regards to our tickets. I would like to be able to create an expense in Zoho Books that links to the particular ticket in Zoho Desk.
Know your home's market value (Zestimate) with the Zillow extension for Zoho CRM
There were times where real estate agents used to be the only prime source to get the most current information about a property—sold or available for sale, property facts, and so on. Be it an individual looking to buy or sell a property, or a realtor
Create meetings with your clients using the GoToMeeting extension for Zoho CRM
Virtual meetings enable businesses to work smarter and more productively. Web conferencing can help sales people reach out to their world of customers while working at their desks i.e., it offers the opportunity to host or attend business meetings using
Manage your sales queue efficiently with the Lead Queue extension for Zoho CRM
Time management is essential for salespeople in any organization. Faster conversion of leads into customers will pave the way for more sales and therefore more revenue. Tracking how much time each operation takes in conversion and translating these results
Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
Let salespeople do only sales using the Webmerge extension for Zoho CRM
What happens when an efficient salesperson has been drifted away from the sales process and made to focus on administrative duties such as generating a contract or invoicing? The more time they spend on those administrative tasks, the less time they could
Nurture leads using the GoTo Webinar extension for Zoho CRM
Webinars are an efficient way to build and sustain customer confidence, which helps marketers connect with their clients and differentiate themselves from rivals. Webinars can even improve marketing performance and customer relationships by helping brands
Problems with ZOHO MailChimp extensions, MailChimp and ZOHO-CRM (Plus/one) .
We are using MailChimp to get from the Websites and Webinars the customer data's and using MailChimp as "Marketing automation for this two topics. As we using ZOHO CRM, we would like to snc the MailChimp - list wie ZOHO CRM I Installed the MailChimp extensions from your Marketplace: CRM : Tab & Web tab Mailchimp is installed Connection is installed and in place The following is working : In ZOHO-CRM-MailCHimp settings, I can see the snyc. list-Name from MailChimp and # of item in the list from MailChimp
Getting e-signatures made easy with the Adobe Sign extension for Zoho CRM
Sales often involves the salesperson carrying bundles of papers to get them signed, or the need to print, sign, and scan soft copies. In either case, it creates friction in business as it takes time and effort to get the documents signed by both parties.
Get your agreements e-signed from your customers using the DocuSign extension for Zoho CRM
Agreements are everywhere in sales—from sales contracts to purchase orders, and beyond. A modern, digital signature system empowers salespeople to deliver value faster to both their customers and partners. Every company's sales team has a unique system
Webnexs Whatsapp Extension not working
Hi there, does anyone else use the Webnexs Whatsapp extension? I have installed it, however, whenever I go to send a Whatsapp it says the link isn't working. Any idea why? Thanks
Whatsapp lead create
Hi, I have whatsapp number in my website. Some times ,My customers are texting directly to my whatsapp number instead of filling out a form(I am using zoho forms in my web site) Question: I want this person to be a lead when a new customer contacts me for the first time from whatsapp. Can we do that? Thanks
Enable two-way SMS communication with the Nexmo extension for Zoho CRM
Customer feedback is what helps you grow. You can hear your customers only when you have facilitated them an easy way to reach out to you. Such an avenue should be easily accessible to customers, and easy to set up and use by salespersons like you. SMS
Introducing Egnyte Extension For Zoho CRM
Sales teams face problems with document management every day. The bigger the business and the customer base, the more documents will be in the database. Identifying and sorting such a huge volume of documents without the right tools is tedious. Zoho CRM
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