2025 Ask the Experts sessions wrap-up : Key highlights from the experts

2025 Ask the Experts sessions wrap-up : Key highlights from the experts


Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so you have everything in one place.

Insights from Zoho Desk: A year of listening, learning, and connecting  

In every Ask the Expert (ATE) session, we received a diverse mix of questions. We addressed a variety of requests, ranging from tailored business solutions to customized feature requests and tips to support their businesses better.
In 2025, we hosted 11 ATE sessions covering a wide range of Zoho Desk features and modules, designed to help teams get the most out of the platform. We brought together panelists from across Zoho Desk to share real-world expertise for every business.


Live video ATE

ATE 19 focused on the 2025 Spring release. We hosted live sessions in a webinar style. This session was eventful as users got to interact with and listen to our panelists live. After the session, the panelists followed up with all the users over tickets and offered sessions to help users with customized solutions.
In an attempt to cater to as many of our users across the globe as possible, we hosted two live sessions: one serving users in Australia, Asia, and the Middle East, and the other to connect with users across the US and Europe. Here's a walkthrough of the sessions: Inside Zoho Desk Spring Release 2025 and Zia in Focus.
Ask the Experts, 2025, addressed various topics covering all the modules within Zoho Desk
  1. Onboarding and getting started with Zoho Desk
  2. Multichannel support and self-service portals
  3. Automation and AI with Zia
  4. Integration, accessibility, and personalization
  5. Analytics, data administration, and mobile apps
  6. Spring and Autumn releases for 2025
We wrapped up the ATE series in December with The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End Insights]

Guest panelists

In the ATE themed around integrations and extensions, we partnered with RingCentral. Luis Vargas and Matthew Ludwig from RingCentral shared the panel with Zoho Desk experts to discuss best practices for integrating RingCentral's telephony system with Zoho Desk.

ATE 2025 highlights: Best practices you should know

I. Migrating to Zoho Desk? Here's what you shouldn't miss
For simple and straightforward CSV imports, try the UI import feature to import data into your Zoho Desk account. Zoho Desk is equipped with dedicated templates to process and accept data from known help desk services like Freshdesk, Zendesk, Salesforce, Kayako, Help Scout, HappyFox, and others. For unsupported services, a CSV file is accepted.
To export data from the source service, submit a Zwitch form for migration. Share the required details relating to department mapping, agent mapping, and more in the Zwitch note section of the form.
Once the data is evaluated, the migration will be initiated. The migration engineer will follow up with you regarding the import and if there are cases of invalid files, source portal inaccessibility, or destination OAuth issues.
The migration time depends on the queue length and the volume of data being handled. On completion, a migration report will be shared.
You can also share the residual/delta backup via Zwitch. Residual requests are normally expected within two weeks of the full data import. The migration process for the residual import happens like the Zwitch migration.
Points to remember
  1. The migration data and information will be retained for 30 days and then wiped off from our import engine. This is in compliance with GDPR and its regional counterparts across the globe.
  2. Upon migration completion, a report will be shared with a module-wise list of all completed and failed entities with reasons for failure. Data availability and integrity are assured by the end of data transit.
Precaution
Please ensure imported entities aren't deleted/trashed from your help desk service until the completion of the last import batch.


II. Optimizing customer support across messaging platforms with Zoho Desk
Automate first-level support with Zia Answer Bots to reduce response times.
  1. Utilize chatbots to address frequently asked questions (FAQs), provide troubleshooting steps, and handle simple queries.
  2. Use preset replies and guided responses to help customers find quick solutions.
  3. Automate ticket creation and status updates to keep customers informed without human intervention.
Enable seamless hand-offs to human agents
  1. Design workflows where chatbots can connect to live agents based on the complexity of the queries.
  2. Provide agents with customer history from prior conversations across different platforms to avoid repetition.
Optimize response time with structured workflows
  1. Implement prioritization rules in IM tickets for priority cases (for example, billing issues or service disruptions).
  2. Set up automated notifications via custom notification for customers when their issue is being processed.
Utilize rich media for effective communication
  1. Allow customers to send screenshots, videos, or PDFs to clarify issues faster.
  2. Use videos to serve as engaging and quick troubleshooting guides.
Ensure channel-specific compliance
  1. WhatsApp: Requires approved message templates if beyond 24 hours.
  2. Facebook Messenger: Allows direct messaging for up to 7 days.
  3. Telegram: No restriction; allows an agent to message anytime.
  4. WeChat: Allows direct messaging within 48 hours.
  5. Line: Allows an agent to messages without restrictions.
  6. Instagram: Enables direct messaging within a 24-hour window.
Provide proactive support and notifications
  1. Send order updates, payment reminders, and appointment confirmations via automated messages.
  2. Implement triggered proactive chats based on customer behavior via WhatsApp (for example, abandoned cart reminders).
  3. Use push notifications on WhatsApp messaging apps to alert customers about service changes or outages.
Create a unified customer experience
  1. Ensure conversations remain consistent across platforms even if customers switch between apps and resume conversations from another app.
  2. Provide multi-language support via answer bots with automated translation where necessary.

III. Best practices for setting up an email channel
Setting up your email channel in Zoho Desk is key to streamlining your customer support process. The following approaches protect your brand and build trust with your customers.  
  1. Default setup & branded forwarding: Use the default Zoho Desk support email (support@yourcompany.zohodesk.com) and configure email forwarding to your company's email (support@yourcompany.com) to auto-create a ticket for every customer's email.
  2. Email aliases for departments: Create specific email aliases like sales@yourcompany.zohodesk.com or billing@yourcompany.zohodesk.com for each department, and set up a forwarding rule from your from addresses (like sales@yourcompany.com or billing@yourcompany.com). This will automatically route emails to the appropriate departments, ensuring efficient query management.
  3. Forwarding verification: After setting up email forwarding, verify the process by checking for the confirmation ticket in Zoho Desk to complete the configuration.
  4. Secure email with SPF & DKIM: Update your domain’s DNS settings with SPF and DKIM records to prevent spam and spoofing. To bolster email security, DKIM is mandatory for all business-owned domains used in your "From Address" configuration. DKIM cannot be configured for "From" addresses hosted on public domains like Google, Outlook, or AOL; in such cases, you must use your own SMTP servers.
  5. Custom “From Address": Add and verify your custom "From Address" in Zoho Desk, and update your DNS with the necessary SPF and DKIM values. Verify your domain using the DKIM keys.
  6. Default domain name: In Zoho Desk, you cannot change the domain name in the default support email address. This domain name is set automatically based on your portal name when you sign up (for example, support@<mycompany>.zohodesk.com). Update it with a unique portal name by reaching out to support@zohodesk.com. 

IV. How does a telephony system enhance customer support in Zoho Desk?
Instantly identify your caller
  1. When a call comes in, the telephony system in Zoho Desk pulls up the caller’s name, phone number, and recent tickets.
  2. Agents can view contact details and related tickets before picking up the call.
Track every call automatically
  1. Every call, answered and missed, is logged as a Call Activity in Zoho Desk.
  2. Answered calls update in real time, while missed calls get recorded at the end of the ring.
  3. Call duration and status update automatically, keeping your records accurate.         
Convert missed calls into actionable tickets
Configure Zoho Desk to create tickets for missed calls: inbound, outbound, or both. This ensures no customer inquiry falls through the cracks.
Handle unknown callers effortlessly
Zoho Desk automatically creates a new contact using the caller’s phone number for new contacts. Agents can edit and update details instantly.
​
Link calls to tickets for seamless tracking
  1. Agents can create a new ticket and associate the call activity with it or associate the call activity with an existing ticket.
  2. Zoho Desk automatically logs a call thread inside the ticket, keeping everything in one place.
  3. Call activity will be automatically associated with the ticket when you use click-to-call from the Ticket Detailed View.
Record call duration & summarize conversations
  1. A call timer runs in the background, helping agents track time spent on each call.
  2. Agents can add notes during the call and after the call.
  3. This call summary will be added to the call activity and to the ticket, if associated.
 
Never miss a voicemail or call recording
  1. If the PBX provider supports it, call recordings and voicemails appear in the call thread, complete with an audio player for easy access.
  2. Ensure fail-proof call handling
  3. If the system doesn’t detect an answered or ended call, agents can manually mark the call as answered or ended, ensuring accurate records despite vendor failures.
Keep calls organized with multiple tickets
Agents can create multiple tickets from a call while keeping the call linked to a single ticket.
Note: Creating a ticket automatically for every answered call is possible in Zoho Desk's enterprise edition via a custom function.

V. Enhancing self-service through Guided Conversations (GC) in Zoho Desk
Guided Conversations (GC) empowers businesses with structured, intuitive self-service through conversational flows. GC provides around-the-clock support and ensures a smooth transition from the bot to the support rep. It reduces agents' workload, minimizes response times by automating dynamic responses, and personalizes interactions based on user inputs. GC functions across the web, instant messaging, and mobile apps.
Tips to get the best out of GC
Structuring your flow
To prevent exceeding the 500-block limit, optimize your flow using the action blocks:
  1. Jump to flow – Redirect users to another flow instead of adding more blocks. It aids transition between different conversation sections.
  2. Fork – Split the conversation or branches logically into multiple paths efficiently.
  3. Button Block – Use buttons for seamless navigation across flows.
  4. Operation block – Executes predefined actions in a flow.
  5. Webhook – Connects with external services for data transfer
Maintain consistency in cards
Ensure uniform formatting on all cards. If the first card includes a title, image, and description, make sure all subsequent cards follow the same structure.
 
GC uses different types of variables to store and retrieve user information, enabling personalized interactions across IM channels, web, and mobile apps.
  1. Block Variables – Store responses within a specific block (for example, a user’s name after input).
  2. Local Variables – Available only within the flow where they are defined (for example, a discount percentage used within the same flow).
  3. Global Variables – Shared across all departments and flows (for example, company name or logo).
  4. Session Variables – Specific to a user’s session and accessible across all flows (for example, country-based redirection using the Fork block).
  5. IM-specific variables – IM variables can retrieve user details and automate tasks. These help identify users by name and unique ID, associate contact details from IM channels, customize experience based on the IM channels, and perform automated actions like creating and updating existing tickets.
Transfer to Agent Block (IM-Specific)
To enable agent transfer in GC on ASAP, GC must be linked to a business messaging channel, that should be connected to the ASAP widget.
You can use Integration Blocks to connect Zoho Desk with Zoho Cliq instead of webhooks, which require manual setup and coding.
Track performance with GC flow metrics
GC flow metrics track performance at each block level, identify areas for optimization, and improve flow performance based on real user interactions.
Get the best out of your Guided Conversations (GC) flows, ensuring a smooth, efficient, and user-friendly experience across instant messaging (IM) channels, web, and mobile apps.
 
VI.I Key insights on the RingCentral and Zoho Desk integration
Seamless user experience: RingCentral call recordings play natively within Zoho, and the WebRTC integration ensures calls are logged from any endpoint, including mobile. This means no app switching and a complete view of the communication history within Zoho Desk.
Boost team efficiency: Agents can save time with click-to-call and instant screen pop-ups, providing customer context. Automated call logging reduces manual work, leading to faster resolutions and a better customer experience.
Enhanced collaboration & coaching: Easy access to call recordings within Zoho Desk helps with training and quality assurance. A unified view of all interactions fosters better teamwork.

VI.II Mistakes to avoid while using RingCentral
Poor setup & training: Don't skip defining workflows or training users; it's crucial for adoption.
Ignoring mobile logging: Ensure calls from the RingCentral mobile app are logged in Zoho Desk for full visibility.
Underutilization: Don't just use basic features; leverage custom dispositions and analytics for maximum benefit.
Expert insight: The core value is unified, accurate customer data. The native recording, playback, and universal call logging (even from mobile) are game-changers for seamless, efficient customer interactions.
 
VII. Handling the Instant Messaging module in Zoho Desk
The Instant Messaging (IM) module in Zoho Desk provides a unified interface to manage customer conversations across multiple messaging channels.
Messaging channels
Zoho Desk supports the following instant messaging (IM) channels: WhatsApp, Facebook Messenger, Instagram, Telegram, WeChat (primarily used in China and its regions) and Line (commonly used in Japan and its regions).
Business Messaging
Zoho Desk supports its native-live chat application: Business Messaging (BM). Add the Business Messaging widget to your website to connect your customers with your support reps.
Tips for IM configuration (Across all channels)
  1. Channel integration: Integrate your official IM apps' business accounts with Zoho Desk's IM module to handle conversations from a single platform.
  2. Agent association: Associate agents with specific messaging channels to ensure a dedicated point of contact for the agents to improve response time and service quality.
  3. Embed channel options: Each channel provides embeddable options such as links, QR codes, or buttons to place on your website to make it easy for customers to reach out.
  4. Canned messages: Canned messages save time by responding to common questions with standard message formats. They can be used across all IM channels, and associated with specific departments for better control and consistency.
  5. Welcome messages: Configure a Welcome Message to greet customers automatically when they initiate their first conversation through IM.
  6. Offline notifications & business hours: Set business hours for each IM channel to manage availability effectively. When agents are offline or on a holiday, an offline message can notify customers about the availability of support.
IM offerings for 24/7 support
  1. Answer bot: Use the Answer Bot to handle Level 1 (L1) queries during out-of-business hours and holidays.
  2. Guided conversations: For structured customer interactions, configure Guided Conversations based on your business flow and associate them with IM to guide the customers.
  3. Automate notifications via workflows: Zoho Desk workflows support IM-based notifications using Reply via Instant Messaging and Notify via Instant Messaging. Define the criteria in workflows and select the appropriate channel and use templates for custom messages.
Note: WhatsApp supports template-based messages, and other channels support custom templates.
Tracking IM conversations as tickets: IM conversations → Tickets 
You can configure IM preferences to automatically convert conversations into tickets. Under Preferences in the Instant Messaging modules, if you select None, IM conversations will not be converted into tickets. If you select Always, all conversations for a contact will be tracked in a single ticket. Configure a time interval to track ticket creation based on your business requirements.
  1. Auto-closing conversations: Use Auto-Close to automatically close conversations when agents or bots remain idle beyond a configured timeout period.
  2. Automatic agent assignment (chat routing): Enable Chat Routing in IM to automate agent assignment where online agents are assigned conversations sequentially, while offline agents are excluded from assignment.
Leverage Instant Messaging in Zoho Desk to collaborate effectively with your customers.

From feature walkthroughs within Zoho Desk to personalized follow-ups via tickets, emails, and one-on-one meetings, every session reflected how Zoho Desk helps businesses grow and benefit customers worldwide. The ideas, questions, and feature requests shared during these sessions continue to guide us in crafting Zoho Desk into a more intuitive, accessible, and human-centered platform.
We thank everyone who participated and contributed to the 2025 ATE series. We look forward to continuing our conversations in the upcoming sessions.

Happy New Year, everyone!



Cheers,
Lydia | Zoho Desk
 
 
 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

            Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any

          • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

            Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

          • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

            Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

          • Ask the Experts 4: A 5 hour online Q&A on agent productivity

            Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

          • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

            Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                    Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

                                  • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                    Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

                                  • Hide/Show Subform Fields On User Input

                                    Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

                                  • Cloning Item With Images Or The Option With Images

                                    Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?

                                  • WorkDrive and CRM not in sync

                                    1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

                                  • Custom validation in CRM schema

                                    Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

                                  • Adding Default Module Image into mail merge field

                                    As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

                                  • Sync Data from MA to CRM

                                    Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

                                  • Is it possible to roll up all Contact emails to the Account view?

                                    Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

                                  • Update CRM record action

                                    Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

                                  • Notes badge as a quick action in the list view

                                    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

                                  • What's new in Zoho One 2025

                                    Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,

                                  • Good news! Calendar in Zoho CRM gets a face lift

                                    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

                                  • Add deluge function to shorten URLs

                                    Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

                                  • Edit default "We are here to help you" text in chat SalesIQ widget

                                    Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

                                  • Quick way to add a field in Chat Window

                                    I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting

                                  • How to create a two way Sync with CRM Contacts Module?

                                    Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app

                                  • Zoho Sheet for Desktop

                                    Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

                                  • Allow Manual Popup Canvas Size Control

                                    Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

                                  • Where is the settings option in zoho writer?

                                    hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

                                  • How to set page defaults in zoho writer?

                                    hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

                                  • Develop and publish a Zoho Recruit extension on the marketplace

                                    Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

                                  • How to import data from PDF into Zoho Sheet

                                    I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password

                                  • Zoho Projects Android app: Integration with Microsoft Intune

                                    Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through

                                  • Cant't update custom field when custom field is external lookup in Zoho Books

                                    Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

                                  • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                    Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

                                  • About Zoneminder (CCTV) and Zoho People

                                    Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand

                                  • Introducing the Zoho Projects Learning Space

                                    Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

                                  • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                    I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

                                  • How to show branch instead of org name on invoice template?

                                    Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

                                  • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                    Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

                                  • Unable to remove the “Automatically Assigned” territory from existing records

                                    Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

                                  • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                    Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

                                  • Set connection link name from variable in invokeurl

                                    Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

                                  • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

                                    We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

                                  • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

                                    I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

                                  • Timeline Tracker

                                    Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

                                  • Primary / Other Billing Contacts

                                    If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

                                  • Missing Import Options

                                    Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

                                  • Next Page