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• Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

  WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

• 【Zoho CRM】アップデートのお知らせ：ミラー要素

  ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 Zoho CRMに新しいフィールド機能「ミラーの要素」が追加されましたのでご紹介します。 これにより、別タブにある項目の値をリアルタイムで表示できるようになりました。 目次 1. ミラーの要素とは 2. ミラーの要素とルックアップ項目の連動項目の比較 ― どちらをいつ使うべきか 3. 適用範囲と制限事項 1. ミラーの要素とは これまで、別タブにある項目の値を引っ張ってくるには、カスタム関数やワークフローを使った値の更新が必要でした。

• Generate payment links to collect your payments from Android

  Hello everyone! We're happy to announce that users can now generate payment links from their Bigin mobile app to collect payments from customers. This will help them manage their payments more efficiently, as payment records are linked to the pipeline

• Introducing the Image Slider field: Multiple images, one clean carousel

  Hey everyone, Some context is best communicated visually. When you are offering a service, a written description rarely does enough work on its own. People want to see what they are signing up for before they book or pay. When you are selling a product

• Online PDF Editor

  Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please

• How to migrate emails from Amazon Work Mail?

  Hi, I've an account with Amazon Work Mail, I'd like to migrate emails from Amazon Work Mail to Zoho Mail. Can you guide me? Regards, Mahendran

• IP Address List > Sigma

  We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

• steps and options to change Domain DNS/Nameservers settings

  Please share the options or steps to change  Domain DNS/Nameservers settings 

• Product sorting in Zoho Commerce - how can I influence standard behaviour?

  Hello Zoho, I want to sort my products by e.g. name, SKU (Ascending / Descending) or by another attribute. I could neither find any solution in the settings, nor an entry in this help. Can you advice how this would work? Seems the standard sorting is

• 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

• Survey questions inside email template

  We have a Net Promoter Score survey.  It is 3 questions only. When the deal is closed we need to send an email to a customer asking them these 3 questions. Currently, the only option I can find is to give a customer a link to survey. What we need is to

• No DINAR (Serbia) in currency list

  There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.

• #18 Money in the Bank Doesn't Mean Your Books Are Upto Date

  Many businesses have experienced this. A customer transfers the payment. You check your bank account and see the money has arrived. A week later, while reviewing outstanding invoices, you realize the same invoice is still marked "Unpaid." The payment

• Enhance form structure with the Heading field

  Hello form builders, A form without structure creates cognitive load. When respondents can see where one section ends and where another begins, they move through the form with less friction and more confidence. This is the reason we have introduced Heading

• Canva Integration

  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

• Zoho Books - Feature Request - Improve Online Payment Badges

  Hi Finanace Suite Team, I use Stripe to facilitate online payments and I often have customers who don't notice the online payment option on the invoice. The below example shows how a stripe payment link appears on the invoice. In this example you can

• Allow customers to choose meeting venue and meeting duration on booking page

  My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

• Improved configuration experience for Zia AI features

  Hello everyone, Zia, the AI assistant built in to Zoho Creator, powers a range of capabilities—from generating forms and suggesting fields to writing Deluge scripts and running AI agents—that help you build applications faster. Until now, configuring

• Cdata - Looker Studio Community Connector Error to Zoho CRM

  Hi! Has anyone encountered the error message below when trying to connect to Zoho CRM from Looker Studio, and found a solution? I opened a ticket wih CData but didn't hear back.

• 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

• Zoho CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• i cant able to transfer data

  i cant able to transfer all data in folders (multiple data) from ONEDRIVE Microsoft to the ZOHO work drive. Each time I can only send 1 file. like 1 photo, 1 audio. It's not very useful for me. Please give me a solution to upload multiple files at a

• How many Zoho Sales IQ do I need?

  Hello, We are a SME currently moving from Hubspot to Zoho. We are already using Zoho books and CRM, I am wondering how many ZohoSalesIQ account do I need? We mostly need to track our website users, no need for chatbot or anything. I am thinking to buy

• Email Password Reset - Vishal & shaik Vali Babu

  Hi Team, The below-mentioned employees are unable to log in to their Gmail due to a password error. Kindly look into this on priority vishal.r@jumbotail.com shaik.babu@jumbotail.com

• Where can I find the best mail backup tool for Windows?

  Later this evening I found Mail Backup Tool in google. Actually I was looking for a solution to download/save emails to my local drive. As I had plenty of important data stored in my email account. So i was not in a mood to take this thing lightly. This made me curious to found any software which can help me to backup my data to hard drive. Then I found the above application which was like a gem. A complete email backup solution for Zoho Mail, Gmail, Yahoo Mail, Office 365 and more than 40+ email

• Zoho Desk data sync shows repeated “temporary error” after successful syncs

  Hi everyone, we are currently using Zoho Analytics with a data synchronization from Zoho Desk. In the synchronization history, I can see a repeating pattern: the sync runs successfully, but shortly after that, another sync entry fails with the message:

• Zoho ERP | Product updates | June 2026

  Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every

• 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

• Marketing Tip #40: Build trust by adding a contact option on every page

  Customers are more likely to buy when they know help is easy to reach. A visible contact option like chat, email, or a contact form, reassures shoppers that there’s a real team behind the store and that support is available if they need it. This is especially

• WhatsApp Campaign not appearing in Zoho Marketing Automation data import

  I'm setting up data import from Zoho Marketing Automation into Zoho Analytics, but WhatsApp is missing from the available modules. I can see Journeys, Email Campaigns, SMS Campaigns, Users, Lists, and Leads but no WhatsApp Campaign option.

• Ticket Status Colors

  Hi everyone, In Zoho Desk, I’m trying to assign colors to my Ticket Status values, but I do not see any option in the admin panel to do this. Right now, they all show as plain black text. Where can I change the color for each Ticket Status? Or is this

• ScreenPop > Ticket integration?

  I'd like a way for my agents to operate this way: 1) Incoming call activates a ScreenPop. 2) If phone number matches a number in the database and any tickets exist for that company, show those ticket references (links) in the ScreenPop, allowing the agent

• Deleting unwanted ticket replies

  Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• Add conditional statements to insert or not clause or text according to dynamic CRM fields

  Hello, I would like to contsruct my contracts dynamically with conditional statements (IF, ELSE, etc) For example, according to specific CRM dynamic fields, I want to insert or not some clauses or text Would it be possible to add that feature? Best

• Client Script actions on related list change

  Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automatically

• Migrating my Yahoo Mail to Zoho

  Hi.  I'm new to Zoho, having come over from the blighted Yahoo.  I've signed up for the free webmail but I notice there's no web-based migration in this version.   Would I be able to upgrade as an individual, in order to be able to migrate my emails from Yahoo.  There's well over a decade of emails, so I'd probably appreciate the extra space too. TIA

• Application-Level Save copy of sent emails

  It would be really helpful to be able to turn on/off the Save copy of sent emails at a per application level, so some applications can save in the sent folder and others don't.

• Cookies Consent Management in Webforms

  Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track

• Urgent Escalation Request - Severe Performance Issues and Errors in Zoho Desk

  Hi, I am experiencing a serious issue with my Zoho Desk account. Since Sunday, we have been encountering error messages such as "Unable to process your request" when attempting to open new tickets or update information in existing tickets. In addition

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