Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!

At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and data teams, even for basic visualizations.

That’s why we’re excited to announce the launch of Zoho Analytics 6.0! This powerful new version brings together business users, data analysts, data engineers, and data scientists on a single platform, making data-driven decision-making easier and more accessible for all. Welcome to a new era of analytics!

Data Connectors and Data Management

New Connectors

We are enhancing our existing portfolio of over 500+ advanced analytics connectors by adding more than 25 connectors to this list. These additions cater to big data platforms and business applications, including Yellowbrick, ClickHouse, Dremio, Oracle Netsuite, Databricks, Monday.com, Airtable, Qualtrics, ClickUp, and several others.


Effectively analyze your data from different business applications by using our pre-built reports and dashboards. Additional features in Zoho Analytics like Sync history, Audit History, and Undo Import allow you to manage all data sources, including the connectors.

Sync History

Get a detailed overview of data synchronization activities using Sync history in Zoho Analytics. It helps administrators monitor the status of each sync easily, as successful syncs are highlighted in green, while failed syncs appear in red, along with reasons for the failure and required actions.
Click here to learn more.

Audit History

Keep a full track of user and system activities using Audit History in Zoho Analytics. it helps you ensure security and resolve issues easily, using the timestamps and details of the administrator responsible for each action.
Click here to learn more.

Undo Import Enterprise Plan

Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Click here to learn more.

Data Pipelines Premium Plan

Set up and create data pipelines to setup powerful transformations on your datasets.  You can create  data pipelines with the no-code visual pipeline builder and perform various transforms on your data like join, append, pivot, and unpivot. 
Click here to learn more.



With Zoho DataPrep license you can also setup end to end ETL (extract, transform and load) pipeline to move data from a variety of applications to Zoho Analytics or other sources.

Multiple Schedule Intervals for Tables

Syncing multiple tables at the same interval, just because they share a source, isn't always optimal. That's why we've introduced flexible scheduling options per connection. Now, each table can have its own unique sync interval, allowing you to better meet its specific requirements.
Click here to learn more.


Stream Data Processing Premium Plan

Now you can use Stream Analytics to analyze the data from live streams. The data can be streamed into Zoho Analytics using API and Google Pub-Sub Push Subscription and can be visualized using Zoho Analytics to get real-time insights.


Data Bucketing

Data bucketing in Zoho Analytics allows you to transform your data into categorical bins, reducing distinct values and simplifying analysis. This feature, now built-in, replaces the need for complex formulas.
Click here to learn more.

Dynamic Image / URL

You can now dynamically associate a URL column with a text column in Zoho Analytics. On associating URL as a link or image, the text column will be either hyperlinked or an image will be displayed alongside the text.
Click here to learn more.

Unified Metrics

Unified Metrics in Zoho Analytics consolidates and standardizes all the metrics (aggregates) from different data sources/tables in a workspace. Now you can promote consistency and avoid duplication of metrics across the tables with ease.
Click here to learn more.

Real-time data sync for Zoho CRM Enterprise Plan

You can now analyze up-to-the-minute CRM data in Zoho Analytics. Zoho CRM users can use the Advanced Analytic connector for Zoho CRM to analyze and visually present real-time data effortlessly.

Dataiku Plug-in

You can now analyze and visualize data in Dataiku ML models using the Zoho Analytics Plugin in Dataiku. Zoho Analytics plugin is now available in Dataiku Plugins page.

Enhancement in Live Connect

Zoho Analytics now allows data sources with Live Connect to be added to workspaces alongside other data sources. Previously, Live Connect sources could not be combined with other data sources in the same workspace.
Click here to learn more.

Visual Analytics

Chart Enhancements

New Chart Types

Zoho Analytics supports 7 new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.

  • Sankey charts Sankey charts are ideal for visualizing data flow between nodes and tracking event movement through connected lines. In Zoho Analytics, you can customize node and link colors, adjusting them individually or globally, and set link colors based on source or target nodes. You can choose a basic Sankey chart for simple flows or an Alluvial Chart for complex, multi-stage flows.
  • Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
  • Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
  • Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
  • Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
  • Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
  • Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.

Interactive Chart Customizations

Experience real-time updates as you customize your chart with the new Chart Settings interface, now available on the right side pane. It provides enhanced customization options with live visual feedback.
Click here to learn more.

Chart Creation as API

Chart creation APIs in Zoho Analytics allow you to programmatically generate various types of charts by customizing data inputs, applying filters, and configuring chart properties. These APIs offer flexibility to create dynamic visual reports directly through code.

Pivot enhancements

Conditional Formatting over other columns in Pivot

This enhancement empowers you to create more dynamic and insightful Pivot Tables by allowing you to apply conditional formatting rules over any column based on the values of another column.
Click here to learn more.

New Conditional Formatting: Color & Icon Bands

Zoho Analytics introduces enhanced Conditional Formatting with Color and Icon Bands in Pivot Tables. This update brings a new level of visual customization, allowing you to highlight critical data points and enhance data comprehension directly within your Pivot Tables.
Click here to learn more.

Data Bars & Waterfall Charts in Pivot

Introducing Data Bars and Waterfall (Bar Range) Charts in pivot tables to analyze complex data sets and highlight key insights directly within your pivot tables. Upgrade your data visualization game with Data Bars and Waterfall Charts in Zoho Analytics. Start transforming your Pivot Tables into powerful storytelling tools today!

Dashboard Enhancements

Add Elements in Dashboard

The Dashboard Designer interface now includes an "Add Elements" section for easily incorporating widgets, text, images, and embedded URLs into your dashboard. Simply drag and drop these elements to add them. The Text element offers enhanced formatting options, while the Image element features a built-in editor for direct image customization.

Enhanced Themes and Background in Dashboard

Want to create stunning dashboards with reports over transparent cards and image as background? Try our new themes and background card effect feature. With wide customization options to improve the visual aesthetics, this helps enhance the clarity of the reports and widgets.

Changing date functions based on Time Slicer

Enhance user interaction on your dashboard by dynamically adjusting the date functions of reports based on the applied Time Slicer. The selected date function and interval in the Time Slicer will automatically update the date functions across all reports within the dashboard.

Customizing the width of Dashboard Designer Area

You can now customize the width of the Dashboard layout to suit your specific design needs.  By setting the desired width, you can also design dashboards that could fit in applications where you are embedding them, ensuring a visually appealing layout.

Widget Enhancements

  • Image support in widgets: Enhance your dashboard’s visual appeal and user engagement by adding custom icons to KPI widgets to convey information at a glance, without lengthy descriptions. You can use the in-built image customization options like changing color, cropping, etc., to cater your needs.
  • Widgets with forecast: Based on your current data trend, get a better understanding of how close you are to your goals by adding forecast value to your widgets.

Export as PPT

You can now export a dashboard as a Microsoft PowerPoint file. The snapshot of each view in the dashboard will be exported as an individual slide.

Copy and Paste Reports in Dashboard

Now you can easily copy and paste the reports in your dashboard from one tab to another.

Interactive Customizations

Global User Filters

Expand the functionality of Global User Filters in your dashboard for deeper analysis with our latest enhancement. You can either select common filters across tabs as global filters or apply the same filter to all tabs when they share the same base data.
Click here to learn more.

Sharing User Filter Presets

You can now share saved user filter presets with other users. Dashboard users can utilize the shared presets or create their own custom presets.

Drill Through

Navigate and view the reports related to the specific data points using the drill through function. You can easily link all the related reports specific to a metric or dimension.
Click here to learn more.

Generative AI Infused Analytics

Diagnostics Insights

Find out the reason 'Why' behind any insight with diagnostic insights. Analyze the key drivers with significant impact and take informed actions based on these insights.


Visual Zia Insights

Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Click here to learn more.

Configurable Insights

Customize the insights generated by Ask Zia to focus on the columns of your choice. This feature provides configurable insights tailored to your selected data.


Complex Queries

Ask Zia in conversation mode can now provide you with results for complex mathematical queries to find correlation and trend strength in your data.
Click here to learn more.


Enhancements in OpenAI Integration

  • Increase the accuracy of your OpenAI results in Ask Zia by using your workspace metadata. This can be done by enabling the OpenAI RAG (Retrieval-Augmented Generation) feature in Organization Settings.
  • You can now use OpenAI in Ask Zia conversation mode to create formulas and make data preparation easier by helping you build complex queries. Type your needs in simple language and get answers instantly.
  • Workspace Admins can also use OpenAI integration in Ask Zia.

Ask Zia Bot in Microsoft Teams

Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot. 
Click here to learn more.

Auto Analyze 2.0

Zoho Analytics offers enhanced control over auto-generated reports and dashboards. You can choose from a list of generated reports and dashboards before adding them, and also select which columns should be auto-analyzed.
Click here to learn more.

Zia Suggestions

Introducing the new Zia Suggestions, where you can receive smart chart recommendations during the creation process. Zia provides tailored chart options based on your data, allowing you to preview and apply them with a single click.
Click here to learn more.

Predictive AI

Anomaly Detection

Anomaly detection allows you to easily identify outliers in your data or metrics. You can now create charts that visually highlight these anomalies for quick attention and action. Zoho Analytics uses advanced machine learning algorithms and statistical models to detect outliers. You can also set data alerts based on anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Click here to learn more.

Influencing Factors in Forecasting (Multi-variate forecasting)

Try our new influencing factors option in forecasting,   that enables you to provide dependent factors for accurate prediction of outcomes. For example, when you forecast a sales metric it will just predict purely based on historical data, but you can get more accurate predictions in forecast by considering influencing (dependent)  factors like marketing spending, sign ups, etc.,
Click here to learn more.

Cluster Analysis Premium Plan

Visualize data grouped as clusters using a variety of ML models (k-mean, k-mode, and k-prototype). Intuitively segment and analyze data groups, for common patterns and affinity.
Click here to learn more.

Data Science & Machine Learning Studio

Auto ML Enterprise Plan

Build custom machine learning models with No-code assistant. Easily train, test, compare, deploy and manage models. Perform feature engineering, parameter tuning and model analysis as you build models.
Click here to learn more.


Code Studio Enterprise Plan

Develop custom models and data transformations using Python code studio. Build them from scratch or import them from other sources. Integrated Python development environment with Zia code suggester for accelerated development.
Click here to learn more.

Platform Extensibility

Linked Workspaces

Linked Workspaces in Zoho Analytics establishes a connection between two distinct workspaces, allowing them to push views from one workspace to another. In this connection, one acts as a primary workspace and the other acts as a child workspace. The views from a primary workspace can be effortlessly pushed to multiple child workspaces with a single click or set to synchronize periodically for automatic updates.

Custom Connector Premium Plan

Build your own data connector for any application using a no-code connector builder. Publish and sell your custom connectors on Zoho Marketplace, if required.

Zoho Flow in Alerts Premium Plan

You can now use Zoho Flow to perform actions in other applications whenever an alert is triggered in Zoho Analytics using Zoho Flow. For example, a ticket can be created in Zendesk based on the alert triggered in Zoho Analytics.

Client SDK

New Javascript based Client SDK to extend & customize the user experience of reports within embedded applications.  You can control interactions like sort, export, user filters, change chart type and other actions with the JS API.

BI Fabric

Create unified BI portals by collating insights from other BI applications such as Tableau and Power BI along with Zoho Analytics. Setup fine-grained access control on the portal for secure access. Unified BI Fabric portal helps in easy access to insights from a centralized portal, breaking the boundaries across BI services. 
Click here to learn more.


Security Enhancements

Zoho Directory

Zoho Analytics integration with Zoho Directory allows administrators to setup single sign-on, Active Directory sync, handle user access management and more.
Click here to learn more.


Access Restriction

Zoho Analytics now offers enhanced security controls to setup fine-grained access restrictions at the workspace level. Apart from the organization level access restriction controls, this new update allows you to setup different restrictions for different workspaces.

IP Restriction

Configure workspace-level IP restrictions for enhanced security and prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Click here to learn more.


Other Updates

UI Enhancements

New Intuitive and User-friendly Interface

Zoho Analytics' new user experience features glass-morphism, offering a modern, translucent design that improves visual clarity. This sleek update makes data visualization more intuitive and user-friendly. 

Right to Left User Interface

Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.

Puvi Font Support

Zoho Analytics now supports Zoho's own font, Puvi. You can try this new font from the Profile tab.

Unused Views in Workspace

Views and tables created in Zoho Analytics may sometimes go unused for extended periods due to reduced relevance. These inactive views and tables are now categorized under the "Unused Views" section at the workspace level, helping you decide whether to maintain or remove them.

Share to Slack

Improve collaboration and increase productivity by integrating Slack and Zoho Analytics.You can now easily share tables, reports, and dashboards to Slack users by this integration.
Click here to learn more.



      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

          • What’s New in Zoho Analytics – September 2025

            Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
          • Announcing Agentic AI - Ask Zia!

            We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
          • Invitation-Based User Access in Zoho Analytics

            Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security
          • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

            Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
          • [Webinar] Evolving BI & Analytics in the Age of AI

            Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

          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

                                  • How to go to the next open ticket in the queue when agents closes ticket

                                    Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                  • External download link limit

                                    Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in
                                  • CRM verify details pop-up

                                    Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                  • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
                                  • The difference between Zoho Marketing Automation and Zoho Campaigns

                                    Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
                                  • Custom templates for calendar report

                                    What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.
                                  • Print a price list or price book

                                    Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
                                  • Disable payment thank-you emails

                                    Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
                                  • Maximum tags possible in Contacts Records

                                    I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?
                                  • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                    Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                  • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                    When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
                                  • CRM Mobile reports

                                    When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
                                  • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                    Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                  • Start Form on a different page (i.e., hide form pages)?

                                    I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
                                  • Microsoft Teams now available as an online meeting provider

                                    Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
                                  • Standard Payment Term is not pulled from account to quotation

                                    Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • How can we disable "My Requests"?

                                    We are not using this functionality in our system at all and our users get confused.
                                  • PayPal payment received recording problem

                                    Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account
                                  • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                    Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
                                  • How to mute chat notification sound by default in Zoho SalesIQ?

                                    We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
                                  • Kanban View for Projects.

                                    At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
                                  • How to Hide Article Links in SalesIQ Answer Bot Responses

                                    I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                  • Currency limitation when integrating Zoho CRM & Zoho Books

                                    Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
                                  • Add RECURRING option when adding email to calendar events

                                    When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 
                                  • Using Contains as a filter

                                    We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
                                  • LINE Auto Message Connect to Zoho

                                    When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                  • Option to block bookings from specific email address or ip adresss in zoho booking

                                    Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
                                  • Threaded conversations for emails sent via automation

                                    Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                  • Create folder is fetch fails

                                    coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
                                  • Meetups de Usuarios de Zoho - Noviembre 2025

                                    ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
                                  • Introducing 7 New Connectors in Zoho DataPrep!

                                    We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
                                  • System flaws and lack of response from Zoho

                                    I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
                                  • Sales Order, Invoice and Payment numbers

                                    Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
                                  • Missing information data Zoho inventory

                                    there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
                                  • First day of trying FSM in the field.

                                    What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                  • Zoho Desk app update: AI powered features

                                    Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be
                                  • How to Automate Email Sequence

                                    I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
                                  • Next Page