Rebrand your CRM with the all-new custom domain mapping setup

Rebrand your CRM with the all-new custom domain mapping setup


UPDATES TO THIS FEATURE! 
  1. 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 
  2. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. 

Hello everyone!

We are elated to announce that Zoho CRM now supports custom domain mapping. This is a game changer as this potentially allows every organization to rebrand their CRM system and align it with the domain name of their business. 



Why custom domains
When a business markets itself under a particular brand name but runs its operations on multiple third-party solutions from various vendors, this disconnect poses a challenge, often from a marketing, and credibility standpoint.

For example, assume that Zylker Travels markets its services on its website www.zylkertravels.com but uses a different vendor, say Zoho CRM for optimization of sales and customer portal. So, while Zylker's website, blogs and newsletters are all hosted on ZylkerTravels.com, their customers and travel agents get redirected to "Zoho", a visibly different third party portal when they attempt to log into follow up on their travel requests. As a result,
  • from an internal operations perspective, Zylker may find that their users do not feel close to the brand, which it turn may affect product adoption rates.
  • From customers' perspective, the redirection to a different brand's portal may discourage customers from continuing their relationships with their brand, because of credibility concerns.
Therefore, as a solution to this disconnect in brand names, Zoho CRM now supports custom domain mapping.

With this capability you are effectively able to enjoy the best of both worlds—that is the efficiency of the Zoho CRM system, packaged and served under your company's brand name.

A few examples of custom domain mapping
With custom domain mapping you can,
  • rebrand your CRM system in alignment with the domain name of your business
  • increase credibility for your brand among customers, and promote CRM adoption among your users by using your own domain name instead of Zoho's brand name.
  • minimize credibility-related challenges by avoiding mention of third party vendors' names in your essential business applications.
Here are some quick examples of how custom domain mapping could help organizations in different domains — Travel, Healthcare, Education etc.

How does custom domain mapping work in Zoho CRM?

Custom domain mapping in Zoho CRM is a 3-step process.

Step 1: Choose the desired environment
In Setup > General > Company Details > Domain Mapping, first choose the desired environment.
Domain mapping is available for live Production CRM setup, Sandbox and Portals.

Step 2: Add Domain
This is a key step in this configuration process.

In this step, you need to perform two actions simultaneously— one step in the CRM and the other step in the DNS Management page in your domain provider's website. These two actions are required to connect the services together and create a link.
  • Action 1: Map your domain with Zoho CRM in your DNS registry.
  • Action 2: Provide the domain URL in a structure: subdomain.domain.com.
Action 1: Map your domain with Zoho CRM in your DNS registry.
Here, you need to map your domain with Zoho CRM in your vendor's domain management page. For example, if you are rebranding your CRM for your sales department and wish to have "Sales" as your subdomain, you need to provide a few details as mentioned in this step.

Go to your domain provider's website (domain providers vary for each user) and do the following:
  • Create CNAME type
  • Provide the name of the subdomain.
  • Provide Target or "Point to value" as applicable.
  • Click Save.
Note that these two actions are required and need to be performed one after the other in order to complete adding the domain.

Action 2: Provide the domain URL in a structure: subdomain.domain.com.

In order to add your domain in Zoho CRM, you need to provide the domain URL in the structure: <subdomain.domain.com>.

For example, in the case of crm.zoho.com, "crm" is a sub-domain or a classification of the parent domain called "Zoho". Now, in place of crm.zoho.com, you can choose to have a URL of your own. Example, if a company called Zylker wishes to have a subdomain for their sales department, they could use a desired URL say, sales.zylker.com.


Note:
The changes after adding/updating the entries (adding CName record or updating existing record) in the DNS management page usually takes a few minutes for the domain to get propagated across the servers (Based on DNS providers). Until then, an error that the domain name as invalid will be displayed, because from the application's end, we don't have the hold to validate that the domain is getting propagated. Kindly factor in this wait time as required.

Step 3: Link and Verify
After adding the domain in your CRM organization, it is time to verify to ensure security in the connection. To verify and complete the configuration, you need to perform two actions:
— Action 1: In the DNS Management page, link the TXT name and value from CRM
— Action 2: In CRM, Verify the mapping.


Action 1: In the DNS Management page, link the TXT name and value from CRM
Go to your domain provider's website (domain providers vary for each user) and do the following:
  • Create TXT type.
  • Copy the TXT Name, which is an alphanumeric code, from CRM and enter it here.
  • Provide TXT value as crm.cs.zohohost.com
Action 2: In CRM, Verify the mapping.
Once you have pasted the TXT Name and value, go back to the Domain Mapping settings in CRM and click Verify.

This will ensure domain ownership and upon adding, the connection will be established after security verification and generation of SSL certificate from Zoho. This certificate will be provided within three business days from the day of verification.

Once your SSL certification is generated and the domain security is verified, your custom domain will be active and you can access the same from Setup > General > Company Details > Domain Mapping.
Points to note:
  1. Edition availability: Custom domain mapping is available for organizations in Enterprise and Ultimate editions of CRM. It is not available yet for CRMPlus and Zoho One.
  2. Limits: You can configure up to three domains for each environment (CRM, Sandbox and Portals). Only one domain per environment can be active at a time.
  3. Who can configure Domains: Domain mapping configuration will be available only for admins and super admin and this too only in CRM (Live production) environment.


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      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 Campaigns 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 Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

                                  I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form
                                • Open New Free Zoho Account

                                  Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,
                                • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

                                  554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL
                                • Emails going back unread

                                  Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?
                                • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

                                  it is really annoying.
                                • Constraints on Tasks

                                  We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
                                • Moving Project Dependencies Not Moving Precedessors

                                  Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
                                • Can you set task due dates to be "x" days before the milestone?

                                  We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
                                • Default ticket template in helpcenter

                                  Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
                                • Expanded data-capturing capabilities with enhanced tabular sections

                                  We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections
                                • Integration of Business Hours in Email Templates

                                  Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
                                • Add Owner to deluge-created module record note

                                  Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
                                • Blueprint - Field Validation Criteria (During)

                                  When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 
                                • Delete Field that is used in a Zoho Flow connection

                                  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
                                • Use image on img HTML tag

                                  Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,
                                • ZOHO Compain emails going to spam after authentication is successful

                                  Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.
                                • Security Policies

                                  To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
                                • Zoho CRM functions editor is not in the programming language deluge

                                  I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.
                                • "Age in Days" calculation in Advanced Analytics

                                  Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you
                                • Automatically set quotes to "lost" if deal is set to lost

                                  Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!
                                • Subdomain

                                  How can i make subdomain in my zoho website
                                • A/R Aging Details shows wrong aging days

                                  In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
                                • Global Choice List share ownership

                                  I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
                                • Domain Transfer

                                  I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.
                                • Project Templates & Reminders

                                  I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
                                • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                  Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
                                • Create customized SLAs for your customer base with support plans

                                  Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
                                • Zoho Flow or Schedules

                                  I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
                                • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

                                  Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
                                • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

                                  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
                                • Workflow - Execute Based on Date

                                  Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date].  Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearly
                                • Can we set a BCC address as default to show while sending emails?

                                  Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC address
                                • Make collecting payments from your customers in Bigin easier with payment links

                                  Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
                                • Inbox Preference - Saved replies based on message repsonse with specific word

                                  Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message contained
                                • Basic Price List Functionality Still Missing

                                  I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells that
                                • How do I hire employees????

                                  Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,
                                • Automate data upload process like reports

                                  I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
                                • Greylisted, try again after some time

                                  Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphost
                                • Emails linked to Deal

                                  Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receive
                                • How to transfer all my mails from Zoho to Gmail or Office 365

                                  is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 
                                • Next Page