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• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• Standard practice rerun updated deluge function over existing recordes

  Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

• can change deal colors in bigin?

  can be super useful if we can change colors deals process  any way to do it?

• Import Quote from CRM into document in Writer?

  Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

• Zoho Sheet for Desktop

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

• Can I convert MSG to HTML on Mac?

  Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,

• Duplicate Leads Notification Help!

  Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

• Adding Calendar Display to Home Page

  I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this.  Is it possible to display the CRM Calendar on the Home Page?  

• Schedule a Call by Date and Time when a specific lead status is selected

  Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• Private email threads

  When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

• SLA Notification

  Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

• Map: Output None

  Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

• Use arbitrary images in deluge

  I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

• How to add "All Open AND Overdue" back to the Home Page Task Component?

  Hi everyone, I’m looking for a way to restore the Tasks component dropdown list on the Zoho CRM Home Page. Since the recent update to the Task area in my Home Page Classic View, the dropdown options (e.g., My Next 7 Days + Overdue) are too restrictive

• Sync Attachments in Comments from Zoho Desk to Zoho Projects

  Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues via

• Add a way to connect Log360 Cloud logs with Zoho analytics

  Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho

• Auto sync Photo storage

  Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

• Funcionalidades y configuration ZohoDesk

  Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto

• How to call Functions and perform Write Operations using Page Scripts?

  Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?

• Connecting Airwallex in Zoho Books

  I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now

• Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

  Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these

• Button Duplication when emails forwarded or replied

  When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.

• Workdrive backup and default storage selection

  Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

• Ask the Experts 27: Onboarding and managing support reps

  Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Assign emails to lead

  I have some contacts who refers leads but there is no away to manually assign emails to lead.   

• sync two zoho crm

  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

• Built-in Date Functions in Zoho Analytics Query Tables

  I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

  The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

• Marketer's Space: Why your open rates suddenly drop to zero?

  Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Bulk upload images and specifications to products

  Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

• I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

  I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?

• Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)

  Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate

• Is Zoho Sites still actively being developed?

  Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

• Adding new data to the sheet with most recent data being added to top row.

  I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

• need a packing list feature

  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

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