Tip #6 : Accessing external URLs from Zoho Subscriptions

Tip #6 : Accessing external URLs from Zoho Subscriptions

Hello everyone,

We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link.

Business Scenario:

Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information from Zoho Subscriptions to the URL. The URL can be your:
  • company's intranet URL;
  • external third-party website or application; or
  • company's website or application.
Let's consider the following scenario to understand this better. Zylker is a Saas business that provides customized IT integration solutions. They use Zoho Subscriptions to manage their customers' subscriptions. Also, they have a back-end system to store the details of the integrations they've provided to their customers.

During customer queries, employees use an intranet URL (https://zylker.com/app/customers?q={ Customer_ID}) to access the back-end system and view the specific customer's details. Usually, they copy the unique Customer_ID from the customer details page in Zoho Subscriptions and append it to the intranet URL to access the customer's integration details in the back-end system.

This can be tedious as the Customer_ID has to be appended to the URL, every time they want to access a specific customer's details. This process can be simplified by setting up custom links in Zoho Subscriptions. Now, employees can open the desired page with just a click.

How can you do it?

Let's see how you can create a custom link and open a third-party URL by appending the data from Zoho Subscriptions.
  1. Go to Settings > Preferences > Customer.

  2. Select the Custom Buttons tab.

  3. Click the New Custom Button dropdown and click New Custom Link.

  4. Enter a name for your custom link.

  5. Configure the URL as per your requirements by inserting placeholders. These placeholders will be used to access the data in Zoho Subscriptions.

  6. Click Save.
Now you will find the custom link listed as an action in your customer details page. Click the button and the customized URL will open in a new tab. Please find the below images for reference.






Found this useful? Try it out for tour subscription business and let us know how it works. If you have any questions, feel free to comment below! We are here to answer.

Cheers,
Sasidaran K,
The Zoho Subscriptions Team.


      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

          • Tip #4 : Refer and Earn Workflow system for your Subscription Business

            Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
          • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

            Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
          • Tip #3 : Send SMS Reminders for your Subscription Business

            Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can
          • Tips And Tricks - Announcement

            Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,
          • Tip #6 : Accessing external URLs from Zoho Subscriptions

            Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

          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

                                  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                  • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                    Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                  • Editing the Ticket Properties column

                                    This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • What's New in Zoho Inventory | Q2 2025

                                    Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
                                  • Zoho POS App Hanging Issue – Sales Becoming Difficult

                                    The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
                                  • Please, make writer into a content creation tool

                                    I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
                                  • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
                                  • Add specific field value to URL

                                    Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
                                  • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

                                    Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,
                                  • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

                                    Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
                                  • Sync Issue

                                    My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
                                  • Notification to customers when I use a Zoho function

                                    Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
                                  • Desk DMARC forwarding failure for some senders

                                    I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
                                  • "Spreadsheet Mode" for Fast Bulk Edits

                                    One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
                                  • Email Notifications not pushing through

                                    Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
                                  • Ticket layout based on field or contact

                                    Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
                                  • Syncing Bills in Zoho Books to Zoho CRM

                                    Is there any way to sync the Bills in Zoho Books in Zoho CRM
                                  • SAML in Zoho One vs Zoho Accounts

                                    What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
                                  • How do I change the order of fields in the new Task screen?

                                    I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
                                  • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                    Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                  • Deactivated Zoho One account can sign in

                                    I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
                                  • How can I reset the password for a user in Zoho Projects

                                    We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
                                  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

                                    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
                                  • How can I add a comment to an existing ticket via API?

                                    I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
                                  • Internal Error When Accessing Team Inbox.

                                    All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
                                  • Marketer's Space: Proven tips to improve open rates – Part III

                                    Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
                                  • MCP no longer works with Claude

                                    Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
                                  • Change Number Field to Decimal Field

                                    Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
                                  • Allow Text within a Formula

                                    Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
                                  • Zoho Social - Feature Request - Reviewer Role

                                    Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
                                  • Zoho Books/Inventory - Update Marketplace Sales Order via API

                                    Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
                                  • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

                                    I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
                                  • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                    Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                  • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

                                    Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
                                  • Dependent / Dynamic DropDown in ZohoSheets

                                    Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
                                  • BARCODE PICKLIST

                                    Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
                                  • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

                                    Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
                                  • Next Page