Kaizen #266: Working with Zoho CRM Using Zoho MCP - Part II
In Part I, we explored how to connect Zoho MCP to an MCP client and use it to work with Zoho CRM records and metadata. We also saw how the client can identify the tools it needs and combine multiple operations based on a natural-language instruction.
Manage your LLMs with model-level configuration based on cost, performance, and capability
Hello all, Building on models which let you configure LLMs at the vendor level, we now introduce Manage Models. This feature lets you go one level deeper and configure LLMs at the model level, with a centralized LLM models section where you can add and
#CyberSecurityAwareness - Be diligent when it comes to Widget security
We love Widgets in Zoho CRM! And in our experience they have become an essential tool for extending the feature set and providing a rich user experience beyond standard CRM UI, functionality and integrations. BUT BEWARE... If you are thinking of adding
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions
Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
Feature Request: Post-commit Subform Row Event (onRowSave / afterRowCommit) in Client Scripts
Hello Zoho CRM Product & Engineering Team, Requested Feature: Introduce an afterRowCommit (or post-commit onRowSave) subform event in Client Scripts that fires immediately after an inline subform row has been successfully committed to the database, passing
👍 Zoho CRM's Notes now gets Reactions and a new look
Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.
Does Zoho CRM have a feature or section for Sales Battle Cards?
I couldn't find any information on this and I'm assuming others are using Battle Cards in their sales process. Just curious if there is a section within CRM or another workaround to create battle cards within the sales process and have readily available
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
How to contact Zoho Community and not the support on this forum ?
Hello, I'm trying to publish in the Community but only the support answered. Could you please tell me how to publish questions or answers on the community? Thanks a lot Anne
Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
How to reorder Kanban View Columns in All Layouts?
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.
Stock management : updates of quantities
Hello, We are having many troubles with Zoho CRM on Stock Management. - We changed some names and added some status to the possible Status of SO and PO. - Now, the stock management has gone crazy. If we create a S.O., it increase the quantity in demand
Emoji support in email template subject fields
Can you add support for emojis in the subject line of email templates? Use case: Live is more fun with emojis !! 🪅🎉🥳🍹 But on a serious note, they grab attention and can help make emails appear more engaging. Thanks Olly 🥸
What is "Child Sales Order"
When I click system predefine "Created Sales Order" button, sometimes will display "Create Child Sales Order" instead of "Create Sales Order", in "Child Sales Order" Create Page, system will not allow you to save the record. only one solution is refresh
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
Keep your agents up to date and control who uses them in Zoho CRM
Hello all, Managing agents in Zoho CRM just got simpler. You can now decide which profiles can use each agent, as well as move to a new agent version without rebuilding your setup. Profile permissions You can now choose which profiles can interact with
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules
Hello all, WhatsApp Business now comes with a few exciting enhancements. So far, WhatsApp integration has worked with a single account and a single mobile number. As reliance on the WhatsApp integration has grown, along with the need for multiple accounts
New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
Create multiple records with ICR's bulk image import
Hello all, Sales reps often face the challenge of manually entering client information collected from events and conferences, whether it comes from business cards, registration forms, or sign-up sheets. This process is time-consuming and error-prone.
How can i disable Agents and MCP icons from the main menu?
Hi, How can i disable / hide those from left hand pane ?
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Kaizen #265 - Working with Zoho CRM using Zoho MCP - Part I
Over the past few weeks, we have been exploring the zoho-crm skill and how it can help you work with your Zoho CRM account using natural language. We started with an introduction to how the skill works and how to use it, and then explored different Zoho
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Portal access is now available in the Zoho CRM mobile app
Hello everyone A Portal in Zoho CRM is a space where you share selected records with people outside your organization. The people you invite to a portal are called portal users. They can be customers, vendors, partners, or anyone outside your organization
Widget Height were destroyed
All widget heights in the Details Canvas view are broken.
Integrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integration
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Default value in custom multi line field
No option to add default value in custom multi line field??
WhatsApp inside Zoho CRM: send templates from Leads/Deals and log every chat on the record (Go4whatsup extension)
Hi everyone, I'm Anuj, founder of Go4whatsup. We've published a WhatsApp extension for Zoho CRM on the Marketplace and wanted to share it here for anyone looking for WhatsApp in their CRM. What it does: - Adds a "Send WhatsApp Template" button on Leads,
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Unable to connect existing WhatsApp number to LeadChain — Embedded Signup blocks re-adding registered number
Hello Zoho Support, I'm trying to set up a WhatsApp Leads chain in LeadChain (Zoho CRM org: XXXXXXX, ORG ID: XXXXXX) to sync leads from our existing WhatsApp Business number into Zoho CRM Leads module. Details: WhatsApp Business Account (WABA) ID: XXXXXXXX
Which WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
Function failure APIs report "no failures" (204 / empty 200) while the Failures view lists real failures
We want to monitor custom-function failures through the API so we can find and re-run failed functions quickly. We could not find a function-failures endpoint in the API reference (only webhook failures are documented), so we tried the paths that exist
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.
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