Kaizen #136 - Zoho CRM Widgets using ReactJS

Kaizen #136 - Zoho CRM Widgets using ReactJS

Hey there! Welcome back to yet another insightful post in our Kaizen series! 

In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM for the demo. 

Prerequisites 

  1. Ensure that you have installed all the necessary components required to use Zoho's CLI. 
  2.  You can use any IDE to code your widget. A few popular suggestions include Visual Studio Code, WebStorm and Atom. Download and install an IDE of your choice to get started. 

Working with ReactJS 

Step 1: Run the following Zoho CLI command to start a new project. 

zet init 

This will display a list of services for creating a project template. Choose Zoho CRM from the list and provide your project name. 

All the files that are necessary for the widget will then be available in the project directory. 

Step 2: To configure this project for ReactJS, install the required dependencies by copying and pasting the following command into your terminal. 

npm install react react-dom react-scripts

These dependencies will be installed only for this project. If you want to develop another ReactJS widget, you should run this command again for that project. 

Step 3: Navigate to the package.json file in the directory and add the following scripts to it. 

"scripts": {
    "start": "react-scripts start",
    "build": "GENERATE_SOURCEMAP=false react-scripts build && rm -rf app && mv build app"
  }

The start script mentioned here is useful during the development stage. On executing the "npm run start" command, it enables you to start the development server for ReactJS and make real-time changes to it. 

Once you have completed the development, all the files that are required for rendering the widget should reside within the /app folder in the project directory. However, in any ReactJS project, when you execute the build command after development, the build files are created under a new folder named build. The build script in package.json file helps in replacing the existing /app folder contents with the files from the /build folder.

Now, add the below key-value pair as we have multiple build static files under the /app folder.  

"homepage": "./"

During production, this property will dictate the system to search for the other static files within the same (/app) folder rather than looking for them in parallel directories. 



Step 4: Establish the /src folder with the required JavaScript and CSS files of your React components.  

To keep this demo simple, we have used the widget code from our previous post "Geocoding Leads' Addresses in ZOHO CRM", which has been modified to React components in the App.js, index.css and index.js files. 

Step 5: Create a /public folder containing static files like homepage (index.html), images and JavaScript library files that are required for the ReactJS project. 
For our use case, we have created only the index.html file.  

Step 6: After completing development, execute the following command to create the production build of your application: 

npm run build

Since we modified the scripts in the package.json during our earlier steps, the production build will be available in the /app folder instead of the /build folder. 



Step 7: To run the project locally, use the following command: 

zet run

Step 8: Validate your ReactJS widget project with the following command: 

zet validate 

This command checks if the project adheres to file and size limitations.

Use the following command to pack your project for uploading it to Zoho CRM.

zet pack 

The ZIP file can be found under the /dist folder of your project. 



Step 9: When uploading the ZIP file to Zoho CRM, remember that for a typical widget, the index page is usually named /widget.html. However, for ReactJS projects, it must be named /index.html



Now, let us go check this widget from the Leads detail page for the results. 



Zoho CRM widgets can be built using any of the client-side frameworks and this sample configuration is almost common to most of them.
We hope you found this post useful and engaging! 

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Keep an eye out for future posts packed with similar content!

Cheers!

----------------------------------------------------------------------------------------------------------------------------------------

Recommended Reads

----------------------------------------------------------------------------------------------------------------------------------------

Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho Form URL displays incorrect name

        Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any
      • Consumers are talking about your business. Are you listening?👂

        A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect
      • What counts as a Temp for Billing Purposes in Workerly

        I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point
      • Form name incorrectly displayed in URL

        Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any
      • I can't receive mail

        Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.
      • 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

        1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq
      • 【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現!

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました! この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション:Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。
      • received email opens in a new tab every time I log in

        as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settings
      • Engage with your customers at scale using WhatsApp Marketing Template messages

        Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp
      • Importation Tickets error

        Hi, I'm newbie here 🤓 So, i'm importing data from csv, but when I try advance to mapping fields the importer tool show this message: Previously I try import, other data, and not show errors in this step. Some ideas? Best Regards,
      • Showing description in timesheet and timelogs.

        I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
      • Direct “Add to Google Calendar” Option in Zoho Meeting

        Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
      • Workaround: openURL in Blueprints - An alternate approach

        There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,
      • MTD SA in the UK

        Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'
      • Migrate file from Single File Upload to Multi File Upload

        Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
      • Open "Live Chat" from a hyperlink?

        Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:
      • Zoho Sites search box

        Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.
      • What stops me from packaging and shipping an order when the inventory is negative?

        It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   
      • Conditional formatting based on another field

        Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline
      • Is there API Doc for Zoho Survey?

        Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
      • Using IMAP configuration for shared email inboxes

        Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
      • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

        Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
      • Changing a Single-Line Text field into a Multi-line Field without losing data

        Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
      • Webhook - Google Sheets

        I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
      • Verified Mark Certificate

        Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
      • Appointment booking is temporarily unavailable

        Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
      • Cannot connect to 365 business calendar and Teams, says personal but it is not.

        hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
      • Limited review (/questions) for Bookings 2.0

        Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
      • Zoho Bookings - Reserve with Google

        Does Zoho Bookings plan to to integrate with Reserve with Google?
      • Tip #3: How to change your booking page language

        Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
      • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

        Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
      • Bigin update: Link email messages to pipeline records.

        Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
      • Bigin Android app update: Custom buttons and widgets

        Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
      • Biometric Access Support on Zoho Vault Desktop App

        Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this
      • Zoho Sheet for Desktop

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

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
      • Collective-booking event not added to all staff calendars

        We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
      • Project Management Bulletin: October, 2025

        Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
      • Zoho Sheets saying locked when not locked

        Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
      • Identifying and Merging Accounts with Similar (Non-Exact) Names

        Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
      • Next Page