Multiple organizations under Zoho One

Multiple organizations under Zoho One

Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other apps. Since Zoho One doesn’t allow the same email address to be used under different Zoho One accounts, having each organization under a different account does not seem like the best option. Additionally, the organizations sometimes have to work together (using tasks, sharing files, editing documents, signing documents) so it would be helpful to have them under the same account for easy viewing of different CRMs and easy communication/project management across the organizations. What I would like to do is set up multiple CRMs (1 for each organization) under 1 Zoho One plan so the users that work on more than 1 CRM can easily switch between the CRMs. I also would like to use Zoho Connect for communication within organizations and between the organizations. For each organization, Zoho Connect would serve two purposes 1. for the organization’s members to interact with each other, see and join events, learn (hopefully integrating Zoho Learn) and work (using tasks) in groups, stay up to date with what is happening with the organization, etc. and 2. to communicate and work (using tasks, sharing files, editing documents, signing documents) between the different organization to complete administrative projects/work that needs to be done for the larger company. So, I would like to use our Zoho One account and add multiple CRMs for our different organizations to the account. Then, I would like the different organizations to have a private group in Zoho Connect where they can work collaboratively as mentioned above. Question #1: Is it possible to do this and integrate Zoho CRM tasks from each organization's CRM into Zoho Connect tasks in that private group? Question #2: Is this the most efficient way to handle this? I thought about using Zoho Cliq for the collaborative work between the organizations, but I want to limit the amount of apps users need to learn. Question #3: Please also note that each organization has a separate bank account, has different social media channels, has different members subscribed to their membership service, run different email and SMS campaigns, have different websites needing chat functionality and performance enhancement, have shared and different course content, and sometimes run separate events. How does that all work with Zoho Books, Zoho Social, Zoho Subscriptions, Zoho Campaigns, Zoho SalesIQ, Zoho PageSense, Zoho Learn, and Zoho Backstage? Can those apps also have different organization segments like CRM can in Zoho One? Would all the organizations need to purchase each of those apps separately and somehow use Zoho flow to get them to integrate with their respective CRMs? Please advise on the most efficient way to handle this. Questions #4: Will one Zoho Voice account work across all 6 CRMs for voice calls and SMS communication?
    • Sticky Posts

    • How to Add Users to your Organization in ZohoMail?

      A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

    Nederlandse Hulpbronnen


      • Recent Topics

      • Almost all Flows are being queued

        A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
      • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

        Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker
      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
      • Tip of the Week #75– Manage your social media messages from a single shared inbox.

        Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
      • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

        The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
      • Using files from Zoho CRM in Gemini/ChatGPT/Claude

        Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
      • Zoho Analytics & Zoho Creator - Modified Time value

        I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
      • Zoho CRM - Option to create Follow-Up Task

        When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
      • Portal For Different Apps

        I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
      • Calls undetected

        Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
      • Zoho Projects - Project Details on the Project Menu

        Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
      • Introducing WhatsApp integration in Bigin

        Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
      • Zia Conversation Summary: Context at a glance for every customer interaction

        Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
      • Zoho Projects - Show Task List as dropdown field on Task records

        Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
      • Changing the Default Search Criteria for Finding Duplicates

        Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
      • My followed tickets extension is not working under the All departments view

        Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
      • Ticket Time Entry to Timesheet

        The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
      • Calls undetected.

        The call is not showing on the call log.
      • Calls undetected

        Zoho is not reading calls made.
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?
      • How to add to Subforms via Zapier with Zoho Writer?

        I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed
      • Zoho Books | Product updates | November 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
      • Missing information data Zoho inventory

        there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
      • Calendar Events Issues

        Not able to view scheduled events on my calendar
      • Extensions 101 webinar series: Build, integrate, and monetize with extensions

        Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
      • Custom Related List Inside Zoho Books

        Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
      • Where are recordings stored?

        I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks
      • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

        Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • IMAP error message in Zoho mail

        I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
      • Enhancements to Zoho Map integration tasks

        Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
      • IMAP stopped working today

        Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
      • Duplicating report but custom layout does not

        Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
      • Are custom portals accessible on the Zoho learn smartphone app?

        In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks
      • When will Zoho Learn be able to support SCORM files on the mobile app?

        When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
      • 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
      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help.
      • Multiple columns in a form

        I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
      • Next Page