Zoho CRM Community Digest October 2025 | Part 2

Zoho CRM Community Digest October 2025 | Part 2



Hello Everyone!

From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in.


Product Updates:

Zoho CRM Mobile Updates: Android + iOS Enhancements
Both Android and iOS apps get meaningful upgrades this month to make your CRM experience smoother on the go. The Android app now supports Kiosk flows directly in the app and lets you upload up to five files per subform field for richer, multi-document entries. The iOS app introduces a refreshed CRM Homepage for quick insights, mobile-ready Zoho Survey actions, and the same enhanced subform upload capability. Each platform brings its own improvements, so check out the full details in the Android post or the iOS post.

 

Zoho CRM Adds Direct Outlook and Office 365 Integration via Microsoft Graph API

Zoho CRM now supports connecting your Outlook or Office 365 inbox through Microsoft’s Graph API, offering a modern and secure alternative to IMAP and POP. Your email experience works just as smoothly from day one, while the Graph integration sets you up to benefit from enhanced Microsoft 365 capabilities as they continue to evolve. The integration is available for all editions across all DCs. For setup steps and more details, the full post walks you through everything.

Full Automation Control: Workflow & Actions APIs Now in Zoho CRM

Zoho CRM's v8 API suite now includes Workflow and Actions APIs, giving you full control over your automations. You can create, update, reorder, or remove workflow rules, view their configuration, and track how often they trigger and perform. The same control extends to actions, including field updates, emails, tasks, and webhooks, with detailed usage and failure reports to keep everything running smoothly. For the complete breakdown and API list, check out this post.

Capture Anonymous Market Insights with VoC in Zoho CRM

Zoho CRM’s Voice of the Customer can now analyze comments and reviews from people not yet in your contact list, giving you a clearer view of how the wider market perceives your business. You can import feedback from ads, social media, surveys, blogs, partners, and review sites, then use VoC to understand sentiment, spot trends, compare prospects with customers, and anticipate demand. It’s a easy way to bring external conversations into your CX analysis. The full post explains how to map your review module and get started.

Zoho CRM Calendar Gets a Fresh UI

Zoho CRM's Calendar has been completely refreshed to make schedules easier to read, organize, and navigate. Activities now feature clear icons, you can quickly view calendars for specific users or groups, and all-day or ongoing items are grouped in one section. The month view offers cleaner summaries, and week numbers help with planning. The layout makes it easier to see and plan your day at a glance. Check out the post for the full breakdown.


QuickWins:

Access your Favorite Websites Inside Zoho CRM:

@Karan wanted an easy way to view a daily-updated website directly inside Zoho CRM instead of opening it separately. @Sunderjan shared a simple option: create a Web Tab, which lets you load any external site as a tab inside CRM. It works like a built-in shortcut you can open anytime after logging in. Want to set up Web Tabs for your daily sites? Read this post to learn more.


Functions:

Finding the Logged-In User’s CRM ID:

In Deluge, zoho.loginuserid only returns the logged-in user’s email, not their CRM user record ID. @Jacob needed the CRM user record ID but initially only had the login email. @Haiku Support showed an easy way to search the Users module using that email and retrieve the matching user record, which includes the user’s unique record ID. Want to see the exact line of code they used? The full post shares the snippet.


Dev's Corner:

Blueprint Transition Hack: Open External URLs

@Rodger shared a workaround for opening an external URL during a Blueprint transition using the onBeforeMandatoryFormSave event in Client Script, validating required fields before triggering the URL. Since this runs before the actual save, checks must match the Blueprint’s requirements to avoid opening the link too early. @Sunderjan added that using return false can stop the form from saving when needed. Learn more about using Client Scripts to open external URLs in Blueprint flows in the full post.

Fetch Lookup Details Using COQL in Client Scripts

@Jacob wanted to access data from a lookup field returned in a Client Script search, without making a second API call. @Jegan clarified that the recommended way is to use a COQL query, which lets you fetch the parent record and its lookup field details in one call. Selecting the lookup field and its sub-fields in the query provides everything you need in a single response. The full post includes an example COQL query you can explore.

How to Stop Users From Creating Deals for Accounts They Don’t Own

@Jacob wanted his sales team to see all Accounts while preventing them from creating Deals for Accounts they don’t own. The community suggested two main approaches: use a validation rule or a Client Script to check if the logged-in user matches the Account owner and block the save if they don’t. Territory checks can be enforced via the Territories API. Another recommendation was to keep Accounts as public read-only and Deals as private for clean access control. Want to see the exact scripts and options? This post walks through them.



Kaizen:

(Kaizen #212) — Mapping Picklist Dependencies Through Zoho CRM APIs

This Kaizen post explains how picklist dependencies work in Zoho CRM and shows how to fully manage them via APIs—from creating parent–child mappings to retrieving, updating, and deleting them. Using a Support Cases example, it shows how dependencies keep data clean by showing only relevant options, and it walks through the APIs you need, including module metadata, layout metadata, and the map dependency endpoints. It also covers details like subform support, limitations, and tips for ensuring valid values when inserting records. Explore the full post to learn how to setup and manage dependencies step by step.


(Kaizen #213) — Understanding Workflow APIs (Part 1)

This Kaizen post shows how Workflow APIs give teams a complete, organized view of every workflow running inside Zoho CRM. Using Zylker Cloud Services as an example, it demonstrates how to list workflows, inspect their logic, track last runs, and see where automation is concentrated or missing. You'll also learn how to check workflow limits, identify modules with the most rules, and start cleaning up old or duplicate processes. Check out the full post to see how Workflow APIs can streamline your CRM automation.

(Kaizen #214) — Understanding Workflow APIs (Part 2)

This Kaizen post builds on the previous one by showing how the new Workflow Configuration API helps you avoid mistakes when creating or updating workflows through APIs. Rather than guessing which triggers, actions, or related-module events are valid, this API shows exactly what each module supports, what can trigger a workflow, which actions are allowed, where limits apply, and when scheduled actions are permitted. Check out the full post to see how to use this API to work confidently and error-free.

And that’s a wrap for this fortnight’s Zoho CRM Community Digest. Caught something cool we missed? Or have a favorite from this edition?

Drop it in the comments! We’d love to hear from you. We’ll be back in two weeks with more updates and community gems.

Until then, stay tuned!

    Nederlandse Hulpbronnen


      • Recent Topics

      • desbloquear cuenta

        Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano

      • Not Receiving Incoming Mail

        I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

      • Will zoho thrive be integrated with Zoho Books?

        title

      • 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?

      • Making preview pane "stick"

        Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

      • Reason:554 5.1.8 Email Outgoing Blocked

        I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to

      • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

        Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

      • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

        Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

      • Changes to the send mail Deluge task in Zoho CRM

        Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

      • Page Rules in Forms

        🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined

      • Cancellation of written-off invoice

        Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

      • Create Invoice automated with Package

        Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

      • I want to create a mailing list, NOT a group.

        Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

      • how to download all my files

        We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with the

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • no me llegan los correos a Zoho mail

        No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

      • Group Calendar as Default for adding new events, etc?

        Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

      • Bookmark Loading is Buffering

        Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

      • Zoho Webinar custom registration fields into Zoho CRM

        I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

      • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

        Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

      • Download Google Drive Shared Image/File Using Deluge – Complete Guide

        Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains

      • How to update Acuity appointment fields from Zoho Flow?

        Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that

      • 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

      • No horizontal scroll bar in reports

        Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

      • 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

      • filter broke my data

        I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

      • Request to remove domain "greentechcoatings.vn" from previous Zoho account

        Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account

      • Trigger actions in third-party apps using Zoho Flow

        Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and

      • Enroll, Script, Win: Hackathon 2025!

        Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER

      • Zoho Help Desk - Not receiving emails

        Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles

      • 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

      • Employment Contract / HRMS Documents - Zoho People

        How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

      • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

        If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop

      • Enhancements to Bigin's forms

        Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine

      • Table dimensions

        I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

      • Direct link to Record Summary

        Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume

      • API Support for Creating Invoices with Batch-Tracked Items

        Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

      • Amendment effective date

        Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always

      • STOCK history in zohosheets

        is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.

      • 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

      • Next Page