New Enhancements to Zoho CRM and Zoho Creator Integration

New Enhancements to Zoho CRM and Zoho Creator Integration

Hello Everyone,

We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, 

This update also tightens access control by allowing only Zoho Creator app owners to integrate their apps with Zoho CRM. More on these developments is below.

What's new in the integration?

1) The UI for integrating a custom app has been enhanced to align with Zoho Creator's recent updates.

2) You will now need to choose teamspaces to associate your creator applications because of the newest UI update from Zoho CRM's side.

3) Multiple developers can now be assigned an app.

4) Users permissions can be defined during the integration process and also new users can be added with these defined permissions to apps.

5) Zoho CRM now supports Environments in Zoho Creator.

6) Zoho CRM now restricts only Zoho Creator applications owners to perform the integration with updated permissions.

7) All related lists created during the integration will be automatically deleted once the application is deactivated from Zoho CRM.

We will now explain each of these enhancements in detail.

UI Enhancements

1. Updated Integration Flow

The steps to integrate a Creator app with CRM have changed. You will now see the following steps in the UI:

  1. Customize your form
  2. Add/Modify developers
  3. Tab permissions
  4. User permissions
  5. Add users
  6. Add related lists

2. Choose Teamspace Instead of Tab Group

With the new CRM UI, users must now select a Teamspace to associate their Creator app with. The option to select a custom tab has been removed if you are working on Zoho CRM's new UI.


Notes
Note: User who are in the old UI will still see the option to choose their tab groups while they integrate their custom apps.

Functionality Enhancements

1. Multiple Developer Support

Previously, we allowed only one developer to be assigned to a creator app.

Now, with this enhancement, you can assign multiple developers to your custom applications. You can also add more developers to the custom app while editing the integration.


2. User Permissions for Creator Apps

You can define additional user permissions during the integration. CRM users added to the app will be assigned the permissions set in this step.

Default permissions will be listed in this step, and you can add new permissions if required, especially when you have a large number of users who can access the custom app.


3. Add Users to Applications

Previously, we did not have this step where users would be added to the custom app.

In this enhancement, you can now add users directly to Creator applications with the permissions defined in the previous step.


4. Environment Support

Like CRM Sandbox, Creator now supports Development, Stage, or Production Environments for testing.
  1. Changes made in the Development environment must be pushed live from the Zoho Creator platform to reflect in Zoho CRM.
  2. If an environment is enabled for the app, the builder will be disabled within Zoho CRM, and such apps cannot be edited from CRM.

5. Integration Ownership Restriction

Only app owners in Zoho Creator can integrate apps into Zoho CRM. Users with shared access can no longer perform this integration.

6. Permission Requirements for Integration

Previously, we allowed users with only an Administrator profile to integrate their Zoho Creator apps with Zoho CRM.

Now, users with any profile must have of the following permissions enabled:
  1. Manage Extensibility to integrate Zoho Creator apps and
  2. Manage Module Customization to create custom tabs.

7. Auto-deletion of Related Lists on App Deactivation

Earlier, if integrated custom apps are deactivated from within Zoho CRM, all related lists created during the integration remained visible. Now, when a Creator app is deactivated from within Zoho CRM, any related lists created through that integration will be automatically deleted.


This concludes the announcement. Please leave a comment below if you have any questions, and we will respond as soon as possible.

Thanks & Regards
Serena Woolridge

    • Recent Topics

    • Locked Notebook

      Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

    • Hide fields only for creation

      Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

    • Issues with Zoho Sheet in Mac

      I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

    • Weekly Sales Summary

      Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

    • Subject character limit increase

      We have an occasional user case where subject lines exceed 500 characters which is the ZeptoMail imposed limit. While I understand long subject lines are not "best practice", these are particular notification emails with specific information for client

    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

    • OpenAPI Specs are just plain wrong

      The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

    • About Meetings (Events module)

      I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the

    • Custom Footer – Zoho Writer Document

      Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

    • Report grouping

      I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

    • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

      For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

    • Spreadsheet View click & focus issue in Arabic (RTL) localization

      Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

    • VAT rates - exempt and out of scope

      Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

    • How to loop through Multiple Upload and Display Actual File Name

      I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each

    • abou arattai

      I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

    • Overlapping Reports in Dashboards

      It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good

    • Looking back at Zoho Calendar in 2025

      Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

    • There was an error while connecting to GSTN

      I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Internal Server Error (500) When Attempting to View Banking Transactions

      I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.

    • How do I add a blank line to the Organisation Address Format?

      I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

    • Automatic Invoice Number generation for createRecord

      Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

    • Adding number of days to an estimate.

      I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

    • Books Api: listing expenses created after certain dates

      Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

    • Why can't we change the Account type from an Expense to an Asset?

      Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

    • Is it possible to do validation for the Actions added to Reports?

      We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

    • Ability to Edit Ticket Subject when Splitting a Ticket

      Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

    • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

      Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions

    • Zoho Voice API SMS

      I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on

    • How do I change (error) display messages

      Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.

    • Record Overseas Transactions Along with CC charges

      Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Pieds de page personnalisé - Document Zoho Writer

      Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute

    • Permissions on Views

      Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,

    • Credit card transactions are backwards after importing statements

      I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can

    • import data from Apollo.ai into zoho crm via zoho flow

      I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • VIsual maindmaps in Zoho notebook Ai

      Can I create and export VIsual maindmaps in Zoho notebook Ai

    • 1stDibs Integration to Zoho Inventory

      Hello is it possible to integrate my Zoho inventory and 1stDibs?

    • Next Page