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!  

    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • User Tips: How to change the the label display name of a system defined field

      Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho CRM Community Digest - October 2025 | Part 1

      Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

    • Automate onboarding emails with CRM Workflow and Accounts module

      We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

    • Important update: Enhanced security measures for account operations in Zoho Cliq

      Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • No Functional Autosave or Manual Save Button

      Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

    • Enterprise subscription support

      My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

    • Issue with Creator's IF logic

      Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

    • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

      Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

    • zoho creator view is not present in the workspace and blank reports

      Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

    • Customize portal email template

      Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

    • Can't we let users decide which options they'd like to add at embed widget?

      It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

    • Reupload and rename from one field to another field (file upload)

      Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

    • Printing Multi-Page Reports (PDF Export)

      Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Error: View is not present in the workspace

      When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

    • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

      A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard

    • How to Prevent Users From Skipping LMS Videos in Zoho People

      How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable

    • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

      We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session

    • Tips for Organizing Workflows and Improving Team Coordination in Zoho

      Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays

    • Prevent user from viewing all records?

      I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="

    • Zoho Site pages not displaying in iframes

      I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com

    • ZUG Meet-ups are back - Across India (December 2025)

      The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

    • Zoho Inventory as connector in Zoho Creator

      Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something

    • Send Zoho Forms Link using Zoho CRM Email Templates

      I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

    • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

      This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

    • Custom Search using HTM+CSS Snippet

      Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

    • Zoho CRM Kiosk Upload Files

      Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Next Page