What's new on Zoho Marketplace for January 2021

Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2021.

	CloudConnect Extension for Zoho Integrate Zoho CRM with CloudConnect’s phonebridge extension to enable click-to-call functionality within Zoho CRM. Launch or receive calls from Zoho CRM with pop-up notifications that contain caller information. Learn more
	Indiamart  extension for Zoho CRM Automatically update new lead data such as name, mobile number, email address, company name, inquiry subject, message, and address in your Zoho CRM Leads module so that your sales representatives can focus more on closing deals. Learn more
	Consulta CNPJ Extension for Zoho CRM Enrich your data in the leads and accounts modules of Zoho CRM, with data obtained from the Federal Revenue of Brazil, in integration with CNPJA.com.br. Obtain important information including partners, type of company, company name, and much more. Learn more
	Exitty softphone Extension for Zoho CRM Integrate Exitty softphone with Zoho CRM to instantly make and receive phone calls, send and receive text messages, manage voicemails, use one-click dialling, see call pop-ups, hold calls, transfer calls, and much more. Learn more
	Razorpay Payment Gateway Extension for Zoho CRM Connect your Razorpay account with Zoho CRM and send Razorpay payment links to your customers from the Invoices module in Zoho CRM. Send a payment request link to the customer, cancel the payment request, or resend the payment request notification to your customer, all from the Invoices module of Zoho CRM. Learn more
	Asterisk for Zoho Desk Connect your Asterisk PBX system and your Zoho Desk environment to get a feature that holds all the essential information—tickets and customer data—and manages incoming and outgoing calls. Learn more
	Elastix for Zoho Desk Integrate Elastix with Zoho Desk to search for contacts and automatically view their details when you make or receive a call. Automatically convert missed and abandoned calls into tickets, generate reports to view the amount of time spent by agents on calls and more. Learn more
	Avaya Aura for Zoho Desk Integrate Avaya Aura with Zoho Desk for a convenient on-premise call center that adapts to your workflow. Associate calls with tickets and update their duration automatically. You can also add call notes as a comment during or after the call and more. Learn more
	Twilio SMS for Zoho Desk Integrate Twilio SMS with Zoho Desk and enable your support agents to send text messages to customers from Zoho Desk. Create SMS templates with dynamic place holders allowing you to personalize SMS. Automatically send SMS to customers on ticket status change and more. Learn more
	Pipedream for Zoho Mail Build workflows that connect Zoho Mail with thousands of other apps using Pipedream for Zoho Mail. You can choose to either "Run Node.js code with Zoho Mail" or select one of the pre-built actions for performing common API operations. Learn more
	Mail Merge for Zoho Mail Use email templates and an uploaded source file, to send a batch of emails that are customized with the recipient's information from the file. View mail merge history along with a report of the number of emails sent, failed and queued in each mail merge. Learn more
	Zoho ShowTime for Zoho Mail Manage your training sessions from the Zoho ShowTime eWidget. Create trainings, add documents, and launch training sessions without leaving your inbox. Automatically convert emails into training sessions using the eWidget. Learn more
	Zoho Desk for Zoho Analytics Conduct a powerful analysis of your helpdesk data. Easily make informed decisions and gain valuable insights into your customer support activities. Analyze and track agent performance, SLA compliance, ticket inflow, customer satisfaction rating, and much more. Learn more
	Zoho Desk for Zoho Assist Initiate remote support and screen sharing sessions directly from your support tickets. At the end of the session, you can update the ticket status and add notes to sum up the concluded session. Learn more
	SendForensics for Zoho Campaigns Test your email campaigns and improve engagement with SendForensics for Zoho Desk. Boost the deliverability of your Zoho Campaigns emails and reclaim the revenue from those lost to spam. Learn more
	Shopify Integration for Zoho Books  Automate the flow of data between Shopify and Zoho Books. Save money, reduce customer service issues, and make customers happier. Automatially import complete order details to Zoho Books including shipment and payment details. Learn more
	Pipedream for Zoho Creator  The Pipedream extension allows you to build workflows that connect Zoho Creator with thousands of other apps. For Zoho Creator actions, you can choose to either "Run Node.js code with Zoho Creator" or select one of the pre-built actions for performing common API operations. Learn more
	ED Insights  A cloud-based platform that offers schools, colleges, and non-profit organizations a simple and affordable solution to manage continuous improvement and planning processes efficiently without breaking the budget. Simplify and automate processes with customizable templates and pre-built instruments for gathering, storing, and analyzing data. Learn more
	Training Institute Management - S A  Training Institute Management helps in maintaining a comprehensive student and faculty/trainer database. Your program structure can be defined for long term. Programs/courses and students can be enrolled to create batches, and batches can be created by adding students manually or by importing their details from Zoho CRM. Learn more

Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace

Here's an archive of all the releases from previous months, in case you've missed any: New on Zoho Marketplace

• Topic Participants

• Reena Makwana

• Sticky Posts

• What's new on Zoho Marketplace

  You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

• Recent Topics

• Enhancements in Portal User Group creation flow

  Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• email moderation issue when email is sent in the name of a mail group

  Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation

• blank page after login

  blank page after logging into my email account Thanks you

• Always display images from this sender – Is this feature available?

  In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

• Function #9: Copy attachments of Sales Order to Purchase Order on conversion

  This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

• Free webinar: Security that works: Building resilience for the AI-powered workforce

  Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

• Zoho Notebook Sync problem

  I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

• Cant Save Gauge on Creator Page

  How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

• Apply Advance option not shown in report

  We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting

• Auto Capitalize First Letter of Words

  Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

• Follow-up emails via Workflow Automation not staying in the same thread

  Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

• Client Script refuses to set an initial value in Subform field

  I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

• Help Center IFrame Issue

  I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

• Comment Templates

  Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

• [ZohoDesk] Improve Status View with a new editeble kanban view

  A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

• An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

  A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

• Shared values: From classroom lessons to teaching moments in customer service

  While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

• Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

  How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

• Zoho Desk blank page

  1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

• I hate the new user UI with the bar on the left

  How can I reverse this?

• Question regarding import of previous deals...

  Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

• Client Script also planned for Zoho Desk?

  Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

• One person/cell phone to manage multiple accounts

  Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

• Tracking KPIs, Goals etc in People

  How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

• Zoho Desk: Ticket Owner Agents vs Teams

  Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

• Can not Use Attachment Button on Android Widget

  this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

• Announcing new features in Trident for Mac (1.24.0)

  Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

• Mass Mail Statistics - Number of unsent emails

  How do I find out which emails were not sent?

• Est-il possible d'annuler l'envoi d'un mail automatique ?

  Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

• embed a form in an email

  Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

• Zoho Bookings - Reserve with Google

  Does Zoho Bookings plan to to integrate with Reserve with Google?

• How to add Zoho demo site page designs to my Zoho Sites website

  Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

• Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

• Text snippet

  There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

• Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

  Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

• Add Analytics function for Title case (capitalising each word in a string)

  At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

• How to conditionally embed an own internal widget with parameters in an html snippet?

  Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

• Sync more than one Workdrive

  Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

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