What's new on Zoho Marketplace for May 2021

What's new on Zoho Marketplace for May 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 May 2021.


Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and Bigin)
Integrate Telebroad with you Zoho product and enable your customer service agents to receive a pop-up alert on incoming calls, schedule follow-up calls, add a brief description of the call, and more.


Connect Vonage SMS to Zoho CRM and send messages to all your leads, contacts, and accounts using your Vonage phone number. Record messages under Activities and get instant delivery reports.


Integrate Lusha with Zoho CRM to streamline and optimize your sales process. Automatically transfer and sync any lead’s contact data, like their email and phone number, in one click to manage your pipeline faster and more efficiently.


Connect with your customers around the world using Textlocal SMS for Zoho CRM. Instantly send SMS messages using predefined and customizable SMS templates. Create and manage SMS templates, schedule SMS messages to send at set times, and automate your SMS messaging using webhooks.


Directly send SMS messages to your contacts and leads from Zoho CRM with the sendSMS extension. Send personalized bulk messages or individual messages using predefined and customizable SMS templates. Maintain a detailed SMS history in Zoho CRM's leads and contacts modules.


Integrate your WhatsApp business account with Zoho CRM in minutes and start supporting your customers with unlimited chats without leaving Zoho CRM. Hide phone numbers while chatting, include a chat button on your website, and more.


Easily integrate your Zoho CRM account with Mailchimp to create a complete view of your sales pipeline. Help your marketing team support your sales team by nurturing leads. Learn what works and sell more.


Empower your sales team with organized and insightful data about their target accounts directly from Zoho CRM. Integrate organization charts for your target profiles into Zoho CRM, and keep everything you need to make better decisions in one place to close more deals. 


Manage all your website visits in one place. Access all the data collected by the Leady.com analytics tool directly from the Leads module in Zoho CRM. Apply your business processes to the collected leads directly in Zoho CRM, and more.


Search your nearest leads, accounts, contacts, and vendors based on your location. View the search results in Google Maps and in a grid view with the distance details between the source record and search results.


Navigate to Google Maps and find your lead's and account's location from the Leads and Accounts modules in Zoho CRM. The extension adds a field named Google Maps URL in the Leads and Contacts modules, which is autofilled with the address selected on Google Maps.


Easily convert any monetary amount from your home currency to foreign currencies and vice versa. The Currency Exchange Rate Updater will regularly update to the mid-market rate and you can change the update frequency according to your needs.


Integrate the mobile office software Feishu with Zoho CRM to view Zoho CRM meetings and events in your Feishu schedule. Handle new business opportunities from Zoho CRM directly in Feishu.


Seamlessly sync data between the Outreach sales engagement platform and Zoho CRM. Sync multiple modules from Zoho CRM into Outreach and vice versa. While the integration auto-syncs the data every 60 minutes, it also supports user-forced manual sync.


The Foresight extension fully integrates the Foresight app with Zoho Projects, allowing you to create tasks and issues in Zoho Projects. Organize issues based on severity or due date to ensure that they are accurately logged, tracked, and rectified.


The Jira extension for Zoho Projects lets you access your Jira account within your Zoho Projects account. Associate your Jira tickets with the appropriate tasks in Zoho Projects, view, add, and edit an issue’s comments in Jira from Zoho Projects, and more.


Collaborate seamlessly with other teams, break down app silos, and eliminate time-consuming manual work with Unito. Sync information both ways between Zoho Projects and tools like Salesforce, Airtable, Jira, HubSpot, Zendesk, and more using Unito for Zoho Projects.


Salesloft for Zoho Desk (for US DC only)
Access the contact details for every email ticket from SalesLoft within Zoho Desk tickets. Automatically create a new ticket if a contact is not found in Zoho Desk.


PayU for Zoho Books (for IN DC only)
Enable instant payment collection, tracking, and reconciliation right from Zoho Books. Send invoices with the payment link or just share the invoice link directly. Once the payment is made, the corresponding invoice will be automatically marked as "Paid." 


Automate your candidate invitation process by adding the Bryq assessment of your choice to your Zoho Recruit workflow. Candidates will be automatically invited to your assessment and their results can be viewed in your Zoho account.

Work smarter by adding new capabilities to your Zoho apps 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

    • 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

    • Zoho Journey - ZOHO MARKETING AUTOMATION

      I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable

    • Custom Fields in PDF outputs

      I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select

    • How to create a Service Agreement with Quarterly Estimate

      Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include

    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

    • Zoho Social - Post Footer Templates

      As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

    • Allow to pick color for project groups in Zoho Projects

      Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering

    • Zoho Books - Quotes to Sales Order Automation

      Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

    • Can't find imported leads

      Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not

    • Custom Button Disappearing in mobile view | Zoho CRM Canvas

      I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

    • The connected workflow is a great idea just needs Projects Integrations

      I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

    • Zoho Projects MCP Feedback

      I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

    • email template

      How do I create and save an email template

    • 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.

    • Next Page