What's new on Zoho Marketplace in December 2021
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in December 2021:
Telephony extensions
We recently released five new telephony extensions. These extensions are supported by Zoho CRM, Zoho Desk, Zoho Recruit, Zoho SalesIQ and Bigin. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings in the contact record after the call ends. Click below to learn more.
 |  |  |  |  |
Extensions for Zoho CRM
 | Instantly analyze Zoho CRM data to identify critical information that's missing from each module. Get key insights that explain the potential outcomes if you don't fix the missing data. |
 | Enable your clients to share passwords and sensitive information securely through Zoho Vault with the strongest encryption standard. Contacts can easily enter their password on their own and share it with you in Zoho Vault. |
 | Pull new IndiaMart leads directly into Zoho CRM. The lead source will be automatically updated to “IndiaMart” so that you can categorize all other leads and leads generated from IndiaMart. Get details such as sender name, address, mobile, company name, subject, inquiry date, city, and address from IndiaMart. |
 | WhatsApp for Zoho CRM enables you to track your sales and customer service follow-ups directly from Zoho CRM. Send quick responses, save images, audio, and conversations, and create leads and contacts from new messages. |
 | Save your agents' time by reducing tiresome app switching and automating sales tasks. Allow them to focus on sales and create a more personalized experience to drive significant sales revenue. Sync contact and activities across platforms, with deals and activities' quick links from Dialpad to Zoho CRM. |
 | Sync Xero customers with Zoho CRM, making it easier to create or cancel invoices and even download the invoice as PDF—all without leaving your CRM. All customer invoices are updated under each contact and account module. |
 | Send interactive emails with your calendar integrated into them, directly from the Lodago editor on your Zoho CRM and boost your number of appointments. The recipients can book appointments within the same email without leaving their inbox. |
 | Integrate Stripe with Zoho CRM to eliminate the complexities of online transactions without leaving the Zoho CRM interface. Import your Stripe customers into Zoho CRM to view the details and status of invoices associated with Stripe transactions for each account and contact in Zoho CRM. |
 | The DataStitch for Zoho CRM integration prepares data to be imported into any Zoho CRM module. It can consolidate the scattered data across multiple CSV files, standardize it, remove similar records, and merge disconnected datasets across common patterns. |
 | CRM Toolkit enables you to access accurate address data in Zoho CRM. All CRM modules, including custom modules, can be configured and admins also have the capability to map any field, including custom fields, to Loqate's accurate global addressing platform. |
 | Xoxoday rewards for Zoho CRM (Available only in US DC) Connect Xoxoday with Zoho CRM to send rewards and incentives to drive key actions and behavior of your prospects, partners, and customers. Re-engage with prospects you have lost touch with using personalized rewards. |
Extensions for other Zoho products
 | Send out background checks from Zoho Recruit and receive reports, all from a single window. Customize your screening process to match your organization or client needs. Offer candidates more flexibility and improve your time to hire. |
 | Administer Mercer Mettl talent assessments from within Zoho Recruit in a secure and credible environment using AI-powered proctoring tools. Conduct online interviews with candidates directly from Zoho Recruit and assess candidate skills on a deeper level with automated coding simulators. |
 | Easily import project management data into Zoho Projects. Eliminate the need to manually import data into Zoho Projects by automating the process. Maintain relations between objects—keep the original data structure and get to work right after import. |
 | Export for Zoho Projects automates the export process for projects, tasks, and users. Export your Zoho Projects tasks to another project management system while retaining complete control over the export process. Ensure data accuracy with built-in task-field value mapping and more. |
 | Easily import accounting data into Zoho Books. No coding or installation is required and you can simply log in and set up your import with a few clicks. Use the free testing feature to check how your data migrates to Zoho Books. |
 | Loyverse POS for Zoho Books (Available only in US and IN DC's) Sync automation decreases back-end work, helps avoid operational errors, and increases productivity. With Loyverse POS for Zoho Books, you can easily synchronize the items, customer details, and invoices every two hours from POS to Zoho Books. |
 | Github Extension for Zoho Desk (Available only in US DC) Enable customer support agents to easily track and manage issues added to GitHub repositories without leaving Zoho Desk. Create new issues to GitHub from Zoho Desk and link to tickets, view affected files and commits information related to the linked issues in Zoho Desk. |
 | Add a dash of fun to your work routine and bring back that Friday feeling with Games for Zoho Cliq. This extension brings simple yet entertaining virtual games to your Cliq channels to help employees de-stress at work and strengthen team bonding. |
 | Sync customer data between Zoho Inventory and HubSpot. Create or customize your own mappings, and share the data between Zoho Inventory and HubSpot in real-time so your information is always up to date. |
Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace.
Here's an archive of all the releases from previous months, in case you 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
blank page after login
blank page after logging into my email account Thanks youAlways 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 severalFunction #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: HitFree 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=0Apply 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: AwaitingAuto 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 YouFollow-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 withinClient 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 correcltyComment 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 editAdding 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 functionalityAn 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 AIShared 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 filterZoho 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 MacOSI 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'sClient 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 (fieldOne 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 andTracking 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 theirZoho 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 andCan 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 additionMass 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 createsZoho 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/menuDigest 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 thatKaizen #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." WeAdd 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 followingSync 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. RegardsZoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer
I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks veryBase Currency Adjustment Reversal
Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the waysNext Page