Zoho CRM Community Digest October 2025 | Part 2

Zoho CRM Community Digest October 2025 | Part 2



Hello Everyone!

From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in.


Product Updates:

Zoho CRM Mobile Updates: Android + iOS Enhancements
Both Android and iOS apps get meaningful upgrades this month to make your CRM experience smoother on the go. The Android app now supports Kiosk flows directly in the app and lets you upload up to five files per subform field for richer, multi-document entries. The iOS app introduces a refreshed CRM Homepage for quick insights, mobile-ready Zoho Survey actions, and the same enhanced subform upload capability. Each platform brings its own improvements, so check out the full details in the Android post or the iOS post.

 

Zoho CRM Adds Direct Outlook and Office 365 Integration via Microsoft Graph API

Zoho CRM now supports connecting your Outlook or Office 365 inbox through Microsoft’s Graph API, offering a modern and secure alternative to IMAP and POP. Your email experience works just as smoothly from day one, while the Graph integration sets you up to benefit from enhanced Microsoft 365 capabilities as they continue to evolve. The integration is available for all editions across all DCs. For setup steps and more details, the full post walks you through everything.

Full Automation Control: Workflow & Actions APIs Now in Zoho CRM

Zoho CRM's v8 API suite now includes Workflow and Actions APIs, giving you full control over your automations. You can create, update, reorder, or remove workflow rules, view their configuration, and track how often they trigger and perform. The same control extends to actions, including field updates, emails, tasks, and webhooks, with detailed usage and failure reports to keep everything running smoothly. For the complete breakdown and API list, check out this post.

Capture Anonymous Market Insights with VoC in Zoho CRM

Zoho CRM’s Voice of the Customer can now analyze comments and reviews from people not yet in your contact list, giving you a clearer view of how the wider market perceives your business. You can import feedback from ads, social media, surveys, blogs, partners, and review sites, then use VoC to understand sentiment, spot trends, compare prospects with customers, and anticipate demand. It’s a easy way to bring external conversations into your CX analysis. The full post explains how to map your review module and get started.

Zoho CRM Calendar Gets a Fresh UI

Zoho CRM's Calendar has been completely refreshed to make schedules easier to read, organize, and navigate. Activities now feature clear icons, you can quickly view calendars for specific users or groups, and all-day or ongoing items are grouped in one section. The month view offers cleaner summaries, and week numbers help with planning. The layout makes it easier to see and plan your day at a glance. Check out the post for the full breakdown.


QuickWins:

Access your Favorite Websites Inside Zoho CRM:

@Karan wanted an easy way to view a daily-updated website directly inside Zoho CRM instead of opening it separately. @Sunderjan shared a simple option: create a Web Tab, which lets you load any external site as a tab inside CRM. It works like a built-in shortcut you can open anytime after logging in. Want to set up Web Tabs for your daily sites? Read this post to learn more.


Functions:

Finding the Logged-In User’s CRM ID:

In Deluge, zoho.loginuserid only returns the logged-in user’s email, not their CRM user record ID. @Jacob needed the CRM user record ID but initially only had the login email. @Haiku Support showed an easy way to search the Users module using that email and retrieve the matching user record, which includes the user’s unique record ID. Want to see the exact line of code they used? The full post shares the snippet.


Dev's Corner:

Blueprint Transition Hack: Open External URLs

@Rodger shared a workaround for opening an external URL during a Blueprint transition using the onBeforeMandatoryFormSave event in Client Script, validating required fields before triggering the URL. Since this runs before the actual save, checks must match the Blueprint’s requirements to avoid opening the link too early. @Sunderjan added that using return false can stop the form from saving when needed. Learn more about using Client Scripts to open external URLs in Blueprint flows in the full post.

Fetch Lookup Details Using COQL in Client Scripts

@Jacob wanted to access data from a lookup field returned in a Client Script search, without making a second API call. @Jegan clarified that the recommended way is to use a COQL query, which lets you fetch the parent record and its lookup field details in one call. Selecting the lookup field and its sub-fields in the query provides everything you need in a single response. The full post includes an example COQL query you can explore.

How to Stop Users From Creating Deals for Accounts They Don’t Own

@Jacob wanted his sales team to see all Accounts while preventing them from creating Deals for Accounts they don’t own. The community suggested two main approaches: use a validation rule or a Client Script to check if the logged-in user matches the Account owner and block the save if they don’t. Territory checks can be enforced via the Territories API. Another recommendation was to keep Accounts as public read-only and Deals as private for clean access control. Want to see the exact scripts and options? This post walks through them.



Kaizen:

(Kaizen #212) — Mapping Picklist Dependencies Through Zoho CRM APIs

This Kaizen post explains how picklist dependencies work in Zoho CRM and shows how to fully manage them via APIs—from creating parent–child mappings to retrieving, updating, and deleting them. Using a Support Cases example, it shows how dependencies keep data clean by showing only relevant options, and it walks through the APIs you need, including module metadata, layout metadata, and the map dependency endpoints. It also covers details like subform support, limitations, and tips for ensuring valid values when inserting records. Explore the full post to learn how to setup and manage dependencies step by step.


(Kaizen #213) — Understanding Workflow APIs (Part 1)

This Kaizen post shows how Workflow APIs give teams a complete, organized view of every workflow running inside Zoho CRM. Using Zylker Cloud Services as an example, it demonstrates how to list workflows, inspect their logic, track last runs, and see where automation is concentrated or missing. You'll also learn how to check workflow limits, identify modules with the most rules, and start cleaning up old or duplicate processes. Check out the full post to see how Workflow APIs can streamline your CRM automation.

(Kaizen #214) — Understanding Workflow APIs (Part 2)

This Kaizen post builds on the previous one by showing how the new Workflow Configuration API helps you avoid mistakes when creating or updating workflows through APIs. Rather than guessing which triggers, actions, or related-module events are valid, this API shows exactly what each module supports, what can trigger a workflow, which actions are allowed, where limits apply, and when scheduled actions are permitted. Check out the full post to see how to use this API to work confidently and error-free.

And that’s a wrap for this fortnight’s Zoho CRM Community Digest. Caught something cool we missed? Or have a favorite from this edition?

Drop it in the comments! We’d love to hear from you. We’ll be back in two weeks with more updates and community gems.

Until then, stay tuned!

    • Recent Topics

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

    • Password Assessment Reports for all users

      I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

    • Allow people to sign a zoho form by using esign or scanned signature

      Allow people to sign a zoho form by using esign or scanned signature

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • How to Print the Data Model Zoho CRM

      I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Setting certian items to be pickup only

      How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Automation #10 - Auto Assign Ticket based on Keywords

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Reusable Custom Functions Across Department Workflows

      Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

    • Contact data removes Account data when creating a quote

      Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

    • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

      Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

    • Don't Allow Customer to Edit Values After Submitting Ticket

      After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Automation #4 - Auto Delete Tickets based on Rules

      This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #13 - Auto assign tickets based on agent shift time

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

      Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

    • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

      Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

    • Automation#19:Auto-Close Tickets Upon Task Completion

      Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • City field suggestion in Zoho Books

      Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

    • Improved UX design for Projects CRM integration

      The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

    • Link Purchase Order to Deal

      Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

    • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

      Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

    • WorkDrive Download Issue

      My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

    • Zoho Commerce - Poor Features Set for Blogging

      Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

    • Security Enhancements | Migrate to the Updated Policies

      Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

    • Next Page