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

    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

    • Topics assigned to Contacts in Campaigns

      I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place.  We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaign

    • Zoho CRM email formatting issues

      I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some

    • Weekly Tips : Seamlessly collaborate with Share Drafts in Zoho Mail

      Ever found yourself stuck wondering how to get input on an important email draft without actually sending it? Maybe you want a teammate’s feedback or approval from your manager—without exposing sensitive info. Or perhaps you are working across different

    • How to Share a workdrive folder outside organization ?

      Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How can

    • Zoho CRM Account Duplication via Credit Application Form

      Hi, We send a credit application link to our customers via email, which is managed through Zoho Campaigns. When a customer submits the form, it automatically creates a new account in Zoho CRM. We would like to know how to stop this from creating duplicate

    • Flexible Milestone Invoicing

      If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider

    • The get records i am getting produts that show in the show in the sub form item list field

      The get records i am getting produts that show in the show in the sub form item list field if(input.Department != null) { // Get filtered records once creator_ptid = zoho.creator.getRecords("harshadgroup","item-master","All_Products","Department == \""

    • Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID

      Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (which

    • Payment link showing as malicious

      We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?

    • Side bar menu

      It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

    • Add Microsoft Entra ID to Zoho One

      Hi! Have anyone tried the Zoho connection to Microsoft Entra ID (https://help.zoho.com/portal/en/kb/one/admin-guide/directory-stores/articles/add-microsoft-azure-to-zoho-one?action=kbArticleFollow&actionId=4014605732522 ) This is a big operation and you

    • Multiple Respondents for One Survey Submission?

      Does anyone know of a way to allow multiple respondents to complete only one  survey and then also see (while completing the survey) the responses for their fellow colleagues who already answered that question? The situation is that our new customers have within their own organization, multiple employees that will need to assist in the one survey response. Since we don't always know which new respondent is the "who" that will have the answer, we need multiple respondents to be able to view the response

    • Can you remove the title from the forms?

      I am placing the iframes for my forms on my website.  Is it possible to remove or hide the title of the form so that it doesn't show up on the website? Is it possible to place text in the form like "clicking submit will take you to paypal." thanks

    • Mask Name Field in Report

      Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.

    • Custom Project View by Project Group

      Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelled

    • Unable to attach the file via the API.

      We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

    • Zoho Books (UK) needs to be able to submit a CT600 CTSA return

      As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks Steve

    • Stock Update After Approver 1 Approval in Multi-Level Approval Flow

      Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,

    • Zoho Form Auto Fill

      I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select

    • Image Resolution Restriction Option in Zoho Forms File Upload

      Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This

    • Can't select Leave type while applying a leave

      Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? Thank

    • Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement

      Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante

    • Introducing real-time document commenting and collaboration in Zoho Sign

      Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

    • Adding Photos Into Form (as a form creator)

      As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)

    • [Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator

      Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,

    • What is the easiest/fastest way to attach an email or PDF to a Zoho record?

      Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for Outlook

    • Free webinar! Close deals faster with Zoho Sign from Zoho CRM

      Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, and

    • Files stores in Library Marketing Automation

      Hi, How can i switch from card view to list view in Marketing Automation My Files.?

    • Paid for upgrade and no change

      I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.

    • Issue with Code Snippet Styling Overlap in Zoho Landing Page

      Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other code

    • Adding yearly Calander

      How to add Yearly calander and employee data from admin console

    • Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days

      Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this

    • Feature Request - Copy Reschedule Link

      Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open

    • eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

      Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer

    • Zoho Desk iOS app update: Archived ticket list view

      Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically

    • Chart of Accounts

      Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,

    • Zoho People Candidate Unable to see Non Admin Data

      Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2

    • Issues With Image Formatting when Importing Word Documents as Articles

      Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images

    • ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

      Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.

    • Next Page