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

    • Custom Buttons & Links Now Supported in Portals

      We’ve just made portals in Zoho Recruit more powerful and customizable than ever! You can now bring the power of Custom Buttons and Links to your Candidate, Client, Vendor, and Custom Portals, enabling portal users to take direct action without recruiter

    • Live webinar: Transform data into impactful visuals with Zoho Show

      Data is frequently a core part of a presentation, whether it’s a sales pitch, project update, research report, or performance review. But when it’s just numbers on a page, the message you’re trying to convey can get buried. The real magic happens when

    • File attachments not working - web version

      Since Notebook announced better file attachments, I have experienced file attachments failing. When uploaded from my pc to the web version, notebook just spins. Acting like the attachment is very large. When it's 30k. If I cancel out of this, the notecard

    • API - Barebones Data for Send Doc For Signiture

      I am learning how to use with Zoho Sign API. I am wondering if someone can give me a bare bones JSON data sample for "Send Document For Signature". Below is the blank data that is pre-populated in postman. Seems like there is more here than the bare minimum

    • Revenue Management: #2 How to compute revenue?

      In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand

    • External lookup in CRM (as in Books)

      Hello Context: We have a CRM module, similar to Deals, but for Purchasing. Once the PO is created, a link to this PO should be updated in that "deal". In Books, you can add a custom 'external' field which can look up into CRM modules. I'm asked to have

    • "Undo Send" Feature

      Would love it if TeamInbox had an "Undo Send" feature, that gives you 10 seconds or so to "undo" the sending of an email. Many other email clients already have this feature, and my clients really miss it, as it has saved them many times in the past when

    • Zoho Sites

      Does anyone have experience building Zoho sites or know how I can find someone who does?

    • Zoho Crm Lagging

      Hi Zoho Support Team, Starting from today, my Zoho CRM has been extremely slow and laggy when accessing any pages or modules. This is affecting my work and overall productivity. Could you please help to check if there are any ongoing issues or if there’s

    • Is there a way to reference/attach mails to deals/contacts when the mails haven't come through their contacts normal email and the mail comes through software / app who use their mail system

      There are often system mails that come through systems or other software which use their email addresses since they use their own mail servers to mail. This causes an issue as it does not record the mail in the history of the CRM since the email is not

    • Recommendation

      I give up on Zoho. It's never going to be an all in one solution, their own apps don't even connect. Can any one recommend an alternative at least for the crm / people.

    • CRM - Site/Location

      Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,

    • An unknown error occurred. Please contact support

      Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?

    • How to Streamline Pick & Ship

      Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping

    • How to add, delete or rename the "payment method" drop down?

      When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

    • Smarter data gathering with Query component in Wizards

      Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

    • Introducing teamspaces and team modules in Zoho CRM mobile app

      Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

    • Client Script - change page and/or section background colours

      Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

    • Zoho SalesIQのチャットボット、ブロックのコピー機能

      Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

    • Questions About Zoho Commerce Member Portal

      Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

    • Online Payment Fees

      We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

    • Error occured. please try again!!!

      I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

    • "Send email as" not work

      Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

    • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

      **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

    • Backorder For Composite Items

      Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

    • Paid Support

      We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

    • Automatically CC supervisor

      Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

    • Zoho One - White Label

      Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

    • Are this Features included in the Road Map

      1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

    • Reconciliation - Show Transactions After End Date

      I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

    • Auto populate email field in zoho form

      Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

    • Option to accept and pay for estimate from Public Estimate link?

      Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

    • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

      Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

    • Add an email to an existing ticket is not working

      I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

    • New CRM to Campaigns Sync Doesn't Continue Making Updates

      Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

    • Zoho Integration with UPS

      I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

    • Cannot log in to IMAP account as of last night

      Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Next Page