Zoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM
Zoho Developer Hangout (ZDH) - Episode 7 | Infusing Custom AI Functions into Zoho CRM
We're delighted to bring you another exciting episode of the Zoho Developer Hangout series, where our community engages in a lively discussion on the trending topic - Using ChatGPT in Zoho CRM.
In this episode, Dr. Joseph Sweeney, presents how his firm IBRS, an Australian boutique research company, has embedded OpenAI capabilities into its Zoho CRM processes. He discusses surprising examples of how AI can significantly boost staff productivity and improve the quality of information stored in the CRM, and reveals the Deluge coding patterns he uses for accessing OpenAI, and tips to get the most out of AI with minimal cost.
About Dr. Joseph Sweeney:
Doc Joe is a seasoned visionary with over 30 years of experience at the forefront of technological evolution. As a Global Research Director and Advisor at IBRS, he guides organizations through seamless transitions to innovative workplace models, offering actionable insights for a future he's scientifically adept at navigating. He has been a long time Zoho Power User and a Zoho MVP. His invaluable contributions to the community continue to help the members adopt Zoho more efficiently for their businesses. He has also been helping the Sydney Zoho User Group grow for a few years now.
Check out the ZDH 7 recording below -
If you have a compelling use case that you're proud of implementing, and eager to share with the developer community, send us an email at
developer(hyphen)community(at)zohocorp(dot)com
,
so we can set you up for a session.
ZDH is a Zoho Developer Community learning initiative that aims to facilitate a platform for developers to share their expertise and learn from each other. The monthly virtual meetings are designed to help developers solve real-time business problems by leveraging Deluge and other programming languages. Notably, these sessions are presented by our esteemed Zoho Community members themselves, along with our team of product experts. This format offers community members the chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers.
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! We’ve lined up an exciting series of technical sessions, product deep-dives, and community conversations to keep you informed and inspired. Don’t forget to check out our resource
Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help
Hello everyone, This month is packed with exciting product updates, learning sessions, and powerful community conversations that remind us: sometimes, the best solutions come from a single shared question. From quick workarounds to upcoming training events
Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents. Request you to add this feature asap.
Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
When editing a document in Dark Mode and selecting font colors, they don't show up on screen. Viewing/editing the same document in Light Mode shows them just fine.
I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields