At Zoho Connect, we have spent the last few months making under-the-hood improvements, squashing bugs, and adding features to improve Connect's functionality. Here's a roundup of everything new in Zoho Connect.
Live Broadcast
Whether it's a company event, or an AMA (Ask me anything) with management, Connect makes it easy to stream it live to 10 employees or 10,000. Sessions can also be recorded so members of your team can access them anytime.
Note: Although the Live Broadcast feature is part of Connect's Ultimate Edition, users subscribed to other plans can still purchase it as an add-on.
Personal Dashboard
To each their own. This is the principle behind personal dashboards in Zoho Connect's internal networks. While the main dashboard acts as a bulletin board for the entire organization, individual users can now configure their own dashboards by using an array of widgets to create a personalized information architecture. Each user can only create one dashboard for themselves.
Save posts as drafts
Never worry about losing your content again! Start typing your post and save it as a draft anytime so you can work on it later.


Integration with Zoom
With the new Zoom integration for Zoho Connect, users can conveniently schedule and join meetings directly from Connect. This integration enables teams to leverage the features of Zoom for their online meetings without leaving the Zoho Connect environment.


Voice notes
Give your thoughts a voice by sharing them as audio notes within posts and comments.
Permission-based user roles for Groups
Previously, as part of the Ultimate Edition, we introduced user-based custom roles to manage activities at the organizational level. Now, you can use the custom roles you've created to assign permissions within a Group. For example, if the network admin has created the role of 'Trainer', Group admins can now assign the role to their users for specific activities.
Please note that only users who are part of the Group will have the permissions assigned to them.

Panel for recent updates
Get the latest news on everything that's happening with Connect, from new features to upcoming webinars and more—without leaving the app.
Try out these features and share your feedback in the comments or reach out to us at support@zohoconnect.com.
We are always grateful for your continued support.
Thanks,
The Zoho Connect Team
Recent Topics
ZV Extension passkey changes in v5.7.0
Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?
What's New in Zoho Billing - August 2025
Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business
How do I get my account id?
Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user. Request URL http://mail.zoho.com/api/accounts
Why are tasks not showing in Zoho Calendar?
Hi there, I updated the Zoho calendar preferences for Task records to show on the calendar together with Meetings and Calls - see attached screenshot. Despite of that, Task records still won't show on the calendar. Is there a specific reason why this
Zoho Payroll: Product Updates - July 2025
Over the past month, we've focused on making Zoho Payroll more flexible, compliant, and easier to use—whether you're processing complex payouts, ensuring accurate calculations, or meeting local tax regulations. Here's what's new: One-Time Payments and
Discussion for “sub product”, “sub item” or “child products”
Hello everyone, In some CRM systems, there is the ability to associate products in a hierarchical manner within a quote. For example: Product A: Gold Plan Product B: Setup Product C: Connector Product D: Silver Plan Product B: Setup Product C: Connector
Retrieve Accidental Deleted User
Is there a way to undelete a user who accidentally deleted themselves?
Request for Support - CRM Integration Issues
I’m reaching out to request assistance with the following items: 1. Zoho Forms Integration with Zoho CRM We are currently using Zoho Forms to send the Global Credit Application form to our customers. The intended workflow is for the form submissions to
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Knowledge Base Module
How to enable the knowledge base module in zoho crm account. I saw this module in one crm account but unable to find it other zoho crm account. can anyone know about this?
Zoho sign changed Indexing of signing_order
Because I missed this Announcement (is there even one?): when you work with the indexes of actions > signing_order. Previous those started with 0 now starts with 1. Changed somewhere between 15.07 and 23.07
How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order
Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
Zoho CRM Community Digest - June 2025 | Part 2
Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's
Allow Variable Insertion in Prebuilt "Update Record" Action in Schedules
Hi Zoho Creator Team, Hope you're doing well. We’d like to submit a feature request based on our experience using Zoho Creator schedules to manage workflows integrated with Zoho Desk. We currently have an app where Zoho Desk tickets create records in
Rich Text Field Editor in Form Builder is Too Small and Not Resizable
Hello, I am experiencing a significant usability issue with the rich text field in the Zoho Forms builder. The editor window for this field is fixed-size and extremely small. It does not adapt to the screen size, which makes it very difficult to manage
Publicar Formulário
Obs. Não consigo publicar meus formulários, pesquisei alguns artigos, mas me deixou perdido, fala de campo sensível, não consigo entender o que significa. Segue Imagem do problema. Todo formulário que faço sempre termina assim sem o botão de publicar..
Anyone else unable to login to ZMA this weekend?
Hey Is anyone else unable to log into Zoho Marketing Automation at all this weekend? I've been trying on multiple devices - despot and mobile - and multiple browser. I've reset browsing data, gone incognito. Nothing - since Friday I've been unable to
Custom Action for Subform row
Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates the
Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator
I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully
Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...
Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services
Display multiple fields in lookup dropdown
I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdown
Integrate with Power BI
Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?
No "Import Users" option in Zoho FSM
I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,
Finding "like" projects
Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadmin
Não consigo localizar o Botão de Publicar Formulário no meu app
Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativo
DATEV-Export Erfahrungen?
Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?
Kaizen #191: Implementing "Login with Zoho" using Python SDK
Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at how
WhatsApp Business Calling API
Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need
Custom modules not showing in developer console
I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
Following retainer invoice for partial payment of a sales order
HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paid
Zoho CommunitySpacesとzoho CRM連携について
お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録(連携)したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法(メールアドレスと姓を含む)でもよいです。 お手数となりますが、お願いいたします。
Zoho Wiki or new Zoho Learn
We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space - Manual - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?
New user After moving over from QBO
New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The
Sales without an invoice
Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales
Zoho Sign API - Create a document from template.
1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without using
Zoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
Goods in transit
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?
how to coming soon, holding site, or "under construction"
Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? Cheers
Announcing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn
in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differences
Next Page