Create a task in Zoho CRM directly from Zoho Cliq

Create a task in Zoho CRM directly from Zoho Cliq

Components used : Slash command, message action.

Slash Command:

To create a task in Zoho CRM directly from a chat window in Zoho Cliq, follow the steps below:

Step 1: Create a command

The first step is to create a command in Zoho Cliq that allows users to create a task directly from a chat window. To do this, go to your profile, then navigate to  Bots & Tools > Integrations > Command > Create Command .

In the command creation window, you will need to enter a name for your command, a description, and choose the access level (Personal, Team, or Org). Once you have done this, save the command.

Next, paste the provided code in the script editor in the integration window:
​
  1. fetchFields = invokeurl
  2. [
  3.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  4.  type :GET
  5.  connection:"CONNECTION LINK NAME"
  6. ];
  7. //info fetchFields;
  8. allFields = fetchFields.get("fields");
  9. priorityList = list();
  10. statusList = list();
  11. for each  field in allFields
  12. {
  13.  if(field.get("api_name") == "Priority")
  14.  {
  15.   pickListValues = field.get("pick_list_values");
  16.   for each  pickList in pickListValues
  17.   {
  18.    displayName = pickList.get("display_value");
  19.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  20.   }
  21.  }
  22.  else if(field.get("api_name") == "Status")
  23.  {
  24.   pickListValues = field.get("pick_list_values");
  25.   for each  pickList in pickListValues
  26.   {
  27.    displayName = pickList.get("display_value");
  28.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  29.   }
  30.  }
  31. }
  32. inputs = list();
  33. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  34. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  35. modulesList = list();
  36. modulesList.add({"label":"Lead","value":"lead"});
  37. modulesList.add({"label":"Contact","value":"contacts"});
  38. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":0,"max_length":1000,"mandatory":false});​
  40. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  41. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  42. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name

Creating a connection:
  • Click on the connections button on the top right of the code editor.
  • Click on the Create Connection button
  • In default services, select the Zoho OAuth service and enable the following scopes:
    • ZohoCRM.modules.ALL
    • ZohoCRM.settings.ALL
  • Now authorize the connection

Step 2: Create a Form Function

 The second step is to create a form function that will handle the creation of the task in Zoho CRM. To do this, navigate to  Bots & Tools > Integrations > Functions > Create , and name your function " createTask ". Add a description and select the function type as form.

Then, paste the provided code in the form submit handler, which will handle the form submission and create a task in Zoho CRM.

  1. info form;
  2. paramsMap = map();
  3. labelList = list();
  4. formValues = form.get("values");
  5. module = formValues.get("module").get("label");
  6. subject = formValues.get("task");
  7. labelList.add({"Subject":subject});
  8. paramsMap.put("Subject", subject);
  9. description = formValues.get("description");
  10. if(description.length() > 0)
  11. {
  12.  labelList.add({"Description":description});
  13.  paramsMap.put("Description", description); 
  14. }
  15. dueDate = formValues.get("date");
  16. if(dueDate.length() > 0)
  17. {
  18.  dueDate = dueDate.toString("yyyy-MM-dd");
  19.  paramsMap.put("Due_Date", dueDate);
  20. }
  21. else 
  22. {
  23.  dueDate = "-";
  24. }
  25. labelList.add({"Due Date":dueDate});
  26. priority = formValues.get("priority");
  27. if(priority.keys().size() > 0)
  28. {
  29.  priority = priority.get("label");
  30.  paramsMap.put("Priority", priority);
  31. }
  32. else 
  33. {
  34.  priority = "High";
  35. }
  36. labelList.add({"Priority":priority});
  37. status = formValues.get("status");
  38. if(status.keys().size() > 0)
  39. {
  40.  status = status.get("label");
  41.  paramsMap.put("Status", status);
  42. }
  43. else 
  44. {
  45.  status = "Not Started";
  46. }
  47. labelList.add({"Status":status});
  48. if(module == "Lead")
  49. {
  50.  leadID = formValues.get("lead").get("value");
  51.  paramsMap.put("What_Id", leadID);
  52.  paramsMap.put("$se_module", "Leads");
  53.  labelList.add({"Lead":formValues.get("lead").get("label")});
  54. }
  55. else if(module == "Contact") 
  56. {
  57.  contactDetails = formValues.get("contact").keys();
  58.  if(contactDetails.size() > 0)
  59.  {
  60.   contactID = formValues.get("contact").get("value");
  61.   paramsMap.put("Who_Id", contactID);
  62.   labelList.add({"Contact":formValues.get("contact").get("label")});
  63.  }
  64.  assciatedModule = formValues.get("contactModule").get("value");
  65.  if(assciatedModule == "account")
  66.  {
  67.   choosenModule = "Accounts";
  68.  }
  69.  else 
  70.     {
  71.   choosenModule = "Deals";
  72.     }
  73.  accountOrDealID = formValues.get(assciatedModule).get("value");
  74.  paramsMap.put("What_Id", accountOrDealID);
  75.  paramsMap.put("$se_module", choosenModule);
  76.  labelList.add({choosenModule:formValues.get(assciatedModule).get("label")});
  77. }
  78. params = map();
  79. params.put("data", [paramsMap]);
  80. createTask = invokeurl
  81. [
  82.  url: "https://www.zohoapis.com/crm/v2/tasks"
  83.  type: POST
  84.  parameters: params+""
  85.  detailed : true
  86.  connection: "CONNECTION LINK NAME"
  87. ];
  88. info createTask;
  89. if(createTask.get("responseCode") == 201)
  90. {
  91.  response = {"text":"### Task has been created successfully 👍","card":{"theme":"10"},"slides":[{"type":"label","data":labelList}],"buttons":[{"label":"View","action":{"type":"open.url","data":{"web":"https://crm.zoho.com/crm/tab/Tasks/"+createTask.get("responseText").get("data").toMap().get("details").get("id")}}}]};
  92. }
  93. else 
  94. {
  95.  response = {"text":"Something went wrong with the integration. Please try again after some time!!!","type":"banner","status":"failure"};
  96. }
  97. return response;

Step 3: Update with Form Change Handler

The third step is to create a form change handler that will update the task details as the user fills out the form. To do this, navigate to the form change handler and paste the provided code in the script editor.

  1. targetName = target.get("name");
  2. info targetName;
  3. formValues = form.get("values");
  4. info formValues;
  5. actions = list();
  6. if(targetName == "module")
  7. {
  8.  modulesList = {"task","description","date","module","priority","status"};
  9.  allKeys = formValues.keys();
  10.  for each  key in allKeys
  11.  {
  12.   if(!modulesList.contains(key))
  13.   {
  14.    actions.add({"type":"remove","name":key});
  15.   }
  16.  }
  17.  fieldValue = formValues.get("module").keys();
  18.  if(fieldValue.size() > 0)
  19.  {
  20.   label = formValues.get("module").get("label");
  21.   if(label == "Lead")
  22.   {
  23.    leadsList = list();
  24.    getAllLeads = invokeurl
  25.    [
  26.     url :"https://www.zohoapis.com/crm/v2/leads"
  27.     type :GET
  28.     connection:"CONNECTION LINK NAME"
  29.    ];
  30.    leads = getAllLeads.get("data");
  31.    leadlist = List();
  32.    i = 0;
  33.    for each  lead in leads
  34.    {
  35.     if(i == 10)
  36.     {
  37.      break;
  38.     }
  39.     leadName = lead.get("Full_Name");
  40.     leadId = lead.get("id");
  41.     leadsList.add({"label":leadName,"value":leadId});
  42.     i = i + 1;
  43.    }
  44.    actions.add({"type":"add_after","name":"module","input":{"type":"dynamic_select","name":"lead","label":"Lead","hint":"Choose a lead","placeholder":"","mandatory":true,"options":leadsList}});
  45.   }
  46.   else if(label == "Contact")
  47.   {
  48.    contactsList = list();
  49.    getContacts = invokeurl
  50.    [
  51.     url :"https://www.zohoapis.com/crm/v2/Contacts"
  52.     type :GET
  53.     connection:"CONNECTION LINK NAME"
  54.    ];
  55.    info getContacts;
  56.    contacts = getContacts.get("data");
  57.    i = 0;
  58.    for each  contact in contacts
  59.    {
  60.     if(i == 10)
  61.     {
  62.      break;
  63.     }
  64.     contactName = contact.get("Full_Name");
  65.     contactID = contact.get("id");
  66.     contactsList.add({"label":contactName,"value":contactID});
  67.     i = i + 1;
  68.    }
  69.    actions.add({"type":"add_after","name":"module","input":{"type":"select","name":"contact","label":"Contact","hint":"Choose a contact","placeholder":"","mandatory":false,"options":contactsList,"trigger_on_change":true}});
  70.    contactModuleList = list();
  71.    contactModuleList.add({"label":"Account","value":"account"});
  72.    contactModuleList.add({"label":"Deal","value":"deal"});
  73.    actions.add({"type":"add_after","name":"contact","input":{"type":"select","name":"contactModule","label":"Associated Module","hint":"Choose a module","placeholder":"","mandatory":true,"options":contactModuleList,"trigger_on_change":true}});
  74.   }
  75.  }
  76. }
  77. else if(targetName == "contact")
  78. {
  79.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  80.  allKeys = formValues.keys();
  81.  for each  key in allKeys
  82.  {
  83.   if(!contactsList.contains(key))
  84.   {
  85.    actions.add({"type":"remove","name":key});
  86.   }
  87.  }
  88.  actions.add({"type":"clear","name":"contactModule"});
  89.  actions.add({"type":"clear","name":"deal"});
  90.  actions.add({"type":"clear","name":"account"});
  91. }
  92. else if(targetName == "contactModule")
  93. {
  94.  contactsList = {"task","description","date","module","contact","contactModule","priority","status"};
  95.  allKeys = formValues.keys();
  96.  for each  key in allKeys
  97.  {
  98.   if(!contactsList.contains(key))
  99.   {
  100.    actions.add({"type":"remove","name":key});
  101.   }
  102.  }
  103.  label = formValues.get("contactModule").keys();
  104.  if(label.size() > 0)
  105.  {
  106.   labelValue = formValues.get("contactModule").get("label");
  107.   if(labelValue == "Deal")
  108.   {
  109.    moduleName = "deals";
  110.   }
  111.   else if(labelValue == "Account")
  112.   {
  113.    moduleName = "accounts";
  114.   }
  115.   contactsKeys = formValues.get("contact").keys();
  116.   if(contactsKeys.size() > 0)
  117.   {
  118.    contactId = formValues.get("contact").get("value");
  119.    url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/" + moduleName;
  120.   }
  121.   else
  122.   {
  123.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  124.   }
  125.   getAllDetails = invokeurl
  126.   [
  127.    url :url
  128.    type :GET
  129.    connection:"CONNECTION LINK NAME"
  130.   ];
  131.   info getAllDetails;
  132.   details = getAllDetails.get("data");
  133.   if(!details.size() > 0)
  134.   {
  135.    url = "https://www.zohoapis.com/crm/v2/" + moduleName;
  136.    getAllDetails = invokeurl
  137.    [
  138.     url :url
  139.     type :GET
  140.     connection:"CONNECTION LINK NAME"
  141.    ];
  142.    info getAllDetails;
  143.    details = getAllDetails.get("data");
  144.   }
  145.   detailsList = list();
  146.   i = 0;
  147.   for each  detail in details
  148.   {
  149.    if(i == 10)
  150.    {
  151.     break;
  152.    }
  153.    if(labelValue == "Deal")
  154.    {
  155.     dealName = detail.get("Deal_Name");
  156.     dealID = detail.get("id");
  157.     detailsList.add({"label":dealName,"value":dealID});
  158.    }
  159.    else if(labelValue == "Account")
  160.    {
  161.     AccountName = detail.get("Account_Name");
  162.     AccountID = detail.get("id");
  163.     detailsList.add({"label":AccountName,"value":AccountID});
  164.    }
  165.    i = i + 1;
  166.   }
  167.   actions.add({"type":"add_after","name":"contactModule","input":{"type":"dynamic_select","name":labelValue.toLowerCase(),"label":labelValue.proper(),"hint":"","placeholder":"Select a " + labelValue,"mandatory":true,"options":detailsList}});
  168.  }
  169. }
  170. return {"type":"form_modification","actions":actions};

Step 4: Dynamic Handler

Now navigate to the Dynamic Handler and paste this code:

  1. info target;
  2. typeList = list();
  3. searchValue = target.get("query");
  4. formValues = form.get("values");
  5. if(target.get("name") == "lead")
  6. {
  7.  getLeads = invokeurl
  8.  [
  9.   url :"https://www.zohoapis.com/crm/v2/leads"
  10.   type :GET
  11.   connection:"CONNECTION LINK NAME"
  12.  ];
  13.  //info getLeads;
  14.  leads = getLeads.get("data");
  15.  for each  lead in leads
  16.  {
  17.   if(lead.containsIgnoreCase(searchValue))
  18.   {
  19.    if(typeList == 100)
  20.    {
  21.     break;
  22.    }
  23.    leadName = lead.get("Full_Name");
  24.    leadId = lead.get("id");
  25.    lead = {"label":leadName,"value":leadId};
  26.    typeList.add(lead);
  27.   }
  28.  }
  29. }
  30. else if(target.get("name") == "account")
  31. {
  32.  contactsKeys = formValues.get("contact").keys();
  33.  if(contactsKeys.size() > 0)
  34.  {
  35.   contactId = formValues.get("contact").get("value");
  36.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/accounts";
  37.  }
  38.  else
  39.  {
  40.   url = "https://www.zohoapis.com/crm/v2/accounts";
  41.  }
  42.  getAccounts = invokeurl
  43.  [
  44.   url :url
  45.   type :GET
  46.   connection:"CONNECTION LINK NAME"
  47.  ];
  48.  //info getLeads;
  49.  accounts = getAccounts.get("data");
  50.  if(!accounts.size() > 0)
  51.  {
  52.   url = "https://www.zohoapis.com/crm/v2/accounts";
  53.   getAccounts = invokeurl
  54.   [
  55.    url :url
  56.    type :GET
  57.    connection:"CONNECTION LINK NAME"
  58.   ];
  59.  }
  60.  for each  account in accounts
  61.  {
  62.   if(account.containsIgnoreCase(searchValue))
  63.   {
  64.    if(typeList == 100)
  65.    {
  66.     break;
  67.    }
  68.    AccountName = account.get("Account_Name");
  69.    AccountID = account.get("id");
  70.    typeList.add({"label":AccountName,"value":AccountID});
  71.   }
  72.  }
  73. }
  74. else if(target.get("name") == "deal")
  75. {
  76.  contactsKeys = formValues.get("contact").keys();
  77.  if(contactsKeys.size() > 0)
  78.  {
  79.   contactId = formValues.get("contact").get("value");
  80.   url = "https://www.zohoapis.com/crm/v2/Contacts/" + contactId + "/deals";
  81.  }
  82.  else
  83.  {
  84.   url = "https://www.zohoapis.com/crm/v2/deals";
  85.  }
  86.  getDeals = invokeurl
  87.  [
  88.   url :url
  89.   type :GET
  90.   connection:"CONNECTION LINK NAME"
  91.  ];
  92.  deals = getDeals.get("data");
  93.  if(!deals.size() > 0)
  94.  {
  95.   url = "https://www.zohoapis.com/crm/v2/deals";
  96.   getDeals = invokeurl
  97.   [
  98.    url :url
  99.    type :GET
  100.    connection:"CONNECTION LINK NAME"
  101.   ];
  102.   deals = getDeals.get("data");
  103.  }
  104.  for each  deal in deals
  105.  {
  106.   if(deal.containsIgnoreCase(searchValue))
  107.   {
  108.    if(typeList == 100)
  109.    {
  110.     break;
  111.    }
  112.    dealName = deal.get("Deal_Name");
  113.    dealID = deal.get("id");
  114.    typeList.add({"label":dealName,"value":dealID});
  115.   }
  116.  }
  117. }
  118. return {"options":typeList};

Message Action

Besides the Command method, you can also use Message Actions to create a task in Zoho CRM directly from a chat. To do this, navigate to  Bots & Tools > Integrations > Message Action > Create , and create a new message action.

In the message action creation window, you will need to enter a name, description, and choose the access level. Then, paste the provided code in the script editor.

  1. description = message.get("text");
  2. if(description.length() >= 1000)
  3. {
  4.  description = description.subString(0,1000);
  5. }
  6. fetchFields = invokeurl
  7. [
  8.  url :"https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks"
  9.  type :GET
  10.  connection:"CONNECTION LINK NAME"
  11. ];
  12. //info fetchFields;
  13. allFields = fetchFields.get("fields");
  14. priorityList = list();
  15. statusList = list();
  16. for each  field in allFields
  17. {
  18.  if(field.get("api_name") == "Priority")
  19.  {
  20.   pickListValues = field.get("pick_list_values");
  21.   for each  pickList in pickListValues
  22.   {
  23.    displayName = pickList.get("display_value");
  24.    priorityList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  25.   }
  26.  }
  27.  else if(field.get("api_name") == "Status")
  28.  {
  29.   pickListValues = field.get("pick_list_values");
  30.   for each  pickList in pickListValues
  31.   {
  32.    displayName = pickList.get("display_value");
  33.    statusList.add({"label":displayName,"value":displayName.replaceAll(" ","_")});
  34.   }
  35.  }
  36. }
  37. inputs = list();
  38. inputs.add({"type":"text","name":"task","label":"Task Name","hint":"Enter a subject","placeholder":"","min_length":8,"max_length":100,"mandatory":true});
  39. inputs.add({"type":"textarea","name":"description","label":"Description","hint":"Enter description","placeholder":"","min_length":5,"max_length":1000,"mandatory":false,"value":description});
  40. inputs.add({"type":"date","name":"date","label":"Due Date","placeholder":"Choose a due date","mandatory":false});
  41. modulesList = list();
  42. modulesList.add({"label":"Lead","value":"lead"});
  43. modulesList.add({"label":"Contact","value":"contacts"});
  44. inputs.add({"type":"select","name":"module","label":"Type of module","placeholder":"Choose a module","trigger_on_change":true,"options":modulesList});
  45. inputs.add({"type":"select","name":"priority","label":"Priority","placeholder":"Choose a priority","mandatory":false,"options":priorityList});
  46. inputs.add({"type":"select","name":"status","label":"Status","placeholder":"Choose a status","mandatory":false,"options":statusList});
  47. return {"type":"form","title":"Create a task","hint":"Name the task and assign a user","name":"createTask","button_label":"Create","actions":{"submit":{"type":"invoke.function","name":"createTask"}},"inputs":inputs};

Note : Make sure to replace the connection link name
This code will create a message action that you can use to create a task in Zoho CRM. Once used on a message, the createTask function created earlier will handle the task creation process (and the message will automatically be entered as the task description).

In summary, by following these steps, users can create a task in Zoho CRM directly from a chat in Zoho Cliq using either Command or Message Action. This can save time and streamline the workflow for teams that use both Zoho Cliq and Zoho CRM.


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      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

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    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

    • CC and/or BCC users in email templates

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    • Create Contract API Endpoint Unclear "inputfields" Requirements

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    • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

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    • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

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    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

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    • Kaizen #121 : Customize List Views using Client Script

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    • Setting default From address when replying to request

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    • Tip #45 - Explore Your Support Reach with Zoho Assist’s Geo Insights - 'Insider Insights'

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    • Formatting of text pasted into Zoho documents

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    • Add additional features to Zoho Tables

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    • The Social Wall: August 2025

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    • The Social Wall: July 2025

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    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Tagged problem !!!

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    • Limited review (/questions) for Bookings 2.0

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    • Syntax for URLs in HTML Snippets

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    • The Social Wall: June 2025

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    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

    • Tip 7: How to fetch data from another application?

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    • The Social Wall: May 2025

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    • Sub-Form Fields as Filters for Reports

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    • Zoho CRM Formula - Current Time minus Date/Time field

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    • Per Level Approval for admins

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    • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

      Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time

    • Zoho Sprints - Q3 updates for 2025

      The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain project

    • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

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    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

    • Creating Restaurant Inventory Management on Zoho

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    • To Zoho customers and partners: how do you use Linked Workspaces?

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    • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

      When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"

    • This festive season, offer discounts with coupon code support in Stripe Checkout

      Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can

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