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

Hello Developers!

Welcome back to a fresh week of Kaizen!

We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM.

1. Default value in parameter, also instant return must capable to do in deluge and also capable to use closure in deluge function.

Based on the query, we are assuming that by default value, the user is referring to using

placeholder values during testing or debugging. In Deluge, such defaults are provided at the browser level. 

For instant returns and closure, we need a few more details to give you the right guidance. We recommend reaching out to our support team with additional context so they can assist you further.

2. Please provide asynchronous script support or at least an option to increase the timeout limit for heavy processes.

Please increase the file size limit for invokeUrl tasks or introduce a more robust file streaming capability.

Based on overall runtime statistics, most functions complete within 5 minutes of runtime. Assuming your requirement involves longer-running processes, we recommend using Circuits or Schedules to handle such cases effectively.

Regarding file size limits for invokeUrl tasks, we assume your use case requires

handling larger payloads. In this case, we need more details to evaluate and provide a suitable solution, so we recommend reaching out to Zoho CRM Support.

3. I will be happy if I will can search on the Function list if some filed is exist on a function.

So if I change the API name I will be easy update the fields.

We understand that your use case is about quickly identifying functions that reference a particular field, especially when API names are updated. At the moment, this support is not directly available.

We are working on a feature revamp that will allow you to assign tags to functions for quicker access. For example, you’ll be able to tag functions with relevant keywords and then create custom views based on those keywords to easily locate them.

We have planned to roll out the feature revamp by early 2026.

4. I would love to hear more about Zoho CRM and its connection/setup/integration with AI and some use cases on how to currently improve business processes within the Deals Pipelines, and Sales.

We understand your interest in learning more about how Zoho CRM can connect with AI to improve business processes. Refer to this Smart Prompt help document to configure Zia and Open AI within Zoho CRM. 

We have also recently introduced several AI-driven capabilities in Zoho CRM to help you work smarter and faster. These include workflow creation to automate routine tasks, record summaries for quick insights, image-to-canvas to seamlessly convert visuals into Canvas, and AI-assisted email creation for more effective communication.

Check out Zia’s Next Best Experience help page to understand how to effectively use Zia to enhance your business processes with real-time use cases. 

These features are being rolled out across all data centers in a phased manner.

5. Bulk Data Enrichment: Script-based enrichment from services like Clearbit or internal ERPs.

As of now, bulk data enrichment is not natively supported in Zoho CRM. If you could share more details about your requirements with our support team, we will be glad to suggest a suitable workaround for your use case.

However, we offer a pre-built Clearbit extension that lets you quickly configure data enrichment without any need to write any scripts.

Install the Extension

1. Log in to your Zoho CRM account.

2. Navigate to Setup > Marketplace > All.

3. In the All Extensions tab, search for Clearbit Extension for Zoho CRM and click Install.

4. Agree to the terms and conditions, then click Install.

5. A pop-up will appear asking you to Choose Users/Profiles. Select who can enrich data, and click Confirm to install the extension.

6. You’ll then be prompted to enter your Clearbit account API key. This key allows Zoho CRM to fetch data from Clearbit and update your records. 

Enter the key and click Save.

7. Next, choose the modules where you want data enrichment. The extension currently supports Leads, Contacts, and Accounts.

You can change these configurations anytime by clicking Settings in the extension detail page.

You can also access the settings from Extensions list view as shown here. 

Enrich your Data

The extension pulls enriched data from Clearbit using the email address on the record. Once installed, a business card will automatically appear on the record’s detail view page.

Note: The email field is mandatory for data enrichment.

To update your CRM fields with Clearbit data:

1. Click Add to CRM at the top-right corner of the business card.

2. A field mapping iframe will open, where you can map Clearbit fields to your CRM fields.

3. After mapping, click Update to add the details to the record.  

We hope we answered your questions and you found this useful. For the queries we mentioned that we require more details and if we assumed it the other way around, please reach out to us at support@zohocrm.com.

We would be happy to connect and help you! 

Cheers!

--------------------------------------------------------------------------------------------------

Previous Post: Kaizen 207 - Advanced Queries using COQL API | Kaizen Directory: Home

• Topic Participants

• Kiruthiga G

  

• Sticky Posts

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Kaizen #226: Using ZRC in Client Script

  Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

• Kaizen #222 - Client Script Support for Notes Related List

  Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

• Kaizen #217 - Actions APIs : Tasks

  Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

• Kaizen #216 - Actions APIs : Email Notifications

  Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

• Recent Topics

• Account review. Does anyone still work here?

  Are accounts still being reviewed? Mine has been under review for over two weeks now. I also created a support ticket and reached out on Twitter but never received any kind of response. Is this company still alive?

• Seamless and safe way to migrate all my hubspot forms to zoho forms?

  Hi community! Our website (B2B consulting / market research), offers a wide variety of public report in PDF formats stored behind forms previously hosted via Hubspot. As we are migrating to Zoho Forms, I am facing an issue. Example: Form A (Report A),

• E-Mail Distribution List

  How do I create an e-mail distribution list in Zoho Mail?

• Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)

  When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:

• Automatically calculate and include tax on quotes

  I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.

  Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the original

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• crm to books

  We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Zoho Desk Community Module Reporting

  I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?

• Zia AI capabilities now available in all paid editions

  Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

• Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

  Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

• Alternate color rows

  After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.

• Business Day Logic Update: More Accurate Scheduling for Your Workflows

  Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

• Workflow Assistance in Zoho CRM

  Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

• Can we generate APK and IOS app?

  Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

• Pricelists

  So we have them in books but I cannot find them in commerce?

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• Validation Rule Not Working for Mandatory Field in Zoho Blueprint

  As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Ticket id issues

  When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

• Une collaboration simplifiée grâce à l’interopérabilité des calendriers

  L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprises

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• Format of data after export to spreadsheet

  Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

• How to add custom icons in Sites ?

  I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

• Zoho Forms API

  Is there any way to get all form entry list using API? Looking forward to hear from you

• #21 Five Minutes Every Monday That Replace an Hour of Digging

  Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.

• Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs

  Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions

• Introducing the Employee Portal for internal job posting

  Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees

• Zoho Mail is down?

  We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.

• Forwarding without verification

  Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

• Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

  I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

• Request to unblock user creation error (This user is not allowed to add in Zoho)

  Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

• Zoho Mail account blocked after malware incident – request for review and unblock

  Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, including

• creating an alias

  your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

• IP Address blocked by many servers

  hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. Regards

• Automatically set the default VAT percentage on a quote

  Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

• What's New in Zoho Inventory | June 2026

  Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can

• Time Zone is incorrect

  Time zone is not working properly...I've checked it twice.  I'm eastern U.S. time it's currently 12:22 pm EST.  CRM shows 3:22 pm EST.

• Next Page