Actions API - Webhooks APIs - Part 1

Actions API - Webhooks APIs - Part 1



Hello all!!
Welcome back to a fresh Kaizen week.
In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API.

This week, we will continue with another Actions API - Webhooks API in Zoho CRM.

Webhooks in Zoho CRM

A webhook allows Zoho CRM to send real-time information to another application the moment something important happens. Webhooks let CRM push data instantly to an external URL whenever the workflow condition is met.
Webhooks do not notify on every record event by default. They trigger only when specific automations, such as a Workflow Rule you configure, are executed. This helps for specific real-time automation needs, such as sending high-value leads to an external validation service.

Use case

Zylker, an IT solutions provider, uses Zoho CRM to manage all incoming leads. But not every new lead is ready for the Sales team right away. Not all leads need immediate follow-ups. For leads with a high Profit Score (80+), it usually means strong buying intent, but they may contain fake information.

Why does Zylker use Zoho CRM and send these leads to an external validation application?

Before Sales reaches out, Zylker wants to make sure these high-value leads have valid information. While CRM keeps the lead data organized, a specialized third-party validation systems check any fraudulent activities and confirm whether the email, phone number, or other details are real.

To do this quickly, Zylker uses Webhooks in Zoho CRM. The moment a lead crosses the 80+ score, Zoho CRM automatically sends the lead’s data to Zylker’s external validation system. This lets Zylker verify the lead in real time and send back a clean, accurate, sales-ready profile for the Sales team to follow up on.

From here, we will explain every part of Webhooks by showing how it looks in the Zoho CRM UI and how to do the same using the API. Each step will be shown side-by-side, so you can clearly see how the UI setup translates into the API request.

Configuring Webhooks for Zylker’s Use Case - UI Method

  1. Go to Setup 
  2. Navigate to Automation
  3. Choose Actions -> Webhooks
  4. Click Configure Webhook
You will see the window shown below.
Webhook - UI view

The following sections explain what each field means in three parts:
  1. Basic fields to configure Webhook.
  2. Configuring Headers 
  3. Configuring Body

Filling the basic Webhook details via UI



Filling the basic Webhook details via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST
Input JSON

{
    "webhooks": [
        {
            "name": "Push High Score Leads",
            "description": "Send leads with Profit Score > 80 to validation system.",
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "authentication": {
                "type": "general"
            },
            "http_method": "POST"
        }
    ]
}


Keys explanation

  1. name (mandatory): Name of your webhook.
  2. description: Add a short note about what this webhook does.
  3. module (mandatory): Select the module from where the external application listens the changes. In our case, select Leads module to push high-score leads.
  4. url (mandatory):  Specify the external endpoint where CRM will send the data. This lets the external application see what CRM sends.
    1. Note: In this post, we have used an endpoint from Webhook.site
  5. authentication (mandatory): Specify authentication type for the webhook endpoint. 
  6. Possible types:
    1. general: The receiving system does not require OAuth. You can pass OAuth tokens manually in headers.
    2. connections:
      1. OAuth-based integrations: Systems that use Zoho’s Connections.
      2. For our Zylker use case, we select General.
            Note: In Zoho CRM API V8, Webhooks currently support only General authentication. Connection-based authentication will be available in a future update.
  1. http_method (mandatory): Select a HTTP method that allows you to send structured data. 
            Possible values: POST, GET, PUT, DELETE

In our case, we use POST to create a new record in the external app with the necessary lead details, allowing the external system to run its validation checks.

HTTP methods and their supported parameters - Headers, Body, URL Parameters

  HTTP Method

  Headers

  Body

  URL Parameters

POST

  • Module parameters

  • Custom parameters

Type: form-data

Module parameters
Custom parameters
User-defined parameters

Formats: null

Type: raw

Formats: Text, JSON, HTML, XML

      Not Supported

PUT

  • Module parameters

  • Custom parameters

Type: form-data

Module parameters
Custom parameters
User-defined parameters

Formats: null

Type: raw

Formats: Text, JSON, HTML, XML

      Not Supported

GET

     Not Supported

           Not Supported

  1. Module parameters
  2. Custom parameters
  3. User-defined parameters   
  

DELETE

   Not Supported

          Not Supported

  • Module parameters

  • Custom parameters

  • User-defined parameters


Each HTTP method supports different parameter types. The above table shows which methods support Headers, Request Body, and URL Parameters. Detailed explanations of these parameter types are provided in the following section.

Creating a Webhook with Headers, Body, and URL Parameters

When a webhook is triggered in Zoho CRM, the data is sent to the external application as part of the HTTP request.
The data can be sent in three places:
  1. Headers
  2. Body (Form-Data or Raw)
  3. URL Parameters 
Each part serves a different purpose.

Configuring Headers 

UI - Configuration

Headers allow you to send extra information along with your webhook request. These help when the external app needs extra data like auth tokens or CRM field values.

Zoho CRM supports two types of headers:
  1. Module Parameters - Dynamic values from CRM fields
  2. Custom Parameters  - Static values you define

Module Parameters - dynamic CRM data

Module parameters allow you to send values from CRM fields inside the header. These values change depending on the record that triggered the webhook.

A module parameter consists of:
  1. Parameter Name - A unique header key that you define. It does not have to match the CRM field API name.
  2. Parameter Type - Defines the source of the data you are mapping. It can come from the selected CRM module such as Leads and Contacts, lookup fields, User fields such as Lead Owner, or Organization fields.
  3. Parameter Value - The merge field value. Example, ${!Leads.Created_By.id}
Note: If you decide to use Headers, then you must add at least one module_parameter. Otherwise CRM will show an error. 

Example:

Parameter Name

Parameter Type

Parameter Value

Lead_Email

Leads

Email

Annual_Revenue

Leads

Annual Revenue

Profit_Score

Leads

Profit Score

Created_By

Created  By

User Id


Custom Parameters - static values

Custom parameters are key-value pairs that never change.

These are useful for:
  1. API version
  2. Tags like “zylker-crm”

Name

Value

source

zylker-crm

version

v1

 

  

Configuring Headers via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        { 
            .
            .
            .
            "http_method": "POST",
            "headers": {
                "module_parameters": [
                    {
                        "name": "Lead_Email",
                        "value": "${!Leads.Email}"
                    },
                    {
                        "name": "Annual_Revenue",
                        "value": "${!Leads.Annual_Revenue}"
                    },
                    {
                        "name": "Profit_Score",
                        "value": "${!Leads.Profit_Score}"
                    },
                    {
                        "name": "Created_By",
                        "value": "${!Leads.Created_By.id}"
                 }
                ],
                "custom_parameters": [
                    {
                        "name": "source",
                        "value": "zylker-crm"
                    },
                    {
                        "name": "version",
                        "value": "v1"
                    }
                ]
            }
        }
    ]
}


When should Zylker use Headers?
For the 80+ Profit Score validation use case, Zylker can include module parameters such as Lead Email, Profit Score, and Lead ID, which are helpful for fraud-detection tools.
Similarly, Zylker can include custom parameters like source=zylker-crm and api_version=v1 to help the external system identify where the webhook originated.

Configuring the Body of a Webhook - form-data & raw formats

After setting up the basic details and Headers, the next step is to configure the Body.
The Body is where the main CRM record data is sent, which is different from the Header section that only carries metadata like auth tokens or quick identifiers.

Depending on your needs, the Body can be either Form-Data or Raw. The list below shows the supported options for each format.
  1. Form-Data:
    1. Module parameter
    2. Custom parameter
    3. User-defined format.
  2. Raw:
    1. Text - plain messages
    2. JSON -  structured API payload
    3. HTML - formatted messages
    4. XML - traditional enterprise systems


Form-Data Body: key-value 

UI - Configuration


Zoho CRM lets you build Form-Data using three types of parameters:
  1. Module Parameters
  2. Custom Parameters
  3. User Defined Parameters
Use Form-Data when the external app expects key-value pairs - similar to how HTML forms submit data.

Note:
  1. Headers are for sending supporting information that helps the external system understand the request - this can include auth details, source identifiers, or key CRM fields like email or score that help with quick categorization or filtering. 
Why do Module and Custom parameters appear again in Form-Data?

The same Module Parameters and Custom Parameters are available in the Body because:
  1. Headers - Provide supporting details such as identifiers or quick-check values. For example, Lead ID, or source tags that help the external system check and route the request.
  2. Body - Contains the complete lead information that the external validation system needs to process.
Although the parameter names look the same (Module, Custom), their purpose changes:

Where parameters are used

Purpose

Example

Headers

Metadata - OAuth,tags, and context

source: zylker-crm

Form-Data (Body)

Main record data - actual lead details sent to the app.

 

lead_email=patricia@zylker.com

So Zoho CRM gives you the same structure, but used differently depending on where the data is placed.

User-Defined Parameters
User-Defined parameters let you build custom, human-readable messages or templates. This parameter is available only in the Body, not in Headers. 

Parameter Name

Parameter Value

custom_message

New high-score lead: ${Leads.First Name}${Leads.Last Name} (Score: ${Leads.Profit Score})


This is very helpful if your external app expects a text message, notes, or a description field.

Configuring the Body of a Webhook - form-data via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        {
             .
             .
             .
            "body": {
                "form_data_content": {
                    "module_parameters": [
                        {
                            "name": "Lead_Email",
                            "value": "${!Leads.Email}"
                        },
                        {
                            "name": "Annual_Revenue",
                            "value": "${!Leads.Annual_Revenue}"
                        },
                        {
                            "name": "Profit_Score",
                            "value": "${!Leads.Profit_Score}"
                        },
                        {
                            "name": "Created_By",
                            "value": "${!Leads.Created_By.id}"
                        }
                    ],
                    "custom_parameters": [
                        {
                            "name": "source",
                            "value": "zylker-crm"
                        },
                        {
                            "name": "version",
                            "value": "v1"
                        }
                    ],
                    "user_defined_parameters": {
                        "name": "custom_message",
                        "value": "New high-score lead: ${!Leads.First_Name}${!Leads.Last_Name} (Score: ${!Leads.Profit_Score})"
                    }
                },
                "type": "form_data"
            },
            .
            .
            .
        }
    ]
}


Raw Body - JSON / XML / HTML / Text

Zoho CRM’s Webhook Body section allows you to send data to an external application in a Raw format. This is useful when the receiving system expects structured data in the following structure.

You can choose:
  1. Raw + Text
  2. Raw + JSON
  3. Raw + HTML
  4. Raw + XML

Raw + Text:

Text format is the simplest. You can type any text and insert merge fields.

UI - Configuration



When to use Text?
  1. When sending a simple message. 
  2. When the external app only expects plain text.

Configuring the Body of a Webhook - Raw - "Text" via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        {
           .
           .
           .
            "body": {
                "raw_data_content": "New high score lead: ${!Leads.First_Name} ${!Leads.Last_Name}, ${!Leads.Email}, ${!Leads.Annual_Revenue}, ${!Leads.Phone}, ${!Leads.Industry}, ${!Leads.Owner}",
                "format": "Text",
                "type": "raw"
            },
            .
            .
            .
        }
    ]
}


Raw + JSON:

This is the most common format for APIs. Use this when the receiving system expects structured JSON data.

UI - Configuration



Configuring the Body of a Webhook - Raw - "JSON" via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        {
          .
          .
          .
            "body": {
                "raw_data_content": "{\n    \"id\": \"${!Leads.id}\",\n    \"full_name\": \"${!Leads.Last_Name}\",\n    \"email\": \"${!Leads.Email}\",\n    \"company\": \"${!Leads.Company}\",\n    \"profit_score\": \"${!Leads.Profit_Score}\",\n    \"owner\": \"${!Leads.Owner}\"\n}",
                "format": "JSON",
                "type": "raw"
            },
           .
           .
           .
        }
    ]
}


When to use JSON?
  1. When the external system expects structured data
  2. Easier validation

Raw + HTML:

HTML format is useful for sending stylized messages or formatted content.

UI - Configuration

Configuring the Body of a Webhook - Raw - "HTML" via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        {
            .
            .
            .
            "body": {
                "raw_data_content": "<p><strong>New Lead Alert</strong></p>\n<p>Name: ${!Leads.Last_Name}</p>\n<p>Email: ${!Leads.Email}</p>\n<p>Company: ${!Leads.Company}</p>\n<p>Profit Score: ${!Leads.Profit_Score}</p>\n<p>Owner: ${!Leads.Owner}</p>",
                "format": "HTML",
                "type": "raw"
            },
            .
            .
            .
        }
    ]
}


When to use HTML?
  1. If the external system displays formatted output

Raw + XML:
Some legacy systems or enterprise applications prefer XML.

UI - Configuration

Configuring the Body of a Webhook - Raw - "XML" via Create Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: POST

Input JSON

{
    "webhooks": [
        {
          .
          .
          .
                "raw_data_content": "<Lead>\n    <Id>${!Leads.id}</Id>\n    <Name>${!Leads.Last_Name}</Name>\n    <Email>${!Leads.Email}</Email>\n    <Company>${!Leads.Company}</Company>\n    <ProfitScore>${!Leads.Profit_Score}</ProfitScore>\n<LeadOwner>${!Leads.Owner}</LeadOwner>\n</Lead>",
            "format": "XML",
            "type": "raw"
        },
            .
            .
            .
    }
]
}



When to use XML?
  1. With older systems
  2. When the receiving system only supports XML

Note:
  1. When you switch the webhook method in the UI, Zoho CRM changes the options you can configure:
            GET Method
    1. Only URL Parameters are available
    2. Headers are hidden
    3. Body is hidden
    4.  Because GET requests always send data through the URL and cannot carry a body.
            DELETE Method
    1. Headers are available
    2. URL Parameters are available
    3. Body is still not supported
    4. DELETE requests can include headers, but Zoho CRM does not allow sending a body for DELETE webhooks.

  1. Date-time format:
            Zoho CRM will format any Date or DateTime fields in your webhook according to the format you select.
            
            UI - Configuration

            

           API - Configuration

 
  {
    "webhooks": [
        {
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "url_parameters": {
                "module_parameters": [
                    {
                        "name": "Created_Time",
                        "value": "${!Leads.Created_Time}"
                    }
                ]
            },
            "description": "Send leads with Profit Score > 80 to validation system.",
            "http_method": "GET",
            "name": "Push High Score Leads",
            "date_time_format": {
                "datetime_format": "mm-dd-yyyy HH:MM:SS",
                "date_format": "yyyy-mm-dd",
                "time_zone": "America/Los_Angeles"
            },
            "authentication": {
                "connection_name": null,
                "type": "general"
            }
        }
    ]
}


With this, we have covered what a Webhook is in Zoho CRM, how to configure a basic Webhook, how to configure a Webhook with Headers, Body, and URL Parameters, how each component works, how to configure them using the UI, and how the same setup can be created through the POST Webhooks API.

In Part 2, we will explain 
  1. How to manage Webhooks using the GET, PUT, and DELETE Webhook APIs
  2. How to associate a Webhook with a Workflow
  3. How to perform real-time testing by creating records
  4. How an external application receives data from Zoho CRM via Webhook.

We hope this post helps you understand how to use Webhooks through the Zoho CRM Actions API - Webhooks API.

Try it out, and let us know your experience in the comments section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!

Cheers!


    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Recent Topics

    • Moving data from one pipeline to another

      Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or

    • How to export/find all deluge code.

      Hi, I have a large app wich contains several forms, reports, html views, I need to find thow my application if any contains specific word, I could find it manually by editing app and see on every section(field code, on succes, on load, etc) but I would like to do it faster. Is there a way to at least export it to a file the whole deluge code on my application?

    • Have Some Bugs in Zoho CRM Ask Zia Assistant

      Hi Support Team, I have found some bugs in Zoho CRM Ask Zia Feature Please Check below screenshot, insight option is showing twice i think its in early access that's why its have some bugs .

    • COD with Partial payment

      Two reasons why we need COD with partial payment option. 1) Since we deal heavy weight products our shipping costs are too high. If shipment is rejected by customer we incur huge loss. 2) Some competitors place fake orders with different names and return

    • Slicers are now available in Zoho Sheet—filter your data interactively

      At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

    • Resizing a Record Template Background Inage

      Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

    • Updated font library: New font styles and custom font options in Zoho Sheet

      Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can

    • Introducing Data Bars: Graphically represent changes in data within the cells

      Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

    • Default Font Size in Desk

      How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried

    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

    • Tip #20 - Three things you probably didn't know you can do with picklists

      Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option

    • Feature enhancement: Highlight rows based on a cell value

      Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

    • Updating custom fields in Zoho Projects

      Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());

    • Markdown for Desk?

      Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)

    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

    • Calendar not working

      Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point

    • WhatsApp Message Template Quick Reply Buttons

      Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • 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.

    • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

      Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568

    • 136.143.188.51 blocked by spamcop

      Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.

    • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

      Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the

    • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

      hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

    • Deleting Fields in CRM Deletes Views in Analytics

      Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges

    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

    • Zoho Desk Android and iOS app update: Access multilingual templates on the IM module

      Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/

    • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

      lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via

    • Custom buttons

      Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be

    • The Social Wall: October 2025

      Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

    • Client Script | Update - Support for List Page (Canvas) and Notes

      Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for

    • Pincode Based Pricing

      We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show

    • feature question: lookup field in Projects task layout

      Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.

    • Plan change from Zoho One to Zoho Workplace

      Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,

    • Can we do Image swatches for color variants?

      We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • Zoho Analytics & SQL Server - Live connect

      Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

    • Explore the Redesigned Quotes Module in Zoho Billing

      Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,

    • Latest updates in Zoho Meeting | Create departments, Share PDF files

      Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly

    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

    • Next Page