What's new on Zoho Marketplace for April 2021

Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in April 2021.

	CallerDesk for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk) CallerDesk is a cloud telephony platform that allows you to track employees' incoming and outgoing calls, and lets your team members add notes, follow-up actions, and customer feedback. Get deep agent analytics with the advance agent break module and live login timer. Learn more
	Bybrand for Zoho CRM  Create uniform email communication with customers in minutes using powerful HTML signatures. Standardize your sales team's email signatures and boost your brand reputation with modern and professional designs. Learn more
	GoToConnect Additional Resources for Zoho CRM  Do more from Zoho with the option to create satisfaction surveys on your phone and receive results directly in Zoho and add features that can help Zoho CRM + GoToConnect users increase the results potential of the tools used. Learn more
	Leaflet for Zoho CRM  Leaflet’s Zoho CRM integration enables organizations to take all or part of the document that drives deals and publish them for document creation. Draft whole agreements in minutes without leaving Zoho CRM and capture key terms and metadata automatically for analytics and reporting. Learn more
	Ship Station Order Management for Zoho CRM  Maintain your orders, products, and customers in Zoho CRM using Ship Station extension for Zoho CRM. Synce order to the Sales order module in Zoho CRM, and order-related referential entities such as Customers and Products are created as Contacts and Products respectively in Zoho CRM. Learn more
	B2Brain for Zoho CRM Engage your prospects with unique insights about their business. No more searching on Google and wading through irrelevant results. Get intel on your target accounts, talking points, and recommended leads, all within your Zoho account and contact records. Learn more
	Purchase Frequency for Zoho CRM Purchase Frequency for Zoho CRM gives your sales and marketing teams the data they need to follow up with a prospect or customer at the exact right time. Generate graphs with key sales trends for a customer and ensure timely and effective follow-ups. Learn more
	Bag A Chat for Zoho CRM  Integrate Whatsapp with Zoho CRM using Bag-A-Chat. Start sending and receiving WhatsApp messages to customers directly from Zoho CRM. Learn more
	WooCommerce for Zoho Desk Automatically create support tickets in Zoho Desk for every WooCommerce order, support agents can easily track customers and their order information without leaving Zoho Desk. Learn more
	Zoho WorkDrive For Zoho Mail  Access and manage all of your files right alongside your emails by integrating Zoho WorkDrive with Zoho Mail. Choose files from WorkDrive extensions to automatically attach them to the email being composed and more. Learn more
	Itilite travel for Zoho Expense  Make hassle-free travel bookings for all your employees with itilite and see these travel expenses added automatically in Zoho Expense. Track all spends (including travel) at a company level and always be audit-ready. Learn more
	Feather Icons For Zoho Show Zoho Show is a cloud-based presentation tool that lets you create, collaborate on, and present beautiful stories. With the Feather Icons add-on, communicate more with vectors while making your content more interactive and interesting. Learn more
	CandidateZip for Zoho Recruit Add candidates to your Zoho Recruit panel directly by adding resume files. Minimize the manual effort involved in extracting data from resumes and speed up the recruitment process. Learn more
	Training Provider CRM Training Provider CRM is specifically created for the needs of trainers on Zoho CRM. Capture leads from a variety of sources, like websites, landing pages, email, phone, and chat. Manage courses and training batches for each course and more. Learn more
	CRM4 Realtor  CRM4 Realtor is a custom app built using Zoho Creator to help real estate agencies automate their  buisness processes. Register the deals and contracts of the agency, reflect commissions of agents and referrals, generate invoices, and export/send invoices in PDF. Learn more
	CRM4 Freight Forwarder v2.0  A comprehensive CRM for freight forwarders created using Zoho Creator. Capture and track leads, then turn them into customers through email marketing campaigns, social media posts, SMS, and cold calls. Learn more
	QCare (Available for IN DC only) Blood Bank Management is an application intended to help blood banks digitally maintain their blood stock details and donor lists. Store all your data over the cloud and access it from anywhere for quick updates. Learn more

Work smarter by adding new capabilities to Zoho with business solutions from Zoho Marketplace. Explore Zoho Marketplace

Here's an archive of all the releases from previous months, in case you've missed any: New on Zoho Marketplace

• Topic Participants

• Reena Makwana

• Sticky Posts

• What's new on Zoho Marketplace

  You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace

• Recent Topics

• Marking a form as 'done'?

  Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,

• Zoho CRM - best way to search an account and assign to a deal

  Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally

• Zoho Rating

  When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email

• Zoho GC Flow is not showing in IM Channels

  I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these

• Sharing Knowledge Base articles across multiple departments

  It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

• Contacts marked as Spam are shown as Contacts in tickets.

  Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically

• Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter

  Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo

• Real Estate CRM

  How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

• Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report

  In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our

• Is there a Kanban view of Tasks across all Projects?

  As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

• Set recurring tasks in Zoho Support?

  Hello,   We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically?   Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,

• Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?

  Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are

• Schedule a regular backup

  In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.

• Limit who can submit a support ticket to your site?

  Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to

• Is there a way to request a password?

  We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

• Allow us to disable the Reopen Ticket button after a ticket is closed

  Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business

• How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

  Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

• Admin Control for Default Email Templates in Zoho Desk

  Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

• Lock out of account after password update

  This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Multibrand Help Center - Share knowledge base catgories between multiple departments

  Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

• Unable to upload document error on zoho sign

  i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');

• Cloud to cloud folder migration from Sharepoint to Workdrive

  I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder

• Zoho Sign / Prefill By You - Editable by Them!

  Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

• Kiosk Studio wrap-up | How our community used kiosks in 2024

  Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

• Zoho Crm - Inventory Integration

  Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

• Inventory Valuation Method Feature

  Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Organization Variables - Restrict Access

  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

• Zoho takes too long to load...

  I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

• Execution failure when fetching a Name field from another app

  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

• Accessing Subform Data using getRecordByID

  I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

• Allow customer to select meeting duration

  I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

• Can you internally tag/categorize posts for campaigns?

  Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).

• Function 56: Automatically enable the option for customers to pay via bank account

  Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

• Connect multiple Facebook ad accounts to Zoho Social

  Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Creation of Path and subpath

  In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

• Assign task owner using Deluge

  Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

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