What's new on Zoho Marketplace for July 2020

Zoho Marketplace houses a wide range of extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2020.

	Zendesk for Zoho Subscriptions This integration allows you to access customer information and subscription details within Zendesk. View subscription details such as plan, subscription status, and plan renewal date within the Zendesk platform. Learn more
	Slack for Zoho Subscriptions Keep tabs on all of your customer subscription details and get notifications for all transaction events in one place. Track new subscriptions in real time and provide a proactive onboarding experience to your customers. Learn more
	Razorpay for Zoho Subscriptions Start accepting secure one-time or recurring payments online with ease by integrating Razorpay with Zoho Subscriptions. Razorpay also enables you to to accept credit card payments. Learn more
	Zoho Books for Zoho Subscriptions Simplify your accounting process by automatically syncing recurring invoices from Zoho Subscriptions to your Zoho Books account. Reduce the manual effort spent importing and exporting data across platforms. Learn more
	Stripe for Zoho Subscriptions Integrate Stripe with Zoho Subscriptions and start collecting one-time and recurring online payments securely through a hosted payment page or through the self-service portal. Learn more
	Zoho Analytics for Zoho Subscriptions Analyze and track key subscription metrics, build powerful reports and dashboards, and get 360° visibility into your subscription transactions with in-depth analytics. Learn more
	WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more
	Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including Viber, Telegram, Facebook Messenger, and VK from Zoho CRM. Wepster for Zoho CRM provides a unified messaging platform, allowing agents to chat with contacts through the Wepster GUI embedded in the Contact View of CRM. Learn more
	TradeIndia Extension for Zoho CRM Automatically update new Leads' data such as name, mobile number, email address, company name, inquiry subject, message, and address into Zoho CRM from your TradeIndia portal. No more copying and pasting details manually, so you can focus on important work. Learn more
	Commercient SYNC for Sage 300 and Zoho CRM Close the gap between Sage 300 and Zoho CRM. Commercient's SYNC integrates data to both systems as needed without manual data entry or the risk of human errors. Have all important information in one easy-to-access place and provide your employees with a truly collaborative system. Learn more
	Asana for Zoho CRM Create Asana tasks for leads and contacts and assign team members to perform the tasks from Zoho CRM. Use Zoho CRM workflows to create templates for all the CRM modules and associate them with the Asana team tasks. Learn more
	Global Email Finder for Zoho CRM Search, validate, and add email addresses for your Leads and Contacts without leaving Zoho CRM records. Reduce email bounce rates and increase callback chances. Learn more
	GST Plus Leads Extension for Zoho CRM Validate the GSTIN number of a business or company from Zoho CRM. Improve ROI by filtering leads by type of business and identifying which promotion campaigns are suitable for them. Learn more
	US Address Verification Extension for Zoho CRM Use the latest USPS data to validate addresses captured for your leads in Zoho CRM. Ensure all your mail is reaching your customers on time, get more responses, and enhance business performance. Learn more
	Intercom for Zoho CRM This integration allows you to automate processes between apps, and brings your Intercom conversations right into your CRM. Set specific actions to be performed automatically in Zoho CRM when a particular event happens in Intercom. Chat with Intercom contacts without leaving Zoho CRM using the chat UI. Learn more
	RSForm!Pro plugin for Zoho CRM Create professional-looking forms for your website with just a few clicks. Integrate RSForm!Pro with Zoho CRM and sync users' form data to your Zoho CRM account as new leads automatically. Learn more
	Servetel Extension for Zoho  Enable remote work through cloud communication. Integrate Servetel with Zoho CRM to start using telephony features such as click-to-call, call recording, contact management, and more from within Zoho CRM's interface. Learn more
	HireRight Background Screening Extension for Zoho Recruit No more swapping applications or manually updating records with background check reports. Order background checks, receive real-time status updates, and access the results from HireRight directly from Zoho Recruit. Learn more
	Zoho CRM for Zoho People Import your leads, customers, and contacts from Zoho CRM to Zoho People as clients. Manage projects for your clients and assign employees to work on them. Track time and create timesheets using Zoho People. Learn more
	Zoho Writer for Zoho People Send standard documents to multiple people at once while keeping the process personalized. Create templates based on your organization's requirements and permit the candidates to use e-sign to authenticate. Learn more
	Zoho Sign for Zoho People Send legally binding documents like offer letters and contracts from within Zoho People. Draft e-sign workflows and automatically send your documents for signatures, even to a large group of recipients, and track their status in real time. Learn more
	Zoho Books and Invoice for Zoho People Seamlessly sync important details about employees, clients, projects, and jobs to Zoho Books and Zoho Invoice. Generate bills for approved hours from within Zoho People and transfer them to Zoho Books or Zoho Invoice. Learn more
	Zoho Projects for Zoho People Pull the list of projects and tasks from Zoho Projects and assign them to the right employees in Zoho People. Check employee availability before assigning a task and log time worked from Zoho People. Learn more
	Xoxoday for Zoho People Xoxoday partners with several third-party services to provide a vast collection of reward experiences, digital gift cards, benefits, and more. Integrate Xoxoday with Zoho People to launch a scalable rewards and recognition program based on employee performance. Learn more
	Zoho Analytics for Zoho People Use Zoho Analytics to slice and dice your data in Zoho People.Gather insights about your workforce and make better decisions. Learn more
	Toggl for Zoho Desk Powered by Zoho Flow Track all your Toggl projects from inside Zoho Desk. Send time entries back to Zoho Desk, making it easy to bill your clients for time spent on their tasks. Learn more
	Teamwork CRM for Zoho Desk powered by Zoho Flow Keep your business customer-focused with great service to close deals faster. Set up rules to automatically create new tickets in Zoho Desk when a deal is won in Teamwork CRM, and start providing proactive customer support. Learn more
	Teamwork Projects for Zoho Desk powered by Zoho Flow Track all your work in Teamwork Projects from inside Zoho Desk. New contacts and companies added in Teamwork Projects will be automatically added as contacts and accounts in Zoho Desk to streamline communication and billing processes. Learn more
	Alegra for Zoho Desk powered by Zoho Flow Create tickets for Alegra customers, share invoices, update estimate information, and track payment activity without leaving Zoho Desk. Learn more
	ChargeOver for Zoho Desk powered by Zoho Flow Send branded invoices, track expenses, and enable recurring invoices to manage subscriptions in ChargeOver from Zoho Desk. Auto-update tickets in Zoho Desk when a new transaction is made in ChargeOver. Learn more
	Zoho Recruit for Zoho Campaigns Send emails to your candidates and follow up with them based on their responses throughout the hiring process from Zoho Recruit. Track emails and plan your follow-ups accordingly. Learn more
	SurveyMonkey for Zoho Campaigns Create surveys using SurveyMonkey and get them out to your audience through Zoho Campaigns. Gather and analyze data to understand your customers better and improve each successive campaign. Learn more
	Zoho Workdrive For Orchestly Collaborate on client-related documents and files stored in Workdrive from within Orchestly. Link a Workdrive file to a job in Orchestly using the widget in Orchestly. Learn more
	GitLab For Zoho Cliq Manage and collaborate on GitLab project code on the go. Execute the /gitlab command in Zoho Cliq to pull up a project's branches, commits, and merge requests. Configure a dedicated channel in Cliq to receive project updates using the bot's menu action "Connect" and more. Learn more
	Signitic signature for Zoho Mail Manage all your employees' email signatures from one place. Create templates to manage entities, groups, and users and spread your marketing campaigns to reinforce your brand image. Precisely analyze the commitment of your audience with insightful campaign data. Learn more
	DataChannel for Zoho Analytics Aggregate data from any source in Zoho Analytics and create reports or dashboards in a few minutes without any code or complex scripts. Learn more
	CRM4 Freight Forwarder A comprehensive CRM for freight forwarders created using the Zoho platform. Capture and track leads, and turn them into customers through email marketing campaigns, social media posts, SMS, and cold calls. Learn more
	Google Sheet Connect Integrate Google Sheets with Zoho Creator to store data in rows on a Google Sheet and customize the Google sheet using Zoho Creator. Learn more

• 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

• Easy way to delete attachments

  I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

• Confirmation prompt before a custom button action is triggered

  Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

• Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

• Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently

  When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Iteration through a list - Coming up against a "Failure to update function" error

  Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'

• Error 403: Forbidden When Updating Email Signature via API

  Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

• Can you modify "Last Activity Time" in deluge? If so what's the field name?

  I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• How do I define a weekend

  I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

• 【Zoho CRM】ポータル機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！

• Getting error during inserting a record in form of zoho people using zoho api

  import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

• UI Arabic

  can i change the member portal UI to arabic in zoho community?

• How do i remove the Powered by Zoho logo from my careers page

  Can I remove this? ​

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Canvas View in Zoho Recruit

  Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

• Resume template to include profile photo

  Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? Miriam

• 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,

• Possible to backdate Stage shifts in Deals module?

  I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

• 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

• Emailing lookup field but placing this as an ID or number rather than text

  Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Schedule Zoho CRM reports only on Business Days

  Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

• How to easy change layout in existing records in Deals?

  Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

• 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

• Merge tickets

  Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to

• 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.

• Totals on Pivot Table

  Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

• API (v2) Search Criteria using CONCAT

  With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

• 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.

• Opening & working multiple tickets

  We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  

• Next Page