What's new on Zoho Marketplace for March 2021

What's new on Zoho Marketplace for March 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 March 2021.


Make calls right from your browser with the Maqsam integration for Zoho Phonebridge. Benefit from additional call control features like click-to-call from within Zoho CRM. Detect incoming calls and watch contact details pop up automatically right before you answer.


Teleforce for Zoho (For Zoho CRM, Zoho Recruit, Bigin, and Zoho Desk)
Instantly enable one-click dialing, call pop-ups, auto call logging, and more from inside Zoho using the Teleforce integration. Embrace extra mobility features with Teleforce's all-in-one telephony solution that’s easy to use and manage.


Close the gap between Global Shop ERP and Zoho CRM. Automatically convert each new sale in Zoho CRM to Global Shop ERP in the form of a sales order, job, or new product. Check the status of Global Shop ERP jobs, material requirements, job progress, and more without leaving Zoho CRM.


Send SMS messages directly to your contacts and leads from Zoho CRM. Get notified in Zoho CRM when you receive an SMS from a contact or lead. Maintain an SMS history for your sent and received messages directly in the leads and contacts modules of Zoho CRM.


Integrate Seikyu Kanri Robo Payment with the Zoho CRM extension to export all the invoices for all the individual accounts to Seikyu Kanri Robo Payment along with the account's address information. Export multiple accounts, add multiple invoices to an account, and more.


Connect the OpenCart store with Zoho CRM to better manage sales, marketing, and customer support services. Sync products and customers and export orders from the OpenCart store to Zoho  CRM.


Track your Easyship shipments without leaving Zoho CRM using a shipment ID or the Easyship order number. Generate the shipping rates for different delivery options without having to swap between applications.


Send SMS messages to contacts in Latin American countries (Mexico, Argentina, Colombia, and Chile) at affordable rates. Send bulk SMS messages, or send messages using templates. Schedule messages to be sent later and more. 


Update the accounts data in your CRM through the CNPJ so you can view the account information with all the existing data in the Federal Revenue (Receita Federal). Add data including CNPJ, Main Activity, Company Name, Trade Name, and more.


Engage better and close deals quicker with more details about your accounts. Run a search for company names from the accounts module of Zoho CRM, get the closest results from LinkedIn, and automatically store the LinkedIn profile URL in the Zoho CRM record.


Automatically associate meetings and calls with the Zoho CRM Account or Deal based on participants of the meeting and Account/Deal owner. Filter and track all your interactions and save time getting ready for customer meetings or reviewing deals with your manager.


Get instant access to your Zoho CRM customer data inside Custify. View customer details, contacts, and notes taken by your Sales team. Receive push notifications from your Custify Customer Success team in your Zoho CRM account, keeping your Sales and CS teams in sync.


Save time and improve accuracy with a simple way to create support tickets for orders placed on the Magento platform. Track orders, payments, and shipment information from within Zoho Desk tickets, so support agents can communicate contextually with their customers.


Automatically create tickets in Zoho Desk when a customer sends a request to your WhatsApp number or phone number. Reply to tickets right from Zoho Desk, and they will be delivered as WhatsApp messages, SMS, or MMS to the users.


Create contacts and fetch their information (like unused credits, outstanding receivables, billing address, shipping address, etc.) from Zoho Subscriptions. Check the payment status of an invoice associated with subscriptions and more.


Get instant and detailed access to your customer sales information from inside their support tickets. Sync your Zoho Inventory products with Zoho Desk, track the status of packages sent to the contact along with their shipment details, and more.


Create support tickets for every Shopify order so support agents can easily track customers and their order information without leaving their Zoho Desk interface. Keep track of your new Shopify customers by adding them as contacts in Zoho Desk.


HackerRank integrates with Zoho Recruit for tests and interviews to facilitate a simple and straightforward hiring experience. Users can send HackerRank tests and schedule remote interviews right from Zoho Recruit.


Screen your new hire for the WOTC with ease using Walton's integration with Zoho Recruit. It delivers a streamlined user experience that maximizes your company's tax credits and saves you time and valuable resources.


Migrate all your data from Zoho Inventory to Tally in just a few clicks. Convert all your sales, purchase, and manual journals. Export customized data based on your needs using filtering.


Convert email contacts into leads or view and update contact information for multiple emails. You can also add notes, tasks, and events associated with the contact from the eWidget, which will be automatically reflected in the respective fields within Salesforce CRM.


Configure a Site24x7 module in WHMCS. Customers can then purchase their Site24x7 account with an organizational plan that meets their preferred specifications from the store. Manage Site24x7's customers' plans and details from WHMCS


Record an organization's fixed-interest securities and fixed-term transactions. In addition to keeping record of fixed-interest securities and fixed-term transactions, it also classifies the securities and transactions.


This application is for an insurance underwriter for a general insurance company, a life insurance company, or a composite insurance company. It creates a database for insurance premiums written, the commissions paid, and payable there on.


The Insurance Claims Outstanding Age Analysis extension records the outstanding claims of an insurance company. Calculate the time between the accident date acknowledged by the insurer and the end of the accounting year.


The Insurance Claims Payment and Delay Analysis extension records the claim payments made by an insurance company. It uses the delay analysis to help the insurer when assessing their claims management process.


Office Cash Manager helps you manage your company's cash expenses and transactions. Easily maintain clean accounting records for hassle-free tracking and auditing. See all your expenses in one place and get important updates on the dashboard. Categorize expenses for better management, tracking, and reporting.

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

    • 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

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
    • 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
    • Introducing Hiring Pipeline for Vendor Portal

      Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring
    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
    • Address Grabber function for Zoho

      I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know
    • Integrate zoom with zoho bookings please; or add optional times in zoho meetings

      Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.
    • Add Owner to deluge-created module record note

      Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
    • 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
    • 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:" +
    • 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 ';'
    • 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
    • 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?
    • 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,
    • 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
    • Next Page