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

    • 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

    • Next Page