Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Best practice for tracking the sending of samples or catalogues
Hi, My company sells leather and fabric for interiors- sofas, chairs, curtains etc. Our clients are all interior designers, architects or furniture manufacturers. What is the best way to track what samples/catalogues we have sent? If the project is fairly certain, for example, for a specific hotel renovation, then we'll track this as an opportunity, as the project has a definite date, budget and is sure to happen (we may of course lose the project, but we want to bid for it). If the designer just
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Is there a way to add custom fields to Company Details?
Hi Zoho community, I'd like to store a bunch of custom related values (eg registration date, paid up capital etc) in CRM. Please note I'm talking about my own company not clients. I dont want to pollute Account module with irrelevant fields since i want
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Critical EU Server Routing Mismatch: Office 365 Graph API & IMAP OAuth Integration Failing with URL_RULE_NOT_CONFIGURED / AADSTS65005
Hello everyone, Environment Details Subscription: Zoho One Data Center / Server: EU 1. Initial Office 365 Integration within CRM Attempt via Graph API When trying to integrate Office 365 into Zoho CRM via the Graph API for the first time, the process
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Set Custom Icon for Custom Modules in new Zoho CRM UI
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
Updating Custom Field using Deluge Function Fails
I am using Zoho CRM and I want to create an automated custom Deal Number for every new Deal record. Business Requirement Whenever a new Deal is created in the Deals module, Zoho CRM should automatically populate a custom field called Deal Number. The
Mass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
Customise Lead Source and Sub Lead Source per webinar
We have an integration between Zoho Meeting and Zoho CRM. New leads are imported into CRM but now they all have the source "Zoho Webinar". Can I change this source? Can I add a sub source? And can I customize these fields per webinar? (So different webinars
Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I
How to refresh data in real time
I have question, 1. If I make some update for a record thru widget, how to reflect the changes without refresh page? 2. If I made some update for a record thru function, how to reflect the changes without refresh page?
Important update: Zoho Analytics handling for CRM Ultimate customers
Dear Customers, As part of our value maximizing efforts, Customers choosing our Ultimate plan were getting Zoho Analytics, our advanced data analytics software in Premium edition at free of cost. This premium edition Analytics that comes with Zoho CRM’s
Zoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?
Include Refresh Custom View on custom modules
The "Refresh Custom View" button does not appear for custom modules. This seems like a very silly thing to omit.
Contact's title in "Contact Role Mapping"
When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
Zoho CRM JS Widget User Reporting To returns "null"
In Zoho CRM JS Widgets, the get users API shows the following: I would expect "Reporting_To" to show the user they report to based off the hierarchy in the roles. Is there any other way using APIs to find out who a user reports to? End goal is to create
Zoho CRM Community Digest - April 2026 | Part 1
Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Maximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.
Remove "Subject" as a required field on Quotes
Currently, when you create a quote in CRM, the field "Subject" is mandatory. The properties of a system defined field cannot be edited which means we cannot de-select the mandatory requirement. A 'subject' on a quote is a little vague and not something
Field validation based on another field
Is there a way to validate the entering up a Date that is constrained by another date in the record. For example, Think of a employee entering the beginning and end dates of a business trip - the end of a trip date has to be later than the entered begin
Zoho CRM's Old User Interface is set to retire - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
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