Zoho News

Zoho CRM: Enhanced Zia Insights for Forecasts

Zoho CRM forecasting now includes Zia-powered insights that explain missed targets, suggest improvements, and add a more visual forecast reporting experience.

Zoho CRM: Zia Dashboard Insights

Zia can now analyze dashboard KPIs and charts to explain what may be driving performance changes, giving Ultimate users a faster way to spot patterns.

Zoho CRM: Zia Agents as Digital Employees

Admins can now deploy Zia Agents as digital employees with assigned roles and permissions, though the current setup is limited to standalone CRM plans.

Zoho CRM: Portal User Security Enhancements

Portal users now get stronger security with optional or admin-enforced MFA and improved built-in password management options.

Zoho CRM: Sandbox Supports Zoho Desk Integration

The CRM sandbox now supports Zoho Desk integration, making it easier to test cross-app setups (currently available in India).

Zoho Analytics: March 2026 Product Updates

The March update includes new connectors, custom module support for Zoho Projects, AI activity logs, and improved Google Drive controls.

Zoho Desk: Q1’26 Mobile Updates

Zoho Desk mobile apps now support bulk WhatsApp messaging, Arabic and Hebrew support, and better ticket sorting on iOS.

Zoho Projects: Custom Modules for Approvals

Support for custom modules opens the door for flexible approval systems and deeper process management inside your projects.

Zoho Sign: Document Retention

Automate when completed documents are moved to the trash or permanently deleted to maintain compliance.

Zoho Sign: Recipient Authentication via Didit

A new identity verification option for businesses that need stronger signer validation and smoother eKYC workflows.

Zoho Recruit: Q1 ’26 Updates

Updates include a candidate compliance tab, folders for offer templates, and a new Gulf Talent job board integration.

Zoho FSM: New Premium Edition

A new edition for larger teams featuring territory-based permissions, shift management, and skill-based assignments.

Zoho Connect: Webhook Migration Required

Users with older outgoing webhooks must rebuild them before May 31, 2026, to avoid automation failures.

Code Share of the Week

Convert Lead with Duplicate Checking in CRM via API

This script ensures lead conversion through the API doesn’t create duplicates by checking for existing contacts and using lead conversion mappings.

This Week’s Blog

How to Set Up Profiles, Roles, and Sharing Rules in Zoho CRM

A vital guide on securing your CRM data, especially as CRM for Everyone begins to roll out more power to general users.

Tips and Tricks

A/B Testing with Zoho PageSense

Learn how to run A/B tests and utilize multi-armed bandit testing to optimize your website traffic.

What’s New in Zoho CRM for Everyone?

A quick tour of the latest UI updates and team module settings in the newest version of CRM for Everyone.

Question of the Week (AZAAZ)

Connected Records and Workflows for Zoho CRM for Everyone

Can you attach an existing record using “connected records” in CRM for Everyone? Currently, this feature only creates new records, so existing ones require lookups and automation. Watch the answer here.

This Week’s Quizzes

• Monday Quiz: How does the My Workqueues section categorize items to help users manage shared visibility?
• Wednesday Quiz: Which section of the Workqueue interface is designed to centralize approval workflows and Zia Vision image validation?