Zoho News
- Sridhar Vembu Steps Down As Zoho’s CEO
- This transition makes a lot of sense given Sridhar’s passion for R&D. He will now take on the role of Chief Science Officer (CSO), while Shailesh Kumar Davey will step in as Group CEO, and Tony Thomas will lead the U.S. division.
- New Zoho PDF Editor
- We discussed this application last year, and it is now officially released! If you need to make standard PDF edits, this tool is available.
- Zoho Social: Introducing Social Toolkit
- A new free tool available to everyone, featuring a few Instagram-related functions and a campaign builder.
- Zoho Desk: Formula Fields
- Formula fields are extremely useful in CRM, and it’s great to see them added to Zoho Desk—especially for date and cost calculations that some organizations may need.
- Zoho Books: Locations Module Migration in Zoho Analytics Integration
- For those pulling this module into Zoho Analytics, there are a few minor changes to be aware of.
- Zoho Forms: Convert PDFs and Images into Fillable Forms
- This is a huge time saver! We still recommend double-checking the conversion to ensure accuracy, but it’s a great addition to Zoho Forms.
- Zoho Projects: Group and Clone Task Custom Views
- The title says it all.
- Zoho Recruit: Enhanced Apply with SEEK – Now with JobStreet & JobsDB
- Always great to see more enhancements in Zoho Recruit, especially around integrations with external job platforms.
- Zoho Recruit: Introducing Form Rules for Webforms & Candidate Applications
- For standalone Zoho Recruit users, it’s great to see some Zoho Forms functionality now available within Recruit.
- Zoho Assist: End of Support for Mac OS 10.(9-13)
- If you’re using an older version of macOS, Zoho Assist support will be ending soon.
- Things We Noticed: Zia LLM Smart Prompts For Less Than 20 Users
- It appears that the 20-license minimum for LLM has been removed for Ultimate users.
- Things We Noticed: BluePencil by Zoho Writer (Website Link)
- A cool new browser extension from the Zoho Writer team, similar to Grammarly.
Implementation of the Week
- Salesforce File Migration into CRM-linked WorkDrive Folders
- In this implementation, our goal was to migrate Files exported from Salesforce into Workdrive folders created for each Zoho CRM Account record
- To accomplish this, we first made sure to include Salesforce ID in all Zoho CRM records during the initial import
- Then, we set up a function to create Workdrive folders for each Account
- Next, we loaded all of the Files into a Team Folder in WorkDrive. Each File is named based on the File ID from Salesforce
- Then, we created a master SQL table in Analytics, rolling up all child records of a CRM Account to the CRM Account ID
- Lastly, we configured a scheduled Deluge function to move and rename the Workdrive folders based on our CRM Account ID roll-up
Code Share of the Week
- Functionality to Dynamically Add and Remove Tags from a Deal
- This function automatically adds or removes tags from a Deal based on updates to a “Task Step” field. The idea is to keep Deal tags synchronized, replacing the tag for the current step with “Completed” as the step is updated.
New On Zenatta
- Zenatta Blogs
- Zoho Pricing Guide (2025)
- New year, new pricing! Most products have remained the same, but some standalone products have seen slight price reductions and user limit increases.
- Zoho Pricing Guide (2025)
Tips and Tricks
- How to Migrate from SalesForce to Zoho CRM | FULL STEP-BY-STEP WALKTHROUGH
- Tyler walks through the entire Salesforce-to-Zoho migration process in this week’s tutorial.
- How to Set Up & Use Sales Funnels in Zoho CRM
- And for a bonus tip, learn how to customize lead statuses, deal stages, pipelines, and workflows, and create actionable funnel reports for better tracking and automation.
