Zoho News
- Zoho CRM: View Lookup Modules’ Data within a Canvas Page
- Embed fields from the Contact or Account records directly into the deal page.
- Zoho DataPrep: 12 New External Connectors Added
- DataPrep adds connectors for HubSpot, BambooHR, Xero, Jotform, and more. These will definitely help those migrating to Zoho from any of these platforms.
- Zoho FSM: Now Included in Zoho Flow
- FSM joins Flow with new triggers and actions, letting you automate work orders, appointments, and more with no code needed. There is a 20 flow limit to FSM.
- Zoho Marketing Plus: Use Zia (AI) to Create Marketing Projects
- Zia now helps plan full marketing campaigns in Brand Studio using OpenAI—just set goals, channels, and go.
- Zoho Creator: Custom Connectors Enhancements
- Support for new auth types (OAuth, AWS, Bearer) makes building custom API connectors easier—just check for native ones first.
- Zoho CRM: Reports Enhancements
- You can now include or exclude report ID in reports.
- Zoho Desk: Help Center Update
- Some minor updates to create a smoother sign in experience for users.
- Zoho Billing: UI Update – Reorganized Invoice Settings
- Minor tweak to billing preferences.
- Zoho CRM: Modules as a Source for VoC Analysis
- You can now use any CRM module as a Voice of the Customer (VoC) source—not just Zoho apps like Desk or Survey.
- Zoho Trident: New Features for macOS (v.1.20.0)
- Enhancements to task views, mail, and slash commands are now supported in Cliq.
- Zoho Trident: New Features for Windows (v.1.27.6.0)
- You can now view and manage PST files.
- Zoho Recruit: (PSA) LinkedIn Parsing Changes in Resume Extractor
- Sync candidate data seamlessly now between both platforms.
- Zoho Recruit: (PSA) WhatsApp to Shift to Per-Message Billing
- Prior you were charged for all messages within a 24 hour period, now each message will be billed.
- Zoho Bigin: Introducing Card Scanner in Android app
- NIce job Bigin team!
- Zoho Workspace: May 2025 Updates
- Miscellaneous Workspace improvements across Mail, Writer, and more—mostly quality-of-life.
Code Share of the Week
- Automatically Enable Partial Payments in Zoho Books
- This custom function in Zoho Books automatically enables partial payments for invoices. It is best paired with a workflow rule in Books that triggers on creation of an invoice. Once triggered, the script updates the invoice settings to allow partial payments, so that clients can pay in multiple installments instead of requiring full payment upfront.
This Week’s Blog
- Zoho CRM Beginner Tutorial: A Complete Walkthrough for New Users
- Are you a new Zoho CRM user? This article covers a tip we recently did providing additional information and videos for new users.
Tips and Tricks
- NEW! Manage Customer Interactions EASILY in Zoho CRM
- Following up on last week’s update, here is a complete overview of the new interactions tab.
- NEW! Zoho Books Updates || Workflow & Lookup Improvements
- Breakdown of June’s Books updates: dynamic lookups, Avalara improvements, and smarter workflow triggers.
Question of the Week (AZAAZ)
- Zoho Desk Knowledgebase and Zia AI
- Click here to watch our answer!
