Zoho News
- Zoho CRM: Static Subforms
- Inside a subform, you can now predefine a certain subset of data.
- Zoho CRM: Advanced Zia & Manual Scoring Now Available for All Modules
- When the Zia scores first came out, all the AI scoring was compiled together. Now they are compiled based on their intended function, not just because they are AI.
- Zoho CRM: Portal Enhanced User Group Creation & UI Redesign
- Some minor name changes to User Type and Portal Tab. You can now also add and remove modules from the Portals Tab Configuration page.
- Zoho CRM: June Community Digest
- Be sure to check this digest out not only for catching up on all the updates for June, but also highlights from community member discussions that could be helpful.
- Deluge: Introducing the New FTP Task for Secure File Transfers
- For larger file transfers, you will still want to use DataPrep, but this is a very useful addition to Deluge.
- Zoho Creator: Centralized Payment Gateways Hub Now Live (Notable)
- You can now put a payment checkout directly into your creator app.
- Zoho FSM: Video Tutorials for Mobile App
- Zoho has launched a series of video tutorials within the application to help users learn FSM.
- Zoho Books: July 2025 Updates
- One notable update from this month’s batch of updates is the ability to configure workflow rules based on organization and customer time zone.
- Zoho Invoice: Q2 2025 Updates
- You can now add images to email templates.
- Zoho Billing: Q2 2025 Updates
- Within this article, you can request early access to add images to custom fields.
- Zoho Invoice: Send Invoices via WhatsApp (Coming Soon)
- The title says it all.
- Zoho Recruit: Custom From Address
- Name change to Custom From Address to Organization Email to better reflect your organization being able to send from one shared email.
- Zoho Meeting: Android Update v2.6.1
- Breakout rooms and noise cancellation were added in this latest update.
- Zoho Projects: Android Update v3.9.35
- Some minor enhancements to the Documents Module were added.
- Trident for Windows (v.1.28.5.0)
- And wrapping up the news, Trident continues week after week to add new features. One worth mentioning this week is the ability to view related records of CRM events.
Code Share of the Week
- Creating and Using Previous Fields in Zoho CRM (workaround)
- This code share introduces a smart workaround for tracking the previous value of a field in Zoho CRM—something the platform doesn’t support out of the box. Using a helper field and a reusable Deluge function, you’ll be able to trigger workflows based on how a value changed, not just what it is now.
- Triggering Workflow in Zoho Books via Deluge Updates
- By default, Zoho Books workflows won’t trigger if the update comes from another Books automation via API. This tip shows how to force workflows to run (or skip them) by adding a simple header—X-ZOHO-Execute-CustomFunction—to your API call. Great for making sure your automations fire exactly when and how you want them to.
This Week’s Blog
- What’s New in Zoho SalesIQ: Nova 25 Update
- The SalesIQ team gave us a sneak peek at a handful of updates they have released. Here is everything new that is being released right now, with one of SalesIQ’s biggest batches of updates in a while.
Tips and Tricks
- Automate Lead Assignment in Zoho CRM
- Learn how to automatically assign leads in Zoho CRM using Assignment Rules and Workflow Rules, no coding required. This week’s tip covers B2B and B2C lead routing, role-based assignment, and when to use workflows for more advanced logic.
- Zoho Commerce 2.0 || NEW Release
- Learn about new features like built-in CDN, smart product recommendations, loyalty programs, advanced cart automation, WhatsApp selling, digital items, and more.