Zoho News
- Zoho CRM: Introducing Connected Records & Workflows
- Zoho CRM: Connected Records // Zoho CRM: Connected Workflows
- CRM for Everyone gets Connected Records and Connected Workflows, letting you nest related records in a single tabbed list and visualize automation in a flowchart-style UI for easier building and troubleshooting.
- Zoho CRM: Connected Records // Zoho CRM: Connected Workflows
- Zoho Books: August 2025 Updates
- August updates include a new widgets pane, Zoho Payments feed integration, replenishment lists for inventory reorders, unit conversions, and multiple barcode scans for quick quantity entry.
- Zoho Books: Now Ready For Making Tax Digital For Income Tax
- Zoho Books is now HMRC-recognized for MTD for Income Tax, letting UK sole traders send quarterly updates directly to HMRC from within the app, starting with voluntary participation.
- Zoho Billing: August 2025 Updates
- Zoho Billing now supports WhatsApp Business subscription notifications for key events like renewals and cancellations, and lets you scan barcodes or QR codes to quickly add items to invoices.
- Zoho Finance: Singapore Edition Now Live
- The title says it all! Great to see another new country join the ranks for the Zoho Finance Suite.
- Zoho Desk: Response Time Report
- New built-in reports show ticket response times by agent, team, or account, helping managers monitor SLAs without custom analytics.
- Zoho Backstage: July 2025 Updates
- New RSVP tools give organizers clearer attendee counts, while the Certificate Builder makes post-event recognition easy; other enhancements include better registration approval tracking, exhibitor tags and visibility controls, plus TikTok links on profiles.
- Zoho Social: The Social Wall July 2025
- July’s Social Wall highlights LinkedIn profile analytics, Android app channel connections, and other minor updates.
- Zoho Projects: iOS (v3.10.8)
- The latest iOS update adds a Dashboard widget to view charts from recent projects on your home screen, with data auto-syncing every 60 minutes and quick access to the full dashboard in-app.
- Zoho DataPrep: Password Only Deprecation for Snowflake Connections
- In line with Snowflake’s security updates, Zoho DataPrep will drop support for password-only authentication in November 2025, adding Private Key and OAuth options now so users can transition to MFA-secured connections.
Code Share of the Week
- Automating Zoho Projects Client Creation and Association with Deluge
- This script by JP shows how to create a Zoho Projects client via API, link it to a project, and associate it with records from another app like Zoho Books. It checks if the client already exists, creates one if not, sets custom fields (such as sales order numbers), and makes the required API call to “marry” the client and project. The example bypasses the native Books–Projects integration for more direct control, but the same logic applies to other app pairings like CRM accounts. A great reference for avoiding the trial-and-error of finding the right endpoints.
This Week’s Blog
- Zoho Zia Agent Studio: A No-Code AI Agent Builder
- Zoho’s new Agent Studio lets you build AI agents that can use Zoho APIs and reference knowledge documents without coding. Early beta limitations aside, it’s ideal for automating fuzzy, text-based decisions that workflows struggle with.
Tips and Tricks
- Administrator Tutorial for Zoho CRM
- This video covers user roles, profiles, data sharing, automation workflows, custom views, and essential settings to get your CRM running smoothly.
- How to Set Up Zoho Projects Budgets
- This tutorial covers budget types, billing methods, time tracking, cost calculation, and budget forecasting.
Question of the Week (AZAAZ)
- Zoho Sign Download Record/Document
- Click here to watch this week’s answer!