News Highlights
- Zoho CRM: A new agent insights component lets you drop an AI agent right on the homepage to surface fuzzier, more contextual records worth checking, like stalled deals that need a nudge.
- Zoho CRM: Related lists now show up to 100 records per page instead of 10, with real filters and mass actions built in.
- Zoho Sign: A new MCP server lets tools like Claude send templates for signature and check envelope status, though the advice is to keep the permissions tight.
- Zoho Calendar: Calendar gets its own MCP server too, and it’s one of the easiest ones to set up for meeting prep.
Zoho News
Zoho CRM: Add Agents To Your Homepage
A new agent insights component lets you drop an AI agent right on the CRM homepage to surface a fuzzier, more contextual list of records worth checking, like stalled deals that need a nudge, going beyond what a standard custom view report can catch.
Zoho CRM: Related List Expanded View
Related lists can now show up to 100 records per page instead of just 10, plus real filters to narrow things down and mass actions like emailing, updating, or reassigning owners right from the list.
Zoho CRM: Cookie Consent Management for Webforms
Cookie consent management is rolling out for CRM web forms (not Zoho Forms) in Japan and Australia so far, with the choice of Zoho’s built-in consent banner or managing cookie consent yourself through the API.
Zoho Desk: Multiple Sandbox Accounts
Desk now supports multiple sandbox instances so different people can work on separate pieces at once, though rebuilds and deploys process one at a time and rebuilding wipes out anything in that sandbox that never got deployed.
Zoho Desk: Accessibility Controls for Visibility and Focus
New accessibility options in Desk include a monochrome mode, color coded or word based required field indicators, an open dyslexic font, and a one click reset for when you’ve gone overboard tweaking the settings.
Zoho Creator: Advanced Metrics for App Engagement Analytics
Creator 6 apps get advanced metrics now, showing which forms, reports, and blueprints people actually use, plus a configurable funnel that tracks records through a multi-step process to spot where things stall out.
Zoho Sign: MCP Server for AI-Powered Agreement Workflows
Zoho Sign now has its own MCP server so tools like Claude can send templates for signature or check on envelopes, with the recommendation to only turn on the tools you need and never let AI both draft and send a document on its own.
Zoho Recruit: Employee Portal for Internal Job Posting
Recruit is rolling out an employee portal for internal job postings, giving current staff their own separate pipeline to apply for open roles instead of competing through the public career site.
Zoho Calendar: MCP Server for your Business Calendar
Calendar joins the MCP lineup too, and it’s one of the easiest ones to set up since it barely needs instruction, letting Claude check your schedule and prep you for meetings on its own.
Zoho CRM: June 2026 Community Digest Part 1
This month’s community digest rounds up what shipped and what got discussed on the CRM forums in June.
Zoho SalesIQ: Summer ’26 Customer Engagement Release
SalesIQ’s Summer ’26 release leans into Agentic Intelligence, with Zia Agents that can field a chat, understand intent, pull from connected systems, and only escalate to a human when it’s actually needed.
Zoho Desk: OIDC Authentication for Help Center
Help Center admins can now turn on OIDC authentication so customers sign in through Google, Microsoft, or another identity provider instead of juggling separate credentials.
Zoho Desk: Mobile Updates | Q2 2026
The Q2 mobile roundup includes the ability to notify a contact directly when adding a resolution to their ticket.
Zoho Writer: Enhanced Accessibility
Writer’s latest update adds WCAG-aligned accessibility options like full keyboard navigation, screen reader support, a dyslexia-friendly font, and a redesigned Distribute mode.
Zoho Writer: Desktop App 4.0
The desktop app catches up to the web app’s new interface and adds support for ODT, TXT, and Markdown files, offline spell check, and a default save location.
Zoho Social: The Social Wall June 2026
This month’s Social Wall is the usual roundup of feature updates and community highlights from the Zoho Social team.
Zoho Cliq: GIFs – Migration from Tenor to GIPHY
Cliq is swapping its GIF picker’s backend from Tenor to GIPHY, so the search still works the same, just powered by a different library.
Zoho Sign: Quick Navigation
A new Quick Navigation tool lets you search across Zoho Sign and jump straight to a document, template, or setting instead of digging through menus.
Zoho One: Consent Flow for Verified-Domain Email Addresses
Zoho One is adding a consent step when a verified-domain email address gets added to an account, so the person behind that address has to confirm before they’re brought in.
Zoho Forms: Unsplash Integration in Theme Builder
You can now browse and drop in Unsplash photos right inside the Theme Builder instead of downloading images and re-uploading them.
Zoho Assist: June 2026 Feature Updates
This month’s Assist updates focus on the viewer experience, including multi-monitor support for Mac sessions and a detailed session audit log for technician activity.
Zoho Bigin: Sheet View for iPhone and iPad
Bigin’s mobile app now has a spreadsheet-style Sheet View, so you can scan and bulk-edit records in rows and columns instead of flipping through individual cards.
Zoho Projects: Android App Language Support Expansion
The Android app now supports Bulgarian, Croatian, Thai, and Ukrainian.
Zoho Trident: Windows v1.42.5.0 Feature Updates
The latest Windows build brings another round of refinements to Zoho’s unified desktop client for Mail and Workplace.
Code Share of the Week
Zoho CRM Deluge: Merge State-Specific Writer Templates and Send for E-signature
This one tackles a client need where a questionnaire has to trigger a bundle of state-specific documents for signature, and instead of writing a nightmare of if-then branches for 50 states, the build uses a reference module that maps each state to its required Writer template IDs. When someone submits the questionnaire and lists which states their company operates in, Deluge loops through those states, pulls the matching template IDs, merges each one with the questionnaire data, and stitches all the resulting PDFs into a single Zoho Sign request with the right signers attached. Once that request goes out, the result gets logged back to the CRM record with the sign document ID and request ID so follow-up workflows can tie the signature back to where it started. The real takeaway isn’t the mail merge, it’s the pattern: any time you’re tempted to write a long if-then chain for something that varies by state, role, or person, build a reference module instead so adding the 31st state, or the newest hire’s custom commission split, is just a new record, not a code change.
This Week’s Blog
How to Set Up Mail Merge and Document Automation in Zoho CRM
A written walkthrough of the manual mail merge and document automation process covered in last week’s tutorial video, good for anyone sending out a handful of documents a week who isn’t ready to build the fully automated, button-triggered version yet.
Tips and Tricks
Command Center 2.0 Tutorial for Zoho CRM
Round three of the Command Center tutorial, re-recorded now that Zoho’s made the desk-to-CRM trigger setup idiot-proof enough to work no matter which trigger path you pick.
AI Agents for Kiosk in Zoho CRM || Control your Agents
A kiosk-based agent can now review accounts and competitive discounts to recommend a negotiation move, while keeping a human in the loop to sanity-check the number before anything goes out.
This Week’s Quizzes
- Monday Quiz: How does the new Batch Price Management feature handle transactions involving multiple batches with different prices?
- Wednesday Quiz: What is the primary function of the Zoho Bookings MCP Server integration?
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