Zoho CRM
Name: CRM
Description:
GROW
Convert more, build lasting relationships, and grow your business resiliently, with the magic of contextual AI and thoughtful UI.
Type: Sales
Limits: 8/2/2022 -
Website: https://zoho.com/crm
User Guide: https://www.zoho.com/crm/help/user-guide.html
Features: https://www.zoho.com/crm/features.html
New Features: https://www.zoho.com/zoho-crm/whats-new.html
Help Linx
2 minutes Tutorial: Google Ads Integration with Zoho CRM - Video - Zoho - 28/10/2024
2024 recap: Key updates to Zoho CRM's mobile app - Article - Zoho - 31/1/2025
3 Pro Tips for Lead Conversion Mapping in Zoho CRM - Video - Zenatta - 7/6/2022
35:34 Administrator Tutorial for Zoho CRM - Video - Zenatta - 17/8/2025
5 Key Things To Know for Integrating Zoho CRM and Zoho Books - Segment - Video - Zenatta - 12/11/2022
5 ways to automate Zoho CRM - Article - Zapier - 16/9/2022
5 Ways Zoho CRM Mail Merge Can Save Your Business Time and Money (with a Step-by-Step Guide - Article - Zenatta - 9/11/2024
6 tips for successful CRM implementation - Article - Zapier - 3/6/2022
7 MUST Have CRM Automations (You'll Wish You Knew About These Sooner!) - Part 1 - Video - Zenatta - 8/3/2022
Acting on Customer Feedback with VoC Filters - Article - Zoho - 9/12/2024
Action requested: Retain your sales journey configuration in Path Finder - Article - Zoho - 10/6/2025
Activity Tracking in Zoho CRM - Video - Zenatta - 16/11/2025
Adding Custom Related List - Article - Zoho - 14/3/2025
Advanced Customization: Molding Software to Your Business Needs - Presentation - Zoho - 26/10/2019
Advanced E-Commerce integration to CRM for Course Registration Sales - Segment - Video - Zenatta - 11/7/2023
Advanced Zia & Manual Scoring Now Available for All Modules - Article - Zoho - 28/12/2025
Advanced Zoho CRM Workflow Rules: Automate Lead Assignment, Follow-Ups & Deal Reminders - Video - Zenatta - 4/3/2025
Aggregate Functions now available in CRM COQL - Article - Zoho - 24/1/2023
AI Prompts Tutorial in Zoho CRM || ZIA LLM - Video - Zenatta - 12/4/2025
AI-Assisted Module Creation in Zoho CRM || ZIA LLM - Video - Zenatta - 12/4/2025
Android app updates: Kiosk and multiple file upload support for subforms - Article - Zoho - 16/11/2025
Android or iOS - Article - Zenatta - 29/5/2023
API Dashboard - Article - Zoho - 10/8/2019
API Limits - Article - Zoho - 10/8/2019
April’23 Community Digest - Article - Zoho - 23/5/2023
August 2025 Community Digest - Article - Zoho - 11/10/2025
August 2025 Community Digest (Part 2 - Article - Zoho - 11/11/2025
Auto-Invite Rules for Portal User Access - Article - Zoho - 13/12/2025
Automate Lead Assignment in Zoho CRM - Video - Zenatta - 28/12/2025
Automated Alerts Custom Module to Allow Users to Easily Configure Custom Workflow Automations - Segment - Video - Zenatta - 5/3/2024
Automated Call Summary Generation via Zoho CRM, Phonebridge, & OpenAI/ChatGPT - Segment - Video - Zenatta - 23/12/2023
Automated Contractor Bill Generation via CRM Scheduled Function - Segment - Video - Zenatta - 2/12/2023
Automated Delivery of Price Lists to Dealers and Distributors - Segment - Video - Zenatta - 10/9/2024
Automated File Transfer from Zoho Forms, to CRM, to WorkDrive - Video - Zenatta - 15/12/2024
Automated Messaging to a Dialpad Channel via Zoho CRM - Video - Zenatta - 31/1/2025
Automated Notification to Deal Owner upon Zoho Sign Document Completion - Segment - Video - Zenatta - 12/8/2024
Automated QR Code Generation for Zoho CRM records via API - Video - Zenatta - 19/7/2024
Automating Sales Pipelines - Video - Zenatta - 6/12/2025
Becoming a Zoho CRM Admin - Course - Workflow Academy - 4/6/2022
Beginner Tutorial: A Complete Walkthrough for New Users - Article - Zenatta - 28/12/2025
Bidirectional Access to Zoho CRM Data from FileMaker Pro - Article - Zoho - 11/8/2019
Bidirectional Relationships Between Lookup Fields & Subforms in Zoho Creator - Segment - Video - Zenatta - 9/9/2023
BIG CRM UPDATE! Edit, Filter, and Sort CRM Subforms from the Detail View - Segment - Video - Zenatta - 20/10/2024
Books Integration for WooCommerce Subscriptions using WP-Webhooks & Zoho Flo - Segment - Video - Zenatta - 7/1/2024
Build custom AI solutions with Catalyst’s QuickML capabilities in CRM - Article - Zoho - 24/12/2024
Build Custom Modules with Natural Language Prompts - Article - Zoho - 5/4/2025
Building Expert Business Solutions with Zoho CRM ft. Dominic Harrington - Article - captivate.fm - 26/4/2023
Business Email Generator for Contractor Onboarding in Zoho CRM - Segment - Video - Zenatta - 25/11/2023
Business Process Management Using Canvas and Blueprint in Zoho CRM - Video - Zoho - 24/7/2023
Button Error Handling: Consolidate and Return Multiple Errors in a List - Segment - Article - Zenatta - 12/8/2024
Cadences Enhancements - Article - Zoho - 10/5/2025
Cadences: WhatsApp Follow-Ups & Expanded Limits - Article - Zoho - 20/9/2025
Calculate Gross Profit for Line Items in a Zoho CRM Quote - Article - Zenatta - 3/12/2022
Call Bar feature is now available in Zoho CRM - Article - Zoho - 17/5/2022
Can Forecasting Still Work Without Every Sale Being a Deal - Video - Zenatta - 24/5/2025
Can I add all the pipeline stages in Canvas in Zoho CRM - Video - Zenatta - 16/11/2025
Canvas Grid Component - Article - Zoho - 27/9/2025
Canvas in Zoho CRM - Article - Zoho - 25/9/2019
Canvas Updates – Mobile View, Module View, and More - Article - Zoho - 12/3/2025
Categorizing Report Values - Article - Zoho - 23/11/2024
Celebrating 200 posts of Kaizen! Share your ideas for the milestone post - Article - Zoho - 28/12/2025
Centralized Field Change Detection in Zoho CRM Using a Hash Field - Article - Zenatta - 30/8/2025
Changes in lookup field column headers - Article - Zoho - 14/3/2023
Changes to the send mail Deluge task in Zoho CRM - Article - Zoho - 2/12/2025
Clearout.io Now Integrates with Zoho CRM - Article - Zoho - 14/6/2025
Client Script for Secure Capture + Masking of Private Contact Information - Segment - Video - Zenatta - 16/12/2023
Client Script Support for Canvas List Pages and Notes - Article - Zoho - 16/11/2025
Code Share - Sync CRM Notes (from ALL modules) to Analytics - Article - Zenatta - 19/8/2022
Code Share: Ensuring Data Entry Standardization via Client Scripting - Article - Zenatta - 19/8/2022
Combine Related Groupings into Categories - Article - Zoho - 4/1/2025
CommandCenter 2.0 - Article - Zoho - 17/8/2025
CommandCenter 2.0 Release for Zoho CRM - Video - Zenatta - 23/8/2025
Community Digest - August 2022 - Article - Zoho - 13/9/2022
Community Digest - August 2024 - Article - Zoho - 8/10/2024
Community Digest - July 2022 - Article - Zoho - 19/8/2022
Community Digest - July 2023 - Article - Zoho - 22/8/2023
Community Digest - July 2024 - Article - Zoho - 3/9/2024
Community Digest - July 2025 | Part 2 - Article - Zoho - 9/9/2025
Community Digest - June 2022 - Article - Zoho - 18/7/2022
Community Digest - June 2024 - Article - Zoho - 6/8/2024
Community Digest - March 2022 - Article - Zoho - 19/4/2022
Community Digest - May 2024 - Article - Zoho - 2/7/2024
Community Digest - Nov 2023 - Article - Zoho - 9/1/2024
Community Digest - October 2023 - Article - Zoho - 1/6/2024
Community Digest - September 2023 - Article - Zoho - 24/10/2023
Community Digest Oct ‘25 - Article - Zoho - 29/11/2025
Community Digest October 2025 | Part 2 - Article - Zoho - 2/12/2025
Complete PPC Tracking Dashboard via CRM // Analytics - Video - Zenatta - 13/9/2022
Condition-based data sharing rules are now available in CRM - Article - Zoho - 18/7/2022
Configure Zoho Projects Integration - Article - Zoho - 9/3/2022
Configuring Email Opt-Out Sync To Zoho CRM - Video - Zenatta - 16/10/2022
Configuring Workflow Rules - Article - Zoho - 18/12/2022
Contacting Zoho support question - Article - Zenatta - 29/5/2023
Conversion API - Article - Zoho - 15/12/2024
COQL vs searchRecords: Handling Special Characters the Right Way in Zoho CRM - Article - Zenatta - 24/5/2025
CPQ and Guided Selling for Zoho CRM - Video - Zenatta - 8/6/2025
CPQ Zia-Powered Config & Rule Criteria - Article - Zoho - 6/12/2025
CPQ: Product Configurator and Guided Selling Enhancements - Article - Zoho - 25/2/2025
Create a Task for CRM in Cliq - Article - Zoho - 24/5/2023
Creating and Using Previous Fields in Zoho CRM (workaround - Article - Zenatta - 28/12/2025
CRM - Getting started - Course - Zoho - 23/10/2022
CRM - Integration Tasks will Consume API Credits [2] - Article - Zoho - 26/3/2022
CRM 2.0 Integration, Regional Customization & Lifecycle Reports - Article - Zoho - 12/4/2025
CRM Automation to Notify Lead Owners upon Email Bounces - Video - Zenatta - 19/11/2024
CRM Client Script: VAT Number Validation (for sync with Zoho Books)s://www.youtube.com/watch?v=_GtX7YqXVlI&t=3225s - Segment - Article - Zenatta - 8/11/2022
CRM Deal Owner History Tracking via Subform - Video - Zenatta - 2/11/2024
CRM Email Parser Configuration for Creating Accounts, Contacts, & Deals - Segment - Video - Zenatta - 1/6/2024
CRM Record Creation via Custom Button in Emails Related List - Segment - Video - Zenatta - 27/3/2024
CRM Strategy: Why You Need One and How to Develop It - Article - HubSpot - 24/1/2023
CRM Zoho seminars - Article - Zoho - 11/8/2019
Cross-Module Criteria Now Available in Custom Views - Article - Zoho - 28/12/2025
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation - Article - Zoho - 19/11/2024
Custom API Integration with CRM and Zoho Creator - Video - Zenatta - 9/1/2024
Custom Integration for Zoho CRM & Zoho Recruit for Launching Multiple Job Openings from One Deal - Segment - Video - Zenatta - 11/11/2023
Custom Module Icons In CRM - Article - Zenatta - 15/2/2025
Custom Modules now Available for Standard & Professional - Article - Zoho - 31/1/2025
Custom Modules Tutorial for Zoho CRM - Video - Zoho - 27/10/2024
Custom Rollup Summary Fields - Article - Zoho - 31/1/2025
custom views are now deployable from sandboxes - Article - Zoho - 27/12/2025
Custom Void Invoice Button in CRM Finance Modules - Video - Zenatta - 9/12/2024
Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM - Segment - Article - Zoho - 27/1/2024
Customer-Centric Email Marketing - Article - Zoho - 24/2/2022
Customize related lists to view relevant information. - Article - Zoho - 14/3/2025
Customize the sorting order of your picklist values - Article - Zoho - 17/5/2022
Customizing Record's Detail Page - Article - Zoho - 14/3/2025
Data Capture & Sync to CRM from Zoho Sign Document Completion - Segment - Video - Zenatta - 21/9/2024
Data Migration Extended to Zoho CRM Services & Appointments Modules - Segment - Article - Zoho - 2/12/2023
Data Sharing Enhancements - Article - Zoho - 22/3/2025
Dataholics for Zoho CRM - Article - Zoho - 13/9/2022
Deal lookup field is now available for Invoices module in CRM - Article - Zoho - 18/7/2022
Deal-stage Integration for Zoho Bookings - Video - Zenatta - 31/1/2025
Developer: Celebrating 200 posts of Kaizen - Article - Zoho - 28/12/2025
Digest - February 2024 - Article - Zoho - 1/6/2024
Digest - January 2024 - Article - Zoho - 5/3/2024
Directly Edit, Filter, and Sort Subforms on the Details Page - Article - Zoho - 15/10/2024
Double opt-in notifications and customizable confirmation messages for your webforms - Article - Zoho - 24/12/2024
Dynamically Changing Zoho CRM Email Template Images with WordPress - Segment - Video - Zenatta - 8/11/2022
[Early Access] — Presenting a new and improved email parser in Zoho CRM! - Article - Zoho - 19/8/2022
Effortlessly analyze a report with contextual quick-view filter - Article - Zoho - 10/9/2024
Elon Ditches Salesforce, Sridhar Vembu Pitches Zoho - Article - Zoho - 18/2/2023
Email Deliverability Improvements - Article - Zoho - 22/7/2023
Email templates in CRM are now responsive on desktop and mobile devices - Article - Zoho - 24/5/2022
Empower Your Team with Kiosk Studio in the Professional Edition! - Article - Zoho - 10/12/2024
Enable SAML-based SSO to simplify the login process for CRM portal users - Article - Zoho - 19/11/2024
Enhance your CX using Zia's Next Best Experience - Article - Zoho - 19/7/2022
Enhanced Approval Process for Greater Control and Flexibility - Article - Zoho - 15/2/2025
Enhanced Calls Module with "From Number" and "To Number" Fields - Article - Zoho - 9/12/2024
Enhanced Copy Customization - Article - Zoho - 9/12/2024
Enhanced Data Export Options - Article - Zoho - 6/9/2025
Enhanced Data Exposure for Portal Users - Article - Zoho - 2/11/2024
Enhanced Date Filters with 'Previous' and 'Next' Operators (MAJOR - Article - Zoho - 8/6/2025
Enhanced Forecasting Control with Customizable User Hierarchy - Article - Zoho - 15/3/2025
Enhanced Homepage Activity Component - Article - Zoho - 9/11/2024
Enhanced Reports And Email In Zoho CRM - Video - Zoho - 15/5/2022
Enhanced Subform Management on the Details Page - Article - Zoho - 14/10/2024
Enhanced Subform Usability with Column Pinning and Resizing - Article - Zoho - 29/3/2025
Enhanced Tag Management with Import Overwrite - Article - Zoho - 2/11/2024
Enhanced Wizards with Cross-Screen Field Support and Back Button - Article - Zoho - 9/11/2024
Enhancements for Motivator in Zoho CRM - Article - Zoho - 31/5/2022
Enhancements in Canvas - Article - Zoho - 15/3/2022
Enhancements in Email Notifications - Article - Zoho - 8/2/2022
Expanded Language Support for Enhanced Global Accessibility - Article - Zoho - 2/11/2024
expands Actions by Zoho Flow to Standard and Professional plans - Segment - Article - Zoho - 19/7/2024
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports - Segment - Article - Zoho - 4/4/2024
Exporting CRM Data - Article - Zoho - 18/12/2022
Field Update from Related Module in Zoho CRM - Video - BluRoot - 30/10/2022
Focus Group Webinar - Zoho CRM Dashboard Components that you can leverage - Video - Zoho - 28/5/2023
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough - Video - Zoho - 27/5/2023
For Everyone Connected Workflows Guide - Article - Zenatta - 6/9/2025
for Everyone Phased Rollouts - Article - Zoho - 31/1/2025
for Everyone Tutorial and Demo - Video - Zenatta - 29/6/2024
for Everyone's NextGen UI Gets an Upgrade - Article - Zoho - 29/11/2025
Forbes Advisor Names Zoho as the Best CRM Software - Article - Zoho - 11/11/2025
Forbes Advisor Names Zoho as the Best CRM Software - Article - Zoho - 27/12/2025
Forecast Adjustments - Article - Zoho - 29/3/2025
Forecasting Tutorial for Zoho CRM - Video - Zenatta - 17/5/2025
Format Day of Week with Proper Case in Zoho CRM Formula Field - Article - Zenatta - 29/3/2025
Franchisee-specific Inquiry Follow-up Automation via Zoho CRM + Analytics - Segment - Video - Zenatta - 29/10/2023
Free User Licenses Expanded for All Portal User Types - Article - Zoho - 31/1/2025
Full Product Overview - 2022 - Video - Zenatta - 22/2/2022
Full Product Overview - 2022 - Video - Zenatta - 27/3/2022
Full Product Overview - 2023 - Article - Zenatta - 25/2/2023
Full Product Tutorial - 2023 - Video - Zenatta - 21/2/2023
Full-Data Sandbox Now Available (China Region Rollout - Article - Zoho - 24/5/2025
GDPR Compliance - Article - Zoho - 10/8/2019
Generate Barcode and QR code in any Zoho crm Module - Video - INFITAR IT - 19/7/2024
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM - Article - Zoho - 1/4/2025
Get notified by Zia on different mediums - Article - Zoho - 15/3/2022
Getting Started With CRM - Presentation - Zoho - 26/10/2019
GravityForms Integration for CRM using Zoho Flow - Video - Zenatta - 24/12/2024
Group in-person meetups - learn and discuss Zoho at a meetup in a city near you - Article - Zoho - 24/1/2023
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM - Article - Zoho - 7/11/2023
Groups UI Revamped In CRM - Article - Zoho - 20/3/2023
Hirsh Real Estate – Case Study - Article - Zenatta - 18/1/2022
Host your web and mobile apps of Zoho CRM in Catalyst - Article - Zoho - 26/12/2023
How Can I Sync Stage Changes in Zoho CRM Without Deluge or Flow - Segment - Video - Zenatta - 18/2/2024
How do I add a product image to the quote? @daveboulle669 - Video - Zenatta - 22/11/2025
How do you create a workflow on a related-list record unassignment event - Article - Zenatta - 6/9/2025
How to Assign Leads Automatically in Zoho CRM - Video - Zenatta - 27/9/2025
How to Automate Notifications in Zoho CRM | Workflows Included - Video - Zenatta - 12/3/2025
How To Build a Complete Lead Funnel in Zoho Marketing Automation - Video - Zenatta - 11/10/2025
How to Build a Workflow using Previous Field Values in Zoho CRM - Video - Zenatta - 17/8/2025
How To Create an Email Signature with ChatGPT - Article - Zenatta - 28/4/2025
How to Create and Use Custom Modules in Zoho CRM - Article - Zenatta - 2/11/2024
How to create Tasks, Meetings, and Calls using Zoho CRM Workflows - New Features | Zoho CRM Tutorial - Video - BluRoot - 30/10/2022
How To Install Zoho CRM Kiosk Studio On Your Homepage - Video - Zenatta - 27/3/2025
How to Integrate Chat GPT-4 with Zoho CRM via the OpenAI API - Video - ZEPartner.net - 11/6/2023
How to Integrate Zoho CRM with Email for Better Communication - Video - Zenatta - 28/4/2025
22:42 How to Move Attachments Between Modules in Zoho CRM Using Deluge - Article - Zoho - 10/9/2024
How to Recover Deleted Data in Zoho CRM - Video - Zenatta - 11/11/2025
How to Set Up & Use Sales Funnels in Zoho CRM - Article - Zenatta - 4/2/2025
How to Set Up a Mail Merge Document Inside Zoho CRM - Video - Zenatta - 22/2/2022
How To Set Up Scoring Rules Inside Zoho CRM - Video - Zenatta - 18/7/2022
How to sync Zoho Campaigns with Zoho CRM - Video - Zenatta - 8/5/2022
How to upload/delete a file or image in a Zoho CRM upload field - Segment - Video - Zenatta - 4/4/2024
How to Use Formula Fields in Zoho CRM | Step-by-Step Guide - Video - Zenatta - 15/3/2025
How to use Quotes in Zoho CRM Tutorial | Code Included - Video - Zenatta - 29/3/2025
How to USE Zoho CRM for Beginners - Video - Zenatta - 28/12/2025
How to Utilize Custom Functions for Daily Email Limits in Zoho CRM's Cadences Studio - Segment - Video - Zenatta - 27/3/2024
HTTP Request Methods - Article - Zoho - 10/8/2019
HTTP Status Codes (Common Errors) - Article - Zoho - 10/8/2019
HubSpot vs. Zoho: Which CRM is best? [2023] - Article - Zapier - 3/2/2023
Import subform entries conveniently in CRM - Article - Zoho - 26/3/2022
Importing Data to Zoho CRM - Article - Zoho - 18/12/2022
Improved Record Access with Default Access Level Feature - Article - Zoho - 5/4/2025
Improved UI for Calls, Tasks, and Meetings - Article - Zoho - 17/8/2025
In Zoho CRM CPQ, which fields can both Direct and Volume-Based Price Rules affect? - Video - Zenatta - 18/11/2023
Individual Records can now be shared with Roles and Groups - Article - Zoho - 29/3/2022
Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API - Article - Zoho - 27/12/2025
Integrate Zoho CRM, FSM, & Books for Better Field Operations - Segment - Video - Zenatta - 11/6/2024
Integrating Standard Modules In Zoho CRM With A Zoho Creator Application - Segment - Video - Zenatta - 18/11/2023
Integration - Overview - Article - Zoho - 9/3/2022
Interactions Tab - Article - Zoho - 28/12/2025
Introduces Enhancements to Email Intelligence, Ask Zia, and Zia Presentation - Segment - Article - Zoho - 13/2/2024
Introducing ABM - Article - Zoho - 12/4/2025
Introducing Admin Tools — An Interface for Configuration Management - Article - Zoho - 29/3/2022
Introducing Built-In Telephony in Zoho CRM - Article - Zoho - 3/3/2022
Introducing Cadences Studio, Transforming CRM with Smart Automation - Video - Zenatta - 30/1/2024
Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023 - Article - Zoho - 14/3/2023
Introducing criteria support in Contribution Module for Segmentation - Article - Zoho - 22/2/2022
Introducing Dark Mode and Light Mode - Article - Zoho - 19/11/2024
Introducing Direct Feedback on Zia Recommendations - Article - Zoho - 17/5/2022
Introducing Dynamic Display in Zoho CRM mobile apps - Article - Zoho - 27/12/2025
Introducing enhancements in Zoho CRM Plus - Article - Zoho - 25/5/2023
Introducing Intelligent Character Recognition (ICR - Article - Zoho - 5/5/2025
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023 - Article - Zoho - 14/3/2023
Introducing prompt builder in Zoho CRM - Article - Zoho - 7/4/2025
Introducing Strategy Influencer for Forecasts in Zoho CRM - Article - Zoho - 29/8/2023
Introducing teamspaces and team modules in Zoho CRM mobile app - Article - Zoho - 8/6/2025
Introducing wizard functionality to sandboxes - Article - Zoho - 8/3/2022
Introducing Zia Similarity Recommendation - Article - Zoho - 31/5/2022
Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more - Article - Zoho - 20/5/2025
Invite Portal Users via Mobile Number - Article - Zoho - 4/1/2025
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts - Segment - Article - Zoho - 18/2/2024
is 20 - Article - Zoho - 15/2/2025
It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA - Segment - Article - Zoho - 6/2/2024
It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA…) - Video - Zenatta - 6/2/2024
Java SDK - Overview - Article - Zoho - 12/8/2019
July 2025 Community Digest - Article - Zoho - 30/8/2025
June'23 Community Digest - Article - Zoho - 22/7/2023
Kiosk Studio - Mapping USer As Owners - Video - Zenatta - 3/12/2024
Kiosk Studio 2024 Roundup - Article - Zoho - 31/1/2025
Kiosk Studio Feature Overhaul - Article - Zoho - 28/4/2025
Kiosk Studio wrap-up | How our community used kiosks in 2024 - Article - Zoho - 31/1/2025
Lead Scoring Tutorial for Zoho CRM - Video - Zenatta - 15/3/2025
Leads, Contacts, Accounts, Deals - Presentation - Workflow Academy - 5/6/2022
Lookup Fields Tutorial for Zoho CRM - Video - Zenatta - 30/10/2024
Lookup Fields Tutorial for Zoho CRM - Video - Zenatta - 2/11/2024
Mail Merge Tutorial for Zoho CRM - Video - Zenatta - 9/11/2024
Manage Billing Contacts in Zoho CRM via Client Script Streamling QB Integration - CRM Zen Show 290 - Video - Zenatta - 21/2/2024
Managing Billing Contacts in CRM via Client Script to Streamline Quickbooks Online Integration - Segment - Video - Zenatta - 18/2/2024
Map dependency functionality is now available in Sandbox - Article - Zoho - 2/7/2022
Mark Owner Field in CRM Module as Read Only Based in User Profile - Segment - Article - Zenatta - 31/8/2024
Meta (FB/IG) Conversion API Integration with Zoho CRM - Video - Zenatta - 26/10/2022
Minor Enhancement In Zoho CRM - Survey Integration - Article - Zoho - 11/12/2022
MLTPLApp: Google Address Search for Zoho CRM - Article - Zoho - 19/8/2022
mobile app feature update: home page widgets, field tooltips and user image upload - Article - Zoho - 9/9/2025
mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field - Article - Zoho - 29/4/2025
mobile: Support for rich text in multi-line fields, Image upload field, and more - Article - Zoho - 17/6/2025
Motivator Adds Notifications - Article - Zoho - 2/8/2022
MS Teams Integration for Daily Call Operations - Article - Zoho - 5/4/2025
Multi DC - Article - Zoho - 10/8/2019
New Chart View - Article - Zoho - 8/6/2025
New CRM? The First 3 Things We Do In Any New Zoho CRM - Article - Zenatta - 11/12/2022
New Email Configuration for CRM - Article - Zoho - 20/3/2023
New Enhancements in Wizards - Article - Zoho - 4/9/2022
NEW FEATURE: Zoho CRM Admin Tools | How to Organize Your CRM with Admin Tools | Zoho CRM Tutorial - Video - BluRoot - 30/10/2022
New Features of API version 2.0 - Article - Zoho - 10/8/2019
New Grid View - Article - Zoho - 14/6/2025
New Meeting Venue Option - Article - Zoho - 23/8/2025
New Queries - Article - Zoho - 2/12/2024
New Query Workbench for Faster, Unified Query Building - Article - Zoho - 13/12/2025
New Sections for Wizards - Article - Zoho - 28/12/2025
New Structured Address Field - Article - Zoho - 4/10/2025
New Zia Call Transcription and Intelligence in Zoho CRM - Article - Zoho - 20/3/2023
NEW! AI Feature Updates for Zoho CRM || December 2025 - Video - Zenatta - 13/12/2025
NEW! Connected Records and Workflows for Zoho CRM for Everyone - Video - Zenatta - 30/8/2025
NEW! Creating Records with Kiosk Studio in Zoho CRM (Advanced Tutorial - Segment - Video - Zenatta - 1/6/2024
NEW! How to Use Queries in Zoho CRM | No Code - Video - Zenatta - 15/12/2024
NEW! Kiosk 1.1 Update Overview Zoho CRM | New Feature Breakdown - Segment - Video - Zenatta - 14/10/2024
NEW! Kiosk Studio for Process Management in Zoho CRM (Tutorial - Segment - Video - Zenatta - 19/3/2024
NEW! Kiosk Studio for Process Management in Zoho CRM (Tutorial) - Video - Zenatta - 27/3/2025
NEW! List View Updates for Zoho CRM for Everyone - Video - Zenatta - 14/6/2025
NEW! Manage Customer Interactions EASILY in Zoho CRM - Video - Zenatta - 28/12/2025
NEW! Queries for Zoho CRM Overview - Video - Zenatta - 9/12/2024
NEW! Responsive Canvas View for Zoho CRM - Video - Zenatta - 4/10/2025
NEW! Team User Licenses || Zoho CRM for Everyone - Video - Zenatta - 16/9/2025
NextGen New and Improved UI - Article - Zoho - 24/5/2025
Nifty enhancements to Reports in Zoho CRM - Article - Zoho - 28/12/2025
Optimize business decisions with Zia in Zoho CRM - Video - Zoho - 27/7/2023
Org Chart View for Zoho CRM - Article - Zoho - 20/9/2025
Organizational Emails in Zoho CRM | Zoho CRM Tutorial | Zoho CRM Guide - Video - BluRoot - 30/10/2022
Organize Your Data In Zoho CRM With Custom Views & Filters - Article - Zenatta - 3/12/2022
Organize YOUR Data in Zoho CRM With Custom Views & Filters - Video - Zoho - 3/12/2022
Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too! - Article - Zoho - 4/9/2022
Pipedrive vs. Zoho: Which CRM is best? [2023] - Article - Zapier - 3/2/2023
Plus in 2023: Let's rewind - Article - Zoho - 9/1/2024
Portal Enhanced User Group Creation & UI Redesign - Article - Zoho - 28/12/2025
Profile-Based Permissions for Timeline & Interactions - Article - Zoho - 17/8/2025
Prompt Builder Brings Custom AI Actions to CRM Buttons - Article - Zoho - 5/4/2025
Queries Now Supported in Custom Related Lists - Article - Zoho - 24/5/2025
QuickBooks Online Invoice Sync with Zoho CRM | CODE INCLUDED - Segment - Video - Zenatta - 17/8/2024
“Reasons For Loss” Changed To A Picklist - Article - Zoho - 16/10/2022
Record Summary - Article - Zoho - 24/12/2024
Refine lookup records easily with advanced filter options in CRM - Article - Zoho - 15/3/2022
Reporting in CRM - Presentation - Zoho - 26/10/2019
Response Structure - Article - Zoho - 10/8/2019
REST API - Article - Zoho - 10/8/2019
Retrieve Open Deal Stages Dynamically in Zoho CRM with Standalone Function - Article - Zenatta - 5/5/2025
Revamped forecasting in Zoho CRM - Article - Zoho - 7/6/2022
Revamped List view is now available in the latest version of Zoho CRM Android mobile app! - Article - Zoho - 3/3/2022
Rich Text for Notes - Article - Zoho - 8/6/2025
RingCentral SMS - Zoho CRM Workflow - Video - Zenatta - 27/3/2022
Round Up Of Recent Zoho CRM Enhancements - Article - Zenatta - 25/2/2023
Run Your Real Estate Business on Zoho - Article - Zenatta - 8/6/2025
Sales Forecasting Gets Anomaly Detection Upgrade - Article - Zoho - 5/4/2025
Sales Rep Professional Certification Program on Coursera - Article - Zoho - 9/9/2025
Salesforce File Migration into CRM-linked WorkDrive Folders - Article - Zenatta - 1/2/2025
Salesforce vs. Zoho CRM: Customization, Automation, and Cost Comparison - Article - Zenatta - 23/8/2025
Segmenting Customers - Article - Zenatta - 22/2/2022
Selective Lead Activation for Account Based Prospecting - Video - Zenatta - 24/1/2023
Send Emails from Cases Module - Article - Zoho - 15/2/2025
Send SMS Notifications Through CRM - Article - Zoho - 20/3/2023
Sending Embedded Loom Videos via CRM Formula Field - Video - Zenatta - 14/3/2023
September Community Digest Part 2 - Article - Zoho - 22/11/2025
Set up multiple auto-response rules to customize webform responses in an enhanced UI - Article - Zoho - 15/10/2024
Setup Menu Enhancements for CRM for Everyone - Article - Zoho - 18/10/2025
Sharing Records - Article - Zoho - 29/3/2022
Smart Prompt Adds Record Assistant & New LLM Options - Article - Zoho - 29/11/2025
SMS For Zoho CRM by MessageMedia - Article - Zenatta - 14/3/2023
SMS for Zoho CRM by MessageMedia (Smooth Messenger) - MPLApp - Zoho - 19/8/2022
SMS for Zoho CRM by MessageMedia (Smooth Messenger) clarification - Segment - Article - Zenatta - 24/9/2022
Software Should Fit Your Business—Not the Other Way Around - Presentation - Zoho - 26/10/2019
Split View in CRM For Everyone - Article - Zoho - 14/6/2025
Static Subforms - Article - Zoho - 28/12/2025
Strategy influencer in Zoho CRM now shows personalized prescriptions - Article - Zoho - 1/4/2025
Subform Events and Client Script Enhancements - Article - Zoho - 15/2/2025
Subscriptions) Improved Integration to Zoho CRM using Zoho Analytics - Segment - Video - Zenatta - 12/12/2023
Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC - Article - Zoho - 28/12/2025
Sync CRM Parent Account Contacts to Books Customer Child Account - Segment - Article - Zenatta - 15/1/2023
Syncing Assets from Zoho CRM to Desk to allow for Asset-specific Support Tracking - Segment - Video - Zenatta - 31/8/2024
Syncing CRM Accounts and Contacts to Books Customers and Contact Persons via API - Segment - Article - Zenatta - 15/1/2023
Tags are now available in Sandbox - Article - Zoho - 8/5/2022
The best CRM software
for every business in 2020 - Article - Zapier - 12/5/2020
The best CRM software in 2023 - Article - Zapier - 28/4/2023
The Best System Design For A Zoho CRM Lead Form Capture - Video - Zenatta - 25/2/2023
The Only Ten Slides You Need in Your Pitch - Video - Zenatta - 28/9/2021
Threaded Email View Now Available in Cases Module - Article - Zoho - 24/5/2025
Time Tracker for Zoho CRM - Article - Zoho - 4/9/2022
Timeline Tracking for Imports and Bulk Write API - Article - Zoho - 11/11/2025
Timeline View - Article - Zoho - 8/6/2025
Tips Tricks & Hacks - Article - Alderbest - 22/9/2022
Translation support expanded for Modules, Subforms and Related Lists - Article - Zoho - 15/3/2022
Tutorial video of the CRM mobile app - Video - Zoho - 9/7/2023
UI enhancements for mass actions - Article - Zoho - 6/4/2022
UI Enhancements in list view for Zoho CRM - Article - Zoho - 14/3/2023
Update to CRM Custom Buttons: Collect Users' Location - Article - Zoho - 19/4/2022
Updated Zoho CRM Email Parser - Article - Zoho - 25/2/2023
Updates to Assign and Remove Territories APIs - Article - Zoho - 1/6/2024
Upsert Missing Data Without Affecting Historical Logs - Article - Zoho - 14/6/2025
Use Custom Related Lists in Zoho CRM to Show Data from Another Application - Video - Beckmann - 14/3/2025
User field support for subforms - Article - Zoho - 19/8/2022
User Profiles & Permissions Tutorial - 2022 - Video - Zenatta - 11/1/2022
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM - Video - Zenatta - 5/9/2022
Validate Zia Insights with your feedback to improve email intelligence - Segment - Article - Zoho - 18/2/2024
Verify email addresses to be eligible to use BCC dropbox - Article - Zoho - 1/4/2025
VerifyTX Integration - Automated Verification of Benefits - Video - Zenatta - 3/12/2022
View Lookup Modules' Data within a Canvas Page - Article - Zoho - 28/12/2025
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM - Article - Zoho - 7/4/2025
Voice of Customer (VoC) feature is now available for public access - Segment - Article - Zoho - 5/3/2024
Voice-based forecast analysis in Zoho CRM - Article - Zoho - 20/3/2023
Webinar - New feature enhancements in Zoho CRM Q 2024 - Article - Zoho - 10/7/2024
Webinar - New feature enhancements in Zoho CRM Q2 2024 - Video - Zoho - 10/7/2024
Webinar - New feature enhancements in Zoho CRM Q2 2024 - Article - Zoho - 19/7/2024
What Is A Mobile CRM? + 9 Best Solutions For 2023 - Article - HubSpot - 18/2/2023
What is CRM? Expert Explanation with Industry Examples - Video - Zenatta - 27/3/2022
What is NPS? And How To Implement It With The Zoho Product Suite - Segment - Video - Zenatta - 17/12/2022
What’s New in 2025 Zoho CRM for Everyone - Article - Zenatta - 24/5/2025
What’s New In Zoho CRM? - Video - Zoho - 6/6/2022
Whats new in Zoho CRM - Presentation - Zoho - 26/10/2019
WhatsApp for Business Integration Enhancements - Article - Zoho - 31/1/2025
Wizard support extended for portals - Article - Zoho - 14/3/2023
Workflow Academy (Youtube Channel) - Video - Workflow Academy - 25/12/2022
Workflow and Actions APIs Released - Article - Zoho - 11/11/2025
Workflow Rules & Automation - FULL Overview Zoho CRM | Complete Guide Zoho CRM Automation - Video - BluRoot - 30/10/2022
Working with Kiosk Studio - Article - Zoho - 27/3/2025
Workspace and CRM Contact Sync Updates - Article - Zoho - 3/12/2024
x WorkDrive: WorkDrive-Powered File Storage - Article - Zoho - 21/12/2025
XML Related List in CRM to Show Purchase Orders Related to a Deal - Segment - Video - Zenatta - 27/5/2023
You - Go Further Together - Article - Zoho - 28/2/2023
Your apps and integrations, powered by Zoho CRM. - Article - Zoho - 19/8/2019
ZCRM + Writer + ZSign Custom Automation for Storing ZSign Response Information in CRM - Video - Zenatta - 22/7/2023
Zenatta Consulting & The CRM Zen Show - Video - Zenatta - 27/3/2022
Zero-Shot Field Prompting Added to Zia ICR - Article - Zoho - 29/11/2025
Zia Competitor Alerts - Article - Zoho - 29/11/2025
Zia Conversation Summary - Article - Zoho - 29/11/2025
Zia Usage Data & Event Mapping for Smarter Churn Predictions - Article - Zoho - 10/5/2025
Zoho AI (Zia) LLM for Zoho CRM with Smart Prompts - Video - Zenatta - 31/1/2025
Zoho CRM Integration - Article - Zoho - 24/10/2019