Zoho CRM
Zoho CRM: Online Meeting URLs Now Sync to Google Calendar
Zoho CRM's Google Calendar integration now carries online meeting links. When you create an online meeting in Zoho CRM with a supported meeting provider, the meeting URL is included in the matching Google Calendar event, so you can open the link from ...
Measuring Whether a Kiosk Worked in Zoho CRM
Once a kiosk is live, the obvious question is whether it helped. Zoho's answer is to measure the quality and consistency of the work before and after, and, importantly, to look at the gaps between people and between busy and quiet periods, not just ...
Using AI Agents Safely Inside Kiosk Studio
AI agents are now arriving inside business systems, and the hard question is how to use their intelligence without giving up predictability. Zoho's answer is to place the agent inside a kiosk, where it reads and recommends, and a person decides. This ...
Where to Place a Kiosk in Zoho CRM
A tool that nobody remembers to open is a tool that does not get used. With Kiosk Studio, what a kiosk does and where it appears are two separate decisions, and getting the second one right often decides whether the first one pays off. This is the ...
Finding the Right Process for Your First Kiosk in Zoho CRM
Building a kiosk is the easy part. The skill is knowing which process to build one for. This article, the third in our Kiosk Studio series, sets out three patterns that reveal good candidates, and how to build your first kiosk, including by ...
Why Complex Processes Get Done Inconsistently, and How Kiosk Studio Helps
Most businesses have a process that everyone agrees is important, and that nobody runs the same way twice. This article, the second in our Kiosk Studio series, explains why that happens and why Zoho argues the fix is to change the process, not the ...
Zoho CRM Kiosk Studio: What It Is and How It Differs from Blueprint, Wizard and Workflow
Kiosk Studio is a no-code process builder inside Zoho CRM. What it builds is called a kiosk: a small application for one process, which opens at the point in the CRM where the work happens, guides the person through the steps, does the tedious parts ...
Google Instant Booking: Let Customers Book from Google Search and Maps
Google Instant Booking lets customers book an appointment straight from Google Search and Google Maps, wherever your business is listed. Zoho built the feature in partnership with Google. When someone searches for a service such as a salon near them ...
Zoho CRM and Zoho Survey: Send Surveys, View Responses and Update Records
Once Zoho Survey is integrated with Zoho CRM, you can send surveys to leads and contacts straight from CRM, see each person's answers on their record, and even have the answers update CRM fields automatically. This article covers sending a survey, ...
Zoho CRM and Zoho Forms Integration
Zoho Forms lets you build an online form, add the fields you need, and send it to customers to collect data. Integrated with Zoho CRM, it works in both directions: form submissions can be captured in CRM, and details such as name and email can be ...
Zoho CRM and QuickBooks Online: Native Integration
Zoho CRM now has a native integration with QuickBooks Online that synchronises your CRM data with your QuickBooks accounting records. It is designed to close the gap between sales and finance, so a closed deal flows into invoicing and payment without ...
Deleting a Zoho CRM Account: An Overview of What to Consider First
Closing a Zoho CRM account is a significant step, and it is far easier to plan it properly than to recover from a rushed decision. This overview sets out the questions worth answering first, so that you understand the shape of the process before you ...
Zoho CRM Image Upload Field: An In-Depth Configuration Guide
The Image Upload field lets users attach a picture directly to a Zoho CRM record, such as a product photograph, a site photo or a profile image. This guide looks at the configuration decisions an administrator should make before adding one, and the ...
Zoho PRM: Understanding Partner Commissions
Partner Commissions in Zoho PRM is how you reward partners for the revenue they bring in, with calculations, approvals, and adjustments handled in one place rather than in spreadsheets. Everything is organised around the commission plan, which ...
Zoho PRM: Discrepancy Handling and Clawbacks
Transactions can change after a commission has been generated. A customer may add products, ask for modifications, return an order, or cancel altogether, and when that affects the value or validity of the transaction, the commission originally ...
Zoho PRM: Reviewing and Approving Commissions
Commission approvals make sure calculated commissions are validated before payout. They help keep payments accurate, enforce internal controls, and prevent incorrect or premature payouts. Once commissions are generated, they go through an approval ...
Zoho PRM: Commission Triggers and Record Selection
Two settings in a commission plan decide when commission is calculated and for which records: the trigger and the record selection. Together they make sure commission is worked out at the right moment and only for relevant transactions. They are set ...
Zoho PRM: Quota-Based Commissions
Quota-based commissions reward partners for progress towards a predefined target, or quota, within a set period. Unlike transaction-based commissions, which reward each transaction individually, they evaluate a partner's cumulative performance over ...
Zoho PRM: Line Item vs Total Amount
Partner Commissions in Zoho PRM can work out the commissionable value of a transaction in two ways: by line item, or by total amount. The choice decides whether commission is calculated on the individual products and services in a transaction or on ...
Zoho PRM: Structures in Partner Commissions
A commission structure decides how partner earnings are calculated within a commission plan: the rate, the method, and the logic applied to transactions or quota attainment. Choosing well lines partner incentives up with your business goals, whether ...
Zoho PRM: Configure Partner Commissions
Partner commissions in Zoho PRM are configured through commission plans. A plan defines when partners become eligible for commission, how earnings are calculated, who can receive payouts, and how approvals are managed. This guide walks through ...
Zoho PRM: Managing Deal Registrations and Resolving Conflicts
This guide covers the day-to-day work of reviewing partner deal registrations and dealing with conflicts. It assumes Deal Registration is already configured; if not, start with Configuring Deal Registration. The Deal Registration Module Once ...
Zoho PRM: Configuring Deal Registration
Deal registration needs configuring before partners can use it. The Deal Registration module only becomes available to partners once configuration is complete. When a registration needs approval, the submission is validated and converted into an ...
Zoho PRM: Deal Registration Overview
In Zoho PRM, Deal Registration prevents overlapping deal ownership and makes sure partners get proper credit for the deals they bring in. Partners submit potential deals for review, and partner managers approve or reject them, keeping the process ...
Zoho PRM: The Partner Portal
The Partner Portal is a secure workspace created specifically for your partners. It is where they collaborate with your organisation, register deals, and share relevant information. It works much like the Client Portal in Zoho CRM, with one key ...
Zoho PRM: Configure a Partner Programme
This guide covers creating and configuring a partner programme in Zoho PRM, then managing it over time: deactivating, reactivating, deleting, and working with tiers. New to programmes? Read Understanding Partner Programmes first for the tiered and ...
Zoho PRM: Understanding Partner Programmes
Partner programmes are the backbone of how an organisation works with its partners in Zoho PRM. They set the rules of engagement: what partners need to do, and what they receive in return. Why You Need Partner Programmes As a partner network grows, ...
Zoho PRM: Standard Fields in Partner Contacts
This is a reference for the standard fields on a Partner Contact in Zoho PRM. Required fields must be completed before you can save. Partner Contact Information Field What it holds Format or options Partner Account Name (required) The partner ...
Zoho PRM: Standard Fields in Partner Accounts
This is a reference for the standard fields on a Partner Account in Zoho PRM. Required fields must be completed before you can save. Use it when creating or updating partner records, or when deciding what extra fields to add to the layout. Partner ...
Zoho PRM: Partner Contacts
Partner Contacts are the individual users within each partner organisation who interact with your business through Zoho PRM. They access the Partner Portal and take part in partner activities such as deal registration and programme participation. ...
Zoho PRM: Partner Accounts
In Zoho PRM, Partner Accounts represent the organisations you work with as partners. They hold company-level information and are the foundation for managing your partner relationships. Each Partner Account can have one or more Partner Contacts, the ...
Zoho PRM: Introduction
When a company sells through partners, growth is welcome but so is the complexity. The more resellers, distributors, and referral partners you work with, the harder it is to keep deals tracked, channel conflicts resolved, and commissions clear. Zoho ...
Zoho PRM: Install and Access
Zoho PRM is an app within Zoho CRM. If you already use Zoho CRM, you install PRM from App Space and use it alongside your CRM workspace. Prerequisite: you need an active Zoho CRM account to install and use PRM. PRM is also being rolled out in phases, ...
PRM for Zoho CRM: Quick Start Guide
This quick start walks through the order in which to set up PRM for Zoho CRM, from installation through to commissions. Each step has its own detailed article, linked at the end. Phased rollout: PRM is being rolled out in phases, so it may not be ...
Zoho CRM Accounts: Trading Name vs. Legal Entity Name
A common situation: sales know a customer by its trading name, but the invoice needs to go out under its full legal entity name. For example, a business trading as TAPS is legally registered as Tavern And Pub Society Limited. Sales want to search for ...
Working with Zoho CRM APIs Using the zoho-crm Skill
The zoho-crm skill makes it easier to work with Zoho CRM APIs without having to remember every endpoint, request structure, or piece of documentation for a given requirement. You describe what you want to build, and the skill determines the ...
Getting Started with zoho-crm SKILL.md
The zoho-crm skill is an Agent Skill built to help AI coding agents work with Zoho CRM's developer capabilities. This covers what it does and the full detail on installing, updating, pinning, and removing it. What zoho-crm SKILL.md Does The skill ...
Will the New Zoho MCP and Zia Agent Permissions Be On or Off by Default?
Before the new API Access for Zoho MCP and API Access for Zia Agents permissions reach your data centre, it's worth knowing whether they'll show up switched on or off, since that decides whether you need to act before or after rollout. Existing ...
Does a Zoho MCP Connection Use the Connecting User's Roles, Profiles, and Field Permissions?
A natural question once you've set up the new API Access for Zoho MCP permission is whether that permission is the whole story, or whether a user's existing CRM access still applies underneath it. It's confirmed to be the latter. Zoho's Confirmation ...
Security Key (YubiKey): Hardware-Based MFA for Zoho
A security key is a hardware device used for MFA. It needs no battery and no software installation to authenticate your account. How It Works You register the key with your Zoho account once. After that, signing in prompts you to verify using it, ...
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