Zoho CRM
Trusted Browsers: Skipping MFA on Devices You Trust
Trusted browsers let you sign in to your Zoho account without verifying with MFA every single time, which saves time if you sign in often from the same computer. Note: Depending on your organisation's policy, trusted browsers may not be available on ...
OTP Authenticators: Using an Authenticator App for Zoho MFA
OTP authenticators are mobile apps used to set up MFA for your account, generating a one-time password that changes every few seconds. Once set up, you enter the app's current OTP whenever you sign in. Authy, Microsoft Authenticator, and Google ...
Multi-Mode MFA: Enabling More Than One MFA Method in Zoho
Multi-mode MFA lets you enable more than one MFA mode for your Zoho account, so a lost phone or an unavailable authenticator doesn't leave you locked out. Zoho offers four modes: OneAuth, SMS-based OTP, app-based OTP (authenticator apps), and ...
OneAuth: Zoho's Multi-Factor Authentication App
Zoho's OneAuth is a multi-factor authentication app built to secure your Zoho accounts as well as third-party accounts, not just Zoho ones. Key Features Passwordless sign-in. Sign in to your account without entering a password at all. Mobile-based ...
Disable/Re-Enable Multi-Factor Authentication Within Zoho
If you want to disable MFA on your own Zoho account, or re-enable it once you have, the steps depend on whether you can currently sign in. If You Don't Have Access to Your Account If you're currently locked out: Recover your account using your ...
How Administrators Can Disable/Re-Enable MFA for Users
To disable or re-enable MFA for your organisation's users, Zoho recommends using Zoho Directory, which lets you manage users across multiple Zoho apps from one place. If you have enforced MFA from another app instead, such as Zoho One, Zoho Mail, ...
How Zia Could Help You Monitor Email Authentication in Zoho CRM
Getting DKIM and SPF records right when sending mail from Zoho CRM is a one-time setup task, but keeping them healthy is an ongoing one, and it is exactly the kind of quiet, easy-to-forget monitoring job that AI-driven tooling is well suited to. This ...
Zoho CRM Email Retention and Mailbox Sync: An In-Depth Configuration Guide
Deleting an email from a Zoho CRM record is a permanent, one-way action, and understanding why requires understanding how email sync, matching and retention actually work underneath. This deep dive builds on our article about deleting emails from ...
Can a Zoho CRM Admin / Super User Deactivate Two-Factor Authentication on a User?
Yes. A Zoho Super Admin or organisation administrator can disable or reset Multi-Factor Authentication (MFA/2FA) for a specific user. Because MFA is managed at the Zoho Accounts/Directory level, rather than strictly inside the CRM module itself, this ...
Zoho CRM's WhatsApp Integration Now Supports Multiple Accounts, Multiple Numbers, and Custom Modules
Zoho CRM's WhatsApp integration has moved well beyond its original single-account, single-number setup. You can now integrate multiple WhatsApp Business Accounts and numbers, and enable WhatsApp messaging on custom modules rather than only Leads and ...
Visual Enhancements to the Create Pages of Activities in Zoho CRM
Zoho has extended its recent visual refresh of activity detail pages to the Create pages for Tasks, Calls, and Meetings in Zoho CRM. Alongside the visual changes, several fields and options have been repositioned so that commonly used settings are ...
Cleaning Up a Shared Sales Mailbox Without Losing Zoho CRM Email History: A Practical Walkthrough
A shared inbox such as sales@yourcompany.com fills up fast, and it is tempting to run a big clear-out every quarter. If that mailbox is also connected to Zoho CRM, though, a careless cleanup can quietly remove emails from Lead and Contact records ...
Send SMS and WhatsApp Notifications from Wizard Button Actions
Wizards in Zoho CRM can now send notifications through WhatsApp and SMS directly via button actions, letting you reach mobile-first stakeholders who might otherwise miss an email entirely. What's New WhatsApp notification action block. Add a Send ...
Introducing Zoho's Proprietary Call Transcription Engine
Zoho CRM now uses Zoho's own proprietary call transcription engine, giving a faster, more native way to capture and access customer conversations in text, directly within CRM. What This Means Zoho's transcription engine is now the default ...
Introducing PRM: Build, Manage, and Scale Your Partner Ecosystem
Growing a partner ecosystem is a good problem to have, but what starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. Zoho CRM has introduced Partner Relationship Management (PRM), bringing ...
Zoho CRM Email Limits
Zoho CRM applies daily sending limits to both individual emails and mass emails, and the limit that applies depends on your edition and, for individual emails, your number of confirmed users. All limits are calculated against your organisation's own ...
Setting Up an Unsubscribe Link in Zoho CRM
Unsubscribe links let email recipients opt out of communications from Zoho CRM, embedded in your email templates or footers, or hosted as a standalone webpage. Default vs. Custom Links Zoho CRM provides a system-defined default unsubscribe link, ...
Zoho CRM: Invoking a Zia Agent from a Workflow Rule
Workflow Rules can now do more than trigger predefined actions. A deployed Zia Agent can be invoked directly as a workflow rule action, bringing contextual, AI-powered decisions into your automated processes, rather than every automated action ...
Enhanced Access Controls and Smoother Authentication for Organization Emails
Organization emails in Zoho CRM are used when multiple users need to send from a common address, such as sales@company.com or support@company.com. Admins set these shared emails up and decide who can use them, and this has now been significantly ...
Files in Teamspaces: Keep Your Team's Documents Where the Work Happens
A Teamspace is built around a specific team and a shared objective, holding the modules and projects that team works with every day. But the documents that team depends on, a sales team's price list and battle cards, a marketing team's campaign ...
Email Configuration Alerts in Zoho CRM
When you connect a personal mailbox to Zoho CRM, every incoming email appears in your inbox, and the emails you send from CRM go out through that same mailbox. But if your password changes on the mailbox provider's side, or your organisation resets ...
Salesforce vs. Zoho CRM: A Non-Technical Migration Guide for Growing Businesses
Many growing businesses reach a point where Salesforce no longer feels like the right fit. Licence costs climb at every renewal, the platform carries more functionality than the sales team actually uses, and a system built for enterprise scale starts ...
Zoho CRM Services Module Update: New Appointment Booking, Scheduling and Permission Features
Zoho CRM has rolled out a significant set of enhancements to the Services module, giving businesses far more control over how appointments are booked, how service availability is managed, and who can see or act on what. Whether you run a salon, a ...
Incentives for Zoho CRM: One Engine for 15+ Commission Structures
Your sales team's performance underpins the growth of your business, and a well structured incentive programme is one of the most effective ways to keep top performers motivated and engaged. Zoho has introduced a new application, Incentives for Zoho ...
Worked Example: Generating a Zoho CRM OAuth Token and Making Your First API Call
Reading through the theory of Zoho CRM's OAuth 2.0 flow is one thing, seeing it done with real command syntax is another. This worked example walks through registering a test client, generating a token, and making a first authenticated request, using ...
Zoho CRM Price Books: An In-Depth Guide to Multi-Currency Setup, Bulk Import and Automation
Price Books are straightforward once you understand Unit Price versus List Price and the three pricing models. Once an organisation sells in more than one currency, prices hundreds of products, or wants pricing mistakes caught before a Quote goes ...
Zoho CRM Editions Explained: A Structural Overview of Every Plan
Zoho CRM is sold across five editions: Free, Standard, Professional, Enterprise, and Ultimate. It is tempting to compare them purely by price, but the more useful way to think about them is structurally, since each tier is really built around a ...
Zoho Analytics Integration with Zoho CRM Sandbox
Zoho CRM's Sandbox is an isolated replica of your live CRM environment, letting you test configurations, workflows, and customisations without any risk to your actual production data. Connecting Zoho Analytics to a Sandbox, rather than only your ...
Apply CPQ Rules Without Saving and Add Suggested Products from the Review Pop-up in Zoho CRM
Zoho CRM has introduced two updates to CPQ (Configure, Price, Quote) that make it far easier to see the effect of a rule while a quote is still being built. Reps can now test pricing outcomes before the record is complete, and cross-sell suggestions ...
Related List Expanded View in Zoho CRM (Updated: Widget, Query, and Function Support)
Related lists in Zoho CRM show you the records connected to whatever you're currently working on, such as contacts under an account, activities tied to a deal, or products linked to a quote. Until now, a related list only showed 10 records at a time, ...
Custom Button Creation from Layout Editor in Zoho CRM
Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Alongside the system buttons Zoho CRM includes for common actions, your organisation can create custom buttons tailored to your own needs, such as connecting CRM to a ...
Layout Rules in Zoho CRM: Nine New Actions, Profile-Based Execution, and Interactive Preview
Layout Rules in Zoho CRM dynamically tailor your forms by showing or hiding fields, sections, and subforms, and by setting fields as mandatory based on conditions you define. A significant update has expanded this into nine new actions, added ...
Two New Ways to Use AI Agents in Zoho CRM
Zoho CRM has added two new ways for your team to get help from AI agents without leaving their day-to-day screens: an Agent Switcher for chatting with any agent from anywhere in the CRM, and the option to place an agent directly on a record so it can ...
Using AI to Enhance Automatic Lead Conversion in Zoho CRM
Automatic lead conversion in Zoho CRM already removes a manual step, but the criteria behind it are usually a fairly blunt rule, such as a status field reaching a particular value. This article looks at where artificial intelligence could plausibly ...
Using AI to Plan Your Move From CRM Plus to Zoho CRM
Deciding whether to move from Zoho CRM Plus to standalone Zoho CRM involves gathering and weighing a fair amount of information: what is actually being used, what depends on what, and what the change might cost or save. This is an area where AI tools ...
Example: Building an Automatic Lead Conversion Workflow in Zoho CRM
This article works through a single concrete example of automatic lead conversion in Zoho CRM, naming the pieces you would actually create so you can follow along and adapt them to your own instance. It stops short of prescribing exact Deluge syntax, ...
Zoho CRM Plus to Zoho CRM: A Pre-Switch Checklist
Rather than a step-by-step guide to changing your Zoho subscription itself, since those exact screens can and do change, this article sets out a practical checklist of things to check, back up and confirm before and after moving from Zoho CRM Plus to ...
Automatic Lead Conversion in Zoho CRM: The Complete Technical Guide
This is the full technical walkthrough for building automatic lead conversion in Zoho CRM: how the field mapping underpins everything, how the Workflow Rule and Deluge function fit together, the pitfalls that catch people out most often, and how to ...
Zoho CRM Plus to Zoho CRM Migration: An In-Depth Guide
Moving from Zoho CRM Plus to standalone Zoho CRM is, at heart, a change to your subscription and plan rather than a technical data migration. That said, it is rarely as simple as picking a different plan on a pricing page, because CRM Plus ties ...
How AI Could Help You Get More From Auto Number Fields in Zoho CRM
Auto Number fields are a simple, well-established part of Zoho CRM, but deciding exactly how to use them well across a whole system is still often a judgement call. This article looks at some speculative ways AI tools might be able to support that ...
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