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Zoho says its WhatsApp Business integration for CRM now supports several WhatsApp Business Accounts (WBAs), with multiple phone numbers under each account, in one CRM instance. WhatsApp messaging can also be enabled for custom modules rather than being confined to Leads and Contacts. Zoho says the e
A quick article on a misleading error when saving a Deluge custom function in Zoho Books: Check and update the code in line 122 as there is a Exception : Error at line :124 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression Another variation encountered during troubleshooti...
Zoho's MCP (Model Context Protocol) server lets AI assistants such as Claude connect directly to Zoho CRM and work with your live data through natural language. Rather than you clicking through views and filters, the AI can read your pipeline, summarise deal status, flag stale records, bulk-update f
Add a Call prep button to Zoho CRM Leads that drafts spoken qualification questions across Budget, Authority, Needs, Timeline and Competition.
A note on changing a Zoho Books purchase order's delivery address while creating supplier orders from an accepted Zoho CRM Quote. My original method created an organisation address in Books and assigned its ID to a purchase order. This updated version adds a delivery address to the customer instead, then uses that cust...
Zoho has announced account-based marketing (ABM) capabilities for Zoho CRM, aimed at helping growing businesses — the announcement uses the example of a SaaS company launching a new business suite on a tight budget — to expand and retain existing customers with greater precision. Rather than casting
Zoho has announced a new SKILL.md file for Zoho CRM, aimed at developers who work with AI coding assistants. The file is designed to be dropped into an AI harness of your choice — the announcement names tools such as Claude Code, Codex, Cursor and VSCode — so that the assistant has structured, accur
A quick way to stop non-admin users changing the owner of existing tasks in Zoho CRM, while administrators retain that ability. The setting is the Change Owner permission for the Tasks module in the users’ profile.
This is an article about a Zoho Billing custom function that worked when it was executed manually but did not run automatically when a new invoice was created. The custom function was configured with the Invoice Created trigger. However, opening the function displayed the following message: Workflow does not exist! Inv...
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Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules Zoho Books: Improper Statement Error might be due to missing ';' Zoho MCP in 2026: What Claude Can Actually Do Inside Zoho CRM Zoho CRM: AI Smart Prompt : BANTC call prep for Leads Zoho Books: Change a Purchase Order's Delivery Address over APIProtected notes
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