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Zoho CRM has announced a refreshed Notes interface and emoji reactions for notes. The practical scenario is a team working on a Lead: one colleague records that a product demonstration has been scheduled, and another acknowledges the update with a reaction rather than adding a second note that says
This is a quick article to document a Zoho CRM standalone function that sets the owner of a Deal and its related Sales Orders, Quotes and Purchase Orders to the CRM user matching the current assignee of a linked Zoho Desk ticket. The function takes a Deal record ID. It retrieves the ticket ID stored on that Deal, reads...
The aim is to make supplier correspondence appear in the Emails related list of the correct Purchase Order in Zoho CRM. When a supplier replies about an order, the email should be available to the team reviewing that Purchase Order. The same approach can include emails you send to the supplier. This guide uses a PO ref...
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
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.
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
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.
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
Working principle
My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.
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Zoho Desk: Interim round-robin ticket assignment using Deluge OpenAI ChatGPT + Zoho CRM: Fix the MCP Connection Error 👍 Zoho CRM's Notes now gets Reactions and a new look Zoho CRM: Sync Deal and related record owners from Zoho Desk Zoho CRM: Link supplier emails to the Purchase Order Emails related listProtected notes
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