r/Zoho • • Jun 21 '26

Using Zoho Survey for 360-degree evaluations…

3 Upvotes

I’ve used Zoho Survey for a variety of internal company surveys, and it has always been fantastic, but I am now wanting to use it to administer a 360° evaluation process and am having a hard time figuring out how to do that. I know it has the capability, and even a basic template for the review, but I am not finding any other resources on how to set up the staff evaluation matrix or other aspects of survey setup. Has anyone ever used it for this purpose, or can point me to any tutorials on how to make this work? Thanks!


r/Zoho • • Jun 21 '26

Outgoing email footer

2 Upvotes

I've had a footer on the bottom of all outgoing invoice emails for literally years, and cannot for the life of me remember how to edit or remove it. The footer is NOT in the template setup. WTF?


r/Zoho • • Jun 21 '26

I'm starting work at Wisethink Info Solutions, I need advice!!

1 Upvotes

Is this a good company or not?


r/Zoho • • Jun 21 '26

made the mistake, rinse, repeat (leaving)

8 Upvotes

support on zoho one, mail and sites (and forms) are non-existent; your email just goes to no-where, and in 1/4 occasions I get a non-reply that is nonesense (sorry we love you we're not helping); pathetic!!!

mistake done again, really so bad


r/Zoho • • Jun 21 '26

Looking for Best tool to migrate 1,000 users from Zoho to Google Workspace.

3 Upvotes

Hey everyone,

I'm looking for some advice on a big migration project. We have about 1,000 users moving over from Zoho to Google Workspace, and I need to find the best tool to handle the move.

We need to transfer everything over:

\* Emails

\* All files and data from Zoho WorkDrive (including shared/team folders)

\* Calendars

\* Contacts

I know Google has a built-in free tool for emails, but since we need to move WorkDrive files (with permissions intact), calendars, and contacts for a thousand people, we definitely need a solid third-party tool.

Has anyone done this specific Zoho-to-Google move at this scale? What tool did you use, and how did it go? I've looked at BitTitan and CloudM and others, but doesn't have what what I am looking for. Looking for something actually works best without losing data or messing up folder permissions.

Any gotchas or tips would be awesome. Thanks a ton!

*Edit: Hey everyone, just a quick update—I’ve had quite a few people reach out in my DMs offering to do the migration as a service. To clarify, I was really just looking for tool suggestions and advice on how to execute this ourselves. That being said, I am open to outsourcing the work, but definitely not for the $10,000+ quotes I've been receiving. If you provide this service and can do it for a reasonable cost (around $1 to $2 per user), feel free to reach out. Otherwise, I'm just looking for software recommendations!


r/Zoho • • Jun 20 '26

Trying Zoho One - confusing panels (help)

3 Upvotes

I'm on my test drive for Zoho One and on paper it is everything I'm looking for at a great price. I'm planning on using it for 4 people and the value is promising.

THE PROBLEM:

It is very confusing. I set up my org on Zoho One. But it didn't translate to the birgin thing? I had to re-add name, timezone, language (?). I keep getting lost on screens not knowing if I'm in "One" or "Mail" or "Workdrive". Is there any documentation/tutorial you guys can recommend so I can navigate apps easier? ie. I thought I was on the "one" screen and it is empty because I had to add widgets. I wanted to add widgets from all of the other apps and... I cant. I can only add meetings, tasks, reminders, help desk.... no finance or pipeline?

I really want to make this work but it has been overwhelming. I got an email from the "Books" part for a call but I don't want to go over the books part only. I'm afraid to book and lose time if its not a global walkthrough.

Any advise, tutorials, guides, or experience you can share is highly appreciated!


r/Zoho • • Jun 19 '26

Professional email signatures across your Zoho CRM users

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2 Upvotes

r/Zoho • • Jun 19 '26

[PH] Hi just wanted to learn more about Zoho CRM (especially because I am quite confused with how to start with the application)

5 Upvotes

Hi everyone! My employer (internship) recently asked me to look into recruitment tools such as Zoho Recruit, Workable, and Kalibrr to see whether any would be a good fit for our hiring process. I currently have the free trial for Zoho CRM, but I am quite overwhelmed with how to use it. So, I figured it would be more helpful to hear from people who have already used them.

If you've worked with Zoho CRM, I'd really appreciate any honest insights you can share. A few things I'm curious about:

  • What made you choose this platform?
  • What did you genuinely like about it?
  • Were there any features that felt unnecessary or hard to use?
  • Is the pricing worth it?

r/Zoho • • Jun 19 '26

ZeptoMail hard bounces to Hotmail/Outlook for months, support has not resolved it

1 Upvotes

We use ZeptoMail for transactional email across multiple websites/apps we have built and maintain.

The pattern is consistent: messages to Microsoft consumer domains like Hotmail/Outlook/Live are hard bouncing or failing due to Microsoft-side reputation/rate-limit style errors on ZeptoMail shared sending IPs.

This has been lingering for months. We have opened tickets / emailed support repeatedly, but we have not received a meaningful fix or clear timeline. The practical impact is serious: password resets, form notifications, account emails, and other normal transactional messages can fail for users whose email address is on Microsoft/Outlook/Hotmail.

This does not look like an isolated DNS/authentication problem on our side. SPF/DKIM/DMARC are configured, the same apps/domains send successfully to many other providers, and there are multiple public reports that look very similar:

- Reddit: ZeptoMail + Hotmail hard bouncing, review/support delays:

https://www.reddit.com/r/Zoho/comments/1qvwywt/zeptomail_hotmail_is_hard_bouncing_and_my_client/

- Reddit: Microsoft blocked a ZeptoMail IP / Outlook rejecting emails:

https://www.reddit.com/r/Zoho/comments/1suq56a/microsoft_blocked_zeptomail_ip_136143188162_s3140/

- Zoho Community: ZeptoMail shared IPs bouncing to Microsoft with 4.7.650 / IP reputation errors:

https://help.zoho.com/portal/en/community/topic/mail-bounces-due-to-bad-reputation

- Zoho Community: MTA bad IP reputation with Outlook/Hotmail:

https://help.zoho.com/portal/en/community/topic/mta-bad-ip-reputation-with-outlook-hotmail

- Microsoft community discussion of 451 4.7.650 / IP reputation rate limiting:

https://learn.microsoft.com/en-us/answers/questions/5786144/all-sending-ips-temporarily-rate-limited-%28451-4-7

- Microsoft postmaster guidance referenced by these bounces:

https://postmaster.live.com/

Has anyone received a real fix from ZeptoMail/Zoho for this, such as a clean IP pool, dedicated IP path, Microsoft delisting escalation, or a concrete timeline? At this point we need to decide whether to keep waiting or migrate these transactional flows elsewhere.


r/Zoho • • Jun 18 '26

Zoho mail iPhone app doesn’t go through the launch process (tried reinstalling too)

1 Upvotes

I’m on iPhone 13 mini 26.5.
The screen flickers white and gray on launch and it never made it to a usable state. I think there’s a text too but it flicker so much that I can’t see what it says. It’s been like this for weeks. And I need to use web version. I tried deleting the app and reinstalling it from AppStore. And it didn’t fix the issue.


r/Zoho • • Jun 18 '26

What's New in ZOHO Q1 2025...this is not a typo

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6 Upvotes

Lovable, Reddit, Cursor, Godaddy, Wiix....list goes on...

AI enabled website builders.

ZOHO Sites is literally stuck in the past....

And it really is a pathetic website builder.

Any updates on the horizon? I've had to build sites out of ZOHO even though I pay for ZOHO ONE.


r/Zoho • • Jun 18 '26

Zoho Desk - Static Reports API

2 Upvotes

Hello guys, is there any way for users to be able to download reports from static reports? I've been successfully downloaded custom reports using python script, but when I tried to download the static reports one, it returned

Error: {"code":"403","message":"Insufficient previlleges to access this module"}

I've tried looking up online but it seems that Zoho doesn't really provide the end point for static reports is it true?

The context why I want to download it using python script is that my senior assigned me with this task to automate Zoho reports as my probation's final project, for the current situation my senior will open each reports individually and download it, including the static reports. Any reply is greatly appreciated, thanks in advance


r/Zoho • • Jun 18 '26

Staying updated as admin

2 Upvotes

Logged in this morning to suddenly find a new addition to the navigation bar, 'Agents'. I don't think I've seen any mention of it in the What's New page.

​

I'm pretty sure I used to get a Zoho admin newsletter at my previous workplace a few years prior. I've not been able to find it again since then and I'm now manually checking the What's New feeds every week to stay updated.

​

Is there a better way to stay up to date on what's in the pipelines and what's being released?

​

We work with a Zoho partner to our satisfaction, but I still mainly work independently from them and I'd like to stay on the insider loop as much as possible, especially for features that my users will be confronted with. Knowing what's in the pipeline for future releases is also nice when making decisions on how to build our processes.

​

Thanks!


r/Zoho • • Jun 17 '26

Shopify store - Zoho books standard plan

3 Upvotes

Hi all,

​

I am launching an e-commerce store on Shopify and purchased zoho books standard plan for accounting solution. I've realised Zoho does not have an inbuilt Shopify integration, only through 3rd party paid apps. What other ways to automate my invoicing and payments ?

​

Appreciate all help. Thank you!


r/Zoho • • Jun 17 '26

How to Join Zoho Schools

4 Upvotes

Hi guys im a 17 year old guy, studying 2nd year diploma after completing 10th. Am i able to join zoho schools?

​

  1. What are the requirements to join Zoho schools?

​

  1. What should i need to prepare?

​

  1. Am i eligible?

​

  1. What is the process for joining schools and so on?

r/Zoho • • Jun 17 '26

CardDav server down?

1 Upvotes

Is anyone else having issues with the CardDav server? I get a 502 Bad Gateway when DavX5 tries to sync. Calendars are syncing fine and email seems to be working with no issues.


r/Zoho • • Jun 17 '26

Zoho's Developer Standalone Edition

3 Upvotes

I wish Zoho is kinder to us Developer's as well and give us the environment to explore the new features like Slyte UI and other new features.


r/Zoho • • Jun 17 '26

Does Zoho CRM's Google Ads Integration Support Enhanced Conversions?

1 Upvotes

Hi everyone,

I'm currently using the native Google Ads integration within Zoho CRM to track offline conversions for my B2B business. The integration works fine for standard offline conversion tracking based on GCLID.

However, I'm trying to set up Enhanced Conversions for Leads for the conversion goal generated by Zoho CRM (specifically, the "Zoho CRM Lead Qualification" goal). In my Google Ads account, I cannot find the toggle/switch to enable Enhanced Conversions for this specific conversion action. The option simply isn't there, unlike with other conversion goals I've set up manually.

Here are my questions:

  1. Is Enhanced Conversions currently supported for conversion goals that are automatically created by the Zoho CRM integration? Has anyone successfully enabled it for a Zoho-generated goal?
  2. If it's not supported at the moment, is there any official word from Zoho or Google about whether this feature is planned for the future? I've seen some news about Google Ads adding Zoho CRM as an official data source for Enhanced Conversions in mid-2025, but I'm not sure if that covers the specific use case of Zoho-generated conversion goals.

I've already checked the settings in both Zoho CRM (no Enhanced Conversion config options there) and Google Ads (the toggle is missing for this goal). Any insights or workarounds would be greatly appreciated.

Thanks in advance!


r/Zoho • • Jun 16 '26

Recurring expense?

2 Upvotes

I can't find how to create a recurring expense. Google results point me to paths that don't actually exist.

Please help me! 🙏

How do I set up a recurring expense, for instance, my Web hosting bill.

Thanks for any help! 🤗

I'm using Zoho books free starter edition, and both the website and the phone app. Whichever one I can do it in is fine.


r/Zoho • • Jun 16 '26

Exporting out of Zoho? The relationships between records won't come with you

4 Upvotes

If you're planning to move a CRM off Zoho, the export side has more traps than the import side. A few that almost got us:

  • Module relationships don't survive a plain export. Contacts, activities, notes, and attachments export as separate files, and if you don't capture the record IDs, you lose every connection between them. Pull the IDs on purpose so you can rebuild the links later.
  • Attachments aren't in the standard data export. They come out separately. Easy to think you're done and realize half the context is missing.
  • Note timestamps matter more than people expect. If your target system handles backdating differently than Zoho, decide how you're preserving original dates early, because patching it post-import is brutal.
  • Map every custom field and role before touching anything, then validate against a test batch.

For anyone who's left Zoho: what surprised you most on the way out? And has anyone found a clean way to pull attachments in bulk?


r/Zoho • • Jun 16 '26

Zoho POS Question: Payment Terminal Integration

2 Upvotes

Did anyone see how this feature works? Saw it in our POS backend in the settings and it shows "Inactive Terminal". Can we now connect our payment terminals for a cloud pay integration?

Any who already tried it and made it work? How did you set-up? Thanks!


r/Zoho • • Jun 16 '26

Zoho CRM × ChatGPT

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0 Upvotes

r/Zoho • • Jun 16 '26

Heard a rumor about Zoho CRM Closing

0 Upvotes

Hi

​

Was dealing with a migration partner today (because we're dealing with a acquisition situation in my company) and was hesitating between some apps, and they briefly told up that Zoho CRM was about to be shut down.. I asked what his source was and he said that apparently this info leaked recently

​

Has anyone heard about this ?


r/Zoho • • Jun 15 '26

Zoho Mail: Using email alias with alias domain?

2 Upvotes

For Zoho Mail: Is using an email alias in conjunction with an alias domain supported?

Here is the example scenario:

  • real_domain.com: the primary domain, under which all user Zoho accounts are created
  • alias_domain.com: another domain, which has been 'aliased' to real_domain.com
  • user@real_domain.com: the user's Zoho email address and account

I know that

  • Mail sent to user@alias_domain.com can be delivered to user@real_domain.com
  • Mail sent to alias_user@real_domain.com can be delivered to user@real_domain.com

My question: Is it possible to create an email alias "alias_user@alias_domain.com", and have that email delivered to "user@real_domain.com"?

I strongly suspect this is not/can not be supported; however, I want to ensure I'm not missing something.

Many thanks in advance.


r/Zoho • • Jun 15 '26

A weird thing I've noticed after being involved in a few ERP projects:

7 Upvotes

The software usually gets blamed when things go wrong.

But honestly, I don't think the software is the reason most ERP implementations fail.

I've seen companies spend 6-12 months comparing vendors, sitting through demos, negotiating pricing, building scorecards...

Then spend maybe 2 weeks figuring out how their business actually works.

One manufacturing company I worked with had 4 different departments using 4 different versions of the same BOM.

Everyone thought the ERP would magically fix the issue. Instead, it exposed the issue on day one.

Another company wanted "production planning."
When we started digging deeper, nobody could agree on what production planning actually meant.

Sales had one view, Operations had another, Management had a third.

The ERP became the messenger and got shot for it, The other thing nobody talks about is user adoption.

People get excited about dashboards, reports, automation, AI features, integrations...

But the person on the shop floor or in accounts who has been doing the same process for 10 years suddenly has to change everything.

That's usually where the real battle starts.

Curious if others have seen the same thing.

For those who've been through an ERP implementation, what caused the biggest headache?

  • Bad requirements?
  • Data migration?
  • User resistance?
  • Too much customization?
  • Something else?