NEW Zoho CRM Wizards, Interactions, and more updates

June 20, 2025
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NEW Zoho CRM Wizards, Interactions, and more updates

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Olivia Rhye
June 20, 2025
7mins

NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Zoho Translate Launch: Zoho has introduced a new translation app focused on privacy. This app allows users to translate text and images in real-time, making it great for travelers. It includes features like translating signs by pointing your camera at them and two-way speech translation that helps in conversations with others.

2. Wizards Feature Update in CRM: The Wizards functionality in Zoho CRM now has the ability to group fields into sections. This makes data entry more organized and easier to navigate, especially when conditional rules are involved. Users can create logical groups of fields for smoother data entry experiences.

3. New Interactions Tab in CRM: Zoho CRM has added an Interactions tab that offers a cleaner view of customer engagement data. It categorizes interactions into signals (customer responses) and follow-ups, streamlining how users can track customer communications and responses over time.

4. Empowered Custom Views: In Zoho CRM, custom views can now include fields from related records. This means users can create custom views that show comprehensive data across modules, enhancing flexibility in managing and viewing customer information.

5. Email Notifications for Zoho Analytics Invites: When inviting users to join a workspace in Zoho Analytics, an email confirmation will now be sent. This aims to improve security and ensure that access is granted to the correct individuals.

6. Smart Scheduling Feature in Zoho FSM: A new smart scheduling feature has been added to Zoho Field Service Management (FSM). Field agents can now approve or reject service appointments directly within the app, reducing the need for email communication and improving workflow efficiency.

For the most detailed Zoho resources, check out my YouTube channel: https://www.youtube.com/@drewbrockbank

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