Zoho CRM update August 2024
Welcome to the Zoho CRM update August 2024! We’re excited to announce the release of Zoho’s CRM V7 APIs, a significant leap forward in API technology designed to enhance integration capabilities and streamline your CRM workflows. This latest version introduces advanced features and improvements that empower developers and businesses to leverage Zoho CRM more effectively.
Join us as we explore the powerful new capabilities of Zoho CRM V7 APIs, designed to drive efficiency and unlock new possibilities for your CRM solutions. Let’s dive into what’s new in Zoho CRM update 2024, and how it can transform your CRM experience!
Records Clone API
We’re thrilled to introduce the Records Clone API in Zoho CRM V7, designed to streamline your record management. This new API allows you to effortlessly clone records across any module, creating a duplicate of the parent record with the flexibility to modify or add field values as needed.
Business Benefits of the new Zoho CRM Records Clone API
- Efficiency Boost: Save time by replicating existing record details and only making necessary adjustments.
- Consistency: Ensure uniformity in data by automatically copying field values while retaining the ability to customise specific details.
- Flexibility: Tailor the cloned records to meet varying needs without manual data entry, enhancing productivity and accuracy in record handling.
With the Records Clone API, manage your CRM data more efficiently and reduce the time spent on repetitive tasks.
Export Audit Log API
We’re excited to unveil the Export Audit Log API in Zoho CRM V7, which empowers you to capture and manage a detailed history of user actions within your CRM. This API enables you to schedule exports, monitor job status, and effortlessly download the results, giving you greater control and insight into your CRM activities.
Business Benefits of the new Export Audit API in Zoho CRM
- Detailed Monitoring: Track and document user actions comprehensively to maintain transparency and ensure accountability.
- Automation: Automate the export process and schedule reports to streamline regular audits and compliance checks.
- Efficiency: Easily track the status of your export jobs and download results with minimal effort, saving time and reducing manual oversight.
The Export Audit Log API enhances your ability to monitor CRM activity and manage data efficiently, supporting better security and compliance management.
List Available APIs
With the List Available APIs feature in Zoho CRM V7, developers can now effortlessly navigate through a comprehensive suite of APIs tailored to diverse needs. This API provides a complete list of all supported APIs for a specific version, allowing you to filter by request methods, modules, and OAuth scopes.
Business Benefits of new List Available APIs in Zoho CRM
- Simplified Discovery: Easily find the APIs you need by filtering through request methods, modules, and scopes, reducing the time spent searching.
- Enhanced Efficiency: Streamline your development process by accessing a clear and organized list of available APIs, enabling quicker integration and implementation.
- Better Planning: Gain a clearer understanding of available resources and their functionalities, facilitating more effective planning and development.
The List Available APIs feature simplifies the process of identifying and utilising the right APIs, making development more efficient and focused.
Duplicate Check Option API
The Duplicate Check Option API in Zoho CRM V7 helps you manage and prevent duplicate entries in the Leads and Contacts modules. This API allows you to define unique field preferences and automatically check for duplicates.
Business Benefits of the new Duplicate Check Option API in Zoho CRM
- Enhanced Data Accuracy: Ensure your CRM data remains clean and accurate by automatically identifying and managing duplicate entries.
- Customisable Controls: Define unique field preferences to tailor duplicate checks to your specific business needs, ensuring relevant and precise data validation.
- Improved Efficiency: Reduce manual data cleansing efforts and prevent the creation of redundant records, saving time and enhancing overall CRM efficiency.
The Duplicate Check Option API aids in maintaining high-quality data and improves the effectiveness of your CRM by preventing duplicate entries and ensuring cleaner records.
Picklist Values API
The Picklist Values API in Zoho CRM V7 provides comprehensive access to details about picklist fields. This API enables you to retrieve information such as display values, color codes, and the layouts associated with each picklist field.
Business Benefits of the new Picklist Values API for Zoho CRM
- Enhanced Data Customisation: Gain insights into the display values and colour codes of picklist fields, allowing you to tailor the CRM interface to better suit your organisational needs.
- Improved Data Integration: Access layout associations to ensure seamless integration of picklist fields across different modules and forms.
- Streamlined Data Management: Efficiently manage and utilise picklist values, enhancing the consistency and accuracy of data across your CRM.
The Picklist Values API supports effective data management and customisation, ensuring that your CRM’s picklist fields are aligned with your business requirements and visual preferences.
Mass Delete Tags API
The Mass Delete Tags API in Zoho CRM V7 allows you to efficiently remove multiple tags simultaneously. This API also provides functionality to track the progress of the deletion process in the background.
Business Benefits of the new Mass Delete Tags API in Zoho CRM
- Efficient Tag Management: Save time and effort by deleting multiple tags at once, streamlining the process of maintaining your CRM’s tagging system.
- Enhanced Organisation: Keep your CRM organised and clutter-free by removing outdated or unnecessary tags in bulk.
- Progress Monitoring: Track the status of the deletion job, ensuring transparency and control over the process.
The Mass Delete Tags API offers a straightforward solution for managing and cleaning up tags, helping to maintain an organised and efficient CRM environment.
Data Enrichment API
The Data Enrichment API in Zoho CRM V7 leverages Zia, Zoho CRM’s AI-powered assistant, to augment your CRM data with valuable information. This API allows you to enrich records with additional details such as company addresses, phone numbers, employee counts, and social media handles.
Business Benefits of the new Data Enrichment API in Zoho CRM
- Comprehensive Data: Enrich your CRM records with up-to-date and detailed information, improving the quality and completeness of your data.
- Seamless Integration: Map the enriched data fields to your existing CRM fields, ensuring smooth integration and consistency across your system.
- Automation and Efficiency: Trigger automatic data enrichment processes for your organisation, reducing manual data entry and enhancing overall productivity.
- Enhanced Insights: Access enriched data easily through APIs, enabling better decision-making and more informed strategies based on comprehensive information.
The Data Enrichment API empowers your CRM with advanced capabilities to maintain high-quality data and improve operational efficiency.
Cadence API
The Cadence API in Zoho CRM V7 allows you to automate and manage customer follow-ups through targeted, sequential communications such as emails, calls, or tasks.
Business Benefits of the new Cadence API in Zoho CRM
- Automated Follow-Ups: Set up automated, sequential follow-ups to ensure timely and consistent customer interactions, reducing manual effort and enhancing productivity.
- Personalised Communication: Tailor follow-up sequences based on customer interactions, improving engagement and ensuring relevant, personalised communication.
- Efficient Management: Retrieve cadence details and manage record enrollment or un-enrollment manually, giving you control over your communication workflows.
- Enhanced Customer Relationship: Maintain consistent and structured follow-ups, which helps in building stronger relationships and improving customer satisfaction.
The Cadence API enables you to efficiently manage and automate your follow-up processes, ensuring that customer interactions are both timely and personalised.
Explore these new APIs to enhance your CRM development experience and discover how they can streamline and improve your workflows. We’ve also made updates to many existing APIs to boost their efficiency and functionality. For a detailed overview, be sure to visit Zoho’s Changelog and What’s New pages.
Additionally, Zoho have released updated SDKs for PHP, Node.js, Java, C#, Python, Ruby, JavaScript, Scala, and TypeScript, now available in our GitHub repository. Our Postman Collection has also been refreshed to include the latest APIs for your convenience.
Please note that Zoho are not deprecating any older versions at this time, but we will keep you informed of any future changes or plans regarding version deprecations.
We invite you to explore these new features and discover how they can simplify your workflows, increase efficiency, and drive business growth. Should you have any questions or need further assistance why not book a meeting with our experts.