Zoho CRM v8 API update - May 2025
Introducing Zoho CRM V8 APIs: More Power, More Control, Less Code
Zoho has officially launched V8 of its CRM APIs, and it’s a big leap forward for developers and CRM admins alike. The Zoho CRM v8 API update brings new endpoints bring greater visibility, fine-grained sharing controls, and richer data access — all aimed at making your custom integrations more efficient and your workflows more flexible.
Whether you’re building tailored automations, syncing data across apps, or tightening access controls, the Zoho CRM V8 API update is packed with tools to help you do more with less overhead.
Let’s explore what’s new and why it matters.
Get Related Records Count of a Record API
What’s New
This API lets you retrieve the count of related list records — like notes, attachments, or tasks — associated with a specific CRM record.
💼 Why It Matters for Your Business
- Useful for dashboards, reports, or pre-qualification workflows
- Know at a glance how engaged a lead or deal is
- Helps prioritise follow-ups based on activity volume
💡 Goldstar’s Take
This is a valuable addition for sales ops and reporting dashboards. Instead of fetching and parsing related data, you get the summary in a single call — ideal for pre-qualification scoring or lead prioritisation models.
📌 What You Should Do Next
- Add this API to dashboards to highlight high-touch records
- Use it to refine scoring models based on interactions
- Simplify workload views by showing how many tasks or notes are linked to each record
Record-Level Sharing of Emails API
What’s New
Now you can share or unshare emails at the record level with specific users across your CRM org — even for multiple records in one go.
💼 Why It Matters for Your Business
- Tightens control over sensitive email visibility
- Supports role-based sharing and collaboration
- Reduces the risk of data exposure while keeping teams aligned
💡 Goldstar’s Take
For companies with layered deal teams or sensitive pipelines, this is a long-awaited feature. Sales managers can now decide exactly who sees what — no need to share entire email threads across the board.
📌 What You Should Do Next
- Review current email sharing practices
- Use this API to automate access changes when ownership or roles change
- Combine with roles and profiles for tighter security and collaboration balance
Get Rich Text Fields API (Expanded)
What’s New
Retrieve rich text content from multiple records in one API call — ideal for formatted fields like descriptions, notes, or internal documentation.
💼 Why It Matters for Your Business
- Reduces API overhead in multi-record integrations
- Preserves formatting for rich content
- Supports clean rendering in custom portals, apps, or exports
💡 Goldstar’s Take
This reduces friction in building apps or dashboards that display rich content. It’s also ideal for customer-facing portals where structured text improves clarity — think service descriptions or client briefs.
📌 What You Should Do Next
- Integrate this into client portals, analytics platforms, or exports
- Use for displaying formatted info like quotes, summaries, or scope documents
- Pair with search or filters to present only key records with meaningful content
Data Sharing Rules API
What’s New
This new API set allows you to create, modify, view, and delete data sharing rules and manage their settings programmatically.
💼 Why It Matters for Your Business
- Automates access control as your team or data grows
- Helps enforce compliance and hierarchy-driven visibility
- Makes CRM governance more dynamic and scalable
💡 Goldstar’s Take
This is a big win for mid-size to enterprise users managing territories or shifting teams. Now, data access rules can evolve as your structure does — without hours of manual reconfiguration.
📌 What You Should Do Next
- Automate rule changes for new hires, role changes, or org restructuring
- Plan logic for activating and deactivating rules based on business cycles
- Prepare for the upcoming APIs (activate/deactivate/rerun rules) for full lifecycle automation
Calls Preferences API
What’s New
Enable Calls Preferences via API to control visibility of the From/To numbers in call logs — useful for privacy and tracking.
💼 Why It Matters for Your Business
- Ensures consistency across integrations with telephony systems
- Helps maintain call record accuracy
- Balances transparency with privacy, depending on your org’s call policies
💡 Goldstar’s Take
Call-based businesses or those integrating VoIP will benefit from this subtle but useful control. It helps align CRM call records with telephony data, improving both tracking and compliance.
📌 What You Should Do Next
- Review call logging requirements for your sales or support teams
- Update your integration scripts to include this API for tighter control
- Coordinate with compliance or legal teams to define visibility policies
Final Thoughts
The Zoho CRM v8 API update isn’t just a technical upgrade — it represents a strategic shift toward greater control, better performance, and smarter automation. Whether you’re building internal tools, client-facing apps, or backend integrations, these updates bring clarity and power to your CRM stack.
Want help rolling these into your Zoho CRM setup?
👉 Contact Goldstar IT — we’re ready to help you build smarter, automate faster, and scale confidently.