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Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

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Forms

Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

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Social

All-in-one social media management software.

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Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
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LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

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Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Marketplace
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..

What are Extensions?

Extensions are small software programs that can enhance your Zoho People experience or help you integrate with third-party services. Extensions can be developed for unique requirements that an organization may have.

..

Why are they useful?

Extensions gives organizations the platform to develop solutions that can add value to their Zoho People account and in turn, grow their business. It is also allows organizations to collaborate and share their solutions privately for others to use. This way, organizations can simply install an extension instead of creating a new built-in feature.

Get access to the Developer Console

Before you start building your extension, first you’ll need to set up a Zoho Sigma account by visiting https://sigma.zoho.com/.

If you are an existing Zoho customer, you can gain access to the Developer Console by logging in using your Zoho credentials.

For new users, to get access to the Developer Console:

  1. Go to https://sigma.zoho.com/ and enter your Workspace Name.
  2. Fill in the necessary details and click Create Workspace.
  3. You will receive an email with a confirmation link to your registered email address. Click that link and follow the steps provided to complete your registration.

You have a Zoho Developer account and can begin the journey of your first extension creation.

Identify and prepare the requirements for the extension

Begin by identifying the components that will make your extension a feasible solution.

Create your extension

  1. Click Extensions in the top left corner of the Zoho Sigma homepage.

  2. Click New Extension.
  3. In the new extension page, specify the extension's name.Once the name is specified, a unique namespace is automatically populated. Once created, the namespace cannot be changed.
  4. Provide a short description for the extension.
  5. Select the service and click Save as Draft.
  6. Return to the extension tab and click the edit icon on your new extension.
  7. This will redirect you to the extension development portal in your Zoho People account, the Zoho developer console.

Customizing your extension

Once a blank extension is set up in Zoho Sigma, the next step is to start adding the necessary components for it in Zoho People. The components added will be a part of the extension alone.

  • Adding a service:You can use an existing service or create a new one.
  • Adding forms: Use an existing form to add new sections and fields or create a new form from scratch.
  • Adding workflows and other automated actions: Create workflows to trigger automated actions such as webhooks, mail alerts, checklists, tasks, field updates and custom functions.
  • You can also create an extension that integrates different third-party applications with Zoho People using Connections.

To make changes to the extension name and description, and add a logo for it, click the edit extension icon.

Package and share your extension

After adding the required components to your extension, you can publish it.

  1. Click Publish next to the name of the extension.

A window will open displaying all the components you have added.

  1. Click publish again to confirm all the changes.
  2. To start sharing, click Share Privately.


     
  3. Insert the email addresses you want to share the extension with.

Alternatively, the link can also be shared through private chat or directly installed in the customer portal.

  1. Paste the link in a separate tab. The following screen will appear.

  2. Select the portal you want to install the extension to from the drop-down.
  3. Click Continue to Install.

The extension will now be installed in the customer portal.

  1. Click Configure to view the details of the extension and its components.

Hosting your extension in Zoho Marketplace

To share your extension externally with other users, you can host it in the Zoho Marketplace for a wider reach.

  1. Go to the Extension tab in your Zoho Sigma workspace.
  2. Go to the Versions tab and click Submit to Marketplace.

     
  3. Enter your primary details such as the application category, the URL for your app's privacy policy, and the URL for your terms of agreement.
  4. Click Next.
  5. Under Prerequisites, select the supported edition from the drop-down.
  6. Click Next.
  7. Upload files for Extension icon, Thumbnail and Screenshots under the Imagery tab.
  8. Click Next.
  9. Under the Summary tag, enter the tag line, description, key features, user education links, and help videos.
  10. Click Next.
  11. Select if the extension is available globally and whether it is a free or paid version. Fill the other details related to pricing type, pricing, annual discounts, plan name and free trial information.
  12. Click Add plan to provide more pricing plans.
  13. Click Submit.

The application will be submitted to the Zoho Marketplace team for validation. Upon successful validation it will be listed in Zoho Marketplace.