What's New In Zoho - May 2026 (+ Bonus: Connecting Claude AI to Your Zoho CRM)

A full walkthrough of every Zoho update worth knowing about from May 2026, plus a bonus deep-dive into connecting Claude AI to Zoho CRM and Zoho Books to get real work done in seconds. I'm Jake, and I run Limitless IT Consultancy, a UK-based Zoho Authorised Partner. In this session I show you exactly how to turn each of these features on in your own system, with practical demos rather than just feature announcements. The Claude AI section at the end is genuinely the most exciting thing I've shown in one of these webinars in a long time. WHAT YOU'LL LEARN Mirrored fields in Zoho CRM (finally pull account data onto contacts and contact data onto deals without custom functions) Roll-up summary fields for counting deals, averaging values, and aggregating data The new native QuickBooks Online integration AI email summaries and record summaries inside the CRM Renaming system fields like billing province to county (a long-overdue fix for UK users) Cross-module filtering in custom views (e.g. contacts without future tasks, accounts with open deals) Gross profit estimation on quotes, estimates, sales orders and invoices in Zoho Books Free built-in receipt scanning in Zoho Books (no more paid add-on) Segmented bank account access for users in Zoho Books Triggered workflows from Zoho Analytics reports Summary fields in Zoho Projects (count tasks, issues, time logs at project and task level) Catch-all email addresses in Zoho Mail Connecting Claude AI to Zoho CRM and Zoho Books via the official connectors Using Claude to query your CRM, bulk-update records, import leads from Excel, enrich data via Apollo, and build reports Saving reusable Claude Projects so you don't have to keep solving the same problem Using Claude as your sales meeting prep tool by pulling context from CRM, Fireflies and email into one briefing Creating contacts and invoices in Zoho from a Claude chat Which Claude model to use for which task (Sonnet, Opus, Haiku) CHAPTERS 00:00 Welcome and agenda 01:30 Zoho CRM - Mirrored fields (the feature I'm most excited about) 06:56 Roll-up summary fields on accounts 09:06 Native QuickBooks Online integration 12:16 AI email summaries and record summaries 18:54 Renaming system fields (billing province to county) 20:54 Cross-module filtering in custom views 24:38 Zoho Books - Gross profit on quotes and estimates 30:30 Free receipt scanning and the email forwarding trick 32:49 Segmented bank account access for users 35:13 Zoho Analytics - Triggering workflows from reports 40:07 Zoho Projects - Summary and roll-up fields 44:08 Zoho Mail - Catch-all email addresses 46:04 Bonus topic - Claude AI and Zoho 48:33 Connecting Zoho CRM and Zoho Books to Claude 51:51 Asking Claude about your CRM data 52:48 Bulk reassigning and enriching leads 56:24 Importing leads from Excel by drag and drop 59:42 Using Apollo to generate new leads into the CRM 1:04:58 Building a report in Claude (and the query API workaround) 1:09:54 Saving reusable Claude Projects with instructions 1:12:33 Sales meeting prep across CRM, Fireflies and email 1:19:12 Creating a contact with web research and Apollo enrichment 1:19:45 Sonnet vs Opus vs Haiku (and how to choose) 1:23:19 Creating an invoice in Zoho Books from chat 1:27:30 Wrap-up and Q&A ABOUT LIMITLESS IT We're a UK-based Zoho Authorised Partner specialising entirely in Zoho. We work with around 30 UK clients across a range of industries on a flat-fee unlimited subscription model, so you always know exactly what you're paying each month. Last year our client renewal rate was 93%. If you'd like to chat about how we could help you get more from your Zoho system, or start using AI properly alongside it, you can book an introduction call through our website. We also post weekly updates on everything new across the Zoho platform, and you can find our past and upcoming webinars there too.