@cole great updates! Sharepoint and Supabase is very handy.
W’ve been waiting for a native Zoho CRM integration for a while, and the fact it’s live is genuinely really exciting for us. We started using it immediately and there’s a solid foundation. I wanted to share some feedback from real attempts to set it up – I think the path from solid foundation to game-changing is actually quite short, and it would benefit a lot of Zoho–Softr users.
The current module limitations
Right now, the integration supports five modules (tables): Contacts, Accounts, Deals, Leads, and Tasks. It leaves out some important standard modules (e.g. Vendors) while custom modules are also absent.
For many businesses (including ours), custom modules are where a significant portion of day-to-day operational data lives. Daily trades, financial sales, client profiling, property directories… plenty more. Custom modules are central to how many businesses manage their data, and with the initial integration it’s inaccessible to any application we try to build on top of it. Businesses using Zoho tend to have invested heavily in building it out to match their specific workflows (it’s a very customisable CRM).
Related records
The second issue is relational filtering.
At the moment, conditional filters in the interface builder can only be applied to the primary table you’ve added as a data source. You can’t filter based on data from a related module. So if you want to show client list where the related account has a classification of ‘VIP’, there’s no mechanism to do that currently.
Why this matters beyond our specific use case
Zoho CRM’s appeal is its inherent flexibility – module customisation and deep relational structures. A Softr integration that can reach these would unlock a genuinely different class of application for our needs: supplier portals, internal ops dashboards, client-facing views, each showing only the data relevant to the person logged in, all driven directly from live CRM data.
Happy to share more detail or discuss further if it’s helpful for the product team. I did liaise with one of your support reps about it last week and he said he’d pass it on!
Great work as always – huge fans 
