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The CRM Zen Show – Episode 119 – Did I Mention Bigin?

 

Zoho News

  • PSA: Authtoken Deprecation For Analytics and Projects

  • The Bigin Train Keeps On Rolling: Adds API Support

    • Bigin currently supports three types of APIs – REST APIs, Bulk APIs, and Notifications APIs.

    • You can check out the complete API documentation for Bigin here.

  • 23 New Zoho Marketplace Apps Added in October

    • Here is the complete roundup of the 23 new extensions.  Bigin accounts for the lion’s share, with 9 of them.

  • Zoho CRM Blueprint Updates

      • Parallel Transitions

      • Transition Enhancements

        • Widgets support.  

        • Multi-select and Multi-user lookup fields support

        • Increase in number of fields supported in During Transition

  • Zoho BackStage “Exclusivity” Update

    • This update adds the ability to create promo codes that will be accessible to only a specific guest list. For everyone else—even if they do know the code name—the code won’t work.

  • Zoho Inventory – November 2020 Update Roundup

  • Zoho Forms Now Integrates with Bigin

Notable Mobile Updates

  • Bigin Mobile Updates

    • New versions of the Bigin mobile app are available for both iOS and Android. There have been some changes to the Calls module to keep it in line with the web version (bigin.zoho.com).

  • Unsplash Support Added To The Zoho Show iOS App

  • Zoho Projects iOS App – Adds Completion Percentage Tracking

  • The latest version of Zoho Projects iOS App (v3.2.2), now allows the tracking of a project completion percentage based on ‘Task percentage completion and Completed issue count’ or ‘Completed task/ issue count’.

Implementation of the Week

  • Zoho CRM – Trustpilot Integration Using Zoho Flow

    • Trustpilot has an established action in Zoho Flow for sending a review request

    • You can choose the specific request type and email template, as well as map the Trustpilot reference value inside the Flow action

    • Zoho CRM workflow-function posts a webhook to Flow to initiate the correct review request upon trigger conditions in the CRM.

This Weeks Reads

    • This is an in-depth look at how color can improve your email effectiveness. From the article:

    • “A marketing email is a combination of carefully crafted parts, aimed at garnering maximum engagement. Of these, color plays a vital role, adding subtlety or exuberance to the email. With the right combination of colors, you can effectively ensure you convey the appropriate message to your subscribers.”

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs

  • New Resource Guides

Application / Plug-In of the Week

    • This is an app that will clean up your inbox by giving you a list of all your subscription emails. It then allows you to unsubscribe easily from whatever subscriptions you no longer wish to receive.

    • This application was recommended by a listener to the show.  I have been using this application for a week now and absolutely love it.  It has cleaned up my inbox and made email manageable.

Tips and Tricks

  • Video Tip of the Week 

      • A follow-up to our Webinar last week.  

 

  • Building A Zoho Marketplace Extension

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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