Zoho News
- MarketingWho?
- Zoho MarketingHub is now Zoho Marketing Automation, everything else is still the same.
- Zoho Assist Adds Slack Integration
- You can now take remote control through Slack using this latest integration.
- The SalesIQ Party Keeps On Going
- We touched base on this feature a few episodes ago but here is the official post for the Codeless Bot Platform.
- Coming Soon – Universal Actions for Adaptive Cards in Zoho Projects
- For those using Microsoft Teams and Outlook, this will auto-sync your Project’s tasks and more.
- Zoho Meeting May Updates
- Another batch of solid updates getting closer to primetime.
- Webinar attendees increased to 1,000
- Stereo added along with enhanced audio
- Scheduling gets a revamp
- and more…
- Another batch of solid updates getting closer to primetime.
- Zoho Inventory May Digest
- For you Inventory users this is worth the read.
- Notable updates this month are both for Shopify.
- Improved tax calculator flow & syncing with Inventory.
- Automation Added To Imports for Zoho CRM
- That’s right, you can now trigger automation and process management when importing records into the CRM.
- Activate The New Zoho Calendar
- Here is a quick walk-through this week from Zoho to activate the new UI for Zoho Calendar.
Implementation of the Week
- Email Validation via Zoho Deluge API call to Clearout.io
- There are email checking/validation plug-ins available for Zoho CRM, but you are unable to control the workflow/triggers for these plug-ins.
- For example, you may want to run this on a schedule every month, which is not possible via a pre-built plug-in
- Clearout.io provides email validation services via spreadsheets, or via an API call
- Stateless function created to check specific email addresses. Then, workflows triggered on create/edit of Leads and Contacts to validate emails
- Scheduled function also configured to run on aging records to confirm email validity for email marketing
This Week’s Read
- How to Get to Know Your Email Subscribers, According to Research by Becca Riserbato
- This 5-minute read contains some great strategies to improve your understanding of your email subscribers
- Highlights include: Polling, A/B Testing, and persona development/research
New Blogs, Videos, and Resource Guides
- Zenatta Blogs
- Case Study
- New Resource Guides
Application / Plug-In of the Week
- Clearout.io
- This service provides email validation/verification services on an affordable per-credit basis
- Emails can be validated in bulk via spreadsheet import, or via API for individual emails
- Compared to competitive services, Clearout.io’s pricing is very attractive (the highest possible price is $0.007 per email validated)
- They have a direct integration to Zoho CRM on their roadmap, so keep an eye out for that update!
Tips and Tricks
- Zoho WorkDrive Beginner’s Guide – Basic Settings
- In this third Zoho WorkDrive tutorial Tyler will teach you how to:
- Have a core understanding of the following settings: Profile, Branding, Content, Roles & Permissions, Sharing, Custom Domain, WorkDrive Apps, and Data Retention.
- In this third Zoho WorkDrive tutorial Tyler will teach you how to: