The CRM Zen Show Episode 233 – Zoho Got A Book Job

Zoho News

• Zoho Books Refreshed Design
  • Books gets a mini makeover with cosmetic updates including a dark mode for the sidebar and new themes.
• Zoho Meeting Latest Updates
  • New mobile app updates and an enhanced interface.
• Colored Tags In Zoho Recruit
  • Seems like a minor change but is actually very helpful.
• Zoho Assist 2022 Year In Review
  • Catch up on all the improvements Assist had in 2022!
• Zoho Workplace December 2022
  • New features in these communication apps will have your team collaborating better than ever.
• “Puvi” Is Here For Zoho CRM
  • Zoho’s official font is now featured in CRM. Play spot the difference between the before and after pictures within the news article.
• Zoho Sign For South Africa and Australia
  • South Africa and Australia get the ease of digital signatures.
• Voice Of The Customer (VoC) For Zoho CRM [Early Access]
  • Essentially this AI technology is used to scan communications to determine the customer’s sentiment. A pretty powerful tool, and it’s going to get better and better over time.
• Zoho Mail Android App Send Later Option
  • Schedule your emails for later in this update to the Andriod app.
• Enhancements To Motivator
  • Some cool new features include showing targets based on hierarchy, reordering dashboard components, additional options for KPI, and more!
• Zoho Mail 2022 Year In Review
  • Use this fun game to guide you through Mail’s 2022 journey.
• Introducing Zoho Lens’s OCR & QR/Barcode Scanning Features
  • A useful new addition to Lens, lets support see the QR code or barcode to help more efficiently.
• Zoho CRM Multiple Scoring Rules Minor Enhancement
  • A much-needed enhancement to scoring rules in CRM, adding multiple to one record in a related list and can be viewed graphically.

Implementation of the Week

• Improved Integration Buildout for Zoho Inventory + Shopify
  • The pre-built integration between Zoho Inventory and Shopify is pretty well put together, but it does miss a few key areas to completely line up with Shopify
  • In this implementation, we wrote custom functions to automate two key missing pieces in the integration
  • First, our function triggers on the creation of a Sales Order in Inventory to create an Invoice and log payment received to that invoice. 
  • Next, when a fulfillment is logged in Shopify (if not shipping out of Inventory), we automatically create a Package and Shipment in Inventory
  • Creating these records helps to keep our clients Accounting and Physical stock keeping measurements accurate

Code Share of the Week

• Syncing CRM Accounts and Contacts to Books Customers and Contact Persons via API
  • When dealing with the Books APIs, things get tricky because the API name for Books Customers is contacts, which often causes a disconnect with developers who usually equate the term contact with an individual rather than a company.
• Sync CRM Parent Account Contacts to Books Customer Child Account
  • If a CRM is using Parent Accounts with their own Contacts, then a Books Invoice logged to a Child Account may need to be sent to a Contact of a Parent Account. Use this snippet in Zoho Books attached to the “Customers” module.

This Week’s Read

• Lead Generation: A Beginner’s Guide to Generating Business Leads the Inbound Way
  • This a great article discussing the importance of obtaining inbound leads, the gist, provide consistent and relevant content.

New On Zenatta

• Zenatta Blogs
  • 4 Automated Emails You Should Consider
    • Add these key automated emails to your system to strengthen customer relationships and save your salespeople time.

Tips and Tricks

• Getting Started With Deluge – Reading Data
  • Start out with a laugh as we dive into Deluge.