The CRM Zen Show Episode 258 – Say You Want An APIvolution

Zoho News

• Zoho Campaigns Adds Workspaces & Changes to Roles/Syncs
  • Some big changes are coming to Syncs at the end of this month.  These could be good or painful, we won’t know until they are released, but we will make videos around these updates either way.
• Zoho CRM V5 APIs
  • Cool new features are coming with V5 that we are excited about, including getting a Timeline of a record.
• Zoho Desk Adds Custom Lookup Fields for Tickets, Contacts, & Accounts Modules
  • This is a major update to Zoho Desk that many have been asking for a long time.  Click on the link to request early access, this is a feature you will want if you use Desk.
• Zoho Forms Auto-Trash Submission
  • Not quite sure about the use case for this since 99.9% of people that use Forms write the data to CRM.
• Zoho Desk Guided Conversations Enhancements
  • Location Block has been added, which also improves data and decision-making for Flow metrics.
• Zoho Backstage June’23 Updates
  • You can now export attendees who bookmarked a session.
• Zoho Expense May-June’23 Updates
  • Some minor enhancements and an early access feature are available for custom document types for the Travel section.
• Zoho Meeting July’23 Updates
  • Minor feature enhancements to the webinar mode.
    

Implementation of the Week

• Advanced E-Commerce integration to CRM for Course Registration Sales
  • In this implementation, we had two primary goals. We needed to both integrate e-commerce checkouts to the CRM Sales Order module, as well as map a subset of that data into Course Registration data
  • To accomplish this, we first set up a standard WooCommerce integration to the Sales Order module
  • When the Sales Order is created, we reference the line item data to determine which Items correspond to Course sales
  • Then, we create that Course Registration record in the CRM for that user so that we are able to track Course Registrations over time for a specific user

Code Share of the Week

• Efficient Workload Distribution: Establishing a Round Robin Assignment Rule in Zoho CRM for Custom User Lookup Fields
  • Task distribution is a crucial aspect of maintaining effective business operations and ensuring equal workload distribution among team members. 
  • While Zoho CRM’s assignment rules are great for auto-assigning record owners, they don’t extend to custom user lookup fields. 
  • Fortunately, Zoho CRM is flexible enough to allow for customization using the Deluge scripting language and CRM Variables. 
  • The round-robin rule can be adapted to your custom requirements, such as different fields, roles, and triggers.
  • For this example, we’ll create a rule that assigns a new user for any record that meets a particular condition – let’s say, when an opportunity reaches a certain stage. However, the principles can be applied to your specific CRM customization needs.
• Reordering Tags in Zoho CRM Records 
  • This codeshare is a response to a question we had in Club Zenatta by Beat Z. Beat Z had asked Zoho support for a solution on this, and they responded by saying that it wasn’t possible. Hector from our team thought otherwise and proved them wrong!

This Week’s Read

• Is Generative AI the Next Big CX Thing Despite Its Risks?
  • We are already seeing it with SalesIQ & Desk.  Share your thoughts on this over at Club Zenatta.

New On Zenatta

• Zenatta Blogs
  • Zoho Social vs. Hootsuite – Which One is Right For You?
    • Both are excellent products and have features that shine over the other.  Which will add Threads first, though? That is the question.

Tips and Tricks

• Adding Zoho Sheet View Components to Your Zoho CRM Homepage
  • With the latest improvements to Sheet View last month, Landon walks you through how to add it to your homepage.