The CRM Zen Show Episode 263 – I Just Don’t Know What ToDo With Myself

Zoho News

• Zoho Creator August’23 Updates
  • API v2.1 brings an increase to # of records that can be queried, and custom sorting is being brought back.
• Zoho Creator Canvas Builder!
  • Design record layouts in Creator similar to what you can do currently in CRM.
• Zoho Tasks Rebranded to Zoho ToDo
  • And a new mobile/desktop app has been added to go along with this rebrand.  
• Zoho CRM Workflow Enhancement Early Access
  • Some significant enhancements to Workflows, including the new prevValues function.
• Zoho CRM Enhancements to Activity Related Lists
  • Activity Views are returning, and a chronological view has been added.
• Bigin August’23 Enhancements
  • Pay them money, send more emails. $3 per month per hundred per day.  Also, you can now attach files to emails directly from the record.
• Bigin August’23 Mobile App Updates
  • Some nice enhancements to the Caller ID functionality.
• MarketingPlus Receives Campaigns Updates
  • Granular improvements to roles, permissions, and privileges. 
• Zoho Bookings Adds Invite Additional Guests Feature
  • And for this month’s we thought this was a thing.
• Zoho Recruit Adds Submissions Submodule
  • This seems to be a way for agencies to pass a candidate submission to a client.
• Zoho Writer Prefill Enhancements
  • In a nutshell, you can submit a link to a Zoho Writer document that people can fill out and save, which can then prefill forms on the Zoho Writer document.
• Zoho Finance August’23 Updates
  • Zoho Books August’23 Updates
    • PayPal integration update that allows payments to be accepted via Venmo and the Buy Now Pay Later feature.
  • Zoho Subscriptions August’23 Updates
    • Three new payment options to Stripe have been added.
  • Zoho Expense August’23 Updates
    • Check out the early access to view actual amounts spent while editing budgets.
  • Zoho Payroll India August’23 Updates
    • Employee Pension Scheme calculation updates and privacy portal enhancements were added.
• Feature Deprecations Within Integrations
  • Price List Module Deprecation for Exact Online to Zoho Analytics Integration
  • “Total Price USD” Field Deprecation for the Shopify to Zoho Inventory Integration
  • Module Deprecation For Zen Desk / Zoho Analytics Integration
• Zoho Desk ASAP Update 
  • Big update with Zoho following the trends and building this to support Flutter.
• Zoho Vault Recognized by GigaOM
  • Congratulations to everyone on the Zoho Vault team for their hard work making the app what it is today.
• Zoho Backstage Turns 5
  • Happy Birthday to Backstage! It’s been quite the journey thus far!

Implementation of the Week

• Automated QR Code Generation for Trade Show Specific Lead Source Forms
  • In this implementation, our goal was to create an easy way for our client to generate 
  • To accomplish this, we first created the Lead Capture form in Creator, so that we could have a great amount of control over the flow of the form
  • Then, we set up a module for our client to load in relevant Trade Shows where they’d want a unique form. This module has a field where the user can define what Lead Source should be used for that version of the form
  • Lastly, we created a custom button in the Trade Shows module that triggers a function to create a unique QR code for that Trade Show, that will direct the user to a unique version of that Creator page for the specific Trade Show. It saves the QR code as the Record Image for easy access
  • When the user submits this form, they are created as a Lead with the appropriate Lead Source within the CRM

Code Share of the Week

• COQL in Zoho Flow
  • We’ll never stop raving about the beauty of COQL queries. They make searching CRM records via API much easier and more customizable. 
  • Unfortunately, Zoho Flow does not have a trigger for running a COQL query. Even worse, the CRM connection you can create in Flow doesn’t have the ZohoCRM.coql.READ scope necessary to make the call via deluge invokeurl. 
  • But not to worry! There is a solution: we’re going to hard code a connection in Flow to let us make COQL queries, trigger standalone functions, whatever we want!

This Week’s Read

• 5 Ways to Build Authority With Any Prospect, According to HubSpot’s Director of Sales
  • A quick read on building authority for your sales approach.

New On Zenatta

• Zenatta Blogs
  • Integrating Google Workspace with Zoho CRM
    • Based on Tyler’s tip this week on integrating Google Workspace with Zoho, here is the complete written guide.

Tips and Tricks

• How To Integrate G-Suite With Zoho CRM Full Walk-Through
  • Tyler this week covers how to integrate Gmail, Google Drive, Google Calendar, and Contacts with Zoho CRM.