The CRM Zen Show Episode 292 – Zakya… Did She Star In Spiderman?

Zoho News

• Zakya Officially Launches in India
  • Zoho’s retail POS has officially launched in India.  Hopefully, by the end of the year, it will go global.
• Zoho CRM News
  • Zoho CRM Unveils GraphQL APIs
    • This is only for the CRM Ultimate edition. This allows a different way to query a database more efficiently than previous methods.
  • Zoho CRM Adds “Competitor Mention in Workflow” feature
    • You could get creative with this depending on how you “define” your “competitors”.
  • Zoho CRM Voice of Customer (VoC) feature is now available for public access
    • If you aren’t familiar with VoC, this is essentially customer sentiment analysis.
  • Zoho CRM January Community Digest
    • Catch up on everything that happened in January, including post highlights and developer notes.
• Other News
  • Marketing Automation 2.0 Updates
    • The first major update to MA 2.0 since its release, it can now look at purchase history and make recommendations, RSS campaigns, the ability to send follow-up campaigns, and webhooks were added to journeys.
  • Zoho Recruit Adds “Save As Draft” Feature
    • Nice QOL feature add from the Recruit team.
  • Zoho Analytics New February’24 Updates
    • Brand your analytics with some CSS, aggregate formulas now support date and string, inline text editor in dashboards, and finally, you can rename columns in a query table.
  • Zoho Desk API Update: Addressing Security Concerns in Get Agent API
    • The Get Agent API allows fetching all agent information even when permissions are disabled.
  • Zoho Writer Adds Citation and Bibliography generator
    • Kudos to the Writer team for adding this feature which is great for those in academia. 

Implementation of the Week

• Zoho CRM Automated Alerts Custom Module to Allow Users to Easily Configure Custom Workflow Automations
  • In this implementation, our goal was to provide our customer with an easy way to manage automated actions triggering in the Deals module of their CRM
  • These rules need to either add Tags, add Notes, or send Emails based on the create and/or edit of the Deal record matching certain criteria
  • To accomplish this, we first created an “Automated Alerts” custom module that allows the users to define the trigger condition, criteria, and outcome using field data
  • Then, we set up automated workflow functions that check against this Automated Alerts module, find matching criteria, and proceed accordingly based on the rules defined

Code Share of the Week

• Prevent Re-Opening of Closed Tickets in Desk
  • This implementation will make it so that if a customer replies to a closed ticket, rather than that reply being added to the thread of an existing ticket (causing it to re-open), it will instead create a whole new ticket for that customer with their new reply.

New On Zenatta

• Zenatta Blogs
  • Zoho Pricing Guide (2024)
    • If you aren’t on Zoho One, or made the switch to Zoho yet, here are all the core products and pricing in one place.

Tips and Tricks

• Export Zoho Creator Records as PDFs to WorkDrive
  • In this week’s tip, Alex demonstrates the efficient process of exporting records from Zoho Creator as PDF documents and uploading them directly to a specific folder in Zoho WorkDrive. 

Question of the Week (AZAAZ)

• How Do I Exclude Vendors from Campaigns in Zoho with Custom Fields?
  • And for our second tip, Wayne walks you through how to exclude vendors in your email campaigns.

This Week’s Quizzes

• Monday’s Quiz: How can you create a new product filter in Zoho Commerce?
• Wednesday’s Quiz: How can you create a custom domain for your Zoho Webinar account?