The CRM Zen Show Episode 295 – What’s App, Doc?

Zoho News

• Changes to X API support for Zoho Social
  • X is forcing a handful of tools to only be managed inside of X.
• Mark as read from the notification screen for Zoho Mail Android App
  • The title says it all.
• Zoho Desk Android app now supports multilingual functionality
  • Customize translations and preferred language settings directly inside of Zoho Desk Android app.
• Zoho Projects iOS App thumbnail and in-app document previewer
  • Nice QOL addition.
• Zoho Marketing Automation Now Offers WhatsApp Marketing Integration
  • Great feature add to MA to send messages via WhatsApp through MA at only $.025 per message.
• Zoho Marketing Plus Introduces Marketing Project Drafts
  • Since Marketing Plus doesn’t come with Projects, this is essentially a marketing slimmed-down version of projects being added.

Implementation of the Week

• CRM Record Creation via Custom Button in Emails Related List
  • In this implementation, our goal was to provide our client with an easy way to convert an email sent by a client into a work item within their CRM system
  • Luckily, Zoho CRM allows us to create custom buttons that run functions against specific emails connected to a record
  • In this case, we added a custom button that runs for an individual email, that can use information about that email to create a CRM record
  • For example, we use the Subject of the email as the record name and can query the Contact that originally sent the Email to link the new CRM record back to that Contact, as well as the related Account

Code Share of the Week

• Search Zoho Sign Documents
  • Zoho Sign lets you list documents, but the API documentation does not explicitly state that you can search. However, the intrepid  and  found a “search_columns” parameter in the sample input data on the API page. 
  • After some testing, we can confirm that you can input a search parameter in Zoho Sign document API calls. However, you are limited to the same fields that you can sort by. 

New On Zenatta

• Zenatta Blogs
  • Zoho Voice Full Product Tutorial
    • In case you missed it, last week, Tyler did a complete demo of Zoho Voice.

Tips and Tricks

• Serialized Item Tracking in Zoho Desk using NEW Custom Modules
  • In this week’s tip, Tyler reviews the new feature of creating custom modules in Zoho Desk.

Question of the Week (AZAAZ)

• How to Utilize Custom Functions for Daily Email Limits in Zoho CRM’s Cadences Studio
  • And in this week’s question that we answer, we cover how to implement daily limits on your email outreach in Zoho CRM’s Cadences Studio, utilizing custom views and simple deluge scripts to automate and refine your email strategies.

This Week’s Quizzes

• Monday Quiz: What is one of the key benefits of Zoho Recruit’s Save as Draft feature?
• Wednesday Quiz: Who can access the Voice of the Customer (VoC) feature in Zoho CRM?