The CRM Zen Show Episode 168 – IF This Then Zoho

Zoho News

• Zoho CRM Plus Turns Seven

• • In this latest birthday announcement, Zoho hints at Cliq joining the CRM Plus ranks and a new marketing solution! 

• New IFTTT Widgets for Zoho Cliq

• • 10 new widgets for Cliq including Twitter and Zoom connections.

• Zoho CRM Mobile App Revamps “Nearby Me”

• • Pins will now display total records present in a given area based on invoice address.

• Zoho Desk September 2021 Marketplace Apps

• • A handful of new telephony and other extensions were added this past month.

• Zoho CRM September 2021 Marketplace Extensions

• • And some more new telephony and other extensions.

• Zoho Marketplace September 2021 Extensions

• • A combination of the above two posts with a few more other Zoho application extensions.

• Zoho Mail September 2021 Updates

• • The Zoho Mail team was busy last month with a handful of new features.

• Zoho People October 2021 Newsletter

• • One of our favorite Zoho newsletters, nothing new this month but check it out for some tips and a recap of what happened last month.
    
    

Implementation of the Week

• Zoho Forms custom integration to upload included attachments dynamically to Lead or Contact records

• • Zoho Forms has a direct integration to CRM that can upload attachments, but it can only tie to one module (Leads OR Contact)
  • Forms can be integrated via Zoho Flow to check against Leads and/or Contacts, but Zoho Flow cannot process attachments
  • CRM custom module created for the Form integration. This module captures all fields and attachments
  • On creation of a record in this custom module, we use a Deluge function to search Leads and Contacts for a matching entry, then move the attachments from the custom module to this record

This Week’s Reads

• How to deliver great customer service while still standing your ground by Ana Gotter

• • As things start ramping up for the holiday season unruly customers and clients become more common, unfortunately.  This is a great 6-minute read to prepare you against such.

New Blogs, Videos, and Resource Guides

• Zenatta Blogs

• • DataYard -Case Study

• • • An awesome client of ours where we did some cool data blending for reports and CRM automation.

• • 3 Tips For Zoho Payment Gateways

• • •  With all of the different choices out there we went ahead and broke everything down for you the best that we could.

Application / Plug-In of the Week

• IFTTT

• • IFTTT (If This Then That) helps you connect all of your different apps and devices.
  • Works great for Zoho Applications as well as endless devices around your home and office.
  • Whether it is work or play this site has a TON of unique use cases.

Tips and Tricks

• Zoho Learn Creating Articles & Content 2021 Tutorial

• • In this second video tutorial for Zoho Learn Tyler walks you through the following:
    • Creating Articles
    • Creating Content