The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID

Zoho News

• Zoho CRM Improved Email Parser Early Access
  • We are excited about this one, and you actually don’t need to fill out the form to request early access; there is a button inside settings to enable it.
• Zoho CRM July Community Digest
  • We did cover these last month, but definitely a nice roll-up of all the updates.
• Zoho Social Adds Hashtag Groups & Carousel Posting For IG
  • We know a lot of our clients using IG have been waiting for this one.
• Zoho Sign Adds EU eID Verification
  • Sign continues to improve and add to their secure verification process.
• Zoho Backstage July Updates
  • Nothing major last month, but still some nice new features and improvements.
• Upcoming Zoho Backstage Roadmap
  • Some changes to the add-ons and pricing modules are coming soon.
• New Zoho Recruit Integration With Calendly
  • We love Calendly, and great to see that Recruit now supports it. 
• What’s New in Zoho Marketplace
  • Whether it is a typo or this is a month late to make the news, here are the latest batch of extensions to hit the marketplace.
    

Implementation of the Week

• Custom Proposal Generation App via Creator // CRM
  • In this implementation, we fielded a request to be able to easily send out a variety of templates, and dynamically request additional information from the user based on the template type.
  • To accomplish this, the team created a Creator Form related to the CRM Contact. This form shows up as a related list in the CRM.
  • When opening this form related to a Contact, all of the primary contact information pulls into the form.
  • The user then selects a template and fills out any other additional information that is shown based on the template choice.
  • Once completed, the user is presented with an option to preview the document, as well as attach it to the CRM Contact, and/or send for signature.

Code Share of the Week

• Sync CRM Notes (from ALL modules) to Analytics
  • Zoho Analytics is a great tool, and we all love it, but some data sources lack crucial information in the sync.
  • It’s the case of CRM Notes that, because it’s not an actual module, can’t be synced via the out-of-the-box connection. You might want to report on how many notes are created by the user, or want to know what was the latest note recorded on a record, but without Notes data, you just can’t have it in a pretty Analytics Report or Dashboard.
  • To get around that, we use some Deluge and leverage Zoho CRM’s schedules and Zoho Analytics API to make it happen!

This Weeks Read

• Over half of tech companies don’t think they’ll survive a prolonged recession
  • Zapier recently did a survey amongst 500 companies on their concerns and thoughts about the upcoming recession.

New On Zenatta

• Zenatta Blogs
  • How To Best Utilize The 6 Core Features In Zoho PageSense
    • There are a ton of features and settings inside PageSense.  Here is a quick down and dirty of what to know about the different features inside Zoho PageSense.

Application / Plug-In of the Week

• SMS for Zoho CRM by MessageMedia (Smooth Messenger)
  • Shoutout to Jeremy Nagel from MessageMedia for joining the show this week and sharing the features of Smooth Messanger.

Tips and Tricks

• Getting Started With Zoho Creator Part 2 – Create Custom Pages
  • Here is the second video of our series to help anyone that is interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom pages with all the tools available inside the page builder.