The CRM Zen Show Episode 211 – Close Me If You Must

Zoho News

• Zoho CRM Adds User Field Subform Support
  • Nice addition, anything you can do in a Record you should be able to do in a Subform.
• Zoho Inventory August Updates
  • We’ve covered all of these over the past month, but in case you missed any of them, here you go.
• Zoho Sign Now Integrates With Microsoft Power Automate
  • Which is Microsoft’s version of Flow, cool integration for Zoho Sign allowing further automation.
• New Zoho Sprints Integrations & Extensions
  • Out of this batch, AWS and Azure are some nice integrations added.
• Zoho Marketplace – What’s New For July
  • But are they new? Or are they just updated?
• Qntrl Android App Now Supports Lookup & Relation Fields
  • Will the day ever come that we will use Qntrl…
• Want to close your account from mobile?  Now you can!
  • Zoho Meeting iOS App Now Supports Closing Your Account
  • Zoho Mail iOS App Now Supports Closing Your Account

Implementation of the Week

• CRM Inquiry Tracking for UTM ROI Reporting
  • It is common to point web forms directly to the CRM Leads module
  • For most people, this is fine, but if Leads often fill out multiple forms/touchpoints, then you may need an “Inquiries” module to track each submission
  • Submissions to this Inquiries module can create Leads or link to an existing Lead/Contact
  • In this implementation, we capture Google PPC UTM parameters in the Inquiries module (Campaign, Medium, Ad Group, etc.)
  • Then, we pulled this data, along with Google Ads data, into Zoho Analytics
  • Using this data, we can compare Inquiries (and their related Lead/Deals) to our Google Ads spending data to get granular about the ROI of the specific ad groups

Code Share of the Week

• Ensuring Data Entry Standardization via Client Scripting
  • This client script uses a record from a lookup and populates other custom fields on the record with information from the lookup field. This script also set these fields as read-only so that users cannot modify those fields’ values.

This Weeks Read

• Story-based emails: How your subscribers get to know you
  • Our take on this is if they reached out to you, then surely this would be worth it. 

New On Zenatta

• Zenatta Blogs
  • Peak Realty Chicago – Case Study 
    • Huge shoutout to Peak Realty Chicago for allowing us to do this write-up on this project.  It’s been a ton of fun with lots of unique Zoho implementations we are excited to share with you.

Application / Plug-In of the Week

• Google Address Search for Zoho CRM
  • Key Features Include:
    • Autofill contact and lead addresses when searching via the extension
    • Get accurate results via Google API
    • Get formatted addresses in custom fields for Deals, Leads, and Contacts
    • Works great with the Locate Map feature in CRM

Tips and Tricks

• Getting Started With Zoho Creator Part 3 – Create Custom Reports
  • Here is the third installment of our series to help anyone interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom reports, custom filters, and creating custom actions.