The CRM Zen Show Episode 221 – Friday the 21st: Freddy vs JSON

Zoho News

• PSA Zoho Campaigns Pay As You Go Changes
  • Almost everyone is on Standard or Professional, but if you are using Pay As You Go, you may want to check some of the features being taken away.
• PSA Scheduled Maintenance on November 13th for IN DC
  • Bookings will be down for 15 minutes during this scheduled maintenance.
• Zoho CRM V2.1 API
  • More of an official announcement, most of these have been out for some time.
• Zia Introduces Routine Messages
  • Useful tool added to Zia for common routine questions you may ask Zia.
• Zoho Creator October Updates
  • Custom connections and in-app notifications have been added.
• Zoho Calendar October Updates
  • Nothing too exciting in this month’s batch.
• Workplace Q3 Updates
  • We’ve covered all of these, but in case you missed any, here is everything that happened with Workplace.
• Zoho Show Introduces Offline Compatibility
  • This is a cool one and useful when you find yourself without internet.
• Halloween Themed Forms
  • Are your forms spooky enough for Halloween?
• Zoho Projects Now Supports Gantt Chart in Android Mobile App
  •  Another great update for Projects mobile app.
• New Updates to Bigin Android Mobile App
  • This batch of updates for Bigin mobile is not only super slick but very useful.
• New Updates to Zoho Meeting Andriod Mobile App
  • Most of these fall into the category of we thought that was already a thing.
• New Languages in Zoho Mail Andriod Mobile App
  • Ukrainian and 5 Indian dialects are now supported.
    

Implementation of the Week

• Meta (FB/IG) Conversion API Integration with Zoho CRM
  • Meta is constantly adapting its marketing targeting toolset and recently has rolled out a “Conversion” API that allows us to tell its algorithms which Leads ended up being “good”
  • Using this data, Meta can then automatically retarget programmatic marketing to target look-a-likes to these good-fit Leads
  • In this implementation, we built a custom function triggered on Lead conversion that hash-encodes, then writes information back to Meta to confirm that the specific Lead was a good one
  • This provides a “set it and forget it” method for continuously improving your pay-per-click advertising targeting on the Meta platform

Code Share of the Week

• Currency Formatting using Regular Expressions
  • This is a piece of code that uses RegEx to parse a number and put it in ‘currency format’ (with thousands separator and 2 decimal places).
  • It is particularly useful when you’re writing an email via script, an error message, or any text that needs to be read by humans, and your data comes out as a big number.

This Weeks Read

• The 8 best apps to help you focus and block distractions in 2022
  • Most of us are probably guilty of this in one way or another.  Here are some great apps to keep your mind on track while working.

New On Zenatta

• Zenatta Blogs
  • Zoho Survey Full Product Overview
    • In case you missed this month’s webinar, here is a full write-up to go along with Tyler’s full run-through of Zoho Survey.

Application / Plug-In of the Week

• Freedom
  • From the read of the week, though it isn’t free, we found this one to be the best of the 8 apps listed.

Tips and Tricks

• Zoho CRM Reports Overview
  • In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports.