The CRM Zen Show Episode 225 – Too Close TOCOL

Zoho News

• Zoho Workplace Enhancements and Updates From October 2022
  • Great new feature updates to Zoho Writer, Cliq, Show, and Connect.
• 7 New Zoho Sheet Functions
  • The Sheet team never ceases to amaze us with some great new functions. 
• Schedule A Call And Add A Meeting Now In Workflow Rules
  • This is huge for people that want to get their hands dirty but don’t want to write a bunch of deluge coding. This update is similar to how you could add a task previously.
• Introducing Zoho Books In Mexico
  • Tailored for businesses operating in Mexico, great to see them constantly expanding these services globally.
• Zoho People Partners With GreytHR
  • And speaking of global expansion another partnership that benefits users in the Middle East and Africa.
• Layout Rules Minor Enhancement
  • The “Set Mandatory Field” action is now supported in APIs.
• Thanksgiving Ideas For A Successful Holiday & Boost In Business 
  • Just in case you needed some ideas for a Thanksgiving campaign…
• Last Call, Migrate From Docs To Workdrive
  • We doubt anyone is still using docs but if you are you have a few more months left.
• New Zoho Recruit Integration With Naukri Gulf 
  • Zoho Recruit is now integrated with the Gulf’s fastest-emerging job board!
• Zoho Projects Now Supports Context Menus For The Users & Teams Module 
  • Not life changing but still a useful addition we thought we should mention.
    

Implementation of the Week

• Zoho CRM/Desk Integration – Leads “Push-to-Desk”
  • This implementation set out to solve the challenge of having existing Customers use forms designed to inbound Lead capture to get in touch with our client’s team
  • To solve this case, we added a custom button on the Lead record called “Push-to-Desk”
  • Pressing this button invokes a function that does the following actions:
    • Converts ZCRM Lead to Contact
    • Creates ZDesk Contact record with matching information
    • Creates a ZDesk Ticket under that Contact including information from the submitted Lead record
  • This button provides an easy way to get this Lead out of your sales queue, and properly add them into the support queue in ZDesk

Code Share of the Week

• Basic WorkDrive API Call Structure 
  • The Zoho WorkDrive APIs have two distinct “quirks” that separate them from most of the other Zoho APIs.
    • First, EVERY API CALL TO ZOHO WORKDRIVE MUST INCLUDE IN THE HEADER THE KEY-VALUE PAIR {“Accept”:”application/vnd.api+json”} OR ELSE YOU WILL NOT RECEIVE ANY RESPONSE.
    • Second, most of the WorkDrive APIs make use of an “attributes” map within the HTTP request’s body. When looking at Zoho WorkDrive documentation, pay close attention to which parameters should go in the “attributes” map, and which should be in the request’s general body. Included is a template for a general WorkDrive API call.

This Week’s Read

• 5 Blogging Trends To Leverage In 2023
  • At the end of the day, you want someone to get something out of your blog AND want to come back for more. Hubspot does it again with another great read on how you can enhance your blog in 2023. 

New On Zenatta

• Zenatta Blogs
  • Zoho Cliq Full Product Overview
    • This week’s blog gives a run-through of the Zoho Cliq Full Product Overview Webinar that went live this week. If you don’t have time to watch the full webinar, take a few minutes to read through this blog!

Application / Plug-In of the Week

• Zoho Cliq Message Card Builder
  • This is an app that Josh on our team uses all the time. Pre-formatting the different features in a Cliq message and even writing the deluge code for you! Just copy and paste it into your system!

Tips and Tricks

• How To Link A Lead Record Upon A Zoho Form Submission In An Email
  • In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form.