The CRM Zen Show Episode 247 – My Neighbor Zotero

Zoho News

• New Zotero Extension for Zoho Writer
  • An excellent citation tool that now integrates directly into Zoho Writer.
• Global Sets for CRM
  • This is major news that allows you to now convert a picklist into a global set to use across the different modules.
• Zoho Desk Updates the WhatsApp Conversation-Based Pricing Model
  • Just an FYI for those using WhatsApp with Desk.
• Backstage Introduces A Brand New Email Designer
  • An excellent feature to have built-in with Backstage.  Very similar to what CRM has for an email builder.
• Zoho Projects Q1’23 Updates
  • Across the board, a great batch of updates keeps making Projects better and better.
• Zoho Sprints Q1’23 Updates
  • Sprints also had a handful of useful updates this past quarter, including priority levels and recurring items. 
• Qntrl Q1’23 Updates
  • Hourly schedules for custom functions and improvements to Bridges were made.  
• Zoho People April 23′ Newsletter
  • And wrapping up the news, if you are using Zoho People, we highly recommend subscribing to this newsletter.

Implementation of the Week

• Automated Early-Payment Discount Workflow via Zoho Books
  • In this implementation, our goal was to set up a flow such that our client’s Customers would receive a discount for paying their invoices early
  • To accomplish this, we set up a custom field at the Customer level that our client can use to determine what the early payment discount percentage should be for a given client
  • Then, we run a function on Invoice creation to apply a discount to that invoice based on the discount percentage assigned to the Customer
  • 10 days after Invoice creation, another function triggers. This one checks if the invoice has been paid by that time. If not, it will go ahead and remove the discount from the Invoice

Code Share of the Week

• Sync CRM Pipeline Meta Data to Zoho Analytics
  • Pipeline metadata inexplicably does not sync over into Analytics. Not to worry, you can set up a scheduled function to push that data over. This does require you to create an Analytics table with defined fields to add.
  • This function uses the TRUNCATE ADD option, meaning it clears out all existing rows and reuploads all the latest rows. Also, note that this code will need to execute for each layout with a Pipeline.

This Week’s Read

• How you can (and when you shouldn’t) use ChatGPT to write marketing copy
  • It’s not a news week anymore without some ChatGPT.  This week’s read from Zapier gives some excellent insight on when and how to use ChatGPT effectively for copy purposes.

New On Zenatta

• Zenatta Blogs
  • Zoho Social Full Product Overview
    • Zoho Social was long overdue for a video tutorial from us.  In case you missed it, here is the full webinar and a write-up to go along with it.  

Tips and Tricks

• Using Zoho Survey Responses to Kickstart A Campaign Workflow 
  • This week’s tip comes from AZAAZ (Ask Zenatta Anything About Zoho).  Want to learn more about how to do something?  Ask your question over on Club Zenatta, and we’d love to help!