Zoho News
- Zoho Analytics New Features April Update
- Some great updates for April including 2 big connectors for YouTube and GA4.
- Zoho CRM Blueprint now Supports Portal Users
- Good add by Zoho, this is a very nice feature to have in the portal.
- Zoho CRM Adds More Bulk Delete Admin Support Tools
- A minor QOL update as they continue to add on to these admin tools.
- SalesIQ Zobot Now Live For Social IM Channels
- If you have a Zobot, you can now assist visitors on your Social IM channels.
- Zoho Desk Adds Default Comment Type
- By default, it should still be private, but if you want to change that to public, you now have the option to do so.
- Zoho Recruit Adds Offers Module
- Generate and manage offer letters now inside this new Module.
- Zoho Recruit Adds Bulk Download/Delete Attachments
- And another QOL bulk update feature.
- IIMJobs & Hirist Are Back On Zoho Recruit
- One of India’s leading hiring platforms, IIMJobs, and a great tech hiring platform, Hirist, are now back on Zoho Recruit.
- New Google Meet Integration For Zoho Bookings
- The more, the merrier!
- Codeshare from Zoho for Cliq
Implementation of the Week
- Dialpad SMS Integration for Zoho CRM via Zoho Flow
- In this implementation, our goal was to build a custom integration between Dialpad and Zoho CRM to track inbound and outbound SMS messages in CRM
- To accomplish this, we set up a Zoho Flow (webhook triggered) that fires off every time an SMS is sent/received by Dialpad
- This Flow uses custom functions to check against the CRM to identify the Lead, Contact, or even Custom Module entry that is relevant to this SMS (based on the phone numbers)
- We also determine if the SMS was sent TO our client, or sent FROM our client to their prospects/customers
- Each one of these messages is logged into CRM in a custom module, making it easy to view specific messages for a given Lead/Contact, and easy to pull aggregate reports on this data later
Code Share of the Week
- Zoho CRM :: Filtering Custom Views using URL Parameters
- In this code share I walk you through how to append parameters to a URL so that you can filter records dynamically on a custom view.
- In this example I create a custom function that is triggered by a button on a task record to view similar tasks that have the same subject line. However, you can modify this code to work with other fields as well as compound multiple fields into the filter criteria. You can also modify this to work with dynamic links in internal emails or buttons in other modules.
- Mask Data in a Custom View using Client Script
- Zoho has been upgrading the Client Scripting functionality in the CRM with triggers for the standard detail view as well as the standard list view.
- One use case is if you have a custom view with sensitive data that you want your employees to see just enough to be able to confirm with a customer but not enough to see the whole thing.
This Week’s Read
- 25 SEO Trends to Leverage in 2023
- HubSpot tends to know a thing or two or twenty-five when it comes to SEO. See what they say is trending in this week’s read.
New On Zenatta
- Zenatta Blogs
- 6 Ways Zoho Creator Can Revolutionize Your Business Workflow
- Sometimes you need a custom solution for your business workflow. Here is a quick rundown of 6 ways Zoho Creator can help you create that custom solution.
- 6 Ways Zoho Creator Can Revolutionize Your Business Workflow
Pick of the Week
- Deadline Funnel
- Create amazing offers for your audience on the platforms where you’re already connected. We recently tested it with ZCampaigns/WordPress, and it works great!
Tips and Tricks
- Creating A Custom Sync To Zoho Analytics via Deluge
- Greg is back with another video tutorial guiding you step-by-step through importing and synchronizing CRM pipeline stages using Deluge for enhanced data insights that will be set to an automated schedule.
