The CRM Zen Show Episode 260 – Are You Still Master Of Your Domain?

Zoho News

• PSA – Application Server Issues
  • You may have noticed some issues at the beginning of last week with the following applications:
    • Zoho Cliq
    • SalesIQ
    • WorkDrive
• Zoho CRM Email Deliverability Improvements
  • Following a long stream of updates, Zoho continues to improve email deliverability with domain authentication.
• Zoho CRM June’23 Community Digest
  • We’ve covered most of these updates, but one thing worth noting is the code shares you can find within these digests.
• Zoho Creator Revamps It’s Upcoming Notes Page
  • And some news about news…
• Zoho Desk Android App now Supports Marketplace Extensions
  • This is a big update for the Zoho Desk mobile app.
• Zoho Desk IM Update
  • More improvements to third-party IM applications with Desk.
• Zoho Mail Android Adds RTL
  • And wrapping up the news this week,  Zoho Mail for Android now supports right-to-left text.
    

Implementation of the Week

• Zoho CRM + Writer + Zoho Sign Custom Automation for Storing Zoho Sign Response Information in CRM
  • In this implementation, our goal was to set up a document automation system that would allow our client to send a variety of documents via ZSign easily from the CRM, and capture any submitted field data back to the CRM
  • For this use-case, we added a custom module (child record of Deals + Accounts) where the documents are originally generated via mail merge
  • The documents contain many fields that need to be filled in by the client during the signing process. Many of those fields refer to data that our client doesn’t have in the CRM at the time of sending
  • Once the document is completed, we capture the submitted data and write it to CRM via a custom function. This data is used to update the original custom module where the process started, as well as the related Account, Deal, and Contact(s) relevant to that particular document

Code Share of the Week

• Export an Analytics Dashboard with Widgets as HTML
  • When exporting a pivot view or chart via Analytics API as HTML, you are returned the HTML file directly. In the case of a dashboard, you are given a .zip file containing the HTML file along with .png files of any images or widgets on the dashboard. This snippet extracts the files from the .zip folder and converts the images/widgets into base64 text, and inserts them directly into the HTML, which can now be sent out as an email, for example.

This Week’s Read

• 29 email marketing best practices for 2023
  • An excellent list put together by Zapier.  We went through these and can agree all of these are practices you should be following.

New On Zenatta

• Zenatta Blogs
  • Boost Your Productivity with Zoho Bookings, Calendar, & Meeting
    • In case you missed it, this week we did our monthly Webinar on Zoho Bookings, Calendar, and Meetings.

Tips and Tricks

• Using “Email Action” to Capture Additional Information From Zoho Campaigns Workflows
  • When it comes to exporting data from Workflows, there sometimes isn’t a direct way to do it.  This week’s tip covers utilizing the Email Action trigger in Zoho Campaigns as a workaround.