The CRM Zen Show Episode 268 – Good Form, Peter, Good Form

Zoho News

• Zoho Forms Advanced Analytics
  • For those of you using the Forms standalone app, this is a great addition to Forms.
• Zoho SalesIQ Chat Module Revamped
  • Just a minor UI enhancement of chat, you can still keep the old UI.
• Zoho Bookings Introduces Collective Bookings (Notable)
  • Every month, Bookings is getting closer and closer to making our Yes list.
• Zoho Desk Adds Preview Field Visibility For Profiles
  • This is a big QOL update
• Zoho Social Now Supports Mastodon
  • For the 12 people in the world who use Mastodon, you can now post from Social.
• Zoho Mail Receives Gold with VBSpam+ award
  • Congratulations Zoho Mail Team!
• CRM
  • New Zoho CRM Keyboard Shortcuts
    • If you are a Zoho CRM power user, these are for you.
  • Zoho CRM Email Bounce Enhancements
    • This is big, you can finally manage bounced emails to unblock them.
• Finance
  • Zoho Launches Zoho Billing To Replace Subscriptions
    • This is still Zoho Subscriptions, more of a rebranding with new features, including associating items with a subscription.
  • Zoho Books September’23 Updates
    • And here is everything that came out for Books this month, including the ability to disassociate sales orders from void invoices.
• WhatsApp
  • Zoho TeamInbox Adds A WhatsApp Channel
    • Have WhatsApp directly in TeamInbox and shared inboxes within the app.
  • Zoho Bigin Adds WhatsApp Integration
    • And it is know integrated within Bigin as well.
  • Zoho Desk IM Update
    • Now you can connect with customers directly in the Tickets module with WhatsApp.
• Product Round-ups
  • And in case you missed last month’s updates.
    • Zoho Workplace August’23 Round-up
    • Zoho Desk August’23 Round-Up
      

Implementation of the Week

• Zoho CRM Quote Document Generation for signing via DocuSign
  • In this implementation, we are working to create a highly customized Quote document, and send it out for signature via DocuSign
  • While this can surely be done with ZohoSign, in some industries or cases, using a more widely recognized tool like DocuSign can have benefits
  • To kick this process off, we added a custom button that runs a mail merge similar to how we often generate documents
  • Rather than forwarding this document to ZohoSign, we instead load it into DocuSign to create an Envelope. This Envelope can store multiple documents if needed
  • In our implementation, this document is saved as a draft in DocuSign for review before sending. However, it could be automatically sent via the API

Code Share of the Week

• Making sure a CRM field update triggers a blueprint
  • The code shows the use of the “trigger” object that can be passed in as an optional argument in the Zoho CRM Update Record integrated task. This code share will ensure that any workflows, blueprints, approvals, or orchestrations that could be triggered by the record update will occur.
• Populate CRM Task Contact Name using the Related To Record
  • This snippet covers a missing feature spotted by one of our community members. He wanted to create a task via a blueprint from a Deal, but the Contact associated to the Deal is not automatically associated to the created Task. 

This Week’s Read

• The 6 Stages of the Product Life Cycle
  • This is a monster blog from the HubSpot team.  Excellent article that covers the 6 stages with plenty of examples and resources for each stage.

New On Zenatta

• Zenatta Blogs
  • Zen & Growing in Las Vegas: Zenatta’s Annual Retreat
    • Our leadership team had an amazing time last week at our annual retreat.  Here is a sneak peek of some things to look forward to in 2024.

Tips and Tricks

• Setting Up Your Help Center Access Settings In Zoho Desk
  • In this week’s tip, Landon runs you through the basics of setting up your Zoho Desk Help Center.