The CRM Zen Show Episode 306 – Live from Zoholics!

Zoho News

• Zoho CRM Dynamic Filters for Lookup Fields
  • This is major, this latest filtering option allows for enhanced lookup functionality comparing fields in the lookup module with those in the current module.
• Duplicate Checking Enhancements for Zoho CRM
  • In cases where Contact records were created that skipped the Lead conversion process, you now have additional functionality for checking existing Contacts when a new Lead comes in.
• Zoho CRM Calls Module can now import data
  • This is a small update, but it’s a nice one, especially for those who may need to bulk update record data in the Calls Module.
• New AI Updates for Core Zoho Applications
  • A handful of minor Zia enhancements across a few Zoho Applications, including Sign and WorkDrive.
• Zoho Recruit ChatBot Now Integrates with the Candidate Portal
  • Nice minor feature add, especially to automate some of the quick answers.
• LeadChain by Zoho Social for Zoho Bigin
  • Instantly sync Lead data that come in from your various social media ads with this new topping.
• Bigin gets a new topping… Shopify!
  • And the cherry on top, Shopify has been added as a topping for Bigin.
• Migration Support for Zoho Marketing Automation 2.0
  • If, by chance, you are still using Marketing Automation 1.0, Zoho has finally released support for upgrading to MA 2.0
    

Implementation of the Week

• Dropbox Integration for Zoho Sign via Zoho Flow
  • In this implementation, we’re working with a client that uses Dropbox in tandem with Zoho CRM+Sign
  • Previously, upon a document being signed they were manually loading the completed documents into a folder for each client within  Dropbox
  • Our goal was to automate this process, so we started by setting up a trigger upon Zoho Sign document completion via Flow
  • We then route the Sign info into a Deluge function where we are able to download the PDF and assign it a name based on a standard convention
  • Then, we find the Dropbox folder based on the client name, and upload the document there for long term storage

Code Share of the Week

• Inventory to QBO integration
  • This week’s code share guides you through automating the process of sending inventory data from Zoho Inventory to QuickBooks Online (QBO) using Zoho Flow. This involves setting up connections between Zoho Flow and both Zoho Inventory and QBO and creating a custom function to manage customer and item data in QBO and generate invoices based on sales orders from Zoho Invoice. This automation aims to streamline data integration and reduce manual entry efforts.

New On Zenatta

• Zenatta Blogs
  • Setup Your Team For Success With Zoho Campaigns Team Training
    • The first of our series of Marketing Team training courses has been released!  Check out our new Zoho Campaigns team training, and don’t miss out on our limited-time pricing special this week.

Tips and Tricks

• Integrate Zoho CRM, FSM, & Books for Better Field Operations
  • In this week’s tip, Tyler dives into this highly requested tutorial of the full integration between CRM, FSM, & Books.

This Week’s Quizzes

• Monday Quiz: What new options have been introduced in Zoho CRM for more flexible validation rules?
• Wednesday Quiz: What feature was introduced in Zoho Social allowing users to publish directly to Facebook?