The CRM Zen Show Episode 326 – Zia Knows What You Did Last Query

Zoho News

• Zoho Desk: Answer Bot Enhancements
  • It’s not entirely clear if anything significant has changed, but it seems there are some Zia enhancements to the Answer Bot.
• Zoho Forms: Halloween themed templates
  • Grab your spooktacular-themed templates for Zoho Forms!
• Zoho CRM: Enhanced Forecasting with Deal Likelihood Predictions
  • Deals are now assigned a success likelihood forecast based on historical deal data.
• Zoho Projects: In App Audio & Video Player (Android)
  • The title says it all.
• Zoho Desk: New Qntrl Integration
  • A sleek new integration now brings Zoho Desk insights directly into Qntrl.
• Bigin: New Bigin 360 plan
  • Bigin keeps getting bigger! This new plan comes with Toppings pre-installed and increased limits.
• Trident: Windows Updates (v.1.16.5.0)
  • You can now record meetings and check calendar availability. 
• Zoholics UK announced 2025
  • Though there isn’t an official landing page out yet, emails went out this week letting everyone know about Zoholics London.  Shoutout to A2Z Cloud for putting together this landing page.

Implementation of the Week

• Automated Storage of Sales Order PDFs in Customer-Specific Workdrive Folders
  • In this implementation, our goal was to configure an automation to generate and store PDF copies of all created Sales Orders within Workdrive
  • This allows these PDFs to be easily available for clients in the future via a customer portal that pulls in the Workdrive link 
  • To accomplish this, we configured a workflow + deluge automation within Zoho Books that triggers upon the confirmation of a Sales Order
  • We access the Zoho Books REST API, which provides an endpoint to download the PDF copy of the Sales Order
  • Then, we pull the Workdrive Folder Info from the CRM Customer Account record
  • Last, we use that Workdrive data to upload our Sales Order PDF to the appropriate folder

Code Share of the Week

• Access and Update Zoho Desk Custom Lookup Fields via API
  • This code share is more of a PSA that has to do specifically to Zoho Desk custom lookup fields. In order to update or access Zoho Desk custom lookup fields you have to pass in an extra parameter to the headers for the api call. This functionality applies to both standard and custom modules in Zoho Desk.

New On Zenatta

• Zenatta Blogs
  • 13 Email Marketing Tricks (or Treats) for Zoho Campaigns
    • Here are 13 quick tips you may not know to make your Zoho Campaigns experience smoother.

Tips and Tricks

• Custom Modules Tutorial for Zoho CRM
  • In this week’s tip, Tyler walks you through the process of building custom modules, linking them to other records, and managing your data more effectively

This Week’s Quizzes

• Monday Quiz: What is the first step in creating a custom report in Zoho FSM?
• Wednesday Quiz: What enhancement has been made to support agents regarding their availability in Instant Messaging?