Community Digest - March 2021
Community Digest - March 2021
Announcements
Introducing
Zoho CRM's V2.1 APIs
New enhancements in
Dashboards UI and an all new home page view
New updates in deal stage and
stage probability mapping
Multiple location URLs and date picker
are now available in Zoho CRM Webforms
Announcing
field update and date/time based triggers
in workflows
Community Discussions
A round of applause to
CEYOND - Beyond Digital
for sharing a workaround on
German salutation
in Zoho CRM
The Periodic Table of Marketing Extensions:
a list of 40 useful marketing extensions to enable seamless data flow between marketing apps and Zoho CRM
Extension Pointers - JS SDK Series #8: Use the
SearchRecord API
in a widget to simplify business operations
Wondering you to prevent your employees from setting up events or reminders after business hours?
Check out this thread!
Get instant notifications for
bounced emails
using workflows
Juan
, Zoho Community MVP, shares a step-by-step procedure on
setting up workflows for WhatsApp and SMS for unresponded client emails
Michael Trow
,
Zoho Community MVP, gives his take on
fetching account info from CRM to Zoho Campaigns
Schedule
mass emails
in Activities module with Michael's two workarounds
Take a look at this interesting conversation thread on
best quote proposal software
integrates well with CRM
Create "no task"
reports for the accounts
Kevin Flynn
, Zoho Community MVP, shares a code snippet on
copying custom field from accounts to quotes
CRM for Mobile
iOS14 Menus, New Date pickers and
Wind down shortcuts
are now available in CRM iOS app
Line items in inventory records can now be viewed as
Subforms
in the Zoho CRM iOS app
Spotlight
Spotlight #4 -
Leverage the power of AI to get smart and intuitive lead assignment suggestion
Scaling sales
Scaling sales is a community of sales leaders and executives who will be your drivers for growth. They share best practices to enhance business functionalities. Hop on over to the latest post in this series on ways to scale your sales -
Inbound Marketing 101: The Foundational Blocks of Inbound Marketing Strategy
My Zoho Story
Zoho users from various industries share their learnings and experiences to leverage Zoho to empower their business.
Listen to what
Pete English
has to say how CRM software has revolutionised real estate business.
App Spotlight
App Spotlight brings you hand picked apps to enhance your Zoho experience. Visit Zoho Marketplace to explore all the apps.
Xtend for Zoho CRM