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Dear customers,

We hope you're staying safe and healthy.

We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here.



This time, we have two major updates and three interesting topics for you:

1. Zoho Subscriptions Developer Community

Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most of their subscription processes. Given the nature of our application, most of you likely use APIs and webhooks to automate your business workflows.

For quite a while, we wanted to provide a central hub for our developer customers so that they can discuss any technical topics. As a first step toward this, we're happy to launch the Zoho Subscriptions Developer Community.

You can use this space to ask questions about any technical aspect of recurring billing—APIs, webhooks, custom functions, you name it!

We've come across a lot of customers who are API experts and know our API documentation very well. If you are one such API enthusiast, this is the place for you! You're able to help other community members by answering questions asked in this space.

This is just the first step in bringing our developer community together. Follow this page, and stay tuned for more interesting updates. If you have some ideas on this front, feel free to share them as comments to this post.

2. Zoho Subscriptions v2.0 (for iOS users)

Last week, we released the latest version of the Zoho Subscriptions iOS app (v2.0). This is much more than a usual app update—it's a complete overhaul. From dark mode to business card scanning, it has everything you asked for. You can find the complete list of new features here.

3. Tips and Tricks

In the previous digest, we looked at automatically cancelling unpaid offline subscriptions beyond the expected payment date. For this edition, we have something that almost every subscription business wants:

Tips and Tricks #3: Sending SMS Reminders for your Subscription Business (Includes step-by-step instructions).

4. Integration Spotlight

This time, we'll focus on one of our most popular ones: the Zoho Subscriptions - Zoho CRM integration.

As most of you know, Zoho CRM is a complete customer relationship management platform that sales and marketing teams can use to nurture customers and build lasting business relationships. Combined with Zoho Subscriptions, you can eliminate organizational silos and keep your sales and finance teams in sync.

With this integration, customer information can flow across the apps seamlessly, and your sales team can view each customer's subscription and plan details right from Zoho CRM. To explore this integration further, you can visit our help guide. If you're already using it, we'd love to know your experience with it. Let us know in the comments.

5. Customer Corner

Meet Chad Sandstedt, the CEO and Co-Founder of TagniFi. Chad's team was initially using Excel to track subscriptions. Recording customer and subscription details, entering payment information and follow-up details—all this had to be done manually.

Eventually, this manual process became too time-consuming and overwhelming. "At one point, our team was spending a significant amount of time invoicing and chasing payments, so they had little time to take care of new customers," Chad said.

Fast-forward a year after using Zoho Subscriptions, Chad recalled: "We no longer worry about our subscription billing, payment collection, or bookkeeping. The seamless integration between Zoho Subscriptions, Zoho Books, and Stripe is a godsend!" Read their complete story here.

Do you recall the first tool you used for your subscription business? What made you switch to Zoho Subscriptions? Drop a comment, and we'd love to feature your story :)

Stay tuned for our next edition of #CommunityDigest!

You can follow us on Twitter, Instagram, or Facebook to stay up to date.

Did you enjoy this month's digest? Would any other information be useful to you? Let us know in the comments, so we can continue to provide the information you're looking for each month.

Until next time,
Harikrishna
Customer Relations | Zoho Subscriptions

1 user likes this announcement.
4 Replies
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  • 4 years ago

Hi Harikrishna, we'd love for the Zoho Subscriptions / Zoho CRM integration to be enhanced. Like most businesses, the CRM is our central hub to manage all of our prospect and client relationships. We pass data into the CRM from a variety of sources (Ex. Zoho Desk, Zoho Subscriptions, Zoho SalesIQ, Etc.) and then our Account Executive and Client Success team's apply different filters and views to take different actions.

Right now, none of the Zoho Subscription data flows over into actual fields that can be sorted or filtered on. So we can't say things like:

- Show me the Accounts where they created a subscritpion at one point but has since cancelled it so we can go and try to re-engage with them

- Show me the Accounts which are on our entry level plan who we don't have an Open Deal with for our higher plan.

It's basically just i-framing in Zoho Subscription data as part of an account.

We've had to spend a lot of time and money building out a custom integration, which is never ideal.

Given the Zoho One vision, wouldn't it make sense to enhance the Zoho CRM / Zoho Subscription integration?

  • 4 years ago

Hi Adam,

Thank you so much for your detailed feedback. We totally agree that these enhancements would make the integration much more useful to a lot of businesses. We do have some good news:

We are planning to bring "Subscriptions" as a module in CRM, similar to the Zoho Books - CRM integration. This could solve both your requirements. I'm not sure on the exact timeframe but you can definitely expect this in our product roadmap.

If you are an existing Zoho One user, you can fetch data from both Zoho Subscriptions and CRM to get the desired results (specific set of accounts) in Zoho Analytics. I agree this is a workaround, and solving it through the direct integration is the proper solution that both of us look forward to. But, I'm suggesting this temporary workaround only for Zoho One users (because you should already have access to Analytics without having to subscribe separately).

Let me know if you have any other questions, Adam. Happy to help!

Regards,
Harikrishna

  • 4 years ago

How i upgrade my free plan to paid plan

  • 4 years ago

Hi @DivyaYoga,

Thanks for your comment. Upgrading to a paid plan takes just two clicks: Log in to your Zoho Subscriptions account and choose "Settings", followed by "My subscription". Here's a screenshot for your reference:



You can try this out, and if you need further assistance, feel free to reach out to us at support@zohosubscriptions.com

Regards,
Harikrishna

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