This Week in Zoho News - CRM Zen Show Episode 103

This Week in Zoho News - CRM Zen Show Episode 103

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Zoho News

Notable Mobile Updates

Implementation of the Week

  • Zoho CRM - Zoho Workdrive Integration through Flow for custom external sharing links

    • Workflow trigger set up in Zoho CRM to post a webhook to Zoho Flow upon a Deal reaching a predetermined Stage

    • This outbound webhook triggers a Flow to create an externally shareable Workdrive folder within a specific team folder, named the same as the Deal record

    • Flow then copies the new shareable link from the external Workdrive folder, and writes it back into a predefined field in the Deal record

    • This link can be accessed by users within the Deal, as well as added as a merge field to email templates to be sent out to customers

This Week’s Reads

New on Zenatta.com

Zenatta Blogs

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Zoho Annotator

    • The best capture app for Zoho.

      • Capture the full, visible area, or a selected part of a page, then add annotations on top of the image.

      • Capture interfaces that appear only after clicking a link or button using the Timer button from the menu.

      • Capture your entire desktop screen or an application window using the Desktop Screen option.

Tips and Tricks


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________