This Week in Zoho News - CRM Zen Show Episode 116

This Week in Zoho News - CRM Zen Show Episode 116

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Zoho News
  • Zoho Forms integrates with Zoho PageSense

    • This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms.

  • All New Marketplace Extensions for September 2020

    • Here is the full list of all of the recently released Extensions in the Zoho Marketplace. A big one, is that you can now connect Zoho Subscriptions to Zoho Analytics.

  • Zoho WorkDrive Adds Improved File Previews

    • WorkDrive supports 160+ file formats which means you can quickly view files without having to open or download them. The team has added 5 new enhancements for previewing your files.

  • Zoho CRM Enhancements to Webforms and A/B Testing

    • 3 nice updates.  The big one being that after the A/B testing is completed, you can launch the winner automatically.

  • Zoho CRM Portal Pricing Changes

  • Zoho CRM "Unsubscribe" Feature Has Been Revamped

    • These changes will not impact the existing unsubscribe links, except these links will not be listed under the list of unsubscribed links.

  • Zoho CRM Wizards Enhancements

  • Zoho Desk Devs Can Now Access Resources Defined in the Resources.json File

Notable Mobile Updates

Implementation of the Week

  • Zoho Survey - CRM Integration to create Task for Contact record upon Survey completion

    • Zoho Surveys have a plug-and-play integration into the CRM that allows for Surveys to be sent out and tracked related to CRM records

    • However, completion of a Survey can not trigger a specific follow up activity to the CRM record owner

    • On completion of a Survey, we can trigger custom functions to run

    • Our custom functions finds the matching CRM Contact or Lead, and creates a follow-up Task to the record owner letting them know which specific survey was completed

This Weeks Reads

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Loom

    • We use Loom everyday at Zenatta.  It is our app of choice to record quick videos for our customers.

    • This was an app of the week way back on CRM Zen Episode 5 (September 3, 2018) They recently announced a bunch of changes, and I thought this would be a great time to share this application again.

Tips and Tricks

  • Creating and Extracting Zip Files in Zoho WorkDrive

    • In this video from the Zoho team, they show how WorkDrive lets you create ZIP files, download zipped data into your system, and extract files into a different folder.

    • You can also preview the contents of a Zip File without opening it.



      • 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. ____________________________________________________________________________________________________________