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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 has revised the pricing of portals. (The price went down.)
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
If you haven't tried Wizards they allow you to create CRM records with forms that are easy to navigate, and allow you to guide your sales team with notes
Zoho Desk Devs Can Now Access Resources Defined in the Resources.json File
Developers can now easily include Zoho Desk resources, such as fields and webhooks, within your extensions.
Notable Mobile Updates
Zoho Projects 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
Why Hasn't CRM Taken Over the World? - CRMBuyer - By Denis Pombriant
Training is key to adoption.
New Blogs, Videos, and Resource Guides
Zenatta Blogs
New Resource Guides
Application / Plug-In of the Week
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
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.