This Week in Zoho News - CRM Zen Show Episode 108
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Zoho News
Notable Mobile Updates
Implementation of the Week
- Custom Buttons in CRM Deal Record for Internal Notifications
- On pressing a custom button in the Deal view page, a custom Deluge function is triggered.
- This custom functions gathers information about the Deal, then posts this information to a webhook endpoint in Zoho Flow
- Zoho Flow can use this information to format and send an email template out to a set email address
- Example Use Case: Sending an email to the fulfillment team to request a quote for shipping based on information in a specific Deal record
Things We Noticed
- The CRM Font Has Changed Again
This Week’s Reads
New on Zenatta.com
Zenatta Blogs
New Zenatta YouTube Videos
New Resource Guides
Application / Plug-In of the Week
- LinkedIn Email Finder - Adapt Prospector (Chrome Extension)
- The Adapt Prospector (Website)
- This extension lets you find contact information on any LinkedIn profile
- $49 a month package get you:
- 500 Contacts
- 1 User
- No Daily Limit
- Email Addresses
- Direct Dials
- Prospector for Sales Navigator
- List Management
- CSV Export
Tips and Tricks
- Roles & Data Sharing
- A follow-up to last week's video on Profiles. We now go over the benefits of setting up your Roles and Data Sharing in Zoho CRM.