This Week in Zoho News - CRM Zen Show Episode 108

This Week in Zoho News - CRM Zen Show Episode 108

Click here to listen to the podcast.

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
    • We like it.

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.