This Week in Zoho News - CRM Zen Show Episode 111

This Week in Zoho News - CRM Zen Show Episode 111

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Zoho News

Notable Mobile Updates

Implementation of the Week

  • Zoho Flow for custom Zoho Form Integration
    • Zoho Form submissions can trigger custom integration actions in Zoho Flow
    • Zoho Flow can fetch against Leads AND Contacts to ensure there are no existing matches in either module
    • If there is a match, a Task and Email notification can be triggered to notify the record owner that a form submission came through for an existing record
    • Overall, this integration is a nice improvement over the default Forms integration, as it can check and upsert in multiple modules

This Week’s Read

New On Zenatta.com

Zenatta Blogs

Tips and Tricks

New Resource Guides

Application / Plug-In of the Week

  • The Zoho Cliq Documents Widget
    • This is a Zoho Writer Widget for Cliq. It allows you to:
      • Create, view, and manage documents using the Zoho Writer widget
      • Export Writer documents as Word documents your teammates and clients can download.
      • Share documents from Cliq.