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.