The CRM Zen Show – Episode 119 – Did I Mention Bigin?

Zoho News

• PSA: Authtoken Deprecation For Analytics and Projects

• • Both Analytics and Projects are going to stop accepting Authtokens for authentication.  It is recommended you switch to Zoho OAuth Tokens

• The Bigin Train Keeps On Rolling: Adds API Support

• • Bigin currently supports three types of APIs – REST APIs, Bulk APIs, and Notifications APIs.

• • You can check out the complete API documentation for Bigin here.

• 23 New Zoho Marketplace Apps Added in October

• • Here is the complete roundup of the 23 new extensions.  Bigin accounts for the lion’s share, with 9 of them.

• Zoho CRM Blueprint Updates

• • Some nice updates to Blueprints:

• • • Parallel Transitions

    • Transition Enhancements

      • Widgets support.  

      • Multi-select and Multi-user lookup fields support

      • Increase in number of fields supported in During Transition

• Zoho BackStage “Exclusivity” Update

  • This update adds the ability to create promo codes that will be accessible to only a specific guest list. For everyone else—even if they do know the code name—the code won’t work.

• Zoho Inventory – November 2020 Update Roundup

• • 10 big updates this month including Warehouse Access Restrictions, Picklists, and Google Shopping Integration.

• Zoho Forms Now Integrates with Bigin

• • Login into your Zoho Forms account, and find Zoho Bigin under the Integrations tab. 

  • To learn more, check out the step-by-step procedure here.

Notable Mobile Updates

• Bigin Mobile Updates

• • New versions of the Bigin mobile app are available for both iOS and Android. There have been some changes to the Calls module to keep it in line with the web version (bigin.zoho.com).

• Unsplash Support Added To The Zoho Show iOS App

• Unsplash provides access to millions of free high-resolution images to use in your presentations.

• Zoho Projects iOS App – Adds Completion Percentage Tracking

• The latest version of Zoho Projects iOS App (v3.2.2), now allows the tracking of a project completion percentage based on ‘Task percentage completion and Completed issue count’ or ‘Completed task/ issue count’.

Implementation of the Week

• Zoho CRM – Trustpilot Integration Using Zoho Flow

• • Trustpilot has an established action in Zoho Flow for sending a review request

  • You can choose the specific request type and email template, as well as map the Trustpilot reference value inside the Flow action

  • Zoho CRM workflow-function posts a webhook to Flow to initiate the correct review request upon trigger conditions in the CRM.

This Weeks Reads

• How to use colors effectively in email marketing (Part 1) – From the Zoho Blog – By Susmit

• • This is an in-depth look at how color can improve your email effectiveness. From the article:

  • “A marketing email is a combination of carefully crafted parts, aimed at garnering maximum engagement. Of these, color plays a vital role, adding subtlety or exuberance to the email. With the right combination of colors, you can effectively ensure you convey the appropriate message to your subscribers.”

New Blogs, Videos, and Resource Guides

• Zenatta Blogs

• • Upgrade from Free Email with Zoho Mail

• New Resource Guides

• • Tracking lead behavior in website – using web assistant

• • How Real-Time Project Monitoring And Tracking Help Sales Teams

Application / Plug-In of the Week

• unroll.me

• • This is an app that will clean up your inbox by giving you a list of all your subscription emails. It then allows you to unsubscribe easily from whatever subscriptions you no longer wish to receive.

    • Here is the features list.

    • The service is free.

  • This application was recommended by a listener to the show.  I have been using this application for a week now and absolutely love it.  It has cleaned up my inbox and made email manageable.

Tips and Tricks

• Video Tip of the Week 

• • User Roles and Permissions In Zoho Books

• • • A follow-up to our Webinar last week.  

• Building A Zoho Marketplace Extension

• • The 4th part of this series over in the Zoho Community was published this week.

  • The series of posts is a guide for developers to help them build extensions in Zoho Sigma and publish them in Zoho Marketplace.

    • Building Extensions #1: Introduction to Developer Series on Extension development for Zoho Desk

    • Building Extensions #2: Features supported in the platform to build Extensions for Zoho Desk

    • Building Extensions #3: Setting up the development environment and building extensions for Zoho Desk

    • Building Extensions #4: Uploading new extensions and updating existing extensions in Sigma