The CRM Zen Show Episode 136 – Integration Station

Zoho News

V2.1 API Launched For Zoho CRM
- Some very nice additions to this latest update!
Zoho CRM Field Update For Workflows Receives An Enhancement
- Field update has now been combined under edit with two new options:
  - Any field gets modified
  - Specific field(s) gets modified
Zoho Analytics Rolls Out New Features
- Two new features were added in this latest update:
  - Slideshow UI Revamp
  - Chart Sorting Enhancement
Zoho Sprints Now Integrates With Zoho Show
- Simplify the process of communicating with your team with this slick new integration of the two apps!
Zoho Recruit Partners Up With SkillSurvey
- This new partnership improves the optimization of reference checks and much more!
New Orchestly Extension For Zoho WorkDrive
- Now you can bridge the data gap between these two apps!
Zoho Bigin Now Supports Tag Management Feature
- Bigin iOS app (v1.2.11) and macOS app (v1.0.8) now support Tag Management.
February Updates for Zoho Inventory and Backstage
- Here is what happened last month for Zoho Inventory and Zoho BackStage
Zoho CRM iOS App Adds Ability To View Line Items In Inventory Records as Subforms
- You can now edit the line items by tapping on the subform in the Zoho CRM iOS app (v.3.6.5)
3 New Updates For Zoho Meeting

Implementation of the Week

Custom functions in Zoho Subscriptions for mapping current subscription Statuses to CRM Contacts
- Custom Deluge scripts can be triggered on a variety of Subscriptions actions (activation, upgrade, cancellation)
- Using the customer on file for the Subscription, the CRM Contact can be fetched in Deluge
- Based on the subscription product and plan, we can assign specific identifiers to the Contact in CRM
- This allows us to market to subscribers of specific plans based on this identifier

This Weeks Read

How to Create an Effective Customer Journey Map – HubSpot Blog – by Aaron Agius – @IAmAaronAgius
- A monster 19 minute read and well worth the time, but I can sum it up with one quote from the article:
  - A customer journey is very specific to the physical experiences your customers have. Thus, the best way to understand the journeys of your customers is by asking them.

New Blogs, Videos, and Resource Guides

Zenatta Blogs
- Don’t Get Intoxicated From Bad Leads
- Zoho People vs. BambooHR – Which is right for you?
New Zenatta YouTube Videos
- Zoho Sign Beginner’s Guide – How To Setup A Template
  - The first tutorial in our March beginner’s guides series.
New Resource Guides
- Zoho Vault Best Practices Guide

Application / Plug-In of the Week

Ghost Browser
- This is a browser that is built on Chromium (the same as Google’s Chrome Browser).
- I am finding this to be a big time saver. It really keeps things organized. It also allows you to have multiple identities open at the same time. (Be logged into the same website on different tabs, using different credentials.
- Key Features are:
  - Multiple Identity Types
    - Choose permanent or temporary Identities to manage your isolated cookie jars!
  - Powerful Proxy Options
    - Assign a different proxy to each tab or to groups of tabs in a flexible and powerful way.
  - Chrome Extensions
    - Built on Chromium so you can import your Chrome extensions in under 30 seconds.
  - Fight Tab Bloat
    - Save your tabs into groups and pull up only the ones you are using right now! Instant productivity!

Tips and Tricks

Change the order of your CRM Search by reordering your Tabs
- A shout out to CRM Zen Show listener Jessica for pointing this one out.
- Yes, it is true. If you place your contacts first (after the home tab), then the first results you get will be Contacts. If leads were moved to the second position, then leads will show up next.
- You can rearrange your tabs by going to Settings> Modules and Fields> Organize Modules (in the upper right-hand corner).

Billy Bates