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CRM Zen Show Episode 147 – From the Dr. Obvious Department

Zoho News

  • Zoho Voice is Now Integrated with… umm… Zoho
  • Lock Meetings in Zoho Meeting for Android
  • Business Hours and Calendar Bookings in Zoho Recruit
    • You can now log business hours in Zoho Recruit. 
    • You can now also set your availability preferences with the Calendar Bookings feature.
  • Zoho Mail Round-Up (Part II)
    • Mail merge extension in eWidget
    • User profile section revamped
    • CRM templates in Zoho Mail
    • You can now pin your favorite eWidgets
    • DRE connectors to extend capabilities
    • See the full detailed notes here.
  •  Zoho Mail Adds Snooze and Reminders
    • You can now set a snooze on an email for a set period of time, and add reminders to emails.
  • Zoho Projects iOS Adds Subfolder Section
  • SalesIQ Features
    • Answer Bot Terms For SalesIQ
      • You can now equip Answer Bot with the ability to group terms. So when searches are done with synonyms you no longer have to manually enter each term in for each question, but rather create a group of words that will all reference the same article.
    • Use UAQs Adding More Solutions To Your Database
      • The UAQ section allows you to collect all the questions asked by users that the answer bot was unable to answer. This allows you to add more answers to your bot in the future based on unanswered questions. 

Implementation of the Week

  • Zoom Webinar Registration and Attendance Data to Zoho CRM
    • From the Zoom Developer space, two webhooks were set up to go to Zoho Flow: one for when someone registers for a webinar and another for when someone joins a webinar.
    • The flow fetches a CRM contact or lead based on email or creates one if none are found. 
    • The flow attaches the contact to a CRM campaign based on the Topic Name of the Webinar. If no campaign exists, the campaign is created.
    • Depending on which webhook was called, the contact’s member status in the campaign is set to “Registered” or “Attended”

This Weeks Read

  • Have Consumers Changed Character for Keeps? Not So Fast – by Denis Pombriant for CRM Buyer
    • Personally, I think we will return to 99% of our old habits within the year.  But I do love this quote from the article:
    • “From the Dr. Obvious department, we learn that 43 percent didn’t miss commuting; and the bureau of too much information reports that 30 percent said they didn’t miss getting dressed or professional grooming, while 14 percent said they had been partially naked on a work Zoom call. Let’s just attribute this to boredom. Please.”

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Mailchimp integration for Zoho CRM
    • A brand new integration released last week by Target Robot that allows you to:
      • Easily sync your contacts and leads, company information, deals, and marketing activity across Mailchimp and Zoho CRM
      • Choose whether to create new contacts in either system, or to simply enrich the data of your contacts who match across the two platforms
      • Search and filter by Mailchimp campaign results, turning your cold leads into warm ones
      • Improve segmentation and nurture campaigns by personalizing Mailchimp campaigns based on the sales pipeline
    • Pricing:
      • Growth Plan
        • $9.99 + $.001 per each contact synced (Per Month)
      • Enterprise Plan
        • $49.99 + $.0005 per each contact synced (Per Month)

Tips and Tricks

  • Zoho WorkDrive Beginner’s Guide – Setting Up Folders
    • In this video, our second Zoho WorkDrive beginners series tutorial, Tyler will teach you how to:
      • Create a Team Folder
      • Customization of Team Folders and their benefits
      • Team Folder settings review
      • Audit log review

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.