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CRM Zen Show Episode 148 – The One Without Brett

Zoho News

  • MarketingWho?
  • Zoho Assist Adds Slack Integration
  • The SalesIQ Party Keeps On Going
    • We touched base on this feature a few episodes ago but here is the official post for the Codeless Bot Platform.
  • Coming Soon – Universal Actions for Adaptive Cards in Zoho Projects
  • Zoho Meeting May Updates
    • Another batch of solid updates getting closer to primetime.
      • Webinar attendees increased to 1,000
      • Stereo added along with enhanced audio
      • Scheduling gets a revamp 
      • and more…
  • Zoho Inventory May Digest
  • Automation Added To Imports for Zoho CRM
  • Activate The New Zoho Calendar

Implementation of the Week

  • Email Validation via Zoho Deluge API call to Clearout.io
    • There are email checking/validation plug-ins available for Zoho CRM, but you are unable to control the workflow/triggers for these plug-ins.
    • For example, you may want to run this on a schedule every month, which is not possible via a pre-built plug-in
    • Clearout.io provides email validation services via spreadsheets, or via an API call
    • Stateless function created to check specific email addresses. Then, workflows triggered on create/edit of Leads and Contacts to validate emails
    • Scheduled function also configured to run on aging records to confirm email validity for email marketing

This Week’s Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Clearout.io
    • This service provides email validation/verification services on an affordable per-credit basis
    • Emails can be validated in bulk via spreadsheet import, or via API for individual emails
    • Compared to competitive services, Clearout.io’s pricing is very attractive (the highest possible price is $0.007 per email validated)
    • They have a direct integration to Zoho CRM on their roadmap, so keep an eye out for that update!

Tips and Tricks

  • Zoho WorkDrive Beginner’s Guide – Basic Settings
    • In this third Zoho WorkDrive tutorial Tyler will teach you how to:
      • Have a core understanding of the following settings: Profile, Branding, Content, Roles & Permissions, Sharing, Custom Domain, WorkDrive Apps, and Data Retention.