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

13 browser extensions for Zoho

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.

Billy

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

Developer

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.

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