CRM Zen Show Episode 148 – The One Without Brett

Zoho News

• MarketingWho?
  • Zoho MarketingHub is now Zoho Marketing Automation, everything else is still the same.
• Zoho Assist Adds Slack Integration
  • You can now take remote control through Slack using this latest 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
  • For those using Microsoft Teams and Outlook, this will auto-sync your Project’s tasks and more.
• 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
  • For you Inventory users this is worth the read.
  • Notable updates this month are both for Shopify.
    • Improved tax calculator flow & syncing with Inventory.
• Automation Added To Imports for Zoho CRM
  • That’s right, you can now trigger automation and process management when importing records into the CRM.
• Activate The New Zoho Calendar
  • Here is a quick walk-through this week from Zoho to activate the new UI for 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

• How to Get to Know Your Email Subscribers, According to Research by Becca Riserbato
  • This 5-minute read contains some great strategies to improve your understanding of your email subscribers
  • Highlights include: Polling, A/B Testing, and persona development/research

New Blogs, Videos, and Resource Guides

• Zenatta Blogs
  • 5 Zoho Sign Security Tips and Tricks
• Case Study
  • Vend Tech
• New Resource Guides
  • Understanding Reports for Zoho Campaigns

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.