The CRM Zen Show Episode 243 – Email Pattern Boldness

Zoho News

ZOHO WORKPLACE

• Zoho WorkDrive Transferring Ownership of My Folders/Files
  • One of the two last features missing from WorkDrive.
• Introducing WorkDrive Snap
  • We touched on this last week in the WorkDrive update rollout.  This product is excellent and just missing the snipping tool at the end.
• Enhancements To Shared Item Management For WorkDrive
  • And the other missing feature from WorkDrive.
• Zoho Workplace February Updates
  • As always, in case you missed any of last month’s updates, here are all the major Workplace updates in one place.
• Puvi Font Now Available for Zoho Mail
  • For those of you who want to use the Puvi typeface in Mail.

CRM

• CRM Email Enhancements
  • A handful of updates in this announcement, and one major one is that you can now you can add attachments to WorkDrive.
• Lookup Filter Added to Zoho CRM
  • This should roll out for everyone very soon and applies to static lookup fields.
• Changes to Null Value in Formulas for Zoho CRM
  • Nice QOL update for developers.
• New Telephony External ID Field for Zoho CRM
  • Essentially simplifies how you match the ID with your VoIP platform.
• CRM Forecast Performance Analysis – Public Early Access 2023
  • A handful of new prebuilt templates for your forecasting.

OTHER APPS

• Campaigns & Marketing Automation to Remove Unsplash Integration
  • A recent change in the terms and conditions of Unsplash has Zoho removing this integration on March 31, 2023.
• Zoho People March Newsletter
  • If you are a Zoho People user, this newsletter is always packed with excellent information, from updates to tips and webinars.
• Zoho Projects iOS adds Notification Filters
  • You can now filter through your notifications, All – Unread – Flagged – @mentioned.
• Qntrl Now Supports Audio Player For Android
  • In the latest Qntrl Android App v2.0.18, support for the audio player was brought back.

Implementation of the Week

• Automated QR Code Generation for Zoho CRM records via API
  • In this implementation, our goal was to create an easy way for our client’s team to “scan” assets before providing service, so that they could log any work completed to the CRM
  • To accomplish this, we needed to find a 3rd party platform that can generate these QR codes via API. We landed on RapidAPI because it is a free service
  • On a trigger within CRM, we can leverage Deluge scripts to send the URL of that record to RapidAPI, which responds with a QR code which is automatically attached to that record
  • As part of the process of finalizing an asset, our client prints this QR code and affixes it for future reference
  • Lastly, when that asset comes back into the shop for servicing or updates, we can easily scan the QR code to open directly to that record in CRM for easy note-taking and work logging

Code Share of the Week

• Shopify / Zoho Inventory – Taking the integration to the next level
  • When a sales order (SO) is created in Zoho Inventory an Invoice, Payment, Package and Shipment will also need to be created to close out the SO for proper accounting and stock management. However, these records are not created via the standard integration with Shopify. The only record that is created is a SO in a ‘Draft’ status.
  • To complete this, you will need to set up two automations:
    • A custom function in Zoho Inventory to create the Invoice and Payment records.
    • A Zoho Flow to create the Package and Shipment records once the order is fulfilled in Shopify.

This Week’s Read

• How to use OpenAI’s GPT-3 to write business emails
  • Yet another useful way to use ChatGPT is to cut down on time spent writing emails.  This article includes a full step-by-step guide on how to connect it with Gmail.

New On Zenatta

• Zenatta Blogs
  • Everything You Need To Know About Zoho Desk
    • Greg and Josh, this week, covered everything you need to know about Zoho Desk in our longest webinar to date.  If you missed it, here is the webinar and a full write-up on it.

Tips and Tricks

• Scheduled Emails via Zoho CRM Workflows
  • This week’s tip originated from a question on AZAAZ, and we turned it into a full walk-through.