The CRM Zen Show Episode 286 – Zapier? I Hardly Writer!

Zoho News

• Zoho CRM launches Support Access
  • You can now allow a tech representative temporary access to your CRM to troubleshoot without needing a remote session.
• Google’s new email guidelines may affect Zoho Writer
  • If you send emails from Writer with @gmail.com, you want to change it to your Orgs email.
• Zoho Bookings Help widget enhancements
  • A few new features have been added to the support widget, including live chat, built-in screen recording, and support request/access.
• Zoho WorkDrive now supports backup & restore through ManageEngine RecoveryManager Plus
  • You can now automate backups to a cloud system, and the ChangesAPI was added to WorkDrive.
• New features for the Zoho Writer Zapier integration
  • A few new actions have been added the existing Zapier integration to Writer.
• Trident MacOS enhancements
  • Some minor enhancements, and if you haven’t tried it yet, the version of Cliq in Trident is excellent.
• Zoho Bigin Android v1.6.10 update
  • You can now edit and view organization details in the Bigin Android app.
    

Implementation of the Week

• Zoho Creator Inventory Counting Application to Extend Zoho Inventory Functionality
  • In this implementation, our goal was to provide our client with an easy way for their warehouse managers to provide up-to-date inventory counts and automate the reconciliation of those counts to Inventory
  • To accomplish this, we first set up various warehouses where stock resides, and defined the manager of each warehouse
  • Then, we set up a Creator form where, when the warehouse is selected, the form pulls in all Products associated with that warehouse into a master list on the form
  • The warehouse manager inputs the correct count for each item, and submits this form once completed
  • Then, an automation runs to create an Inventory Adjustment record in Zoho Inventory for this particular warehouse
  • The form is automatically sent to each warehouse manager on a monthly basis when it is time for them to run their count

Code Share of the Week

• How I Handle Errors & Info in Zoho Deluge
  • Here at Zenatta, we’re pretty darn good, but not perfect. Even our code breaks sometimes. In those times, you want good error handling so that you can figure out what’s going on ASAP and get your team back up and running.
  • We start any function by creating 3 maps for error statements, info statements, and warning statements. As we write the code we add to these maps so that we can get an easy and clear picture of my code’s performance at the end.

This Week’s Read

• An Introductory SQL Tutorial: How to Write Simple Queries
  • A crucial piece of knowledge for Zoho Analytics, the Hubspot blog team does a great job with this basic introduction to SQL.

New On Zenatta

• Zenatta Blogs
  • Zoho Marketing Automation 2.0 Full Product Overview
    • In case you missed it last week, we finally did a Marketing Automation full product overview.

Tips and Tricks

• Crack the Code: Mastering Zoho Creator Standalone Functions
  • In this week’s tip, Josh focuses on using stand-alone functions for efficient coding. Learn how these functions can be decoupled & deployed, streamline updates, and enhance functionality across various elements of Zoho Creator

This Week’s Quizzes

• Monday Quiz: What are the key metrics monitored by Zoho Social’s “Brand Health” feature to track your brand’s performance on social channels?
• Wednesday Quiz: How can customers be added to an organization’s portal account in Zoho CRM?