Zoho News
- Zoho Workerly 2024 – V2.0
- This version update includes a new roster view, module customization, custom temp data fields, and more.
- Zoho Workerly Enhances Roster View for Improved Temp Visibility
- And here are a few more notable updates for temps in Zoho Workerly.
- Zoho Analytics March’24 Updates
- Nothing major this month, just a few minor QOL improvements.
- Zoho Notebook – Nested Collections
- You can now put your notebooks into groups or “nests.”
- Edit Desk Support tickets now in SalesIQ
- The title says it all, a nice feature addition for those who use SalesIQ and Desk.
- Zoho CRM Unveils Enhanced Reporting Features for Powerful Data Analysis
- The CRM team has introduced some notable updates, including an increased export limit, new email templates for reports, enhanced grouping options for more detailed analysis, and other improvements to enrich your data reporting experience.
- Zoho Campaigns Updates Mobile App to Enhance Email Deliverability
- This latest iOS update introduces Public Domain Restrictions to improve email deliverability by preventing the use of public domain addresses as sender emails.
- Bigin Introduces Default Preferences for Email Composer
Implementation of the Week
- CRM Deal Workflow Automation via Calendly Integration
- In this implementation, our goal was to tightly integrate our client’s Calendly booking system into their Deal pipeline
- Oftentimes, we simply integrate Calendly to Zoho via the user’s calendar, but this integration path will not write the Meeting data to specific Deals (instead, just to Leads/Contacts)
- Here, the client had a handful of different meeting types in Calendly that require different CRM activity when they are booked
- Using Zoho Flow, we can listen for new bookings coming through Calendly, with data that includes the type of booking that occurred
- Then, using Deluge functions within Flow, we can find the relevant open Deal for the Contact who just booked, and automate the appropriate actions (stage changed, task creation, automated email + text)
Code Share of the Week
- How to upload/delete a file or image in a Zoho CRM upload field
- This codeshare details how to upload and delete files or images in a Zoho CRM upload field.
- For uploads, it involves downloading the file using invokeurl or .toFile(), uploading it to the Zoho File System (ZFS), and then updating the CRM record with the file’s ID. The process includes handling the file ID as a list even for a single file.
- For deletion, the method varies slightly between files and images; it requires fetching the attachment ID from the CRM record, then updating the record with the _delete parameter set to null, using the appropriate field API name for either files or images.
Tips and Tricks
- NEW ZOHO APP! Zoho Tables Beginner’s Tutorial
- In this week’s tip, Tyler guides you through the latest addition to the Zohoverse, Zoho Tables, and we definitely recommend it!
Question of the Week (AZAAZ)
- How to Configure Organizational Emails in Zoho for Better Workflow
- This episode tackles the task of configuring organizational emails within Zoho. Learn how to streamline your email workflow in Zoho Mail or efficiently manage emails for CRM, Desk, and Recruit.