Zoho News
- Zoho Deluge: New invokeAPI Task
- A notable update with this task is that you no longer need the base URL for the service. You can simply use the service name, e.g., service: zohocrm.
- Zoho CRM: WhatsApp for Business Integration Enhancements
- You can now manually initiate a chat, but it still needs to be sent through a template. Threaded replies and audio previews have also been added.
- Zoho Analytics: Mandatory Email Domain Verification
- This trend has been ongoing across other Zoho applications. If you haven’t completed this yet, you have two weeks to update it in Zoho Analytics.
- Zoho Analytics: Mobile Bi January’25 Updates
- Color themes now apply universally on mobile, along with other enhancements.
- Zoho Desk: Cliq Integration With Agent Details Page
- This is a useful feature for larger organizations with extensive customer support teams.
- Zoho Desk: KB Alt Tags
- Applying alt tags to your content is always important, not only for SEO purposes but also to meet ADA compliance requirements where applicable.
- Zoho Mail: Rich Text Editor for Android
- Was this really not supported before this update?
- Zoho Meeting: Mobile WorkDrive Integration (Android & iOS)
- You can now access your recordings directly from WorkDrive within the Zoho Meeting mobile app.
- Zoho Projects: Disable Tasks Module on Mobile
- As per your portal configuration, you can now disable the Tasks Module on mobile.
- Zoho Developer Community Digest December’24
- Wrapping up the news, be sure to check out the community digest for updates on upcoming events, community discussions, news, and more.
- Wrapping up the news, be sure to check out the community digest for updates on upcoming events, community discussions, news, and more.
Implementation of the Week
- Zoho CRM Deal-stage Integration for Zoho Bookings
- In this implementation, we’re working with a client with a relatively simple booking configuration that is well-managed by Zoho Bookings
- These bookings occur as part of their pipeline sales process, and so our goal here was to connect the specific types of meetings that are books with the CRM Deal to keep the Deal stage accurate without manual intervention
- To accomplish this, we first set up a few different Service types in Bookings that correspond to meetings that occur at different points in the pipeline
- Then, we configured a custom function within Bookings that, upon a new booking occurring, we check the CRM for open Deals against the Contact who booked the session
- When a Deal is found, we update the Deal stage accordingly based on the type of Service booked
Code Share of the Week
- Get Custom Lookup Fields From Desk Ticket Via API
- When retrieving ticket data via API, you may notice that custom lookup fields do not appear. To get data for these fields, you need to add a specific header. This week’s code share demonstrates how to do just that.
New On Zenatta
- Zenatta Blogs
- What is Zoho One? The Ultimate Guide to the Operating System for Business
- Whether you’re considering switching to Zoho One or simply want to learn more about it, this week’s article is for you.
- What is Zoho One? The Ultimate Guide to the Operating System for Business
Tips and Tricks
- What is Zoho One? | EXPLAINED for Beginners
- If you don’t feel like reading the article, this will take you straight to the video breakdown.
- Zoho GenAI Zia LLM for Zoho Desk | Customer Support AI
- Following up on last week’s news, Tyler provides an in-depth review of this exciting new feature release.
Question of the Week (AZAAZ)
- Optimizing Blueprint for Field Updates and Task Automation
- Watch the full answer by clicking here.
