Zoho News
- Zoho Creator: Mandatory Verification of Custom Domains in Portal
- Whether you’re on Creator 5 or 6, you will now need to verify your domain by accessing your DNS settings.
- Zoho Sprints: AI-Powered Insights with Sheet View
- While these feel more like ingested reports than AI, the insights are still very useful.
- Zoho Desk: Customizing Agent Details
- We covered this last week, but here’s a more detailed article on the new agent detail customization features.
- Zoho Flow: Zoho Tables is now Available
- While Tables doesn’t yet have native Deluge functionality, this integration via Zoho Flow is the next best thing, effectively enabling Deluge capabilities in Tables.
- Zoho Mail: New Email Scrubbing Feature
- This is a fantastic addition, allowing users to quickly clean up their inboxes. You can now archive or delete emails in bulk with ease.
- Zoho Inventory: 2024 Shipping Integrations
- New shipping integrations have been introduced to enhance Zoho Inventory’s capabilities.
- Zoho Analytics: Update to Instagram Profile Integration
- This trend is frustrating—another reduction in the data being pulled via the connector. Be like YouTube, Meta, and give us all the data!
- Zoho Trident: New Features in Windows Version (v.1.20.4.0)
- The latest Trident update includes a built-in spell checker, task sorting, actionable calendar notifications, and email export capabilities.
- Zoho CRM: 2024 Mobile Update Recap
- For mobile CRM users, here’s a complete round-up of all the updates from 2024.
- Zoho CRM: Kiosk Studio 2024 Roundup
- At the bottom of this article, Zoho shares a preview of what’s coming to Kiosk Studio in 2025.
- Zoho Connect: Enhanced Email Sending for Custom Functions
- Another verified email update! As with other apps, you’ll need to verify your email address in Zoho Connect to continue using the “From Address” in the send mail task for Custom Functions.
Implementation of the Week
- Automated Messaging to a Dialpad Channel via Zoho CRM
- In this implementation, our goal was to send a notification of Deal Closure to a Dialpad channel automatically via CRM
- First, we defined the criteria required for the workflow to trigger, based on Deals Closed over a given Revenue Amount
- Then, we configured a Deluge function that pulls data from the Deal (and related Account) to compose the message
- Next, we defined the Dialpad Channel, and From Number that the message should be sent from
- Lastly, we configured a webhook using the above information that automatically sends a notification message to a group Dialpad channel when a Deal satisfying our criteria is won
Code Share of the Week
- Get Full Email List Using Get Related Records Integration Task
- To view all emails in the “Emails” related list of a Zoho CRM record, additional parameters must be added to the integration task. This week’s code share provides a solution for retrieving the exact data you need.
- Zoho Code Shares This Week
New On Zenatta
- Zenatta Blogs
- Zoho One | All 46+ Apps Explained
- In case you missed it, this month’s webinar featured our annual Zoho One overview. Tyler reviewed every application in under an hour, along with a tutorial on the admin panel.
- Advanced Digital Cable Inc. – Case Study
- Thank you, ADC, for this month’s case study! Learn how our team helped them migrate from multiple third-party applications to a unified Zoho ecosystem.
- Zoho One | All 46+ Apps Explained
Tips and Tricks
- Zoho One UNIFIED Dashboard Tutorial
- We’ve found that 9 times out of 10, users don’t utilize this feature. Of those, 4 times out of 10, it would be highly beneficial for our clients.
