The CRM Zen Show Episode 396 – IM Totally Webhook’d
News Highlights Zoho CRM ICR Updates: Advanced field prompting for more accurate data extraction. Zoho Desk Webhooks: New real-time Instant Messaging (IM) webhooks for better automation. Zoho Analytics: Support for Custom JavaScript Visualizations and Remote MCP servers. Zoho News Zoho CRM: Intelligent Character Recognition (ICR) Enhancements Zia’s ICR now supports advanced field prompting. Admins can […]
Zoho CRM Blueprint Tutorial (2026): How to Build a Deal Stage Process With Transitions, Required Fields, and Automations
Blueprint Essentials (What You’ll Build) Blueprint ties to a picklist: Most commonly the Deals → Stage field (Blueprints require a picklist field). States + transitions: Drag stage values into a flow and define how users move between them. Before / During / After: Control who can click, what they must enter, and what automates after […]
The CRM Zen Show Episode 395 – Trend Control to Major Zia
News Highlights Zoho CRM Trend Dashboards: Fully customizable Sales and Follow-up trend tracking. Zoho Recruit Updates: Introduction of shared record ownership and native telephony. Zoho Desk Precision: New threshold settings for Zia-powered Answer Bot responses. Zoho News Zoho CRM: Customizable Trend Dashboards Default Sales Trend and Sales Follow-Up Trend dashboards are now customizable, allowing users […]
The CRM Zen Show Episode 228 – Near, Far, Wherever Webinar
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
The CRM Zen Show Episode 227 – Wait Your Churn
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
How to Launch and Distribute a Zoho Survey
This tutorial on how to launch and distribute a Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
The CRM Zen Show Episode 226 – Ulaa-La!
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
The CRM Zen Show Episode 225 – Too Close TOCOL
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
The CRM Zen Show Episode 224 – One Billion Dollars! Mwah-ha-ha-ha!
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
How to Integrate Zoho CRM with Zoho Survey
This tutorial on how to integrate Zoho CRM with Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/