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The CRM Zen Show – Episode 103 – Embarrassment of Riches(™)

The CRM Zen Show – Episode 103 – Embarrassment of Riches(™) - CRM Zen Show -  - YouTubeCRMZenShow.website-banner

Zoho News

Notable Mobile Updates

Implementation of the Week

  • Zoho CRM – Zoho Workdrive Integration through Flow for custom external sharing links
    • Workflow trigger set up in Zoho CRM to post a webhook to Zoho Flow upon a Deal reaching a predetermined Stage
    • This outbound webhook triggers a Flow to create an externally shareable Workdrive folder within a specific team folder, named the same as the Deal record
    • Flow then copies the new shareable link from the external Workdrive folder and writes it back into a predefined field in the Deal record
    • This link can be accessed by users within the Deal, as well as added as a merge field to email templates to be sent out to customers

This Week’s Reads

New on Zenatta.com

Zenatta Blogs

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Zoho Annotator
    • The best capture app for Zoho.
      • Capture the full, visible area, or a selected part of a page, then add annotations on top of the image.
      • Capture interfaces that appear only after clicking a link or button using the Timer button from the menu.
      • Capture your entire desktop screen or an application window using the Desktop Screen option.

Tips and Tricks