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The CRM Zen Show – Episode 105 – Go Go Zoho Zoho

   
Zoho News Notable Mobile Updates Implementation of the Week
  • Zoho CRM – Inquiry tracking for multiple Lead submissions using Zoho Flow
    • Landing page forms created using Unbounce set up to track UTM parameters for form submission (Source, Campaign, Keyword)
    • Unbounce posts a webhook to Zoho Flow upon submission
    • Zoho Flow looks for existing Contacts and Leads based on email
    • If found, a child record “Inquiry” to track this form submission is created. If not, a Lead and Inquiry is created for the submission
    • Allows for multiple touch tracking via CRM, as well as Lead re-engagement
Things We Noticed
  • Zoho Analytics adds copy/paste functionality for Chart dimensions when customizing Dashboards
  • Zoho CRM appears to have finally fixed the bug with user names showing up duplicated (John Smith John Smith instead of John Smith)
This Week’s Reads
  • Facebook Groups allow our audience to connect with each other and have valuable discussions. Businesses who center a Group around their brand or industry can build a community around it — making our brand and products even more valuable to potential customers.
New on Zenatta.com Zenatta Blogs New Zenatta YouTube Videos New Resource Guides Application / Plug-In of the Week
  • Lately
    • Auto Generate Social Post from Blogs and Videos
Tips and Tricks