Zoho News
- Upcoming Zoho Creator Updates for May
- For all you developers, new permissions were added which are great, along with some API updates & clarifications.
- New Content Publishing Extensions for Zoho Writer
- Including Desk, which is great for those of you wanting to push content straight to your Knowledge Base.
- Comparison Enhancements to Motivator
- Good to see Motivator getting a little TLC.
- Zia Adds Similarity Recommendations
- Zia keeps getting better, but nice for record change recommendations.
- New Zoho Sign integration with eID Easy for Simplifying QES
- Nice to see the Sign team constantly staying up to date with the different global standards out there for eSignature compliance.
- Zoho People May Newsletter
- Timesheets, sharing permission updates, along with some other tips. Great monthly newsletter if you use Zoho People.
- Zoho Meeting Compliance Alert for EU Third-Party Sub-Processors
- Small PSA in regards to dial-in numbers for Zoho Meetings.
- Small PSA in regards to dial-in numbers for Zoho Meetings.
Implementation of the Week
- Google Analytics Integration with Zoho CRM
- First, the client webforms were set up to capture the GoogleAnalytics Client ID upon form submission
- Then, Google Analytics is synced with Zoho Analytics to get the data into the Zoho ecosystem. This provides Session IDs and Client IDs but not much specific data
- Next, we built a custom scheduled function to grab additional session information via API using these Session and Client IDs
- Lastly, we build a custom XML related list inside a CRM Contact record to display all of their website sessions (along with source information) directly on the record
- This information can help a sales or support representative understand how this specific Contact is interacting with your website
This Week’s Read
- Zoho Consolidates Marketing Functions
- We talked about the Marketing Plus Suite a few weeks ago. Here is a nice write-up from CRM Buyer on the new product bundle from Zoho.
New On Zenatta
- Zenatta Blogs
- Celebrating 200 Episodes of CRM Zen
- A brief write-up on the journey leading up to what the show is today. Thank you everyone for all of the support along the way!
- Celebrating 200 Episodes of CRM Zen
Application / Plug-In of the Week
- Brett’s Favorite Pick From The Last 200 Episodes – LinkMatch
- Tyler’s Favorite Pick From The Last 200 Episodes – Sortd
Tips and Tricks
- Automating Zoho Campaigns Topic Assignment based on CRM Tags
- Following up on last week’s tutorial on the new Sync. This week Greg covered how to automate Topic assignments via Tags from the CRM.