The CRM Zen Show Episode 218 – Feature? Well Sheet, I Can Barely Finder!

Zoho News

• Zoho Cliq Introduces Networks
  • But is it new?  Because we have been doing this for years…
• Bigin Now Integrates with Microsoft Teams
  • Another cool integration connecting Bigin to another external application.
• Zoho Sheet Adds Feature Finder
  • This is very groovy, instantly find any feature inside Zoho Sheet
• Zoho Bookings Calendar Updates
  • Another step in the right direction, but is it ready yet?
• Zoho WorkDrive Desktop App Shareable Links
  • Nice implementation for the desktop application.
    

Implementation of the Week

• ZCampaigns Segmentation based on ZCRM Campaign Membership
  • The Campaigns module in the CRM can be used for ZCampaigns email tracking, but also tracks other types of campaigns. These could include call campaigns, trade shows,  webinar attendance, and many other types of campaigns
  • Natively, there is no way to set up a ZCampaigns segment based on ZCRM campaign membership. This limits the ability to follow up on touch-points (ex: trade-show/webinar attendance), and limits the ability to run multi-channel campaigns
  • Using Zoho Analytics, we can create SQL tables containing Lead/Contact IDs and a list of all ZCRM campaign membership. Then, with a scheduled function, we can sync this list to a CRM custom field
  • Last, we just need to include these field in the ZCRM/ZCampaigns integration. Then, we can use it as the primary fields for ZCampaigns segment creation

Code Share of the Week

• Merging Desk Tickets based on a Meta Tag in email content
  • We had a client that had tickets coming into their Zoho Desk that was coming from ZenDesk, another ticketing system. 
  • They experienced that new replies from Zen Desk created new tickets for each reply rather than adding as a thread on the initial ticket. 
  • This snippet can be put on a workflow rule to run on customer reply to find a metadata tag in the content of the email (in this case, it was a tag labeled as “@fresh@[1234XXXX]@fresh@”). 
  • The meta tag is then saved to a custom field (in this example, it’s labeled as “cf_fresh_tag”) which is then used to search for other tickets with the same unique ID. 
  • The tickets are then merged, with the initial instance of the ticket remaining the only copy with the new replies added to the thread.

This Weeks Read

• WooCommerce vs. Shopify: Which eCommerce website builder is best? [2022]
  • And the winner is?  Both are great. We love Shopify, and it’s connectors with Zoho, but it does usually carry a bit more of a price tag.

New On Zenatta

• Zenatta Blogs
  • Zoho Campaigns Getting Started Checklist
    • Besides the new sync, there are a handful of things to know before using Zoho Campaigns.  Here are all of the key things you should check before sending out a campaign.

Application / Plug-In of the Week

• Checker Plus for Google Calendar
  • Get a quick view of your calendar anytime right from your menu bar. You can even set up custom notifications that will alert you for your next appointment.

Tips and Tricks

• Zoho One Admin Panel Advanced Setup
  • In this tutorial, Tyler shares some advanced configuration tips for your Zoho One Admin Panel.