The CRM Zen Show Episode 222 – Night Of the Living Text

Zoho News

• Zoho Mail Calendar For iOS Gets Revamped 
  • And by revamped, it essentially got a brand new UI. 
• More Custom Field Support For Qntrl iOS
  • Maybe one of these days Qntrl will become part of Zoho One.
• Zoho Sprints iOS Enhancements 
  • Some minor QOL improvements in this batch.
• Zoho Projects Adds Web Tabs
  • Nice to see this feature added to Projects, it has been in CRM for a while and has some great use cases.
• Zoho is Ventura and iOS 16 Ready
  • And for all of you Bigin users, here are the updates for Bigin with Ventura & iOS 16.
    

Implementation of the Week

• Zoho Books to Stripe POS Integration
  • In this implementation, our goal was to enable our Customer to collect payment for a Zoho Books Invoice on the fly using a Stripe Credit Card Reader
  • To accomplish this, we added a custom button to the Invoice view page within Books. Pressing this button organizes the Invoice information and writes it to the Stripe API. This data includes metadata about the Books Invoice and Customer
  • After the card is successfully charged, Stripe posts data back to Zoho using a webhook to Zoho Flow. This data includes the Invoice and Customer ID from Zoho Books, so we are able to properly create a Payment record in Books for the specific Invoice that was paid

Code Share of the Week

• Encoding a JSON Map for API calls
  • Most of the time, you can pass in a map to the body of an API call using the “parameters” argument in the Deluge invokeUrl task. 
  • However, sometimes an API doesn’t like how Deluge encodes its JSON objects. In those instances, you can encode your parameters and add them directly into the URL as a query parameter. 
  • Included is a code snippet that will covert your map into an encoded string you can attach to your API request.

This Week’s Read

• A Week With No Meetings By Ellie Huizenga
  • It would be tough for us to go a whole week without a meeting, but we do block off days occasionally.  Does your organization implement something similar?

New On Zenatta

• Zenatta Blogs
  • Online Surveying – Everything You Need To Know
    • Following up on this month’s webinar, here is a more general look at everything you should know about online surveying.
  • CC3 Solutions – Case Study
    • Huge shoutout to everyone at CC3 and allowing us to do this case study on them.

Application / Plug-In of the Week

• Open In Webmail
  • For all of you Apple users out there, this app is well worth the $1.99.
  •  A simple tool to make email links open to your webmail service of choice.

Tips and Tricks

• Zoho CRM Dashboards & Homepage Customization
  • In this video tutorial, Tyler guides you through setting up dashboards and customizing the homepage view in Zoho CRM.