The CRM Zen Show Episode 244 – Zoho Show and Zapier? Flowget About It!

Zoho News

• ChatGPT for Zoho Writer
  • There are all sorts of great things you can have ChatGPT do within Writer, from grammar corrections to even writing Tweets for you!
• Zoho CRM Bigin Import
  • If you have a team using Bigin and you want to move them over to CRM, this pulls everything over in a few clicks.
• 3 New Zoho Notebook Updates
  • Share access with whoever you want and change your text/highlight color.
• Enhancements to the Zoho Calendar Connection
  • This is a major update. Real-time synchronization and Bookings can be added to a specific calendar.
• New Zoho Show Zapier Integration
  • Why not…?
• Zoho Payroll Introduces TDS Liabilities and Form 24Q
  • Premium Zoho Payroll users can now track tax deductible at source liabilities.
• WhatsApp Template Update for Zoho Desk
  • Everything should be done for you, but you should still check and review.
• Zoho Meeting iOS Privacy Enhancements
  • Consent and other privacy enhancements were added in this update for iOS.
    

Implementation of the Week

• Email Template Management via Zoho Creator
  • In this implementation, our goal was to provide a place for our client to create email templates to be sent via Creator that pull in merge data from related CRM records
  • In this module, we provide a dropdown field that will actively pull all available fields from the relevant module
  • When a field it selected, the proper merge tag value will be displayed
  • The user can then copy/paste this value into the rich-text field where the email content will be stored
  • Lastly, once the template is finalized, it can be easily sent to customers via a manual trigger as well as automated workflows

Code Share of the Week

• Monitoring Changes in Important Fields with Zoho Creator’s “old” Keyword
  • When working with Zoho Creator, it’s crucial to keep track of changes made to essential fields in your forms. 
  • One efficient way to do this is by using the “old” keyword to retrieve the previous value of a field and compare it with the current input. In this code share, we demonstrate how to use the “old” keyword to monitor changes in a field called “Important_Field” and send an email notification when the field is modified.
    • Please note this is only applicable to Zoho Creator – On Validate workflows.
• Force Default Tax On Item
  • And from our Club Z Superstar, Elizabeth Clarke, on forcing a default tax on an item.
• Download URL for CRM Invoice Record Using CRM Invoice Template & WorkDrive
  • Alex’s second codeshare this week can be done in 5 straightforward steps.

New On Zenatta

• Zenatta Blogs
  • Trinity Engineering Case Study
    • Shoutout to everyone over at Trinity Engineering for this case study.  Working with them and building out these Creator Applications has been a lot of fun.
  • 3 Tips To FireUp! Your Organization’s Culture
    • We recently were recognized with the 2022 Culture Achievement Award.  In celebration of that, we’d like to share some tips to FireUp! your team.

Tips and Tricks

• Shopify To Zoho Inventory Integration & Automation
  • Last week, this was our code share of the week.  Here is a complete video tutorial from Josh on how to implement this code share.