The CRM Zen Show Episode 151 – Oh, The Places You’ll Go-ogle!

Zoho News

• EARLY ACCESS – Zoho CRM Custom Domain Mapping
  • Now you can change the CRM sign-in from crm.zoho.com to a domain of your liking, i.e., sales.<insertyourdomainhere>.com
• NEW “Metrics” For Zoho Creator
  • If you have more than one creator app, you can now view usage across all of them on one dashboard.
• Zoho Recruit Adds New Feature – Validation Rules
  • Automatically accept or reject candidates based on the criteria you set in the system with these new validation rules.
• Zoho Writer May’23 Updates
  • Puvi typeface, ChatGPT extension, and dark mode are now available in Writer!
• Zoho Sign OpenAI Integration
  • You should still probably read the whole contract, but this integration can summarize the contract for you.
• Reminder- Upgrade Bigin By May 31st
  • If you use Bigin, you will want to do this if you haven’t yet, otherwise it will automatically be done for you.
• Bigin Android App Dark Mode Support
  • And another app this month gets dark mode support.
• Zoho Bug Tracker Android Updates
  • A few new features were added, including dark mode and the discuss module.
    

Implementation of the Week

• Zoho CRM to WordPress Advanced Custom Fields
  • Uses 2 wordpress plugins: miniOrange WP Rest API authentication, and ACF (advanced custom fields)
  • We use the miniOrange plugin to authenticate calls to the WP API via deluge invokeurl tasks.
  • A Post/Listing/Page is created in WordPress with the WP ID written back to the CRM
  • The ACF custom fields are updated with CRM field data 
  • On WordPress, these custom fields act as dynamic placeholders in a post’s design allowing for data to be edited without affecting formatting 

Code Share of the Week

• Get a Google Place Record by Phone Number
  • No one can deny that Google is the king of big data. So why not use it? With a Google API key that has the Google Places API enabled, you can get a myriad of a business’s info with just a phone number. 

This Week’s Read

• The HubSpot Blog’s State of AI Report [Key Findings from 1300+ Business Professionals]
  • We find it to have an extremely positive impact and a useful tool that can save team members, regardless of their role, lots of time on tasks every day. 

New On Zenatta

• Zenatta Blogs
  • Zoho Inventory Full Product Overview with WooCommerce & Shopify Best Practices
    • In case you missed it, Josh & Kody brought in the longest webinar to date yet, covering all the essentials of Zoho Inventory.

Tips and Tricks

• How to Remove Ticket Numbers From Zoho Desk Email Responses
  • Taken from this week’s episode of AZAAZ, Greg walks you through this frequently asked question.