The CRM Zen Show Episode 254 – This View Is The Sheet!

Zoho News

• What’s New in Zoho Books – June 2023
  • New Stripe Financial Connections to automatically verify ACH through the customer portal.  With certain editions, you can now also create custom reports within Books.
• Upcoming Zoho Creator Updates June’23
  • Customize your portal login, sign-up, and password reset pages within both Creator 5 & 6.
• Zoho CRM – Sheet View Revamp
  • Major enhancements to Sheet View inside Zoho CRM, including automation triggering from Sheet View updates.
• Zoho Desk June’23 Updates Including ASAP SDK
  • You now have the edit option in ticket properties, along with a few other enhancements.
• Zoho Desk May’23 Updates
  • We covered all of these last month, but in case you missed it, here are all the Desk updates from May.
• Zoho Backstage May’23 Updates
  • Nothing major, but a handful of QOL enhancements.
• Zoho Sprints iOS v1.2.14 Setting Reminders Support
  • And wrapping up the news, you can now set reminders in Sprints for iOS.

Implementation of the Week

• Automated creation of ZCRM Deals from ZDesk Tickets
  • In this implementation, our goal was to create a simple and quick way for our client’s support team to pass information to the account management team regarding suggested new products/services to sell
  • For our client, the vast majority of inbound communication from clients comes through Zoho Desk
  • To make this easier, we created a set of custom fields in the Desk Ticket to capture relevant information about the potential sale
  • Then, we added a Desk Ticket Macro that triggers a custom function. This function uses the data in the Ticket to create a CRM Deal, assigned to the Account Owner of the matching Contact in CRM
  • After the Deal is created, the function adds a link to that Deal directly back to the original Ticket, for easy access and reference

Code Share of the Week

• Link a CRM Account and/or Deal to a Zoho Project
  • This code snippet links CRM records to Zoho Projects. A Zoho Project MUST be linked to a CRM Account before it can be linked to a CRM Deal. This snippet is unique because the connection requires both scopes from the CRM and Projects, so you have to use the Zoho OAuth Connection option rather than the individual CRM or Project connections separately.

This Week’s Read

• What is AI bias?
  • Short read from the HubSpot blog but something to consider as we use AI more and more.

New On Zenatta

• Zenatta Blogs
  • Transform Any Business with Zoho
    • Regardless of your industry, Zoho truly is the Swiss Army Knife of business solutions.

Tips and Tricks

• New Changes To Footers & Headers In Zoho Campaigns
  • If you use Zoho Campaigns, you will want to watch this week’s tips as header and footers are changing from settings.