The CRM Zen Show Episode 267 – Running Into Your X

Zoho News

• Zoho Campaigns now supports 10DLC!
  • 10DLC (Digit Long Codes) are now supported in Zoho Campaigns SMS.  Saves money over the 6-digit codes while staying compliant.
• Zoho Creator Sept’23 Updates
  • Who else has been waiting for those Developer Month appreciation cards?
• Zoho Desk Shared Snippets
  • They can now be shared with individual users. Hopefully, team sharing will come next.
• Twitter Rebranded To X In Zoho Social
  • Following the recent brand changes.  RIP Tweets.
• Zoho Backstage August’23 Updates
  • Backstage is now supported by Zoho Directory and a few minor enhancements. 
• Trident Desktop App For Mail and Workplace Users
  • We are excited to see this come out of beta soon, hopefully.
• WorkDrive TrueSync To Be Discontinued On Older Platforms
  • If you are still using Windows 7, it is time to let go.
• Zoho Celebrates 100 Million Users
  • Huge shoutout to Zoho on this major milestone!

Implementation of the Week

• Automated Follow-up Call Scheduler in Zoho CRM
  • In this implementation, our goal was to automate an outbound calling cadence for prospecting Leads
  • For this workflow, we’re looking at the Call Result field to determine the appropriate next steps
  • If the Call Result of a logged Call indicates that we did not get an answer, a function is triggered to schedule a follow-up
  • This function references a CRM Organization Variable defining how many weeks in the future we want to schedule the follow-up
  • Using that amount of weeks, the function creates a Scheduled Call record for that Lead on the appropriate date

Code Share of the Week

• Send a CRM Mail Merge Template via API
  • Version 5 of the CRM APIs has a new set of endpoints that allow you to send mail merged documents via API by simply supplying the record Id of the data to be merged. Previously, you had to get all of the record data and match all the data to the merge tags in the document.

This Week’s Read

• Avoid These Pitfalls When Measuring Your Strategy’s Performance
  • This brief article examines three major pitfalls and offers solutions for overcoming them.

New On Zenatta

• Zenatta Blogs
  • Traveling for Business? Simplify Your Life with Zoho
    • You may already be aware, but Zoho offers a variety of products and is continually expanding its selection of apps with offline capabilities.  Here is a quick blog on those that can be used for travel.

Application / Plug-In of the Week

• Microsoft Designer
  • With Canva being down for part of last week, we needed to find an alternative. Freddy found just that. Not as full-featured as Canva, but got the job done. 
  • Strong AI focus as it uses OpenAI’s DALL-E 2 for text prompt image generations to create unique designs for presentations, posters, digital postcards, and other materials within the app.

Tips and Tricks

• Bidirectional Relationships Between Lookup Fields & Subforms in Zoho Creator
  • In this week’s tutorial, Josh guides you through setting up bidirectional sync techniques for lookup fields and subforms.