The CRM Zen Show Episode 277 – Cliq, Cliq, Zoom!

Zoho News

• PSA – Planned US Datacenter Maintenance
  • The next two Saturdays at 9 pm PST, servers will be down for maintenance for approximately 3 hours.
• Zoho Cliq Zoom Integration 
  • Interesting integration. There is a video within the article on how to set up this integration.  
• Circuits in Zoho CRM Update
  • Circuits are a development tool similar to workflows. This update is simply an update to the pricing module. 
• Zoho CRM CPQ Guided Selling
  • The early access has officially rolled out with more features than the original beta version.
• Last Reminder: Zoho Desk Old UI Deprecated Dec. 15
  • If you haven’t switched, you should because the new UI is far superior to the old UI.
    

Implementation of the Week

• Filtering Product Selections in Zoho CRM using Field Data
  • In this implementation, our goal was to filter the Products available for selection by users when working Leads
  • To accomplish this, we first defined the fields on the Leads module that were relevant for Product selection
  • Then, we implemented a client script that references these fields to filter which Products are available in the lookup field on the Lead
  • The outcome is that, as a user fills out the relevant data on the Lead (or, it is filled in via a form), Products are disqualified from selection to make it easier for them to pick the appropriate Product for that Lead

Code Share of the Week

• Zoho Desk Metadata Template for Deluge Functions
  • When writing a deluge function for Zoho Desk, odds are you are going to need to reference some common metadata information such as Organization ID, Department ID, and Agent ID. This snippet gets all that information and puts it into a map variable called “metadata” that you can now easily reference later in your script.
  • It groups organizations by portal name, departments by department name, and agents by email. 

This Week’s Read

• Crafting Your Content Blueprint for the Rest of 2023
  • A quick read this week from Hubspot on some tips for crafting your content plan, whether it is for the rest of this year or next.

New On Zenatta

• Zenatta Blogs
  • Building Your Own GPT
    • Our team started experimenting with the new GPT to build your own.  We walk you through how to get started with this very powerful new tool.

Tips and Tricks

• Integrating Standard Modules In Zoho CRM With A Zoho Creator Application
  • In this week’s tip, Josh discusses integrating Zoho CRM with Zoho Creator. He highlights both the advantages and limitations of this integration, demonstrating practical applications and offering expert advice on the most effective integration strategies.

This Week’s Quizzes

• Monday Quiz: In Zoho CRM CPQ, which fields can both Direct and Volume-Based Price Rules affect?

Wednesday Quiz: In Zoho Writer, how can you revert a chart back into a table after using the ‘Convert Table to Chart’ feature?