Zoho News
- Zoho Creator – 2024 Release Projection 1
- Some really cool updates are coming, including AI assistance for Deluge, async function, and more.
- SalesIQ Desktop App for Windows & Mac
- Great seeing another app get its own desktop app.
- Zoho Contracts now supports multi-org feature
- This essentially allows you to pass an org identifier while writing your functions.
- New Zoho Writer extension for WordPress
- Zoho Flow can now be used to connect Writer to make a post directly to WordPress.
- Zoho Workerly adds mandatory photo capture feature
- You can now make it mandatory for temps to use the photo capture feature when clocking in/out.
- Zoho Backstage December’23 Updates
- One of the major features added in this batch was the ability to selectively collect attendee information for tickets from specific ticket classes.
- Zoho Sprints Android (v1.2.8) updated
- A handful of minor feature enhancements, including a timer feature and activity stream.
- Zoho Developer Community Digest
- And wrapping up the news, for all you developers, here is the latest Zoho Developer Community Digest.
Implementation of the Week
- BigCommerce Integration to Zoho CRM via Zoho Flow
- In this implementation, our goal was to create an integration for BigCommerce such that newly placed e-commerce orders would route into CRM to create Sales Orders and Invoices
- To accomplish this, we first set up connections for BigCommerce and Zoho CRM within Zoho Flow. This authenticates our system to listen for triggers in BigCommerce, and take actions in CRM
- Once the connections were set up, we created a Flow to trigger upon new Order placement within BigCommerce
- When this Flow triggers, it pulls the full dataset about that order into Flow, and we pass the full payload into a Deluge function
- This function uses the data to determine if we already have the ordering Contacts in the system, and if not, it creates them. The function also lines up the Items on that order with CRM Products matching on SKU
- For this particular client, it is common that the Billing and Shipping information (addresses, people, companies) involved in the order can be different, so we took extra care to parse out that information into multiple Contacts when applicable
- Lastly, once the Contacts are found/created, we create the relevant Sales Order and Invoice within CRM for that order
Code Share of the Week
- Send Zoho CRM Email Template w/ Mail Merge Template Attached
- A property management company optimizes the lease renewal process by utilizing Zoho CRM’s Deals module.
- The system is programmed to automatically create mail merge documents for lease renewals, extracting tenant data directly from the Deals.
- These personalized documents are then appended to an email template, specifically tailored for lease renewals, and dispatched to tenants with upcoming lease expirations.
- This streamlined process guarantees prompt and precise communication, facilitated entirely through the Deals module, mail merge feature, and customized email templates.
This Week’s Read
- Customer support: Highlighting 2023’s top 10 Zoho Desk extensions
- A quick read on Zoho’s top 10 Desk extension picks for 2023.
New On Zenatta
- Zenatta Blogs
- How Much Can You Save By Switching To Zoho One?
- For those of you who didn’t already know.
- How Much Can You Save By Switching To Zoho One?
Tips and Tricks
- 3 Essential Tips for Improving Error Handling in Zoho Deluge
- In this week’s tip, Greg shares his insights on enhancing error handling within Zoho’s Deluge functions. Learn how to use standalone functions, if-else statements, and try-catch blocks effectively to streamline your Zoho CRM, Desk, and Books experience, ensuring smoother and more efficient operations.
