The CRM Zen Show Episode 304 – Projecting Confidence

Zoho News

• Update on Zoho One “Reset Password” flow enhancements
  • Zoho One admins can now only reset a password for a user if the email domain is verified in the system.
• Zoho CRM / Projects integration enhancements
  • These enhancements include allowing for additional modules to integrate, client configuration, and permission management.
• Zoho Office Integrator role management
  • There isn’t much buzz around this tool, but another nice feature added with a complete breakdown of operations allowed for each role.
• Zoho Creator May’24 Updates
  • The most notable feature from this batch is the addition of the “during” action for blueprints.
• Multi-channel inboxes for Zoho TeamInbox
  • You can now create channels for email, WhatsApp, Telegram, and for Facebook and Instagram, you can also send direct messages.
• Zoho CRM Digest April’24
  • In case you missed it, here are last month’s updates for CRM, along with code shares, CRM discussions, workshops, and more.
• India’s Zoho plans $700 mln foray into chipmaking 
  • Early plans are underway for Zoho to enter the chipmaking industry. The big question remains: what will these chips be used for?

Implementation of the Week

• CRM Email Parser Configuration for Creating Accounts, Contacts, & Deals
  • In this implementation, we’re working with a client that receives inbound prospects from a variety of different large organizations
  • These large organizations do not allow for REST API integration. Instead, they just send form emails to a dedicated email address provided by our client
  • Our goal was to route these emails into the CRM, but rather than create a Lead (as a traditional parser would), our client ideally wanted them to land as Contacts, Accounts, and Deals upon completion of parsing
  • To accomplish this, we configured a CRM email parser where these emails are now sent. This parser is configured to immediately pass the data into Deluge for us to use there
  • We use this data to first create a CRM Lead. The reason for this is that our client wanted these inbounds to show up in their Lead reporting metrics
  • However, for this type of Lead, we auto-convert the lead to a Contact, Account, and Deal as they are pre-qualified for services
    

Code Share of the Week

• Get Data from Zoho Sheet via API
  • Due to the client’s lack of access to Zoho Analytics, a solution was implemented using Zoho Sheets to update specific invoices retroactively. This was achieved by storing the necessary data in a file on Zoho Sheets, which supports API interactions similar to Zoho Analytics.
  • The process involved fetching specific rows from a sheet using the Zoho Sheets API with defined criteria to select only the necessary data. After retrieving the data, each targeted invoice row was updated to mark the ‘UPDATED’ column as ‘TRUE’ using another API call.
  • This approach demonstrates the flexibility of Zoho’s ecosystem, allowing for effective data manipulation and updates through API calls in Zoho Sheets, serving as an alternative to Zoho Analytics for handling specific data operations.

New On Zenatta

• Zenatta Blogs
  • Zoho DataPrep Full Product Tutorial
    • This month’s full product overview was on Zoho DataPrep.  If you are looking for a quick and simple way to clean and manipulate your data, this webinar is for you.
  • CQ Floors Case Study
    • Huge shoutout to everyone at CQ Floors for this month’s case study.  This implementation focused heavily around two applications for flooring that needed to be tied into CRM for the client to have a true cloud-based solution.

Tips and Tricks

• 8 Quick Bug Work Arounds & Tips for Zoho Campaigns
  • In this week’s tip, Wayne dives into some common bugs you may encounter in the Zoho Campaigns email builder and how to quickly work around these issues.

Question of the Week (AZAAZ)

• Choosing the Best Zoho Client Portal
  • We get questions about portals all the time. Hopefully, this video will help you pick which portal will best suit your needs.

This Week’s Quizzes

• Monday Quiz: What is a key feature introduced in Zoho Sites Version 2?
• Wednesday Quiz: How does Zoho CRM enable multi-level record prioritization?