Zoho News
- Revised Pricing Plan for WhatsApp for Marketing Automation
- If you are using WhatsApp for messaging, check to see if your region received a price reduction for utility messages.
- Bigin Android Now Supports Filter Options
- You can now filter records on mobile for Android, but this sweet Bigin Tattoo took the spotlight for Bigin news this week.
- Maximum API Credits Increased for Zoho CRM
- The limit on the number of API credits that can be purchased has been increased. However, 99% of users won’t ever break past the limit.
- Zoho Developer Digest July’24
- Though it says July, it includes upcoming events for this month and development news.
- Zoho Desk Adds “Send and Update Status” Option
- Two steps reduced to one, we love it.
- SalesIQ App Unlisted from the Google Play Store
- Don’t worry. It’s just a minor technical error and will return soon.
- CRM Portal Pricing Revisions
- The $5 per user pricing has been reduced to $3, $2, and $1 based on the amount of users.
Implementation of the Week
- Custom Form Submissions Module for Zoho CRM
- In this implementation, our goal was to create an inbound Lead management system that would allow our client to track multiple form submissions over time.
- The use case for this is to capture more information about the full prospect journey a particular client experienced before becoming a customer.
- To accomplish this, we first built a custom module without CRM that will be used to capture all Form submissions.
- Then, we pointed all of our client’s webforms to this new module.
- Next, we configured a function that will create, or find and link, existing Leads/Contacts each time a Form Submission record is created.
- Lastly, we set up a function such that, when a Lead is converted, it will find any existing Form Submission records and link those to the newly created Contact.
Code Share of the Week
- Generating a UUID (Universally Unique Identifier) in Zoho Deluge
- This functionality is useful in cases where an outside API requires a UUID to be passed in on the creation of a record.
- This function generates a code that is 8-4-4-4-12, meaning it has groupings of random characters with a dash between them. The code looks like the following and should return a UUID at the end.
New On Zenatta
- Zenatta Blogs
- How To Configure DMARC for Zoho CRM
- Some of you may have been denied this week when trying to send a bulk email out of the CRM. Here is how to fix that.
- How To Configure DMARC for Zoho CRM
Tips and Tricks
- QuickBooks Online Invoice Sync with Zoho CRM | CODE INCLUDED!
- In this week’s tip, Greg teaches you how to integrate QuickBooks Online invoices into Zoho CRM using custom-related lists.
- Code – Realtime Quickbooks Data to Zoho CRM Using Custom Related List