The CRM Zen Show Episode 323 – Permission Impossible

Zoho News

• Zoho CRM: Enhanced Email Access Permissions
  • We have been waiting for this for a long time.  A major enhancement letting you get more granular with email permissions.
• Zoho CRM:  Kiosk 1.1 Release
  • A handful of enhancements to both components and actions.  We are dropping this week’s tip today that covers these new enhancements.
• Zoho CRM: August’24 Community Digest
  • Better late than never.  Here is August’s community digest for Zoho CRM.
• Zoho Desk: Customize Ticket IDs for Enhanced Tracking
  • Apply your own ticket numbering system now.  Add a prefix, suffix, and choose the next starting number.
• Zoho Desk: Agent Attendance Tracker Extension by Zoho
  • Agents can now track their time easily within Zoho Desk.
• Zoho Desk: Enhanced Knowledge Base Article Organization
  • Before you couldn’t set a custom order.  Now you can create a custom order for your KB.
• Zoho MA: Instagram Now Available
  • You can now post to Instagram inside MA, just like Zoho Social.
• Zoho Creator: CRM Integration goes live for Professional Users 
  • Previously only available for Enterprise and above users, now Professional editions can integrate Creator with CRM
• Zoho Creator: September’24 Monthly Updates
  • Nothing major this past month.  Some minor enhancements to flow and other QOL feature enhancements.
• Zoho Recruit: Pixel Tracking
  • If you’ve done Meta ads, you know all about Pixels.  You can now utulize Pixels to track candidates inside Zoho Recruit.
• Zoho Flow: Sendmail Statement Update
  • Just like the other news the past few months, if you are using a public email, this will no longer work for Flow.
• Zoho Social: September Udpates
  • And wrapping up the news, you can now create longer posts with X premium accounts and the Bulk UI received an update.

Implementation of the Week

• Custom Integration for Zoho CRM and Recruit
  • In this implementation, we’re working with a recruiting company that uses CRM and Recruit who is looking to map their full process between the two applications
  • First, we use the native integration to automatically create Job Openings in Recruit based on certain types of Won Deals in CRM
  • This connects those records nicely, and allows for a seamless hand-off from the sales team to the Recruiting team
  • Next, we built custom integration actions to continuously update the CRM Deal based on progress in the Job Opening
  • Lastly, we added and automation that writes Candidate data from Recruit to CRM upon successful hiring, so that the CRM has a full dataset about that recruiting engagement for the long term

Code Share of the Week

• Zoho Creator Script to Easily Download Files from Subform Using API
  • This script retrieves files from a specified subform in Zoho Creator. The subform is selected as a column in the Quick View layout, and the script uses the Zoho Creator API to fetch the files associated with a specific record.

New On Zenatta

• Zenatta Blogs
  • Choosing The Right Online Appointment Scheduling Software
    • We’ll save you a lot of time, Calendly or Acuity are excellent.  If you have limited booking needs, Zoho Bookings might be a good fit.

Tips and Tricks

• Zoho Forms Builder Gets a Makeover | New Features Breakdown
  • The theme builder finally received some love.  Goodbye 2000s and hello 2010s.

This Week’s Quizzes

• Monday Quiz: How can you convert a CRM dashboard into a presentation in Zoho CRM?
• Wednesday Quiz: How can users customize their email editor preferences in Zoho Recruit?