The CRM Zen Show Episode 351 – Breaking the Lead Chain of Command

Zoho News

• New App – Zoho LeadChain
  • Zoho dropped a new app for syncing leads from Meta, TikTok, LinkedIn, and Google Ads into CRM and Bigin. With Conversion API support and flexible pricing, it’s a strong contender for managing paid leads.
• Zoho Cliq: Unfurl Handlers
  • You can now build a handler that customizes how a URL appears in Cliq chats, enabling interactive previews and actions based on the link.
• Zoho Sign: Mobile Overhaul
  • The Zoho Sign iOS app received a major interface overhaul along with new AI-powered features.
• Zoho Desk: AI Integration for IM Chats
  • You can now enable Gen AI for instant messaging chats within Zoho Desk’s mobile app.
• Zoho Desk: Multilingual Ratings
  • The ratings feature now supports multiple language options.
• Zoho Expense: Q1 2025 Updates
  • Highlights this quarter include multicriteria workflows and online advanced payments.
• Zoho Inventory: Q1 2025 Updates
  • Some great updates here—available stock filtering, email insights, and drop-ship address flexibility top the list.
• Zoho Projects: Q1 2025 Updates 
  • Minor UI and usability tweaks, reusable invite templates, and baseline visibility options. Mostly quality-of-life improvements, but worth a skim.
• Zoho Projects: iOS now supports Arabic & Hebrew
  • The title says it all.
• Project Management Bulletin Q1 2025
  • And another small round-up of notable updates for the various project management tools.
• Trident v1.24.4.0
  • Lots of feature additions to this latest version of Trident, including the ability to record one-on-one calls and the ability to view CRM events in the Trident calendar.
    

Code Share of the Week

• Generate Randomized Discount Codes with Letters, Numbers, and Symbols in Zoho
  • Create unique one-time-use discount codes or passwords using Deluge with a secure mix of characters.

New On Zenatta

• Zenatta Blogs
  • Zoho Projects 2025: A Complete Guide to Setup, Templates, Dependencies, and Automation
    • This month, we revisited Zoho Projects in our monthly product overview series.

Tips and Tricks

• USE AI to Customize & Automate your Zoho CRM with Ask Zia LLM
  • Ask Zia to build workflows and reports in CRM. It’s still learning—but worth exploring.
• NEW! Zoho CRM Updates for Q1 2025
  • Here is a rapid-fire recap of all the CRM changes this past quarter, explained with helpful context.

Question of the Week (AZAAZ)

• Creating a Project on Zoho Projects after a Quote has been Accepted on Zoho Books
  • It’s possible—just takes some Deluge magic. Automate projects and tasks with budgets pulled from quoted items.

This Week’s Quizzes

• Monday Quiz: What is the new feature introduced in Zoho CRM’s Canvas updates for mobile devices?
• Wednesday Quiz: What apps are currently included in the Zoho Service Plus bundle?