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The CRM Zen Show Episode 366 – The Bigin-ing of AI Agents Everywhere

Zoho News

  • Zoho Bigin: Zia Agents in Bigin
    • Zia Agents are now available in Bigin with out-of-the-box assistants for replying to emails, suggesting cross-sells, and analyzing loss reasons. Upcoming features include KPI summaries, record summaries, and integrations with Apple and Google services.
  • Zoho Sign: Delegate Signing Now Available
    • Users can now assign someone else to sign documents on their behalf, perfect for out-of-office scenarios. This feature rounds out Zoho Sign’s core functionality and brings it in line with other major signing platforms.
  • Zoho Forms: New Zoho Books Integration
    • Zoho Forms can now push data directly into Zoho Books modules like customers, vendors, or custom modules. A useful upgrade that avoids the need for Zoho Flow in many cases.
  • Zoho SalesIQ: Nova’25 Release
    • The Nova update adds WhatsApp broadcast messaging, template-based bots, Deluge workflow triggers, and advanced task automation. Developers will appreciate the new flexibility in triggering scripts from chat interactions.
  • Zoho Recruit: Custom Buttons & Links Portal Support
    • Recruit portals now support custom buttons and links, allowing external users to launch tools, open URLs, or trigger functions from within the portal view.
  • Zoho Workplace: June 2025 Feature Enhancements
    • June’s Workplace updates include slideshow views in Mail Notes, improved Google sync in Calendar, real-time network stats in Cliq, hearing aid support in Meeting, .pst support in Trident, smarter fillable templates in Writer, desktop folder sync in WorkDrive, and NLP-powered search in Connect.
  • Zoho Campaigns: Auto-Upgrade Update
    • Auto-upgrade in Campaigns now only triggers if your payment method can be charged, and charges are applied immediately instead of at the next billing cycle.
  • Zoho WorkDrive: Truesync for MacOS 26 Tahoe
    • Zoho released a beta build of WorkDrive TrueSync optimized for macOS 26 (Tahoe), allowing early adopters to sync files smoothly while testing the new OS.
  • Zoho WorkDrive: Introducing Zia for WorkDrive
    • Zia brings file summarization, comment translation, AI-based content drafting, image generation, and video/audio transcription to WorkDrive. These features can improve collaboration and make internal content easier to manage and search.
  • Zoho Mail: iOS UI Revamp
    • The Zoho Mail iOS app gets a full UI redesign with inline image insertion, customizable toolbars, calendar widgets, Siri shortcuts, and enhanced dark mode for a smoother, more personalized experience.
  • Trident: Windows (v.1.29.4.0)
    • Trident for Windows adds Vault integration, scheduled Cliq messages, message draft syncing, easier account switching on sign-out, and the ability to start or join scheduled meetings directly from the app.

Code Share of the Week

  • Convert State Names into Abbreviated or Proper Case Formats in Zoho
    • This function helps convert full state names into two-letter abbreviations or properly cased names using a reference map. You can toggle the output type depending on your needs. It is especially useful when normalizing inconsistent data from form entries or third-party systems. Just keep in mind that user input errors like abbreviations or misspellings will need separate handling.

This Week’s Blog

  • C&G Arms – Case Study
    • We helped C&G Arms set up a Zoho Inventory and Creator solution to manage 3D-printed products and raw materials. The team now uses a kanban view to handle work orders, track production, and integrate directly with Shopify.

Tips and Tricks

Question of the Week (AZAAZ)

This Week’s Quizzes

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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