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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