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The CRM Zen Show Episode 370 – Signed, Sealed, Secured

Zoho News

  • Zoho Projects: August 2025 Updates & 19-Year Milestone
    • Zoho Projects turns 19 with new productivity tips, expanded color options, and updates across Projects and Sprints.
  • Zoho CRM: July 2025 Community Digest
    • The latest digest highlights key features like Zia scoring, static subforms, and sandbox-to-production sync, plus community-driven solutions.
  • Zoho Vault: Introducing SecureForms
    • SecureForms lets you safely collect credentials or sensitive info directly into Vault, eliminating risky email sharing.
  • Zoho Sign: AI Document Generation
    • Zoho Sign now offers AI-powered document creation, but review them carefully as legal accuracy may vary by region.
  • Bigin: Online Meeting Support in Booking Pages
    • Bigin Booking Pages can now auto-generate Zoho Meeting or Zoom links, simplifying online scheduling.
  • Bigin iOS: Built-In Telephony and RingCentral Support
    • The iOS app now supports built-in telephony and RingCentral, ensuring calls originate from business numbers instead of personal ones.
  • Bigin: Filters and Extended History in Audit Logs
    • Bigin’s audit logs now support filters by entity, user, action, and time, making it easier to find what you need. You can also access up to three years of history, with export options for full data or selected ranges.
  • Bigin: Enhanced Help Options Panel
    • Bigin’s new Help Options panel organizes support into three tabs – Contact Us, Self Help, and Useful Links.
  • Zoho SalesIQ: Default Translation Change
    • Zoho SalesIQ is making Zoho Translate the default chat translation tool across all data centers, replacing Google Translate by December 31, 2025. Google Translate will still be available as an optional integration with user credentials.
  • Zoho Expense: Q2 2025 Updates
    • Zoho Expense rolled out major updates including trip submission windows, user budgets, and a new Trip Expense Summary report in Analytics. Other highlights include extended chatbot availability, keyboard shortcuts, revamped analytics, and improved mobile app usability.
  • Zoho CRM: Enhanced Apptics Integration for Unified Customer View
    • Zoho CRM’s enhanced integration with Apptics now brings in-depth product usage data like sessions, crashes, and in-app feedback directly into CRM. This unified view helps teams orchestrate journeys, segment customers, and trigger targeted campaigns based on real behavioral insights.
  • Zoho Projects Plus: AI-Driven Construction Analytics
    • Zoho Projects Plus now offers AI-driven analytics for construction, including predictive forecasting, what-if analysis, anomaly detection, and automated insights. These tools help project managers spot risks early, monitor budgets, and make data-driven decisions with ease.
  • Zoho Apptics: Segments for Targeted User Engagement
    • Zoho Apptics now supports Segments, letting you group users by behavior, demographics, or activity for targeted engagement. Paired with push notifications, this feature enables personalized messaging to boost retention and deliver timely, relevant experiences.
  • Zoho Workplace: July 2025 Product Updates
    • Zoho Workplace apps received wide-ranging July updates, from AI-powered tools in WorkDrive and Show to new Zapier integration in Meeting. Enhancements also include smarter search in Connect, better shared mailbox features in Mail, and Vault access directly inside Trident.
  • Zoho Analytics: Snowflake Username/Password Authentication Deprecation
    • Snowflake is deprecating username/password authentication by November 2025, impacting Zoho Analytics connections. Users must switch to OAuth or Private Key authentication to ensure uninterrupted data imports.

Code Share of the Week

  • Centralized Field Change Detection in Zoho CRM Using a Hash Field
    • Tracking changes across multiple fields usually requires a separate workflow for each field, which quickly becomes unmanageable. This solution creates a hash value that consolidates all chosen field data into one token, letting you detect if anything changes with a single comparison. While it won’t specify which field changed, it’s ideal for compliance checks or cases where any modification triggers an internal review. It saves time, reduces clutter, and can later be extended to pinpoint specific fields if needed.

This Week’s Blog

Tips and Tricks

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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