The CRM Zen Show Episode 416 – Now Arriving, Mind The Adoption Gap

Zoho News

Zoho CRM: Native Zoho DAP Integration

Zoho’s digital adoption platform, DAP, now integrates natively with Zoho CRM, letting you drop in on-screen popups and a pop-out help hub that walk users through exactly what to click next, whether it’s a stock module or something fully custom you built yourself.

Zoho CRM: Team Module Support in Advanced Analytics

Team modules, the newer mini-admin style modules in CRM, finally made it into Zoho Analytics, so you can report on them just like any other module instead of running into that sneaky little gap.

Zoho CRM: July ’26 Product Updates & Community Highlights

This month’s community digest rolls up the product news plus some handy Kaizen tips, including a filter for surfacing leads with no open tasks and a good reminder to keep an eye on all the new layout rule changes rolling out.

Zoho CRM: Mobile Reports, Record Tags, Formula Fields, & More

For the folks who live on their phones, the iOS app now shows reports, tags, and dynamic formula fields, plus static sub forms that work great as an on-the-go checklist, like confirming a delivery.

Zoho CRM: Loop Functionality in Kiosk Studio

Kiosk Studio picked up loop functionality, so a kiosk can now run the same steps across an entire batch of records, like scheduling calls for a whole list of leads, without you reopening it for every single one.

Zoho PageSense: AI-powered Poll Generation

Give PageSense a prompt and it builds the poll for you, cutting the time it takes to launch one from twenty minutes down to about two.

Zoho Sign: DocuSign Template Migration

Zoho Sign now lets you import your whole DocuSign template library from a single zip export, automatically mapping fields and recipient roles so switching over takes minutes instead of a manual slog.

Zoho Projects: Q2 2026 Scalability & Integration Updates

Q2 brought a wave of Projects updates: a comment summary field, WhatsApp integration, AI-built custom modules, and a new customers object that finally gives Projects its own company-level data instead of just people.

Zoho Sprints: Public Forms for External Feedback

Sprints now supports public forms so external stakeholders and clients can drop feedback or bug reports straight into your backlog without needing a login.

Zoho CRM: Table Values as Subform Values with IRC

Zia Vision’s ICR can now recognize tabulated values, like the rows on a printed or handwritten form, and record them straight into subform rows in CRM.

Zoho Bigin: Booking Page Management on Android

Bigin’s Android app now lets you manage Booking Pages directly from your phone instead of just sharing out the links.

Zoho Assist: July 2026 Remote Support Enhancements

Technicians can now kick off remote support sessions right from the Native Viewer on mobile, and the Customer App has expanded language support, including right-to-left languages like Arabic and Hebrew.

Zoho Sales IQ: Connect any LLM to your SalesIQ Chatbot

Answer Bot’s new “Bring Your Own AI” option lets you power SalesIQ’s chatbot with Zia, OpenAI, Anthropic, Google AI, DeepSeek, or virtually any model reachable through a webhook, instead of locking you into one default.

Zoho Projects: Project Management Bulletin July ’26

The latest bulletin rounds up recent Projects and Sprints releases along with roadshow recaps and practical tips for teams still juggling third-party tools alongside Zoho.

Zoho Desk: Custom Module Management on Android

Desk’s Android app now supports viewing and managing custom module records, complete with related lookups and record counts for sub-modules.

Zoho Apptics: Reply Template and Review Automation

Apptics adds reply templates and rating-based automation so app store and Play Store reviews get a consistent, on-brand response without anyone typing the same reply by hand.

Zoho Projects: Revamped Chrome Extension

The Projects Chrome extension got rebuilt with a cleaner interface, keeping the same quick access to tasks, issues, and time logs right from the browser.

Zoho People: Q2 2026 HR and Workforce Management Updates

Highlights include pay periods and attendance policies that flex by employment type, real-time check-in and check-out status right on employee profiles, and a new “Ask Your Manager” category for HR help desk requests.

Zoho Bookings: Routing Forms for Smarter Appointment Scheduling

Routing forms sit in front of your booking page, asking qualification questions first and then automatically sending the visitor to the right service, staff member, or booking page based on their answers.

Zoho Backstage: Over-the-Air Updates for V3 Attendee Apps

The V3 attendee app can now push updates straight to participants’ phones over the air, so the latest version doesn’t have to wait on App Store or Play Store review timelines.

Zoho Backstage: Attendee App Engagement and Networking Updates

Backstage’s rebuilt attendee app makes browsing profiles and booking meetings faster, so networking during an event feels a lot less like a chore.

Zoho Mail: Advanced Group Settings for Email Groups

Group admins get more granular control over email policies, permissions, and moderation for organization groups, all from the Advanced Settings panel.

Zoho Mail: iOS Spam Updates

Zoho Mail’s iOS app adds sender verification and clearer spam alerts, bringing mobile controls closer to what’s already available on web and Android.

Code Share of the Week

Auto-Provisioning Zoho CRM Sharing Rules by Role

This one’s adapted from code written by Adam on our team, who needed a way to auto-create user groups and sharing rules based on a user’s role in CRM. Feed it a user ID plus their first and last name, and it looks up the user, checks their role, and if it matches something like a sales rep role that needs a custom sharing setup, it builds a user group and generates criteria-based sharing rules across the Contacts and Accounts modules. Any record where that user is the owner or a secondary owner field gets read, write, and delete access shared to the group automatically. It saves you from manually recreating sharing rules every time someone’s role changes or a new hire comes on board, and it all runs dynamically through the API.

This Week’s Blog

Zoho CRM Setup Guide (2026): Every Setting Explained

Tyler walks through every single section and button under CRM Settings, explaining what each one does at a high level so you know what’s under the hood even if you’ve been running CRM for years.

Tips and Tricks

How to Reconcile Bank Accounts in Zoho Books

Christopher walks through reconciling bank accounts in Zoho Books step by step, a different job than matching and one you really don’t want to let pile up until year-end.

Zoho Books Accounts Payable Tutorial

A second video from Christopher covers running accounts payable in Books: setting up vendors, matching bills against the bank feed, and using the reports to catch anything sitting way too long overdue.

Question of the Week

Question About Your Claude AI Setup

Frederick asked which Claude plan powers our documentation and MCP workflows, since the Pro plan doesn’t look built for that kind of shared setup. Greg explained Zenatta runs on the Team plan specifically so the AskZenatta connector, now wired into Zoho Analytics instead of hitting CRM or Creator directly, can be shared across the whole team through one dedicated account.

This Week’s Quizzes

• Monday Quiz: Which Bigin feature automatically fills in missing details for leads and contacts?
• Wednesday Quiz: Which condition is required to use the Zia-powered “Insights in Reports” feature for data-driven summaries?