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The CRM Zen Show – Episode 66 – The Three Amigos

Zoho News

Notable Mobile Updates

  • Not one major update this week.  But I counted over 12 apps that had bug fix updates.

Implementation of the Week

  • CRM Integration with 3rd party database through Zoho Flow
    • Webhook endpoint generated by Zoho Flow
    • 3rd party system posts webhook to Zoho Flow
    • Information routed into CRM to created Order/Proposal records linked up to Contacts and Accounts
    • Deployed highly robust integration with minimal coding required
    • Email tyler@zenatta.com for more information on this solution.

Things We Noticed

  • CRM Resources
    • Click on Your Picture (Upper Right Hand Corner) > Resources
    • This gives you access to:
      • Videos
      • Documentation
      • Training
  • CRM Updates
    • Two new areas in the settings section. We will provide more details shortly.  We can’t find any documentation yet.
      • Customization > Pipelines
      • Process Management > Orchestration
  • Zoho Subscriptions Update Page
    • Bookmark this link to keep up on all Zoho Subscriptions Updates

This Weeks Reads

    • 7 Audience Segments Your Email Newsletter Needs
    • 5 KPIs Your CRM Should Be Tracking

A Chat with John-Mark Bantock about Catalyst Applications

  • On the Podcast, we talk with Catalyst Connect CEO, John-Mark Bantock about their Zoho Point Products and future enhancements.

Application of the Week

Tips and Tricks