Zoho News
- Orchestly Updates
- We covered this previously, but this is a bit more detail on SLA’s and Parallel Transitions.
- Also new:
- Pre Built Workflows
- Time Zones and User Tagging
- Orchestly is now available on Zapier and Zoho Flow
- Social CRM Revamp
- A major overhaul to Social in CRM. Rolling out in phases. We haven’t seen this yet, so let us know if you have.
- Zoho Books Bulk Update
- This Table Sums Up the Change
- Zoho Campaigns Adds Zoom Integration
- Zoom Webinar registrants can now automatically be pushed to Zoho Campaigns.
- One Launcher
- The Zoho Application launcher that has been slowly showing up on almost every application now has a name. One Launcher. Zoho One. One. See what they did there? Go Zoho.
- 16 New Applications Added to The Zoho Marketplace Last Month
- The latest and somewhat greatest from the Zoho Market Place
- Creator Updates
- The following are now available in Zoho Creator 5:
- AI fields
- AI Deluge tasks
- Schema builder
- Contextual messages for reports
- The following are now available in Zoho Creator 5:
- The Ruby SDK for Zoho CRM has been released
- Do you have a Ruby application you wanted to integrate with Zoho CRM? Well, now you can. It’s as easy as:
- gem install ZCRMSDK
- Do you have a Ruby application you wanted to integrate with Zoho CRM? Well, now you can. It’s as easy as:
Notable Mobile Updates
- Zoho Vault mobile apps for iOS and Android
- A nice new interface
- Support for English, French, Dutch, Spanish, Japanese, Portuguese (Brazil) and simplified Chinese.
- Dark Mode and More…
- Sandbox Environment is now supported in Zoho CRM iOS mobile app
- You can now extend the desktop SandBox to Mobile for additional testing. A much-needed enhancement.
Implementation of the Week
- Zoho CRM – Quickbooks Online integration through Zoho Flow
- Triggered on a Deal/Opportunity stage in CRM
- Pushes webhook to Zoho Flow
- Zoho Flow fetches necessary Deal/Opportunity and Contact data from CRM
- Zoho Flow creates/matches customer in QuickBooks Online
- Invoice is created in Quickbooks Online (including Deal/Opportunity information) and sent to the customer
- Email Us at Info@Zenatta.com for more information on this solution.
This Weeks Reads
- The Best Time to Send an Email (Research-Backed) – Hubspot – By Kayla Carmicheal
- Based on an analysis of 4 billion emails from 1,000 active senders the highest click-to-open rates are 10 AM, at 21%, 1 PM, at 22.5%.
- This newsletter currently goes out at 6 AM PT / 9 AM ET.
- Should we change it to 10 AM PT / 1 PM ET?
- TAKE OUR POLL: Click here to let us know how you feel. We’d love your thoughts.
- Zenatta Blogs
Application / Plug-In of the Week
- AeroLeads Extension for Zoho CRM
- Find business emails and business phone numbers of any person in seconds. Person name and job title. Company’s name, location, address, size, and industry.
- Business and personal phone numbers
- Starts at $49 a month for 500 Leads
Tips and Tricks
- Organizing views in Zoho CRM using the Down Arrow ˅. An overlooked gem.