The CRM Zen Show

The CRM Zen Show

By Brett Martin and Tyler ColtNewsTechnologyTech News
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The CRM Zen Show episodes

  • CRM ZEN SHOW Episode 431

    This week we talk about:

    • Zoho CRM: File Management in Teamspaces

    • Zoho Campaigns: MCP Server Integration

    • Zoho Writer: Document Automation Updates

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-431/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    31 min
  • CRM ZEN SHOW Episode 430

    This week we talk about:

    • Zoho Campaigns: 3.0 Launches

    • Zoho Analytics 7.0: New Agentic Analytics Platform

    • Zoho DataPrep 3.0: Agentic AI, Code Studio, and more

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-430/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    49 min
  • CRM ZEN SHOW Episode 429

    This week we talk about:

    • Zoho Analytics: Sneak Peak into Analytics 7.0

    • Zoho CRM: Pre-Fill Public Forms with CRM Data

    • Zoho Creator: Enhanced User Mgmt • App-Level Admin Controls

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-429/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    32 min
  • CRM ZEN SHOW Episode 428

    This week we talk about:

    • Zoho CRM: Ad-Hoc Approvals in Approval Processes

    • Zoho Projects: Expanded Finance Management within Projects

    • Zoho Bigin: Q3 2026 Updates

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-428/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    32 min
  • CRM ZEN SHOW Episode 427

    This week we talk about:

    • Zoho CRM: Multi-Image Record Creation with Zia ICR

    • Zoho CRM: Mail Merge Templates Directly in Sandbox

    • Zoho Books: Product Updates October 2026

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-427/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    55 min
  • CRM ZEN SHOW Episode 426

    This week we talk about:

    • New App! Introducing Zoho AgentInbox

    • Zoho One: Zoho TouchPoint Added to the Suite

    • Zoho CRM: Zoho Key Service for LLM Access

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-426/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    44 min
  • CRM ZEN SHOW Episode 425

    This week we talk about:

    • New App! "Talk" To All Your Data With Zia Chat

    • Zoho CRM: Native AI Agents for Faster CRM Customization

    • ZeptoMail: Renamed to Zoho CPaaS

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-425/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    48 min
  • CRM ZEN SHOW Episode 424

    This week we talk about:

    • Zoho Expense: AI-Powered Travel & Expense Management Updates

    • Zoho Cliq: Collaborate With Guest Users

    • Zoho PageSense: Introducing User Journey

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-424/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    1 hr
  • CRM ZEN SHOW Episode 423

    This week we talk about:

    • Zoho One: Zoho Tables Now Included

    • Zoho Deluge: Throw Statements for Custom Exception Handling

    • Zoho FSM: Multi-Option Estimates

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-423/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    1 hr 6 min
  • CRM ZEN SHOW Episode 422

    This week we talk about:

    • Zoho Catalyst 3.0 Introduces Agent-Ready Full-Stack Cloud

    • Zoho CRM: Workflow Rules for Subform Row Actions

    • Zoho Desk: Conditional Branching with Automation Studio

    • Our Code Share, Read, Tip and Question of the Week

    • Read the show notes: https://zenatta.com/episode-422/

    ⚖️ Avalara AvaTax for Zoho CRM ⚖️

    Accurate Tax. Zero Guesswork.

    👉https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm

    📍Google Address AutoComplete Extension📍

    Map Out Your Success with Precision!

    👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

    🏥 Zenatta CRM Health Check 🏥

    A Clean System Is A Better System!

    👉Zenatta CRM Health Check Zoho Marketplace Extension

    💥Zoho Team Training Programs💥

    Train Your Team In Less Than A Week!

    👉Zoho Team Training Course by Zenatta Consulting

    🌀 ZPortals 🌀

    Receive 10% Off Your First Month When You

    👉Sign Up Through Zenatta Consulting

    👇 SUBSCRIBE 👇

    ️YouTube

    ️Newsletter

    ️X

    Facebook

    ️LinkedIn

    🧠 OTHER RESOURCES 🧠

    ️Resource Library

    ️Events

    ️Club Zenatta

    This episode was produced by:

    Podcaster Zen - Elevate Your Voice

    💻 ABOUT US 💻

    At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

    Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

    🛑 NEED ZOHO HELP? 🛑

    Visit - https://zenatta.com

    52 min

About The CRM Zen Show

From the publisher's feed

A weekly podcast devoted to all things Zoho

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