The CRM Zen Show

This week we talk about:

• Changes to X API support for Zoho Social

• Zoho Marketing Automation Now Offers WhatsApp Marketing Integration

• Zoho Marketing Plus Introduces Marketing Project Drafts

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

• Read the show notes: https://zenatta.com/episode-295/

🏥 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

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️YouTube

️Newsletter

️X

Facebook

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🧠 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

This week we talk about:

• Add Marketplace Extensions now in Zoho Desk Blueprint Transitions

• SalesIQ Chatbot now supports 30 languages

• Bigin adds customizable form links

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

• Read the show notes: https://zenatta.com/episode-294/

🏥 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

This week we talk about:

• Zoho introduces Zoho Tables

• Zoho Forms Enhances Data Accuracy and Efficiency with Regex Support

• Kiosk Studio Available for all DCs

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

• Read the show notes: https://zenatta.com/episode-293/

💥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

This week we talk about:

• Zakya Officially Launches in India

• Zoho CRM Adds "Competitor Mention in Workflow" feature

• Marketing Automation 2.0 Updates

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

• Read the show notes: https://zenatta.com/episode-292/

💥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

️Twitter

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.

This week we talk about:

• What's new in Zoho Desk in 2024

• Zoho CRM Announces New Formula Builder Functions

• Zoho CRM Q1 Updates

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

• Read the show notes: https://zenatta.com/episode-291/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

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

This week we talk about:

• Zoho CRM now supports custom fiscal year formats

• Zoho CRM adds forecast model choices

• Enhance Your CRM Communication with Zia's Refined Email Intelligence

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

• Read the show notes: https://zenatta.com/episode-290/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

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

This week we talk about:

• Zoho Sign Introduces User Groups, Roles, and Profiles

• Zoho FSM Mobile App Offline Support

• Zoho CRM Introduces Enhancements to Email Intelligence, Ask Zia, and Zia Presentation

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

• Read the show notes: https://zenatta.com/episode-289/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

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

This week we talk about:

• It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA…)

• Zoho CRM Webform Enhancements

• Zoho Sign Adds Dynamic KBA for Recipient Authentication

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

• Read the show notes: https://zenatta.com/episode-288/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

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

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. What if you do not have those options [to add to other modules] when building fields? Is that a recent update or an older version of Zoho?

• 💬 2. How do I adjust invoice templates so I can make adjustments for services that are not a fixed cost?

• 💬 3. How do I make a two-page email campaign?

• 💬 4. I have a vendor that supplies invoices in Excel (xlsx) format. We get ~4 per month with about 25-50 lines, and they are all the same format. I know I can pull these into Zoho Analytics for pivot analysis, but I'd like to avoid doing it manually. Is it possible to simply drop the latest Excel file into a folder and have Zoho Analytics monitor that folder for new files? Is this something that Analytics has a built-in feature for, or could it be done in DataPrep, or would it have to be custom-scripted?

• 💬 5. Is it possible to archive deals after they are closed/won? Looking to free up space in my pipeline. On that note, is there an easy way to search by a job number? Thanks!

• 💬 6. Can you sync Zoho contacts into Automation without the emails?

• 💬 7. How do we block certain email addresses from being able to email us on zoho desk?

• 💬 8. We sell on different marketplaces and many different fees come out on each order. We have created a custom Flow that can update a zoho sheet with all fees for each order and pull in the reference number for each payment. I just can't seem to be able to push the updated bank fee to the payment. If anyone might be able to help, please.

• 💬 9. Great video. Question: When someone goes to your website via the google ad, is it the forms they fill out that should have the hidden element and is that how they get into the CRM or does Google know who they are and will it push their information into the CRM automatically? Can you tell in your CRM what keywords and ad that CRM contact used to get into the Website/CRM?

Here are the links to the help articles discussed:

• Question 7: https://help.zoho.com/portal/en/kb/desk/contacts-and-accounts/articles/managing-spam-contacts-in-zoho-desk#Marking_or_unmarking_a_contact_as_spam

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library

️Events

️Club Zenatta

This Issue of AZAAZ 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

This week we talk about:

• New Gmail & Yahoo Email Authentication Requirements

• Zoho CRM Cadences Studio [Early Access]

• Zoho Writer new customized character styles feature

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

• Read the show notes: https://zenatta.com/episode-287/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube

️Newsletter

️Twitter

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