The CRM Zen Show

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. Hello, first of all thanks. What I want to ask is, how can I submit and Track sources from Organic Traffic in Zoho (like which organic post comes in?)

• 💬 2. Hey guys. Thanks once again. I am finding some instabilities and some weird behavior in Zoho Flow when using webhooks. Did you guys notice anything similar? For example: the payload was not showing and after a couple of hours it started showing. Also, when creating a custom function the webhook variables are not showing.  Have you guys experienced some weird ish going on with Flow as well? Thank you

• 💬 3. Mail is such a strong product, it kind of blows my mind you guys don't use it. If the Calendly/Bookings issue was solved, do you think you guys would move?

• 💬 4. Is Tyler an AI bot?

• 💬 5. Can we use CSS in ZML?

• 💬 6. I would like to create a separate task list on my dashboard for all tasks assigned to my staff. How would I go about doing this?

• 💬 7. Can you send one message to several channels or groups at a time?

• 💬 8. Hi. We currently have Zoho CRM Plus and are looking to add Zoho Sign to integrate more seamlessly. We currently use another signature app that we never integrated. I have been looking at Zoho One instead of adding Sign, and am finding that Zoho One is a lower price point than CRM? Am I missing something here because if this is true, why would anyone sign up for the CRM instead of Zoho One which includes CRM+ other apps? 

Here are the links to the help articles discussed:

• Question 1: https://help.zoho.com/portal/en/kb/forms/tracking-in-zoho-forms/utm-tracking/articles/advance#Using_tracking_codes_in_WordPress  

• Question 8: https://zenatta.com/resources-bundles/  

💥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:

• Zoho CRM Wizards For Inventory Module & More

• Zoho FSM November'23 Updates

• The Difference Between MA & Zoho Campaigns

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

• Read the show notes: https://zenatta.com/episode-279/

💥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:

PodcasterZen - 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 Application - Zoho Practice 

• Marketing Plus Introduces Budget Board

• Zoho Creator Is Now A Source For Writer Merge Templates

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

• Read the show notes: https://zenatta.com/episode-278/

💥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. Who the hell is Tyler? 

• 💬 2. Nick: Question similar to Question 7 - We use a firm for our social media marketing. They are not employees. We need to give them access to Zoho Social and Campaigns specifically. Will we need to buy a license for them that their team can use, or is there some sort of guest access available for Zoho One users who use a 3rd party marketing agency? Helene: I own a very small retail company and use Zoho for everything however because we are a startup we don't have the need for an on staff social media manager but can’t ignore the importance SM plays in our marketing plan and growth of our business. Therefore, we hired and external SM manager and was wondering if I can just share posting and schedule permissions with my SMM without actually buying a new Zoho One user license

• 💬 3. Great tutorial, but I am having some trouble with getting some features to work/display as you have laid out. 1) The method to have the related lists display in either the Leads and Contacts modules, after an existing lead/contact has completed a Zoho Form submission. 2) Additionally, the Related Lead and Related Contact IDs are NOT available when I attempt to build out the "View Lead" or "View Contact" button links. I am not sure where I have missed some directions.

• 💬 4. So, let's say you already built all the individual modules one at a time without checking that fancy drop down thing and are now regretting that.  You want to clean up duplicate fields that may have been named slightly different or just don't apply in practice and want to make sure what is left is mapped between the modules property.  There is no data in the fields you need because you're still just figuring things out and don't have any real customers in the system.  Best way to do that?  Asking for a friend.

• 💬 5. I hope this question isn't rocket science: how to send bulk/mass emails, without the recipients seeing the other recipients? Is it possible in Zoho?

• 💬 6. Great article by the Zenatta team on Building your Own GPT. Definitely something I want to explore. Exciting stuff! Curious to see/learn more about the use cases, esp. #5 and how this relates to Zia and Data Storytelling for narrative financial reporting. Also will Zenatta be doing any videos on the generative AI topic at some point?

💥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:

• PSA - Planned US Datacenter Maintenance

• Zoho Cliq Zoom Integration 

• Circuits in Zoho CRM Update

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

• Read the show notes: https://zenatta.com/episode-277/

💥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 Aggregate Fields in Subforms Enhancements 

• Zoho Billing November’23 Updates 

• Zoho Vault Adds Additional Authenticators

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

• Read the show notes: https://zenatta.com/episode-276/

💥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. Is there a way to batch serialized items on the purchase order side and then assign them to be sold separately from that batch to customers? Can we still see/track which batch that serialized item on the sales order came from? We have unique needs as we are a non-profit business that order park tickets from Florida theme parks and distribute them for free to families in need that come to stay at our resort.

• 💬 2. I absolutely love Zoho. Do you guys have any videos or news on Zoho Thrive?  What are your initial thoughts?

• 💬 3. We are using Zoho CRM and searching for a tool that can be used by our non-software-using employees to create car condition reports. We are thinking about using either Zoho Forms, Creator or CRM with a custom role as a solution. We would use Zoho RouteIQ, because our employees drive to customers and check their cars right there (I know that RouteIQ is only available for CRM). It would be nice if our employee could have an overview over the attended customer locations and completed forms. In which use case would you prefer one over the other? If we choose Creator, is it possible to export a Zoho Creator app as a custom iOS/Android application, so our employee does not open Creator anymore, but rather our custom app?

• 💬 4. Have you guys had experience with Zoho RouteIQ? Since Zoho does not shy away from offering unreliable software, I‘m afraid of starting to implement it, before getting insights from experts. Thanks for all your answers, I love your content!

• 💬 5. Do you have any recommendations or strategies on how coaches can sell their services? Should they use Zoho Subscriptions? or a deal in CRM?  How are your coaching clients handling this?

• 💬 6. Is it possible to trigger an assignment rule after a lead has been created? I pose this question because in order for the correct location / territory to be determined we have a workflow that needs to be completed before I want the assignment rule to be triggered in order to assign the correct users

• 💬 7. I am about to employ a virtual assistant to support with some admin and research. They need an email address, we need to be able to communicate (Cliq I assume) and some way of managing their priorities (Connect or Project). I am a Zoho One User. Do I have to have a Zoho One account for them or can I buy a Bundle and them as a user under my Zoho One but only with access to the Apps in the Bundle? If I can use a Bundle, which is the best for this type of application. Thanks once again for your thoughts.

• 💬 8. I need to create documentation for Zoho Creator apps and Zoho CRM projects also. How are you all doing it? Please share your experience.

Here are the links to the help articles discussed:

• Question 3: https://www.zoho.com/creator/videos/rebranding-apps-in-zoho-creator.html https://help.zoho.com/portal/en/community/topic/open-google-maps-mobile-from-an-application 

• Question 7: https://zenatta.com/resources-bundles/ 

• Question 8: https://zenatta.com/zoho-apps/learn/

💥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:

• Zoho Marketing Automation 2.0 Officially Launched

• Zoho Projects 8.0 Released 

• Module Data Exports Receive a MASSIVE Update

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

• Read the show notes: https://zenatta.com/episode-275/

💥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 Cliq 5.0 Updates

• Zoho Analytics October'23 Updates

• Zoho Sheet ‘24

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

• Read the show notes: https://zenatta.com/episode-274/

💥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. I have just started to test an in-person Mentoring program on Personal Development and Accountability for Business Owners and Managers. At the moment it’s paper based and the mentoring is in-person (video conferencing). It’s over 4 weeks with a 1 hour session each week. The participants complete tables with their specific information based on the content that is provided. Based on their response I guide them and then at the end of the 4 weeks I give them a summary and a 6 month strategy that they can use on a self guided basis. I’d like to digitize this so the process can be online. And potentially create an evergreen program driven by the AI Overlord. 😑 Do any of the Zoho Apps have the capability to deliver this? Is it Creator? Once again, many thanks for the help.

• 💬 2. Hello! I'm considering purchasing this [WooCommerce] plugin for a website I'm working on. Will I be able to sync the inventory (items) along with the stock status, images, etc.? i.e All our products are currently on Zoho Inventory and I need them to sync up with WooCommerce automatically

• 💬 3. Can you guys talk about early access for email storage management, ​Emails with attached files are consuming our company file storage, ​And there is apparently no way to go and delete undesired files. Wondering if you have a solution.

• 💬 4. CommandCenter seems pretty powerful. We’ve used blueprints for a few different things, and if I understand correctly, CommandCenter seems to be a cross-module blueprint essentially…Any use cases for it? Has your team used it? Is it work taking the time to explore and build with it? 

Here are the links to the help articles discussed:

• Question 3: https://www.bitrecover.com/email-attachment-remover/ 

💥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