The CRM Zen Show

This week we talk about:

• Easily create personalized Writer documents in bulk with your Zoho Creator data

• Canvas Gets An Overhaul 

• Zoho CRM "Voice of the Customer" Enhancements

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

• Read the show notes: https://zenatta.com/episode-256/

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️Resource Library 

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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'm trying to work out a way that I can integrate QBO into my Zoho Behemoth (currently CRM, Projects, and Desk) while still bringing in my Avalara subscription that's native to QBO. I'm not sure why, but we can pay say $10 for Avalara into QBO, but if we want Avalara to integrate into other apps, we need to pay say $1000 for the level that generates the license key. I've tried everything: 2 different marketplace extensions, Zoho Books, Zoho Invoice, a little bit of Zapier, maybe Zoho Flow, but nothing seems to work to sync Avalara-generated taxes on invoices. I effectively want to skirt Avalara's high prices by bringing it in the QBO side door. Today I stumbled upon Zoho Inventory, and it seems promising: integrates directly with QBO, integrates directly with Avalara (looks like I would still need the license key here), and could even replace my subscription to Shipstation (which I haven't even tried to integrate into the Behemoth yet!). But my question is, would Avalara-generated taxes (that would exist in QBO if I made the invoice there) be ported into Inventory and CRM if I just link to QBO? Or is it essential that I also directly link to Avalara such that those taxes transfer over too. Is anyone familiar with this space and could advise?

• 💬 2. The big issue I am having is Zoho Checkout not showing the product or service description? so while I get the invoice being delivered it doesn't show me what the customer actually paid for. Have you done anything on showing how to create a deal based on online payments and auto-place your product/service in the deal stage?

• 💬 3. I’ve been considering utilizing the custom domains options for WorkDrive and Forms, but I have quite a few URLs referenced in both apps. I have a concern that if I change to a custom domain, it will break those links. Does anyone know if the links will be automatically relayed/forwarded to my new custom domain, or would I have to recreate all new links and references?

• 💬 4. For some customers we want to make sure whenever they send an e-mail it creates a ticket in Zoho Desk. So I created a filter in Zoho Mail so that all emails from those clients are forwarded to Desk and then moved to a folder in Zoho Mail. Those mails are taken care of in Desk so the folder in Zoho Mail is making sure, the mails are not answered in Desk and Mail in parallel. Now I want to have such a filter for all users (not every user should manage the filter themselves as the clients in that filter change). I want to prevent having to export the filter and share them with the users each time an account is added. How can I create a filter that all Zoho Mail users can use?

• 💬 5. I'm currently using Zoho Campaigns for my email marketing efforts, and I have a question regarding the Signup Compact feature. I've been exploring its functionality, and I'm wondering if there is a way to allow subscribers to select and subscribe to multiple topics using this feature. Ideally, I would like my subscribers to have the option to choose from various topics of interest during the signup process, so they receive relevant content based on their preferences. If anyone knows how to accomplish this, I would greatly appreciate your guidance. Any insights, tips, or instructions on how to enable multiple topic selection within the Signup Compact would be incredibly helpful.

• 💬 6. Is there a discussion board I can add for students?

• 💬 7. Great video gents. Any thoughts on why Projects is not available to link in Zoho CRM Sales Orders? We wanted to use this for a very detailed and complex order fulfillment process. Thanks again!

• 💬 8. I’m really struggling with this one. How do I get inbound organisational emails (ie Hello@) to be received in CRM if we are on Zoho One? I’m a Zoho One user, and currently in order to get group / organisational emails (ie Hello@ & Support@) I’ve set these up as Alias’s to my main email address. Now I want the emails received to Hello@ to be received in CRM so we can trigger some Workflow automations on reply received and genearlly see what customers have replied in context within CRM. Currenlty to sync alias emails I need to IMAP link my whole inbox. But being the business owner theres a whole bunch of emails I dont want showing in the CRM. Zoho is telling me the only way to seperate a Hello@ email in CRM is to purchase a full Zoho One subscription for an entire User. But this seems overkill for an email that is nothing more than a shared inbox we will manage in Desk and CRM. (FYI we have full users for all employees already) Please help?

• 💬 9. Anybody known if there is option to have multiple contacts to pipeline deal in bigin. Só that same time all information stays distributed through all the contacts and companies involved in the deal or conversation in the deal. Emails, notes etc.

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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:

• Noteboard for Zoho Notebook

• Zoho CRM Filter Criteria and Group Details Updates 

• Bigin Adds Duplicate Cleanup Feature

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

• Read the show notes: https://zenatta.com/episode-255/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM 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. Hey, great video, as always! I just stumbled upon the journey builder/command centre and it got me confused a bit. it looks really similar to blueprints and workflows. Would you guys recommend using the journey builder/command centre? or can you maybe do a video on the subject? it would help me out a lot. thanks!

• 💬 2. AWESOME video. Thanks for the tutorial. Is there any way to connect Woocommerce with Zoho without that plugin? Couldn't we use Zoho Flow for the connection as it connects with Wordpress, Woocommerce, and everything else?  

• 💬 3. My #1 Marketing priority is a weekly newsletter Campaign sent to all Leads and Contacts. I want to post a Sign-Up Form on LinkedIn in an effort to gain new subscribers. What do you think is the best process?  

• 💬 4. I currently have our new employee onboarding instructions located in the knowledgebase and have to wait for the user to accept the knowledgebase new user invitation before I can assign the Employee group. Ideally, I would like my New Employee Flow to do this, but in the meantime, is there a way to add any groups when I send the invitation?

• 💬 5. When someone who is already in my CRM contacts, sends a message(ticket)through Whatsapp/Wazzup. Then I want to assign that ticket to the contact owner of that contact automatically. If not, then leave it as a normal ticket open for everyone. 

• 💬 6. Can I either add a custom line to the Zoho Books main menu to import invoices instead of clicking through to it or build an API to import the file?

• 💬 7. When calling Zoho CRM v4 APIs from Deluge scripts within Zoho CRM using InvokeURL. What connection should I create/use? The existing System Connection "internal--zohocrm" which is a connection to Zoho OAuth service. My Connections | New Connection - Service: Zoho CRM.  My Connections | New Connection - Service: Zoho O Auth. Also of interest - have you noticed the special scope "ZohoCRM.crmapi.ALL" that the System Connection mentioned in #1 above uses but we do not have available to us when creating a connection using Zoho OAuth as service. Various docs and tools seem to reveal more and more scopes -- maybe some are a hint of additional API endpoint to come? You are my "insider guys", please spill some beans.

• 💬 8. How can I dynamically construct a URL to a given Page in Zoho CRM. Specifically, how can I dynamically construct the base URL. Challenge 1 - obtaining the orgId. Challenge 2 - obtaining/composing our Data Center specific base URL. Is there a helper method of some sort in Deluge to determine the Data Center so that we can construct the proper domain in the URL? Zoho CRM Variables? It feels like a cheat... but maybe this is a possible use of Zoho CRM Variables, though I must admit I have not used them, so do not know if we can access them from Deluge?

• 💬 9. Is there any way to bulk upload users into Bigin? I have looked into Zapier as well as Zoho Flow and can't see an action to "Add a User." Hoping you can think of a way and hope that isn't building a custom topping.

• 💬 10. How do I do multiple packages in one order? Do you have a resource I could use to do this?

• 💬 11. Hi.  Hoping there is a solution here...been looking for a while.  In Zoho CRM: I would like that EVERYTIME A SPECIFIC FIELD IN THE ACCOUNT IS UPDATED A SPECIFIC FIELD IN ALL THE RELATED CONTACTS IS ALSO UPDATED.  I see that you can buy an extension and pay monthly, but in ZAR in South Africa that is expensive.  Does it have to be custom code? Thanks! Follow-up comment: I am also wondering if Global Sets might solve this.  If you apply a Global Set to one module and the same one to another module - if you update the value chosen on one module does it update on the other?  I currently have another bug with saving my Account layout, so I haven't been able to check that until Zoho shows me how to fix the bug.

• 💬 12. I’ve got an odd dilemma with validation rules on invoices in Zoho Books. Our use case is that we need to prevent any invoices being edited or marked as sent (which I believe triggers the edit action anyway) if they have a date prior to present day. Zoho support’s suggestion was the following validation rule, which we’ve had in place for a while: By and large this does the job, but we’re having some issues with it as it is sometimes triggering the rule when applying payments/credits to an invoice—but not all the time! It would be easy to understand if it blocked all payment applications, but it’s intermittent and I can’t identify a pattern. Do you have any suggestions on how to tweak this to fix? Or alternative methods of handling the use case? 

• 💬 13. Do you recommend not using due dates then, if you are using this, just duration?

Here are the links to the help articles discussed:

• Question 11: https://club.zenatta.com/c/code-share/update-related-fields-on-related-crm-records-using-coql-crm-object-query-language  

• https://www.zoho.com/crm/developer/docs/api/v4/Get-Records-through-COQL-Query.html

This week we talk about:

• Zoho CRM - Sheet View Revamp 

• What's New in Zoho Books - June 2023

• Upcoming Zoho Creator Updates June'23

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

• Read the show notes: https://zenatta.com/episode-254/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

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️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 a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory --> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring.

• 💬 2. Hi, thank you for your time. You said in the video that there is a way to integrate existing website contact form to Zoho but did not show it. How is that possible?

• 💬 3. I have forward activities scheduled with all Qualified Leads and Contacts. I also collect intel (notes) from each touchpoint. With that said, it is a slight pain in the AZAAZ that I have to complete a scheduled call and then go back to add (+) a new future Call, Meeting, or Task. Can I create a Workflow or Automation that immediately forces me to schedule another future activity at the completion of logging today's scheduled call? 

• 💬 4. In Zoho Flow we're trying to use "Update Related Module Entry" action to associate a project with their CRM account. Seems pretty straight forward and all the functionality seems to be right there in flow. I've been trying to do this for a few weeks with no luck. I'm actually not sure if this action in Zoho Flow does anything. I did find this video from BluRoot: https://youtu.be/xYaTRA8XOOc?t=455, where they were able to do this successfully (this was 2 years ago). I haven't been able to have any success with this. Does this action and functionality still work? If so, how? If no, what's a potential work-a-round? 

• 💬 5. Is there a way to sort leads based on the "best time to email" and "best time to call" fields? I'd love to try using a day or two a week, checking the "best time" fields each hour or so.

• 💬 6. Thanks, this was very helpful.  Do you have anything on how to set yourself up for a service-based business, like a life coach, with 1:1 sessions with clients, and you want to keep records?

• 💬 7. Why this method vs. Integrations tab > Zoho CRM?

Here are the links to the help articles or videos discussed on this week's Issue No. 12:

• Question 2:  Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM

• Question 4: https://club.zenatta.com/c/code-share/link-a-crm-account-and-or-deal-to-a-zoho-project

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

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️YouTube 

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🧠 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 Add Query Component

• Bigin May Updates

• Latest updates in Zoho Meeting

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

• Read the show notes: https://zenatta.com/episode-253/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM 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'm looking to use landed costs to track the true cost of items I purchase from vendors. I understand that I can track it on a bill and "allocate" the landed cost to items, but I can't see the landed costs at the Item level or any Item reports. I'm not sure what the point of allocating landed costs to items is if we can't view the landed cost at the item level. Landed cost is only tracked on the bill. It does not roll up to the items themselves in any way, so there really is no point in allocating the landed cost to items. It feels like it might as well just be a line item on the bill… Any thoughts or suggestions to tackle this? 

• 💬 2. Are there any resources/webinars within Zenatta or outside of Zenatta to help with Zoho Sites?

• 💬 3. On your website, you rate Zoho Books "Maybe" partially because bank feeds disconnect often. We bank with Mercury and can integrate through Plaid. Does it still have the disconnect issue? Are there other reasons you might not recommend Zoho Books? Have some of the issues you've had in the past with ZBooks been resolved?

• 💬 4. I have this set up in a workflow, so I auto-respond with an email when a ticket is created. I don't think you can use either of these solutions to remove the ticket number in the subject line in this case??? 

• 💬 5. My email client is Zoho. I have successfully linked Zoho Calendar with Google Calendar. (I prefer the functionality of GC) I also use Bookings and this seems to be working ok to log in the booking. When I tested the Booking reschedule and cancel process it updates in Bookings but nowhere else. Is there a setting for this in either Bookings or Zoho Calendar? Is there a way of linking the meeting to a Contact so it shows in the meeting record of the Contact?

• 💬 6. Is there a way to bypass the chart of accounts step?

• 💬 7. When logging a call, CRM only allows a description but not adding notes about the call. What is the best way to add notes if I don't want to log the call and add a note in a second step? Is it possible to add a notes field to the calls? Or would it be better using the description field of the call and have an automation adding the description to the notes of the contact?

• 💬 8. In CRM, I have a multi-select field with a list of items I need from the lead, and I added it as a merge field in an email template. The issue is the items show as a semi-colon-separated list. I'm trying to get it to show it as a numbered list in the email template which uses plain text/html in the email template. Any suggestions?

• 💬 9. I am trying to find out how to send a mass email that includes an email to 1 contact representing multiple accounts.

• 💬 10. Currently when a CRM sales agent follows up with a Lead, when the lead responds it goes into Desk not CRM. This works for our support agents but it means out sales agents need to be working in both CRM and Desk.Is the way its supposed to work? What is the suggested way configure a sales based org email such as Hello@ to work with both Desk and CRM?

• 💬 11. I wonder if there is a way to record the Birth Date of a Contact? I know the day they were born, not the year and I would like to send them a note each year. I've set up a custom field for the date, but if I set it up today, it's 2023. Is that the best way to record the day and month? Is there a simple way to make that repeat each year (remembering leap years?

Here are the links to the help articles discussed on this week's Issue No. 11:

• Question 9:   https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-modules/articles/linking-modules#How_to_create_a_multi-select_lookup_field

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

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🧠 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 Expands New Office In Kenya

• Chatbot for Zoho Recruit Optimized

• Zoho Desk Partners with Microsoft's M365

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

• Read the show notes: https://zenatta.com/episode-252/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM 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 2 tables: Calls and Deals. The Calls table has the columns ‘call owner’ and ‘call duration’, and the Deals table has ‘deal owner’ & ‘deal revenue’. So now I want to get these details in a new table called ‘Revenue_Model’ in which I want to see how much time a call owner takes to get a deal and its value.

• 💬 2. I am trying to connect Zoho CRM to Marketing Automation.  It will not let me do this because I am connected to Campaigns.  YouTube says that I cannot disconnect CRM from Campaigns.  I am supposed to email Zoho support and ask them to disconnect CRM from Campaigns and then ask them to connect CRM to Marketing Automations.  I cannot locate a Zoho support email anywhere on any of the products.  Can you provide that info and also where they hide it.

• 💬 3. I'm new to Zoho Desk, and I'm working on the settings. I would like to automatically fill in the order number (custom field) from the e-mail. Our order numbers always start with DP, followed by 8 numbers. The structure is, therefore always the same (DP########). Supposing a customer might put another space between DP and the number. How can I get this done?

• 💬 4. We are a Zoho One customer. The question I have is related to Account Owner. How have other customers of yours dealt with the desire to not have any "real" users (meaning employees with a license to Zoho) own accounts?  Our business model is that we have a user in Sales who owns the account while it is in the Lead status, then it transfers over to another user while the account is onboarding, then once they are done onboarding, they are no longer "owned" by any user, they are just part of our normal pool of accounts that our support team collectively manages.  So, since there isn't a way to leave the Account Owner field null, is the best way to have the account owned generically by the Support Team to just buy another license from Zoho and create a user called Support?

• 💬 5. Hi, great video!  But, how would I go about doing it in the reverse way?  I want to pull data from Analytics to Creator?  Thanks!

• 💬 6. Thanks for the quick tutorial for differentiating local vs global (picklist) sets and how to set up global sets. I do have one question that, to some extent, extends upon this. My scenario is I currently have a local picklist field: state (name) and single line field: state (abbr) [read only]. I also have a workflow associated with those two fields. When a state name (Arizona for instance) is selected, the state abbr field is updated (AZ in this case). Will the workflow update all modules that have global picklists or do I need to clone the workflow and tie them to each module?

• 💬 7. Hi, excellent video, I got as far as "connections". My Zoho Inventory has no predefined connections and I’m not sure what “scopes” to collect.  I keep selecting "scopes" and get an error saying my selected scopes are wrong?

• 💬 8. Is there any possibility to increase word counts in the questions?

• 💬 9. I've been experimenting a lot with Chat GPT and the potential is endless. However, when you start to develop complex workflows with multiple calls to ChatGPT, you push the limit, and often exceed the 40 second timeout limit on invokeurl calls. Do you have any suggestions or workarounds to allow for a 60-90 second custom function to run? Is it time to move out of Deluge and into another language to manage the more complex tasks?

Here are the links to the help articles discussed on this week's Issue No. 10:

• Question 5: https://www.zoho.com/analytics/api/v2/#export-data

• Question 7:  https://club.zenatta.com/c/code-share/shopify-zoho-inventory-taking-the-integration-to-the-next-level

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course 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