The CRM Zen Show

This week we talk about:

• EARLY ACCESS - Zoho CRM Custom Domain Mapping

• NEW "Metrics" For Zoho Creator

• Zoho Sign OpenAI Integration

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

• Read the show notes: https://zenatta.com/episode-251/

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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. How can I assign customer to Contact Owner every time automatically when he/she contact again in CRM Contacts & I want to copy the whole contacts to departments.

• 💬 2. I need to remove an item for sampling. How can I adjust?

• 💬 3. How can I remove the ticket # from the subject in my response?

• 💬 4. What would be the best way to implement in a Zoho CRM custom drip sequences with Email, SMS with Zoho Voice, direct mail from something like Lob, ringless voicemail via SlyBroadcast, etc.? We wanted the ability to have time delays, be able to start and pause the drip anytime and have it all logged in CRM, possibly in the timeline, to see where the contact is in the journey. What would be the best way to go about this if possible, maybe the CommandCenter, Workflows, Blueprints, etc? Also, have you implemented something like this for your clients before?

• 💬 5. In our Zoho Projects portal, users have reported many instances where they have uploaded documents to a task or project, but the documents are not visible to other users or even the user that did the upload when they revisit the project or task. Is there a setting required for Documents to work properly within the Zoho Projects application? Is Workdrive required for all users in order for documents to work? Separately, is it possible to link up with Google Shared Drives using the Google Drive cloud upload option presented in the file upload menu in Zoho Projects? 

• 💬 6. The global set has messed up my mail CRM integration. The global sets show up as numbers in Zoho mail instead of names. Any ideas?

• 💬 7. Can you show an example of how to use a function during record creation that copies the value from one field to another? I get how to do this during edit/view, but during creation, this does not seem to work.

• 💬 8. Wondering if there any significant differences between the mobile experience using Android or iOS?  For my purposes I would mostly be looking at CRM, Projects, Books, etc. I saw some comments and reviews mentioning that iOS might have a more complete experience and thought I would check your experience(s) and see if you had seen differences between the two and which platform was developed quicker with new updates 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:

• Zoho Projects Introduces Project Automation 

• Zoho Creator May'23 Updates

• OpenAI for Zoho SalesIQ

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

• Read the show notes: https://zenatta.com/episode-250/

💥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. Starting to setup Projects for our organization and wondering about communication differences between using comments within the project task itself vs Cliq integrated with the project.  Wondering what you find is best for communication and keeping up with project discussions and questions.  Seems like comments with tasks have been around a while and now with Cliq integration added more recently.  Not sure which I should recommend to our team or if some message types should be in Comments while others in Cliq? 

• 💬 2. Has anyone found success using/configuring the prebuild POS app in Creator for an in-person retail business using Zoho Inventory? We'd love to get something put together for this that integrates the actual inventory numbers with the POS. Square syncs transactions but not the items if I understand correctly. Would love for it to work end-to-end and adjust inventory from the system, integrate the financials, work with a barcode scanner for serial numbers, etc. We're also using QBO over Zoho Books for now so that's another consideration. Would love to hear if you've had success with it!

• 💬 3. Love seeing all these new features and use cases. Do you have a potential launch date on the Projects integration?

• 💬 4. Hello Everyone, I am struggling with Zoho Desk departments. I do not want to show and give rights to anyone to assign and to show unassigned tickets except admin. Can anyone tell me how I can restrict users from seeing unassigned tickets because there are just three options I am attaching?

• 💬 5. I need to integrate Substack into Zoho, any help?

• 💬 6. ZIA Search that you mentioned is helpful in some cases, but it does not allow me to filter by account. In Zoho Desk, I can use advanced filters to search only tickets related to the account. In WorkDrive, I can go to the client folder and search only documents related to the account. That is what I was looking for in CRM, Mail, etc. How would you search for emails related to an account using Zoho Mail? I can filter to see only emails from a contact, but if I want to find all emails related to an account, I could not do it.

• 💬 7. Regarding Respond condition, how long will the contact wait? As long until a condition is true? If so, what about delivered?

• 💬 8. I know this video is over a year old now- At 33:48, your subscription has what appears to be an editable quantity box. My POC\trial seems to default to 1 for everything- is there a setting I'm missing?

• 💬 9. This was very helpful.  I have a quick question.  I create workflows but I can't find how to connect them to my Campaigns. I want a lead to enter a campaign and cycle through my workflow and I track the progress through reporting.  Is this possible? If so how?

• 💬 10. Is it possible to have a task on every incoming email in the Deal module? I know it’s possible in the Lead module. 

• 💬 11. Does Zoho have a migration tool (like Zoho Cliq for Microsoft teams) to migrate Microsoft One Note into Zoho Note?

• 💬 12. Apart from these two are there other field types where with time we would realize we have chosen the wrong filed type because of disadvantages not obvious in advance? Will I be warned when I delete a field (after having moved its content to another field with a different field type) in case that field is used in any workflow, blueprint etc.?

• 💬 13. Hello Zenatta, is there a way to embed a movable Google Street View inside of Zoho CRM in a related field using the current leads property address? Thank you.

• 💬 14. Hello Zenatta, there used to be a Zillow extension in CRM that Zoho provided which was great but they got rid of it. Is there a way to implement something similar within CRM using a related field? Currently I just have a URL link that opens a separate tab with Zillow but I wanted to have something like the old Zoho extension with Zillow if possible.

Here are the links to the help articles used on this week's Issue No. 8:

• Question 5: https://support.substack.com/hc/en-us/articles/360038433912-Does-Substack-have-an-API-

• Question 10: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/workflow-for-emails#Part_II_Specify_Condition

• Question 11:  https://help.zoho.com/portal/en/kb/notebook/migrate-to-notebook

💥NEW CRM Team Training Program💥

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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:

• Combining ChatGPT with Zia's existing AI capabilities

• Campaigns Removes Social Page Campaigns

• Shopify/Campaigns Integration Update

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

• Read the show notes: https://zenatta.com/episode-249/

💥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. In Zoho Subscriptions, I set up an integration to actively sync with Zoho CRM. I'm not sure how to display Zoho Subscriptions in Zoho CRM.

• 💬 2. Are there any options to make searching with an account easier?

• 💬 3. Is this function available by default in Zoho Surveys?

• 💬 4. So, when can we get a Creator app demo? 👀

• 💬 5. I created two custom fields in my Contacts module - Vertical and Market Segment. Each has drop-down selections, which are also color-coded (probably like Greg's sushi selector). Am I able to include these same fields in other modules (Leads, Accounts, Deals) without having to manually Create and Edit Properties with these same drop-down selections and color codes? 

• 💬 6. About Creator - I'm not fully implemented in CRM yet. I'm thinking Creator could be a client portal where they can update their CRM info. Also, have a link in it to their itinerary, etc. Is that something to use it for?

• 💬 7. Hi, is there a video on how to activate the SalesIQ Web Visitor Deanonymization via Zoho CRM Email Clicks?

• 💬 8. Is it only me? Have bi-plural feelings for Zoho Mail: love and hate it at the same time. the search options in Zoho Mail are awful, especially if you come from Google Suite. My Zoho Mail search results are flooded with mail that has nothing to do with the search query and does not join the conversation (even if I have the option selected). Do you have some hacks to search better in Zoho Mail?

• 💬 9. Can you connect Cliq with Learn? To use Cliq to find certain knowledge base articles?

• 💬 10. When we set up the business we had one email address of mine. All inquiries and everything else came through it. All was well. Our second employee who was part-time would just log on as me and access the emails etc. All good. Now we have more employees and this is no longer practical. I know we should have a company address such as info and we are slowly pushing that out but in the meantime, I need to make my original email associated with my account on Zoho One accessible to the whole company. Please can someone explain the best way of doing this? Shared folders are not great. Should I forward all emails?

• 💬 11. How do I import into Zoho? How to import anything into Zoho CRM

• 💬 12. What is the best practice for using Zoho Forms to Create a New Account and Deal on a mobile device?  I currently have a lookup field for them to verify the person is not already in the system, if they are, it populates all of their information and they just fill out the deal information.  If they are not in the System, how can I skip the requirement of the lookup field? I'm using one form to do this task...

💥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:

• SalesIQ Zobot Now Live For Social IM Channels

• Zoho Recruit Adds Offers Module

• New Google Meet Integration For Zoho Bookings

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

• Read the show notes: https://zenatta.com/episode-248/

💥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 using Z Mail as my email client and have set up 2 aliases. I'd like to send notifications from Bookings using an alias, but Zoho tells me this function is not yet available. Is there a workaround?

• 💬 2. In Zoho Books, any insight on transferring a balance from one Inventory Asset Account to another? We currently have 2 accounts, Inventory Distributor Owned and Inventory Client Owned. They are both Asset Stock accounts in Books, but there is no native way to journal or adjust between the accounts. Zoho support said the only way is to undo all transactions, deactivate the items, create new items, and recreate the documents. Hoping someone has a creative idea besides redoing all of our transactions.

• 💬 3. Email auto-syncs from our Office 365 tenant to Zoho CRM contacts\leads no longer work after Microsoft disables basic auth - according to a Microsoft article, it seems app passwords are no longer supported. Can you help confirm how we can setup\use auto-sync as the Zoho CRM plugin for email doesn't seem to support this, and each email needs to be manually "associated."

• 💬 4. ​Is there a way to move people from contacts to leads? I did an import, and all 12,000 people went into contacts.

• 💬 5. I import leads from online databases. While importing, I make it check by Company name to find duplicates, but Zoho CRM only checks in the Leads module. When my sales team starts calling, they recognize existing accounts imported as leads, so is there a way to check duplicate records across modules?

• 💬 6. What is the best practice/code to force entry of phone numbers in standard formats? (e.g., +1 (xxx) xxx-xxxx)  If we do pull in country codes, it looks like we can also use ParsePhoneNumber to help.

• 💬 7. Hey guys! Great answers. I wanted to know if there's any way to add a contact to multiple accounts. I know that this can be done through multi-lookup fields, but you don't get the rollup features that contacts usually get when related to accounts (notes, activities, etc). Is there any workaround for this? Does Zoho have any plans to roll out this basic feature? I believe every other CRM in the market has this, idk why Zoho doesn't.

• 💬 8. Do you know if when we are setting up Amazon integration on Zoho Inventory (FBA almost exclusively for fulfillment), do we need to enable sales tax when setting up? (Zoho wants you to make a selection on tax settings before integration) Thankfully, AMZ handles sales tax with Marketplace Tax Facilitator, but sales tax is included with orders (although we do not handle it). Do not want it impacting any accrual accounting valuations, or worse, accounting for sales tax as part of the sale of goods itself.

• 💬 9. As the contact starts moving through the system, is there a way to identify if the client is on a follow-up action plan so they do not get forgotten?  We assign our clients to a follow-up campaign immediately but sometimes agents "forget" to assign a campaign.  Also, can multiple campaigns be assigned (for example, expired listing drip campaign and the weekly newsletter campaign)?

• 💬 11. What does Zenatta currently use for project management and what does that system offer you that Zoho Projects doesn’t?

• 💬 12. Can you tell me how to create an employee tree in Zoho People?

• 💬 13. I'm building an integration with our own e-commerce website. When adding a shipping address,  I run into a code 15 error: "Please ensure that the shipping_address has less than 100 characters." Am I going to need to waste an API call creating the address and use the address_id instead? 

💥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

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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:

• New Zotero Extension for Zoho Writer

• Global Sets for CRM 

• Backstage Introduces A Brand New Email Designer

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

• Read the show notes: https://zenatta.com/episode-247/

💥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. How do I automate emails to go out on specific dates like holidays to my contacts

• 💬 2. Does anyone else use Divvy and might be looking for a Zoho Books/Divvy integration?  I'm migrating away from QuickBooks Online and to Zoho Books, and the only major downside is that there is no Divvy Integration for Zoho Books.  I'm looking for anyone who might want to share the costs of having such an integration created.  I have reached out to Zoho as well as Divvy, and nothing is in the works on either end, so I'm trying to see what my options are to have one created.

• 💬 3. I use the abandoned WooCommerce cart workflow in Campaigns. I have found no info on the merge tags the templates include nor the requirements to associate an abandoned cart with a contact. I've tested the abandoned cart flow. However, I'm not receiving any abandoned cart emails. My test contact exists in CRM and in Campaigns and has been de-anonymized by SalesIQ.

• 💬 4. When editing a repeating task in CRM, the edit only applies to the individual task, not the series.  In order to edit the whole series of repeating tasks, one needs to turn off repeating, save, edit, turn repeating back on, then save again.  This isn't too bad, except if the originating task is completed, then turning off repeating deletes all open tasks.  The only solution is to clone the completed task, make the edits then save it as a new repeating task. Does anyone have a better workaround for this?

• 💬 5. Seems like the "Quantity in stock" field in Products in CRM does not sync with the "stock on hand" inventory from Books/Inventory. Also looks like Zoho Finance module in CRM doesn't prompt to create a backorder/PO for out-of-stock items when creating a SO as it would if you created the SO in ZInventory. Any additional help on how salespeople can best work directly from CRM instead of having to work between CRM and Inventory to see stock levels would be amazing.

• 💬 6. I'm looking to set up a system on Zoho One to track goals and habits for my real estate company. For instance, agents might set a goal to list a certain number of properties each quarter. To achieve that goal, we'll identify the habits or activities needed to get there. I want the system to be dynamic so that goals and activities can be tailored to each agent.

• 💬 7. When we visit a customer, sometimes their equipment is unrepairable, and we give them a quote for new equipment. Part of the deal is that if they agree to the new equipment, we cancel the charge for the service call. This normally happens within days. I am looking for but practice ideas so that 1. we do not forget to chase those who do not go ahead and owe a service charge and 2. Remember to delete the invoice, which is now void, if they do go ahead. Is there a way of tagging an invoice?

• 💬 8. I see “3dcart” as a Shopping Cart integration in your screenshot at 27:02 - but I have fewer options than you.  How might I get that integration?

• 💬 9. We've done a pretty lousy job building groups and departments. Can you please explain the difference between them and how they are usually setup? I recall being asked If I wanted to create a Group or a Department, if that rings any bells for you. I don't think it was Desk. Regardless, can you clarify the value of Groups in CRM? 

• 💬 10. is there a way create a workflow from specific information in custom related list? We are trying to send an automated message once the invoice is closed.

• 💬 11. Love RingCentral and CRM, but please, is there some way of closing a RingCentral call pop-up? Most of the time, they close easily, but other times they stay open and then on my multiple machines. Basically, at that point, you are closing down the browsers on all machines.Please help I have reached out to RingCentral, but I think their help desk is being run by an AI system hell-bent on damaging their business.

• 💬 12. How do I make sure that an email signature in Zoho Mail is not sent as a picture?

• 💬 13. You spoke about feeding information of leads when they become opportunity and sale from Zoho CRM back to Google Ads but how do Google Ads conversions get credited into Zoho CRM? Would you be looking ay Enquiry Source = Google Ads? Is there a requirement to link Zoho CRM within Google Ads to achieve this?

• 💬 14. What is the Zoho SalesIQ Zobot “criteria router” used for?

• 💬 15. While associating candidates for job openings, I'm not able to view blueprint for any candidate can you please assist me with this and also for another user. Can you please help me with this?

• 💬 16. We start populating this while the client is a lead but I want this case file to stay attached to the client or their account when we convert to a client - is that possible and how would I do that if it is? Is there a better way of doing this - such as creating a simple Zoho Creator app that we could connect to CRM?

• 💬 17. I want to handle all double opt-In processes in the CRM. A tutorial using a lead Gen Form in Zoho Forms and pass the data to crm, where the magic happens, ;-) would be useful. In CRM: send out an email to the user which includes a link to click and confirm the subscription, enrich data for the new lead in CRM (automatically), send out Lead Magnet via email from CRM after confirming DOI, and finally update consent status in data privacy.

• 💬 18. I watched it all but I still don't see the value. When is analytics a good option instead of the Normal CRM analytics. Can you give us some real life examples?

• 💬 19. How can a Zoho Form capture the response date on collection?

💥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

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️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