The CRM Zen Show

This week we talk about:

• Zoho Recruit Adds Required Skills Field

• Zoho Recruit April Product Updates

• New ChatGPT Extension For Zoho Cliq

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

• Read the show notes: https://zenatta.com/episode-246/

 

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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. For the response options, if someone opened and clicked on a link for an email, are they included in both "Opened" AND "Clicked?" I set up a workflow using the response feature, but then set it up to send the same email to all of those buckets of people (at different timings), but I don't want to be sending duplicate emails. 

• 💬 2. Can you help me to understand the "applications" module?  It seems to be new since this tutorial and seems to be a mix of Candidates and something new.  Finding it hard to understand why we needed it and how to work with it. A pipeline in each is really confusing

• 💬 3. I am looking for recommendations for a Field Services program that integrates in real-time with Zoho CRM.

• 💬 4. I use Zoho CRM to store customer information. I wish to store documents/files on behalf of our customers, for example, a list of passwords or an employment contract. I know I can have file fields on custom modules, but can I provide the customer with easy access to them?

• 💬 5. In Blueprints, how many parallel transitions can you have in one transition? Is it limited to just 2 transitions (Sub-tasks) or can I have 4 in one transition

• 💬 6. I'm trying to understand how I can pass the URL values of a site to an embedded Zoho Form. It's quite clear how to append parameters from CRM to a Zoho forms link directly, but how to handle this when the form is embedded in a website?

• 💬 7. Hello, I do see all my user's emails however my users are unable to see the email I'm getting from my customers or leads. They do see emails that were sent by me but can't see the emails that were received by me. Any help would be highly appreciated!

• 💬 8. Do you have any videos on how to implement a bot for Cliq to ask a "question of the week" to create community? I know Slack has the capability for things like this, and I haven't been able to find ANYTHING on this for ZOHO. Please help!

• 💬 9. What is the purpose of the "name" mandatory field in each of the Zoho CRM modules? after all, there is a record_id field that is generated on the back end. Why is this "name" field needed?

• 💬 10. Would you recommend using Zoho Learn as a general knowledgebase or using the knowledgebase in Zoho Desk?

• 💬 11. Is there a plan to integrate Zoho Learn with Zoho People or Desk?

• 💬 12. Can anyone show me a workaround of how to get a list of the Invoices in Zoho Books that have been paid with Retainer Invoice Credits? Or the list of the Retainer Invoices and Invoices that these retainers have been applied to. I would prefer the first option because this way, I can filter with the Invoice Date.

• 💬 13. Can a contact enter into a Campaigns Workflow using a Zoho Survey as the trigger?

• 💬 14. Have you guys had luck in pushing inventory levels to CRM? I would love to create my POs in CRM while synching to the Financial modules. Knowing accounting levels at the CRM is something I've seen many struggle with.

• 💬 15. In your AZAAZ Vol 1, Issue 3, you answered a question with a solution involving using Deals to get notes from contacts not part of an account to appear with notes from contacts in an account. That solution could actually work really well for me, except that I have contacts in a custom module that I created. When I go to Add Contact Roles to the Deal, I can only select contacts from the Contacts module. I've been unable to find a setting that allows me to retrieve contacts from a different module. Is that possible?

• 💬 16. I'm trying to understand the pricing side of things.  When you sign up for the Zoho One suite for  a monthly fee, does that genuinely give you all the apps?  I ask as I came to set up Campaigns, and it was suggesting further costs based on contact numbers. Is this correct, and does it affect any of the other modules?

• 💬 17. Can the bots be integrated to handle company-type-specific questions? I own a real estate brokerage, so some knowledge in that area would be nice. Or can the bot be integrated with real estate bots

• 💬 18. Can clients approve designs: are there brand calendars? and if you can tailor the post according to the platform and gives suggestions

 

Here are the links to the help articles discussed on this week's Issue No. 4:

Question 2: https://help.zoho.com/portal/en/kb/recruit/talent-management/applications/applications-in-zoho-recruit/articles/applications-in-zoho-recruit#Single_Application

Question 5: https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-blueprint/articles/understand-blueprint#Limitations

Question 8: https://www.zoho.com/cliq/help/platform/schedulers.html https://www.zoho.com/deluge/help/cliq/post-to-channel.html

Question 12: https://www.zoho.com/developer/help/build-vertical-crm/customization/related-lists.html#Create_Custom_Function

Question 14: https://www.zoho.com/inventory/api/v1/items/#list-all-the-items

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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:

• New Card Forms for Zoho Forms

• Early Access - Zoho Desk Blended Conversations

• Zoho OneAuth 3.0

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

• Read the show notes: https://zenatta.com/episode-245/

 

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

 

ZPortals

Sign Up For Your Free 30 day Trial Through Zenatta Consulting:

https://zportals.com/signup/?plan=CP003&Affiliate=JYTRE88DFSD5

 

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🧠 OTHER RESOURCES 🧠

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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 new to Zoho Projects but have been using CRM for a while. I've run into a problem with Projects that I have to think has a simple solution I'm somehow overlooking.

The problem: I've created a project template for a standard project my company goes through with most clients. I've enabled the default Task Automation Workflow Rule "Assign Task to Project Owner by Default" and left the task owner for all of the tasks in the project template as unassigned. However, when I create a project from the project template, the task owner is not being updated to the project owner. I've tried playing around with it a bunch, and it's still not working properly. Is there something obvious I'm missing?

2. For quotes, we have product variants of each service and optional offers that can be added. By default, in CRM, we need to add a product for each variant to the products module. Having no physical products but services, is it worth using Zoho Inventory or a custom module to make it easier for users? Or will product categories help in this?

3. I am putting together our workflows into Zoho Projects. We do digitization of large archives, and our projects involve numerous people and departments...etc

I would love to see some examples of how other people have used Zoho Projects blueprints...etc and how tasks are bests handed from one person to another...if anyone has learned some lessons to share

4. Is there a way to make each Deal in a CRM become a Milestone in a Project?  The use case is wanting to have a single Project match up to an Account or Contact in CRM...and then have each Deal associated with that Account/Contact match up to a Milestone in the singular Project. I'm looking to avoid having 10 Projects for a single Account/Contact. Most of our Deals will have 95% of the work done within the first couple of months, and then it's basically an annual checkup/revisit after that. Because every year after that there are a few annual tasks, the Deal and/or Project never actually ends, so to speak. Hence not wanting to have 10 open Projects for each Account/Contact. (Let me know if my thinking is off here!)

5. Wow! You guys are amazing! Can you guys also answer my follow-up regarding sharing notes with a non-family contact (i.e. CPA, realtor)?

6. I am trying to setup this integration base on what Tyler has suggested (IT admin submitted a ticket to the server manufacturer about some hardware issue, later a campaign is sent to this IT admin to share further news about the server etc). The only place I can enable the integration is from Zoho Campaign. There is no further configuration that I can find after enabling. Then I go over to Zoho Desk and there isn't any configuration that I can find.

So how can I enable this use case between Zoho Desk and Zoho Campaign. Previously, I was able to trigger a Zoho Survey (with ticket ID) once a ticket is closed but I am very keen to know how I can enable Zoho Campaign when the ticket is closed? 

7. Hello! Your content about GPT and cliq was very helpful and easy to follow. I just want to thank you for that. We just noticed that the GPT bot we have in Cliq had strange responses. Is it possible that Cliq Bot is accessing an earlier version of Chat GPT? Thanks!

8. Does Message media have an IOS app?

9. Can I sync Google sheet data to Creator?

10. I am having problems setting up the field rules. I have hidden a field, but when I try to set up the conditions it doesn't come up in the options. 

When the user presses Yes it's supposed to change the field from hidden to shown as per how you did it at 14:53 ... it's not bringing out the hidden field as an option for me.

11. Howdy, I'm using Zoho Sites as a Customer Portal for a client facing tool.  

The issue I'm running into is that the default "CRM Integration" is extremely lacking.  It'll only create a new contact (not in the database) and mark their source.  Existing contacts are able to create an account but short of a daily manual import I can't figure out a way to mark the folks that already exist in our database when they sign up.  

I'm thinking that Deluge/Zoho Flow has gotta have a better way of doing this but I'm stuck. 

Alternative solutions/questions:  

Is there a better Zoho tool than Sites for creating gated content?

Is it possible to make my Zoho Sites "Sign In" an embedded Zoho Form?

12. Greg's question during Question 2: Can you add a lookup field to a line item on sales orders in the CRM?

💥NEW CRM Team Training Program💥

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ZPortals

Sign Up For Your Free 30 day Trial Through Zenatta Consulting:

https://zportals.com/signup/?plan=CP003&Affiliate=JYTRE88DFSD5

 

SMS for Zoho CRM by MessageMedia.

Use this link for 50% off your first 3 months to get started 

https://messagemedia.com/us/zenatta/

 

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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:

• Enhancements to the Zoho Calendar Connection

• ChatGPT for Zoho Writer

• 3 New Zoho Notebook Updates

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

• Read the show notes: https://zenatta.com/episode-244/

 

💥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 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 know there is the Parent Company field in CRM Accounts, but it doesn't work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch.

 

• 2. Is there a way to put a button on the contact record so that when I make a phone call on my cell phone, I don't have to dig through the Zoho menus to log the call? 

 

• 3. I have a nurturing Campaign that has a 7 email sequence, and there are between 2 and 5-day delays between each email based on their action. Is there a way to test the sequence before hitting the Go Live button?

 

• 4. What’s the use case for integrating Zoho Desk with Zoho Campaigns? 

 

• 5. I set up a multi-select custom field in Zoho Campaigns, but Zoho is having trouble segmenting contacts with multiple interests when I use the "is" function in the segment criteria. Do I have to use “contains,” or is there a way to use “is”? 

 

• 6. Whilst I like the look of smooth messenger, most of our clients prefer WhatsApp to SMS. Any recommendations for a smooth messenger equivalent for WhatsApp?

 

• 7. Is anyone aware of a resource that demonstrates what you are missing out on by not upgrading? Looking for something along the lines of, "you won't be able to do this in Standard, but you can in Enterprise.”

 

• 8. I have encountered this problem twice now, where PageSense unexpectedly pauses. We contacted Zoho for assistance, but they were unsure about the cause and promised to investigate. However, we have not received any updates from them, and the issue recurred about a month later. Has anyone else experienced sudden pauses in PageSense campaigns, and if so, do you have any explanations for why this is occurring? We have to go into each experiment and relaunch it manually.

 

• 9. I'm trying to link a subform with a lookup field on Zoho Forms to the CRM. My form is a student application where they select multiple courses (which are my products in Zoho CRM). I want the course list to populate a subform in the CRM with the CRM product lookup associated. Is this possible? 

 

• 10. Is it possible to create a ChatGPT integration with Zoho SalesIQ as well?

💥NEW CRM Team Training Program💥

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️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 on AZAAZ we answered:

❓The Questions❓

• 1. Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM.

• 2. Can't we add a score column in the leads view and then sort it as descending or ascending, that would help a lot when glancing through the leads altogether.

• 3. When I integrate Zoho CRM and Zoho Inventory, I do not see the stock quantities in the CRM. Is there a way to see those?

• 4. My contacts are individual clients.  In some cases, clients are spouses, making them a household.  When I type in a note regarding a client, I'd like to be able to connect that note to both contacts.  In my old CRM, I can simply @spouse, and that note is automatically associated with the spouse in addition to the current contact.  I can't seem to do that in Zoho CRM or even link a note to multiple contacts.  Am I missing something?  Can this be done in Zoho CRM?

• 5. Is it possible to generate and print out a formatted document that is generated from the data from a Zoho Form or Zoho Survey with images included where I can control the size of the images?

• 6. Is it possible to host a webhelp in Zoho Learn such as MadCap or HelpStudio?

• 7. In campaigns, how do you generally decide whether to use an Autoresponder or Workflow?  I understand what one can do in each.  But, there are few things that could be done in both.  For example: (listed on Club Z)

• 8. How can we process progressive invoicing in Zoho Books?

• 9. Is it possible in Zoho CRM to insert values in subforms using deluge?

• 10. How do you set up the connection to create a new record in a custom module based on records from a subform in a different module?

• 11. Is it possible to automatically send out a series of email in Zoho CRM base on the status of a record?  First email on status change, and then two additional emails an hour apart.

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

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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:

• CRM Email Enhancements 

• Zoho WorkDrive Transferring Ownership of My Folders/Files

• Introducing WorkDrive Snap

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

• Read the show notes: https://zenatta.com/episode-243/

 

💥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 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:

• WorkDrive 4.0 Is Here!

• New Email Configuration for CRM

• Send SMS Notifications Through CRM

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

• Read the show notes: https://zenatta.com/episode-242/

 

💥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 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:

• More CRM Early Access Features

• Zoho Payroll March Updates

• Introducing the Zoho Voice desktop app for Mac and PC

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

• Read the show notes: https://zenatta.com/episode-241/

 

💥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 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