The CRM Zen Show

This week we talk about: Zoho CRM: Split View in CRM For Everyone Zoho CRM:  Clearout.io Now Integrates with Zoho CRM Zoho Desk: Custom Action Buttons on Ticket Interface Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-359/   

This week we talk about: Zoho CRM: Timeline View Zoho CRM: Rich Text for Notes  Zoho Desk: Chat-to-Ticket Timers Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-358/   

This week we talk about: Zoho CRM: Enhanced Date Filters with 'Previous' and 'Next' Operators Zoho Sign: AI-Powered E-Sign Assistant Now Live Zoho Sprints: Mobile App 2.0 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-357/   

This week we talk about: Zoho CRM: NextGen New and Improved UI Zoho Desk: Cross-Department Parent-Child Ticketing Zoho CRM: Queries Now Supported in Custom Related Lists Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-356/   

This week we talk about: Zoho Payments: Now Available in the US Zoho WorkDrive: 5.0 Zoho Recruit: Introducing the Reviews Sub-Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-355/   

This week we talk about: Zoho Books: May 2025 Updates Zoho CRM: Cadences Enhancements Zoho CRM: Zia Usage Data & Event Mapping for Smarter Churn Predictions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-354/   

This week we talk about: Zoho CRM: Introducing Intelligent Character Recognition (ICR) Zoho Desk: Community Module Revamp Zepto Mail: New In-depth reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-353/   

This week we talk about: Zoho FSM: Avalara Integration  Zoho Inventory: Assemblies and Kits Zoho Payroll: Now included in Zoho One for US Editions  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-352/   

This week we talk about: New App - Zoho LeadChain Zoho Cliq: Unfurl Handlers Zoho Desk: AI Integration for IM Chats Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-351/   

This week we talk about: Zoho CRM: Introducing ABM Zoho PDF Editor: Latest Enhancements Zoho Writer: Advanced Document Structuring Features Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-350/   

This week we talk about: Zoho Campaigns: Bot Filtering Zoho CRM: Prompt Builder Brings Custom AI Actions to CRM Buttons Zoho CRM: Build Custom Modules with Natural Language Prompts Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-349/   

This week we talk about: Zoho Creator: New CoCreator powered by Zia Zoho Flow: New iOS app Zoho Notebook AI Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-348/   

This week we talk about: Zoho CRM: Data Sharing Enhancements  Bigin: Form Field Validations Zoho Social: Introducing Linkthread Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-347/   

This week we talk about: New Bundle: Zoho Projects Plus Zoho Analytics: March 2025 Enhancements Zoho WorkDrive: TrueSync Instant Sync (Beta) Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-346/   

This week we talk about: New Bundle - Zoho Service Plus Zoho CRM: Canvas Updates – Mobile View, Module View, and More Zoho Backstage: February 2025 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-345/   

This week we talk about: Zoho Projects: Version-3 APIs Zoho Desk: Parent-Child Ticketing Enhancements Zoho Publish: Introducing Reports Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-344/   

This week we talk about: Zoho CRM CPQ: Product Configurator and Guided Selling Enhancements Bigin Booking Pages Zoho Creator 2025 RoadMap Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-343/   

This week we talk about: Zoho Social turns 10 Zoho Announces Zia Agents Zoho CRM: Send Emails from Cases Module Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-342/   

This week we talk about: Zoho CRM: Enhanced Approval Process for Greater Control and Flexibility Zoho CRM: Subform Events and Client Script Enhancements Zoho Books: January'25 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-341/   

This week we talk about: Sridhar Vembu Steps Down As Zoho's CEO Zoho Desk: Formula Fields  Zoho Forms: Convert PDFs and Images into Fillable Forms Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-340/   

This week we talk about: Zoho Sprints: AI-Powered Insights with Sheet View Zoho Flow:  Zoho Tables is now Available Zoho Analytics: Update to Instagram Profile Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-339/   

This week we talk about: Zoho Deluge: New invokeAPI Task Zoho CRM: WhatsApp for Business Integration Enhancements  Zoho Analytics: Mandatory Email Domain Verification Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-338/   

This week we talk about: Zoho Marketing Automation: Profile Stitching Zoho One: Zoho Landing Pages Added Zoho CRM: Custom Rollup Summary Fields Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-337/   

This week we talk about: Zoho CRM: Combine Related Groupings into Categories Zoho Forms: New AI Forms Marketing Plus: Zoho Landing Pages added Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-336/   

This week we talk about: Year in Review Wishlist 5th Annual Zenmy Awards Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-335/    

This week we talk about: Zoho Practice 2.0 Zoho CRM: Record Summary Desk: Enhanced Support Plan Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-334/   

This week we talk about: Zoho Bigin: Enhanced Call Management and Customization Zoho Creator: Upcoming Updates December 2024 Zoho FSM: Introducing Equipment Management Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-333/   

This week we talk about: Zoho CRM: Enhanced Calls Module with "From Number" and "To Number" Fields Zoho Bigin: Enhanced Duplicate Management and Unified Approvals Zoho Desk: Enhanced Collaboration with Mass Comments Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-332/   

This week we talk about: Zoholics 2025 US in Houston, Texas Zoho CRM: New Queries Zoho Payroll:  Now Available in all 50 states Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-331/   

This week we talk about: Zoho CRM: Categorizing Report Values Zoho Webinar: New On-Demand Feature Zoho Projects: Global Web Tabs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-330/   

This week we talk about: Zoho CRM: Introducing Dark Mode and Light Mode Zoho Bigin: Splitting Activities Module into Tasks, Events, and Calls Zoho Desk: Enhanced Zia Integration with GPT Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-329/   

This week we talk about: Introducing Zoho Cliq 6.0 Zoho CRM: Enhanced Wizards with Cross-Screen Field Support and Back Button Zoho Desk: Color-Coded Picklist Fields for Improved Visual Clarity  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-328/   

This week we talk about: Zoho CRM: Enhanced Tag Management with Import Overwrite Zoho CRM: Expanded Language Support for Enhanced Global Accessibility Zoho CRM: Enhanced Data Exposure for Portal Users Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-327/   

This week we talk about: Zoho Desk: Answer Bot Enhancements Zoho CRM: Enhanced Forecasting with Deal Likelihood Predictions Bigin: New Bigin 360 plan Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-326/   

This week we talk about: Zoho Invoice: New Customization Features Zoho Creator: Upcoming Updates October'24 Zoho Forms: Month-Year Field Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-325/   

This week we talk about: Zoho Solo: New Application for 1-Man Armies Zoho CRM: Enhanced Subform Management on the Details Page  Zoho Forms: New Form Builder Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-324/   

This week we talk about: Zoho CRM: Enhanced Email Access Permissions Zoho Desk: Customize Ticket IDs for Enhanced Tracking Zoho MA: Instagram Now Available Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-323/   

This week we talk about: Zoho Desk IM Enhancements Introducing Job Sheets for Zoho FSM Bot Filtering Analytics for Zoho Campaigns Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-322/   

This week we talk about: New App - Zoho PDF Editor New - Zoho CRM native integration with WorkDrive Custom Reports for Zoho FSM Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-321/   

This week we talk about: Announcing Zoho DataPrep 2.0 Zoho Desk “Move Department” Action Using Macros Introducing Diagrams for Zoho Show Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-320/   

This week we talk about: The Zoho Desk Autumn 2024 Chronicles Zoho CRM Quick View Filter New Payments Module for FSM Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-319/   

This week we talk about: New App - Zoho Payments Early Access  Zoho FSM Grid View in Dispatch Console New “Resume Harvester” for Zoho Recruit Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-318/   

This week we talk about: Convert CRM dashboards into slide decks New Zoho Recruit “Compose Email Settings” Bigin Pipeline Permissions Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-317/   

This week we talk about: Revised Pricing Plan for WhatsApp for Marketing Automation Maximum API Credits Increased for Zoho CRM CRM Portal Pricing Revisions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-316/   

This week we talk about: What's New in Zoho Books - August 2024 Zoho CRM V7 API  Zoho Analytics August'24 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-315/   

This week we talk about: New Record Screen feature for Bigin  Deprecation of Google Drive and Google Sheets connections in Deluge Microsoft Teams now integrates with Zoho CRM  Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-314/   

This week we talk about: New Bin Locations for Zoho Inventory External Data Sources for Zoho Creator Mandate Kiosks in Blueprints Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-313/   

This week we talk about: Enhancements to Zoho Cliq “Start Call” Bigin iOS Caller ID New - Zoho Mail eWidget for Bigin Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-312/   

This week we talk about: Zoho CRM Optional Fields for Blueprints Duplicate Image Detection with Zia Vision Bigin & Samsung Partnership Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-311/   

This week we talk about: Zoho CRM Org assignment of records based on user roles Introducing Zoho's own SMS gateway within Marketing Automation Zoho Sign Updates mid ‘24 recap Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-310/   

This week we talk about: Zoho CRM Dashboard Upgrades Email deliverability enhancements for Zoho CRM Zoho CRM Kanban view changes Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-309/