The CRM Zen Show

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. What if you do not have those options [to add to other modules] when building fields?  Is that a recent update or an older version of Zoho? 💬 2. How do I adjust invoice templates so I can make adjustments for services that are not a fixed cost? 💬 3. How do I make a two-page email campaign? 💬 4. I have a vendor that supplies invoices in Excel (xlsx) format. We get ~4 per month with about 25-50 lines, and they are all the same format. I know I can pull these into Zoho Analytics for pivot analysis, but I'd like to avoid doing it manually. Is it possible to simply drop the latest Excel file into a folder and have Zoho Analytics monitor that folder for new files? Is this something that Analytics has a built-in feature for, or could it be done in DataPrep, or would it have to be custom-scripted? 💬 5. Is it possible to archive deals after they are closed/won? Looking to free up space in my pipeline. On that note, is there an easy way to search by a job number? Thanks!  💬 6. Can you sync Zoho contacts into Automation without the emails? 💬 7. How do we block certain email addresses from being able to email us on zoho desk? 💬 8. We sell on different marketplaces and many different fees come out on each order. We have created a custom Flow that can update a zoho sheet with all fees for each order and pull in the reference number for each payment.  I just can't seem to be able to push the updated bank fee to the payment. If anyone might be able to help, please.  💬 9. Great video. Question: When someone goes to your website via the google ad, is it the forms they fill out that should have the hidden element and is that how they get into the CRM or does Google know who they are and will it push their information into the CRM automatically? Can you tell in your CRM what keywords and ad that CRM contact used to get into the Website/CRM?   Here are the links to the help articles discussed: Question 7:  https://help.zoho.com/portal/en/kb/desk/contacts-and-accounts/articles/managing-spam-contacts-in-zoho-desk#Marking_or_unmarking_a_contact_as_spam   💥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 on AZAAZ we answered: ❓The Questions❓ 💬 1. Hey Greg, simple question here, but how do I get the console in the Deluge editor to show horizontally along the bottom like in your video here?  Mine is showing vertically on the right side. 💬 2. Super helpful video! At one point, it looked like you copied and pasted a whole string of cards onto another response thread/string (not sure what the proper terminology is). I reached out to Zoho about this and they claim that it cannot be done, and that only the entire chatbot can be cloned. Is that what you did? 💬 3. Hello, and happy 2024 to team Zenatta. I want your take on the following scenario: We ask our sales reps always to keep an open task in their opportunities. Ideally, we want them to add a note every step of the way, but I've found that sometimes when a task is due, the users simply edit their task, move the due date, and never add any notes.  Is there a way I can keep them from doing that? I looked into workflows or blueprints to no avail.  I guess I can trigger a notification when a due date is edited and I could double-check, but was hoping for some Zoho automation magic to do that job for me. Any ideas? 💬 4. Hi Tyler, Thanks for the excellent video. We're a startup IT Services company. As you know, the IT industry has THOUSANDS of variations of hardware, software, services and skills. Do you know if Zoho FSM has the ability to import a master list of ~2,000 "Skills" for the company, as well as an individual list of ~500 "Skills" for each field tech? In a perfect world, each field tech could login to Zoho FSM and EASILY select the ~500 Skills that apply to them, but I don't believe that is possible (so I'm guessing that importing each list would be the best approach). Also, I'm wondering if Zoho FSM has the ability to send TEXT notifications to the field techs for new jobs (to see if they're interested) - but FILTERED based on their Skills? If not, then maybe Zoho CRM has that ability (and I know that Zoho CRM can be integrated with Zoho FSM). Thanks Tyler! 💬 5. Can we use Zoho Campaigns to create a newsletter from information held in a custom module in Zoho CRM - for example a list of news stories or web links. Could we loop through these via Deluge and add the content to a newsletter? 💬 6. Hi, I have a question about sending samples. I. use Zoho for my fabric company and often I send to my leads and customers some hangers or a couple of mt. of fabrics for free. How / in which module I can save all free samples? And I would like to see at the end of the year how many samples/meters I have sent. 💬 7. Thanks Greg.  Very useful.  I couldn't find where in Zoho Books you can create a Standalone Function.  Is there such a thing?  I want to call a common function from both a Bill workflow and an Invoice workflow. 💬 8. I'd like to automate the creation/qualification of CRM leads from any visitors to our ZoHo Site that request access to information (free reports, white papers etc). My question is what are the correct App(s) in ZoHo One to use for these workflows?  I'd appreciate feedback on alternate/ best practice ways to achieve the end outcome …. ie new leads in the CRM that qualify and progress themselves (lead source, lead stage, tags, etc) via automations when they complete simple, progressive steps. Here is my current thinking which is probably overcomplicated or tedious user experience … Please help me refine and thanks in advance! (1) download "Free Report" button on Site (2) ZoHo Form w/ CRM integration captures lead details and creates new lead (lead source, lead stage) in CRM (3) ZH form notification emails the new lead a thank you note on submission which contains the link (smart URL?) to the requested PDF RATHER than a downloadable PDF attachment. (4) Customer must click the ZH Workdrive link and perhaps also submit identifying info to access and download the Free Report PDF. 5) The step 4 link click and/or completion of data entry updates the CRM lead stage/score, sets a tag and even a task to sales to follow up with the now qualified, engaged lead. The first three steps are easy, having trouble understanding which app (CRM) and workflow are best to capture the final pieces …. which is capturing in the CRM which leads fully engaged and accessed the requested material? 💬 9. How do you handle suffixes for names in CRM Contact records? We need to address many letters with suffix honorifics like MD, MBA, RN, FRCPC, etc. Our previous CRM could parse names into a prefix, name and suffix … but I'm not seeing whether this can be done automatically in Zoho CRM or whether we manually need to edit a suffix (custom) field. Thanks in advance for insight/advice. 💬 10. Does anyone know of a plugin or add-in that can automatically make a PDF copy of every email we receive/send  from/to a client and place it into their folder in workdrive? Actually asking this for a friend who is considering switching his firm to CRM & Zoho Mail - but is ideally looking for a system that can do this audit trail of emails outside of itself for him. Apparently he manually prints everything as a PDF now…he's an auditor that works with external people and they need to be able to access it that way. Sounds like an absolute time suck, but I know people in my industry would probably be interested in it too so though there might be a plugin or something out there already.   💥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 on AZAAZ we answered: ❓The Questions❓ 💬 1. In the CRM, you can create a workflow rule that triggers off of a date field but I do not see this option in Zoho Projects. Is there any unique workaround that can be used to make a workflow rule run on a date field within the task? I would like to have some tasks auto-complete on the due date.  💬 2. I need the Send with Zoho Sign in a custom module.  I found this Deluge script: (Script in Club Zenatta) However, I would appreciate the steps needed to integrate the Zoho Sign API, handle authentication, the upload, and the necessary workflow.  💬 3. Is it possible to send more than 1k email per day in bulk ? 💬 4. How would I set the closing stock value for last year? 💬 5. Thank you for the enlightenment sir. Please, how could one adjust inventory cost price and selling price incase of current price changes. 💬 6. Does this blueprint allow users to go back in deal stages? I'm using & learning this CRM, but trying to figure out the ways of blocking going backwards in deal stages. Does anyone know how I can do that? Thanks in advance! 💬 7. Hi Tyler, I saw in your CRM, you had "Interests". How are you syncing those with Campaigns or is that automatic? 💬 8. In Zoho Inventory, we can create "Contact persons" underneath a business or individual. When the primary contact syncs to Zoho CRM via the native integration, it does not sync any information about the contact persons listed in Books/Inventory. We commonly find this with families - ex we create the husband as a customer in Inventory and add the wife as a contact person under the husband. Only the husband's contact is synced to CRM with no information about the wife. The inverse is also true - if we were to create both contacts in CRM, they would not sync into Books/Inventory with the "contact person" relationship. Any advice on how to tackle this? We want to somehow associate family members and have it be accurate between apps. 💥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 on AZAAZ we answered: ❓The Questions❓ 💬 1. Now I will have true data secure. Btw, is it possible to limit printing data from Zoho? Previously, at one of my jobs, we had a situation where sales interns literally printed several hundreds of pages of confidential data and stole them. :D 💬 2. Amazing video. I have one question though. If you have a post you did a year ago and would like to repost it, can Zoho Social go back and find that post and repost it on all channels? 💬 3. Hey Team - I'm using Cliq’s Bot to bring ChatGPT into Zoho. Is there a way to use GPT 4? It looks like it uses 3.1 and I am an Open AI paid subscriber.  💬 4. What happens when  I want to import a list of contacts that ALSO has a list of associated "deals"?  In other words - I am a lender and I have clients, and clients have loans.  Some clients have more than one loan.  So I can import clients, but then when it comes to importing their associated loans - how do I associate the loan file with the proper contact?  Thanks so much!!!  You guys are the best. 💬 5. It’s a custom function? I’m building a referral program for my business. Forms to contacts opting in and getting their own pre-filled zoho forms link so I can track who referred who and determine type of reward based on 1-2 criterias. I can manually get the link :with a pre-filled url (zoho forms alias) but I would prefer a workflow giving them their link. They send it by sms or email and we get the referees as new leads. Very simple, but I don’t know functions (although flow is ok) and  I lack the experience… Any straight answer? Also, I see developers talking about creating a custom module for more data, but nobody differentiate it with just having a lookup in leads and related lists in contacts. 💬 6. Does this still work? (Referring to the YouTube video called Sending Embedded Loom Videos via CRM Formula Field) 💬 7. How do I fetch related records with Zoho Flow?  For example, I am trying to fetch a Contact module entry and then update the related Account to which that Contact belongs. For example: Fetch John Doe who works for Zylker Corporation. Update Zylker Corporation with a value in a custom field. I tried to use the "Fetch Contact" action, but then the output includes both the Account Name and the Account ID in an array format. Another example would be if you want to update a Deal for a specific Account.  Do you always have to fetch by “Deal Name” or can you somehow get the Entry ID when you Fetch Account? Thanks! 💬 8. Hello Community, I need you to be honest with me. Has anyone ever been happy using Mail Merge to create and edit documents? We need Travel Expenses Documents in Zoho People.  As I am trying to edit a document based on PDF templated imported and when I try to place and move the fields, it just wears out my patience. In the past, I gave up using Writer to manage documents, but I thought after 2 years they would have it solved. I tried using both in Chrome and Firefox. Is it just me? Has anyone in the community succeeded using Writer to create and edit documents? Here is a piece of the result I am getting. When I try printing it, the fields appear out of place. Any Alternatives to using Mail Merge?   Here are the links to the help articles discussed: Question 3: https://club.zenatta.com/c/code-share/zoho-cliq-chat-gpt-3-5-turbo-bot    💥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 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