PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

31:40

AZAAZ - Volume 2, Issue No. 3

The CRM Zen Show ·

2024/01/31

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

38:24

CRM ZEN SHOW Episode 287

The CRM Zen Show ·

2024/01/29

This week we talk about: New Gmail & Yahoo Email Authentication Requirements Zoho CRM Cadences Studio [Early Access] Zoho Writer new customized character styles feature Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-287/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES

39:43

CRM ZEN SHOW Episode 286

The CRM Zen Show ·

2024/01/22

This week we talk about: New features for the Zoho Writer Zapier integration Zoho CRM launches Support Access Zoho Bookings Help widget enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-286/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

45:25

AZAAZ - Volume 2, Issue No. 2

The CRM Zen Show ·

2024/01/17

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,

38:01

CRM ZEN SHOW Episode 285

The CRM Zen Show ·

2024/01/15

This week we talk about: Zoho Creator - 2024 Release Projection 1 Zoho Contracts now supports multi-org feature New Zoho Writer extension for WordPress Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-285/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource

28:26

CRM ZEN SHOW Episode 284

The CRM Zen Show ·

2024/01/08

This week we talk about: Zoho CRM email support for Vendors Module Zoho Sign can now detect fields from PDFs Zoho Recruit Custom Function Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-284/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

26:16

AZAAZ - Volume 2, Issue No. 1

The CRM Zen Show ·

2024/01/03

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

01:23:26

CRM ZEN SHOW Episode 283

The CRM Zen Show ·

2024/01/01

This week we talk about: Zoho’s Growth Zenatta’s Growth 2023 Year In Review Wishlist Extravaganza 4th Annual Zenmy Awards Read the show notes: https://zenatta.com/episode-283/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho 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

39:49

CRM ZEN SHOW Episode 282

The CRM Zen Show ·

2023/12/25

This week we talk about: Zoho FSM introduces Scheduled Maintenance Zoho CRM Process Flow Early Access Zoho CRM V6 APIs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-282/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This

23:04

AZAAZ - Volume 1, Issue No. 32

The CRM Zen Show ·

2023/12/20

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

35:03

CRM ZEN SHOW Episode 281

The CRM Zen Show ·

2023/12/18

This week we talk about: New Zoho Notebook Sticky Notes Extension Bigin API Postman Collection Zoho Desk Parent-Child Ticketing (Early Access) Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-281/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

32:55

CRM ZEN SHOW Episode 280

The CRM Zen Show ·

2023/12/11

This week we talk about: Zoho Creator Upcoming December’23 Updates Zoho Writer Merge Templates Zoho Backstage November'23 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-280/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club

31:45

AZAAZ - Volume 1, Issue No. 31

The CRM Zen Show ·

2023/12/06

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

39:39

CRM ZEN SHOW Episode 279

The CRM Zen Show ·

2023/12/04

This week we talk about: Zoho CRM Wizards For Inventory Module & More Zoho FSM November'23 Updates The Difference Between MA & Zoho Campaigns Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-279/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

41:13

CRM ZEN SHOW Episode 278

The CRM Zen Show ·

2023/11/27

This week we talk about: New Application - Zoho Practice Marketing Plus Introduces Budget Board Zoho Creator Is Now A Source For Writer Merge Templates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-278/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource

27:25

AZAAZ - Volume 1, Issue No. 30

The CRM Zen Show ·

2023/11/22

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Who the hell is Tyler? 💬 2. Nick: Question similar to Question 7 - We use a firm for our social media marketing. They are not employees. We need to give them access to Zoho Social and Campaigns specifically. Will we need to buy a license for them that their team can use, or is there some sort of guest access available for Zoho One users who use a 3rd party marketing agency? Helene: I own a very small retail company and use Zoho for

35:36

CRM ZEN SHOW Episode 277

The CRM Zen Show ·

2023/11/20

This week we talk about: PSA - Planned US Datacenter Maintenance Zoho Cliq Zoom Integration Circuits in Zoho CRM Update Our Implementation, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-277/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This

45:22

CRM ZEN SHOW Episode 276

The CRM Zen Show ·

2023/11/13

This week we talk about: Zoho CRM Aggregate Fields in Subforms Enhancements Zoho Billing November’23 Updates Zoho Vault Adds Additional Authenticators Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-276/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource

32:29

AZAAZ - Volume 1, Issue No. 29

The CRM Zen Show ·

2023/11/08

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Is there a way to batch serialized items on the purchase order side and then assign them to be sold separately from that batch to customers? Can we still see/track which batch that serialized item on the sales order came from? We have unique needs as we are a non-profit business that order park tickets from Florida theme parks and distribute them for free to families in need that come to stay at our resort. 💬 2. I absolutely love Zoho. Do

49:35

CRM ZEN SHOW Episode 275

The CRM Zen Show ·

2023/11/06

This week we talk about: Zoho Marketing Automation 2.0 Officially Launched Zoho Projects 8.0 Released Module Data Exports Receive a MASSIVE Update Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-275/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

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