PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

41:56

CRM ZEN SHOW Episode 300

The CRM Zen Show ·

2024/04/29

This week we talk about: Major Zoho CRM Update is Coming CRM Flex Bundle Multiple Kanban views in a single Module for Zoho CRM Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-300/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team Training Course by Zenatta Consulting 🌀

38:25

CRM ZEN SHOW Episode 299

The CRM Zen Show ·

2024/04/22

This week we talk about: Introducing Zoho Sites 2.0 Zoho Contracts Document Download APIs Zoho CRM Sandbox Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-299/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀

31:45

CRM ZEN SHOW Episode 298

The CRM Zen Show ·

2024/04/15

This week we talk about: Zoho CRM Email Functionality Enhancements Bigin's New Stage Automation Feature Zoho Books April’24 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-298/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team Training Course by Zenatta Consulting 🌀

36:16

CRM ZEN SHOW Episode 297

The CRM Zen Show ·

2024/04/08

This week we talk about: Introducing Zoho Learn 2.0 Zoho CRM & Google Chat Integration Zoho Campaigns Adds WooCommerce Integration with Guest Checkout Data Sync Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-297/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team Training

39:12

CRM ZEN SHOW Episode 296

The CRM Zen Show ·

2024/04/01

This week we talk about: Zoho Workerly 2024 - V2.0 Zoho Notebook - Nested Collections Zoho CRM Unveils Enhanced Reporting Features for Powerful Data Analysis Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-296/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team Training Course

44:35

CRM ZEN SHOW Episode 295

The CRM Zen Show ·

2024/03/25

This week we talk about: Changes to X API support for Zoho Social Zoho Marketing Automation Now Offers WhatsApp Marketing Integration Zoho Marketing Plus Introduces Marketing Project Drafts Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-295/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A

33:55

CRM ZEN SHOW Episode 294

The CRM Zen Show ·

2024/03/18

This week we talk about: Add Marketplace Extensions now in Zoho Desk Blueprint Transitions SalesIQ Chatbot now supports 30 languages Bigin adds customizable form links Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-294/ 🏥 Zenatta CRM Health Check 🏥 A Clean System Is A Better System! 👉Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉Zoho Team

48:07

CRM ZEN SHOW Episode 293

The CRM Zen Show ·

2024/03/11

This week we talk about: Zoho introduces Zoho Tables Zoho Forms Enhances Data Accuracy and Efficiency with Regex Support Kiosk Studio Available for all DCs Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-293/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You Sign Up Through Zenatta Consulting 👇

43:57

CRM ZEN SHOW Episode 292

The CRM Zen Show ·

2024/03/04

This week we talk about: Zakya Officially Launches in India Zoho CRM Adds "Competitor Mention in Workflow" feature Marketing Automation 2.0 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-292/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You Sign Up Through Zenatta Consulting 👇 SUBSCRIBE

44:44

CRM ZEN SHOW Episode 291

The CRM Zen Show ·

2024/02/26

This week we talk about: What’s new in Zoho Desk in 2024 Zoho CRM Announces New Formula Builder Functions Zoho CRM Q1 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-291/ 💥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

36:20

CRM ZEN SHOW Episode 290

The CRM Zen Show ·

2024/02/19

This week we talk about: Zoho CRM now supports custom fiscal year formats Zoho CRM adds forecast model choices Enhance Your CRM Communication with Zia's Refined Email Intelligence Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-290/ 💥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

48:04

CRM ZEN SHOW Episode 289

The CRM Zen Show ·

2024/02/12

This week we talk about: Zoho Sign Introduces User Groups, Roles, and Profiles Zoho FSM Mobile App Offline Support Zoho CRM Introduces Enhancements to Email Intelligence, Ask Zia, and Zia Presentation Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-289/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook

36:55

CRM ZEN SHOW Episode 288

The CRM Zen Show ·

2024/02/05

This week we talk about: It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA…) Zoho CRM Webform Enhancements Zoho Sign Adds Dynamic KBA for Recipient Authentication Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-288/ 💥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 🧠

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

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