Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, July 5, 2024, and hosted by Brett Martin & Tyler Colt.

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Zoho Thrive Full Product Overview
July 16, 2024, 10:00 AM Pacific Standard Time
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🎬 TIMESTAMPS 🎬
This Episode Was Produced By - Podcaster Zen
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0:00 Intro
1:41 Sponsorship

Zoho News
2:51 Zoho CRM Org assignment of records based on user roles
4:59 Introducing Zoho's own SMS gateway within Marketing Automation
10:29 Zoho Sign Updates mid ‘24 recap
13:09 Happy National ESIGN Day
14:27 Zoho Writer Add watermarks to your documents
15:51 Zoho Writer Insert image from URL changes
17:02 Zoho Marketing Plus unified marketing calendar

Implementation of the Week
19:02 Zoho CRM & Cliq Integration to Generate Channels for New Deals

Code Share Of The Week
23:19 Relate Project to Estimate in QuickBooks
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New On Zenatta
26:13 Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
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Tip Of The Week
28:45 Tax Management in Zoho Books
   • How to Set Up Taxes in Zoho Books  

This Week’s Quizzes
What new options have been added to validation rules in Zoho CRM?
----   • Post  
Wednesday Quiz: What is the purpose of the "Mapping Fields from Lookup Module" feature in Zoho Recruit?
----   • Post  

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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.

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