CRM Zen Show Episode 258 - Say You Want An APIvolution

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded on Friday, July 7, 2023, and hosted by Brett Martin & Landon McCluskey.

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0:00 Intro
This Episode Was Produced By - Podcaster Zen
1:11 Announcements & Events

*Zoho News*
3:28 Zoho Campaigns Adds Workspaces & Changes to Roles/Syncs
6:28 Zoho CRM V5 API
8:32 Zoho Desk Adds Custom Lookup Fields for Tickets, Contacts, & Accounts Modules
11:33 Zoho Forms Auto-Trash Submission
14:44 Zoho Desk Guided Converstations Enhancements
16:39 Zoho Backstage June'23 Updates

*Implementation of the Week*
18:41 Advanced E-Commerce integration to CRM for Course Registration Sales

*Code Share Of The Week*
21:58 Efficient Workload Distribution: Establishing a Round Robin Assignment Rule in Zoho CRM for Custom User Lookup Fields
23:56 Reordering Tags in Zoho CRM Records

*New On Zenatta*
26:16 Zoho Social vs. Hootsuite - Which One is Right For You?

*Tip Of The Week*
28:07 Adding Zoho Sheet View Components to Your Zoho CRM Homepage

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[nickmitchell]

Zoho has a habit of saying things can't be done that definitely can with a little creativity and/or deluge script! Props to Hector, Landon, and team for some creative fixes this week.

[luisrodrigues]

Can you clarify possible use cases for the zoho Desk custom lookup fields ? Since tickets ALREADY show the name of the contact and account I'm not seeing what advantage this new feature adds. We're new to Zoho Desk so clearly I'm missing something