CRM Zen Show Episode 341 - Approve It or Lose It

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, February 7, 2025, and hosted by Tyler Colt & Greg Belnap.

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📍 *Google Address AutoComplete Extension* 📍
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This Episode Was Produced By - Podcaster Zen
----https://podcasterzen.com/
0:00 Intro
1:15 Advertisement

*Zoho News*
1:55 Zoho CRM: Enhanced Approval Process for Greater Control and Flexibility
6:42 Zoho CRM: Subform Events and Client Script Enhancements
15:01 Zoho Books: January'25 Updates
19:12 Zoho Writer: Enhanced Merge APIs for Automated Document Generation
24:32 Zoho Marketing Automation: Bot Filtering & Apple Mail Privacy Protection Compliance

*Code Share Of The Week*
29:53 Function to Convert Numbers into Comma-Separated Currency Format
----https://club.zenatta.com/c/code-share/convert-number-to-currency
32:18 Integration to Search QuickBooks Records with Special Characters
----https://club.zenatta.com/c/code-share/search-quickbooks-with-special-characters

*New On Zenatta*
37:04 Non-Profits & Zoho: The Budget-Friendly Tech Stack You Need
----https://zenatta.com/non-profits-and-zoho/

*Tip Of The Week*
38:47 Integrating Zoho Desk with Zoho Projects | Enhanced Customer Support
https://youtu.be/6JRXDUoOic4
39:46 Zoho CRM Blueprints 101 | A Beginner's Guide to Streamlining Workflows
https://youtu.be/Jwjuvmtq9oM

*Question Of the Week*
43:00 Hubspot Integration With Zoho
----https://club.zenatta.com/c/discussions/hubspot-integration

*This Week’s Quizzes*
What new feature in Zoho FSM helps improve collaboration and coordination among team members by making notes accessible across different records?
https://www.youtube.com/post/Ugkx7omtAIhtW4bctWB_4JgR7b_N9VIw2E_t
What feature in Zoho Sign allows you to send a document to a group of people, allowing any member of the group to sign on behalf of the others?
https://www.youtube.com/post/UgkxEZViV_4sj3tx2Xt3y3enKkDAm_5U2XK8

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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.

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Видео CRM Zen Show Episode 341 - Approve It or Lose It канала Zenatta Consulting