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CRM Zen Show Episode 359 - I Can See The CRM Has A Split Personality

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded for Friday, June 13, 2025, and hosted by Tyler Colt & Greg Belnap.

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📍 *Google Address AutoComplete Extension* 📍
Map Out Your Success with Precision!
👉https://marketplace.zoho.com/app/crm/google-address-auto-complete-for-zoho-crm

🏥 *Zenatta CRM Health Check Extension* 🏥
A Clean System Is A Better System!
👉https://marketplace.zoho.com/app/crm/zenatta-health-check-for-zoho-crm

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🎬 *TIMESTAMPS* 🎬
This Episode Was Produced By - Podcaster Zen
----https://podcasterzen.com/
0:00 Intro
1:20 Advertisement

*Zoho News*
2:33 Zoho CRM: Upsert Missing Data Without Affecting Historical Logs
5:57 Zoho CRM: Split View in CRM For Everyone
11:51 Zoho CRM: New Grid View
16:12 Zoho CRM: Clearout.io Now Integrates with Zoho CRM
18:50 Zoho Desk: Custom Action Buttons on Ticket Interface
21:37 Zoho Books: June 2025 Product Updates
26:00 Zoho Expense: Real-Time Feeds for Corporate Cards

*New On Zenatta*
28:44 Why Zoho One Is a Smart Choice for MSPs
----https://zenatta.com/zoho-one-for-msps/

*Tip Of The Week*
31:04 HUGE New Update for Zoho Forms || Pre-fill Using Webhooks
https://youtu.be/p9VgCI2LHlE
34:21 Club Zenatta Post: Dynamic Prefilling in Zoho Forms
----https://club.zenatta.com/c/discussions/new-feature-spotlight-dynamic-prefilling-in-zoho-forms
36:39 NEW! List View Updates for Zoho CRM for Everyone
https://youtu.be/S_QD8w3P-DU

*This Week’s Quizzes*
How does Zoho FSM utilize Avalara integration from Zoho Books?
https://www.youtube.com/post/UgkxH1FP4FOZ1faDulMyTsHZfeiyNJku_Oc5
What key benefit does the Lifecycle Report in Zoho Desk provide for ticket management?
https://www.youtube.com/post/UgkxuHSqSkgnxlcIksoJc2d3QkGk5nwkGeTP

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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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#CRMZenShow #Zoho #Zenatta

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