CRM

Did you know Zoho has a “virtual meeting” application similar to join.me or GoToMeeting?  Its called Zoho.Meeting.  Once integrated with your Zoho CRM account, you can easily make any Event a virtual meeting with the click of your mouse.  here’s how…

STEP 1:  Set up integration with Zoho Meeting

• Setup->Marketplace->Zoho
• Click Install under the Zoho Meeting tile
• Click Continue

STEP 2: Create an Event record and Make it an online meeting

• While creating/Editing an Event Record, click the Make this an online meeting checkbox
• NOTE – You have to add a Participant before you save the event.
  

The participants will be able to join the meeting by clicking on the URL in the email.

For conducting the meeting, you can choose either of the audio preferencing methods: built-in method or add your own conference call service.

There is a monthy fee for the app, but as with all Zoho apps, there is a free trial period during which you can check it out!

When writing Custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow.  The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow.  With the new API 2.0, this can be a tad more cumbersome to first set up the “Client” get the refresh token and then copy and paste all the long strings into every custom function where you use the API.  Enter Connections!  It is soooo easy to set up a “Connection” for the CRM API, and then refer to that connection when invoking the URL – here’s how… Read More

It’s now easier than ever to change the radius on the “Contacts Near Me” feature in the Zoho CRM mobile app.  Just click the distance icon towards the upper right corner to open the slide bar.  Move the slide bar to the desired radius and set the distance unit to either miles of kilometers, then click the up arrow towards the bottom right corner to save your changes.  Where is the Contacts near me view you ask?  Click Contacts, then click the map icon in the upper right area.