CRM Zen Show Episode 199 - When Chase Closes a Door, HSBC Opens a Window

Описание: Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded Friday, May 20, 2022, and hosted by Brett Martin & Tyler Colt.

💡 Need Help With Your Zoho Instance?
📅 Book a Meeting - https://zenatta.com/#free-consultatio...

🚨 UPCOMING MONTHLY TUTORIAL 🚨
Zoho Books vs. QuickBooks: Feature Comparison
October 21, 2025, 10:00 AM Pacific Standard Time
https://club.zenatta.com/c/zenatta-ev...

FREE Zoho One Trial
https://store.zoho.com/ResellerCustom...

Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - https://zenatta.com/newsletter/

🎬 TIME STAMPS 🎬
--0:00 Intro
--0:35 Public Service Announcement: Zoho Unable To Fetch Bank Feeds
--2:45 Announcements & Events

Zoho News
--4:10 Zoho Finance Partners with HSBC
--7:36 Zoho CRM Email Templates are now Responsive in Desktop/Mobile
--9:03 New Features to Zoho Bookings
--12:49 Zoho WorkDrive Mobile App Offline Support
--13:41 Zoho Meetings Changes to Restrictions
--14:57 Zoho Meeting Supports Picture-In-Picture Mode for Android
--15:16 ZeptoMail Introduces Auto top-up, suppression list and more
--17:26 Zoholics is back!

Implementation of the Week
--19:51 CRM/Campaigns - Automated Topic Assignment via CRM Tags

Code Share Of The Week
--24:35 Null Checks
----https://club.zenatta.com/forums/topic...

This Week's Read
--28:19 Customer Experience Leaders Can Learn from Baseball
----https://customerthink.com/customer-ex...

New On Zenatta
--30:11 Benefits of a Templated Website
----https://zenatta.com/benefits-of-a-tem...
--31:29 Zenatta's Resource Library

Pick of the Week
--34:00 Due
----https://www.dueapp.com/

Tip Of The Week
--36:42 How to Set Up the NEW Zoho Campaigns Sync
----   • How to Set Up the NEW Zoho Campaigns Sync  

--38:52 Q&A

👇 SUBSCRIBE 👇
♦️ YouTube - https://www.youtube.com/channel/UCKRz...
♦️ Newsletter - https://zenatta.com/newsletter/
♦️ Twitter -   / zenattaconsult  
♦️ Facebook -   / zenattaconsu.  .
♦️ LinkedIn -   / zena.  .

🧠 OTHER RESOURCES 🧠
♦️ Resource Library - https://zenatta.com/resources/
♦️ Events - https://club.zenatta.com/c/zenatta-ev...
♦️ Club Zenatta - https://club.zenatta.com/

💻 ABOUT US 💻
We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.

Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.

🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com/

#CRMZenShow #Zoho #Zenatta