NEW ZOHO UPDATES! 🟥🟩🟦🟨

1. Canvas View Enhancements in CRM: Zoho has updated the Canvas View to allow users to embed fields from related Lookup modules directly into deal pages. This means that when details update, like annual revenue, they automatically update in the deal view without needing duplications or complex scripts. It's now easier to manage and view related data, which saves time and reduces errors.

2. New External Connectors in Data Prep: Zoho has added 12 new external data connector options, making it easier to import and standardize data from popular platforms like HubSpot, Pipedrive, Xero, and Expensify. This feature is fantastic for businesses considering migration to Zoho, streamlining their transition by simplifying data import and formatting.

3. Zoho Flow Integration with Zoho FSM: Zoho Flow now integrates with Zoho Field Service Management (FSM) for automating tasks like sending text messages and adding calendar events. This allows for smoother communication between systems, helping teams manage tasks more efficiently.

4. Zia AI Integration for Marketing Projects: Zoho's Zia AI can now help users create marketing projects in Brand Studio, part of Marketing Plus. Users can input campaign objectives and channels, and Zia will provide suggested outreach strategies. This will save time for marketers by eliminating the need to start from scratch.

5. Custom Connectors Enhancements: Zoho Creator now supports new authentication modes including OAuth, and AWS signature, which improves the ability to create custom connectors between Zoho Creator and other services. This is beneficial for technical users needing to integrate applications securely.

6. Partial Payments Feature in Zoho Books: Users can now enable partial payments for invoices through Zoho Books. This feature is helpful for businesses that work with clients who may need to pay invoices in parts, providing more flexibility in payment options.

For the most detailed Zoho resources, check out my YouTube channel: https://www.youtube.com/@drewbrockbank