The CRM Zen Show

Hosted by Brett Martin and Tyler Colt

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Episodes

100

Latest episode

Oct 2026

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About the show

A weekly podcast devoted to all things Zoho

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60 recent

October 12, 2026Episode 42754 min

CRM ZEN SHOW Episode 427

This week we talk about: Zoho CRM: Multi-Image Record Creation with Zia ICR Zoho CRM: Mail Merge Templates Directly in Sandbox Zoho Books: Product Updates October 2026 Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-427/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍G oogle 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

October 5, 2026Episode 42643 min

CRM ZEN SHOW Episode 426

This week we talk about: New App! Introducing Zoho AgentInbox Zoho One: Zoho TouchPoint Added to the Suite Zoho CRM: Zoho Key Service for LLM Access Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-426/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

September 28, 2026Episode 42547 min

CRM ZEN SHOW Episode 425

This week we talk about: New App! "Talk" To All Your Data With Zia Chat Zoho CRM: Native AI Agents for Faster CRM Customization ZeptoMail: Renamed to Zoho CPaaS Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-425/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

September 21, 2026Episode 42459 min

CRM ZEN SHOW Episode 424

This week we talk about: Zoho Expense: AI-Powered Travel & Expense Management Updates Zoho Cliq: Collaborate With Guest Users Zoho PageSense: Introducing User Journey Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-424/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

September 14, 2026Episode 4231 hr 5 min

CRM ZEN SHOW Episode 423

This week we talk about: Zoho One: Zoho Tables Now Included Zoho Deluge: Throw Statements for Custom Exception Handling Zoho FSM: Multi-Option Estimates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-423/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

September 7, 2026Episode 42251 min

CRM ZEN SHOW Episode 422

This week we talk about: Zoho Catalyst 3.0 Introduces Agent-Ready Full-Stack Cloud Zoho CRM: Workflow Rules for Subform Row Actions Zoho Desk: Conditional Branching with Automation Studio Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-422/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ X Facebook ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

August 31, 2026Episode 42147 min

CRM ZEN SHOW Episode 421

This week we talk about: Zoho CRM: Field Masking for Sensitive Data Zoho CRM: Incentives for Sales Commission Management Zoho MCP Integration for Zoho Analytics Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-421/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ X Facebook ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

August 24, 2026Episode 42052 min

CRM ZEN SHOW Episode 420

This week we talk about: Zoho Cliq: Cliq 7.0 Collaboration and Workflow Enhancements Zoho CRM: Redesigned Functions with Analytics & Multi-Language Support Zoho CRM: More Flexible Approval Process Configuration Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-420/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ X Facebook ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

August 17, 2026Episode 41942 min

CRM ZEN SHOW Episode 419

This week we talk about: Zoho CRM: Canvas Form View Templates Zoho Social: Zoho MCP Integration Zoho Forms: Regex Field for Structured Data Validation Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-419/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ X Facebook ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com

August 10, 2026Episode 41846 min

CRM ZEN SHOW Episode 418

This week we talk about: Zoho CRM: My Jobs and Approval Process Enhancements Zoho CRM: Saved Filters for Portal Users Zoho ERP: July 2026 Product Updates Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-418/ ⚖️ Avalara AvaTax for Zoho CRM ⚖️ Accurate Tax. Zero Guesswork. 👉 https://marketplace.zoho.com/app/crm/avalara-avatax-for-zoho-crm 📍 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 🏥 A Clean System Is A Better System! 👉 Zenatta CRM Health Check Zoho Marketplace Extension 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉 Zoho Team Training Course by Zenatta Consulting 🌀 ZPortals 🌀 Receive 10% Off Your First Month When You 👉 Sign Up Through Zenatta Consulting 👇 SUBSCRIBE 👇 ️ YouTube ️ Newsletter ️ X Facebook ️ LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️ Events ️Club Zenatta This episode was produced by: Podcaster Zen - Elevate Your Voice 💻 ABOUT US 💻 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. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com