The CRM Zen Show

Hosted by Brett Martin and Tyler Colt

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Episodes

100

Latest episode

Aug 2026

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About the show

A weekly podcast devoted to all things Zoho

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60 recent

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

August 3, 2026Episode 41740 min

CRM ZEN SHOW Episode 417

This week we talk about: Zoho CRM: ICR Extraction for Subform Table Data Zoho Analytics: AutoML Forecasting and New Data Connectors Zoho Recruit: Multiple Hiring Pipelines Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-417/ ⚖️ 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

July 27, 2026Episode 41643 min

CRM ZEN SHOW Episode 416

This week we talk about: Zoho CRM: Native Zoho DAP Integration Zoho CRM: Loop Functionality in Kiosk Studio Zoho PageSense: AI-powered Poll Generation Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-416/ ⚖️ 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

July 20, 2026Episode 41443 min

CRM ZEN SHOW Episode 415

This week we talk about: Zoho CRM: Layout Rules Enhancements Zoho Bigin: Payment Link Automation Enhancements Zoho Inventory: June 2026 Inventory and Fulfillment Enhancements Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-415/ ⚖️ 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

July 13, 2026Episode 41449 min

CRM ZEN SHOW Episode 414

This week we talk about: Zoho Creator: Zia AI Configuration Enhancements Zoho Inventory: Inventory Operations with Zoho MCP Zoho Recruit: Color-Coded Blueprint Transitions Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-414/ ⚖️ 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

July 6, 2026Episode 41353 min

CRM ZEN SHOW Episode 413

This week we talk about: Zoho CRM: Add Agents To Your Homepage Zoho CRM: Related List Expanded View Zoho Creator: Advanced Metrics for App Engagement Analytics Our Code Share, Read, Tip and Question of the Week Read the show notes: https://zenatta.com/episode-413/ ⚖️ 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