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A weekly podcast devoted to all things Zoho

PublishesWeeklyEpisodes300Founded8 years ago
Number of ListenersCategories
TechnologyNewsTech News

Listen to this Podcast

Artwork for The CRM Zen Show

Latest Episodes

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: h... more

YouTube

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... more

YouTube

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

• R... more

YouTube

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: h... more

YouTube

Key Facts

Accepts Sponsors
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Kendall McDowell
Manager of Bookkeeping Services
Zenatta Consulting
Episode: CRM ZEN SHOW Episode 389
Jed Sapson
Representative from Avalara
Avalara
Episode: CRM ZEN SHOW Episode 355
John Mark Bantok
Representative from Hualis Connect and Zee Portals
Hualis Connect, Zee Portals
Episode: CRM ZEN SHOW Episode 306
Mike Tribbo
Representative from Avalara specializing in sales tax compliance.
Avalara
Episode: CRM ZEN SHOW Episode 306
Anna Acosta
Zoho representative.
Zoho
Episode: CRM ZEN SHOW Episode 306

Hosts

Greg Belknap
Co-host of the show focusing on Zoho consulting and CRM solutions.
Tyler Colt
Host of the show with a focus on Zoho implementations and community resources.

Reviews

4.7 out of 5 stars from 14 ratings
  • Invaluable

    The fact that you are giving away this info is amazing. So generous. Greatly appreciated.

    Apple Podcasts
    5
    Abanks_23
    United States3 years ago
  • Zoho sign

    You guys skipped over the details of the Zoho sign integration with Zoho finance. I would appreciate a deep dive into what that integration accomplishes.

    Apple Podcasts
    4
    wannaknowmore
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Community resources and code shares are repeatedly highlighted as a standout feature.
Listener praise for generously sharing actionable Zoho insight.
Audience appreciates deep dives into Zoho integrations and workflows.

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Talking Points

Recent interactions between the hosts and their guests.

CRM ZEN SHOW Episode 406
Q: Is there a way to set a default value for a new task in the CRM so it automatically uses normal priority?
Yes. In the layout editor for the tasks module, open the priority field, edit its properties, and set the default value to normal so every new task starts with that priority.
CRM ZEN SHOW Episode 410
Q: What is Spotlight Forms and how does it differ from standard forms?
Spotlight Forms are a middle ground between standard and card forms, highlighting the current field while showing a ghost of others to guide users through long forms, which can improve completion rates and user context.
CRM ZEN SHOW Episode 403
Q: What is the best approach for setting up a B2B portal for customers to place orders in Zoho, and how do you handle pricing and access control?
The hosts suggest starting with Zoho Commerce as the easiest entry point for B2B ordering and invoicing, as it provides storefront capabilities and price lists. If Commerce falls short for certain needs, they recommend Creator for federated logins and tighter visibility, though presenting price lists there is more complex. They also discuss using a CX flow with Creator or a combination of Commerce plus a custom Creator app to tailor user access, viewing permissions, and invoicing options, including a pay-later setting. The overall strategy is to test Commerce first for user experience and then layer in Creator for advanced access control and custom workflows.
CRM ZEN SHOW Episode 402
Q: How can I change the Upset Record required field to be the phone number instead of email as my company uses this field as the unique field?
In Zoho Forms, when linking the form to CRM, enable Upset Record and set the order of importance for unique fields so that phone can be the primary unique identifier; ensure the phone field is marked as unique in the CRM to appear as an option, then move it to the top.
CRM ZEN SHOW Episode 399
Q: Could Command Center 2.0 work as a one-step bridge to trigger a CRM action from an external app instead of wiring through Zoho Flow or Deluge?
In theory, Command Center 2.0 can map a webhook signal from an external app to a stage in CRM, allowing cross-app actions without coding, but the hosts note that for simple, one-step data transfer a direct Zoho Flow or a Deluge-driven workflow may still be simpler and more reliable until the feature stabilizes.

Audience Metrics

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Frequently Asked Questions About The CRM Zen Show

What is The CRM Zen Show about and what kind of topics does it cover?

Two Zoho-centric hosts deliver practical breakdowns of updates across the Zoho ecosystem, weaving in real-world use cases, implementation notes, and hands-on tips. Episodes emphasize cross-application workflows, automation, data governance, and community resources such as code shares and training, with a friendly, practitioner-focused vibe and occasional sponsor mentions. The show stands out for its consistent emphasis on actionable guidance for admins and consultants, plus a strong community angle through Club Zenatta and related programs, making it a go-to for people building or optimizing Zoho-powered solutions.

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These podcasts share a similar audience with The CRM Zen Show:

1. The Artificial Intelligence Show
2. Marketing Against The Grain
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The CRM Zen Show launched 8 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The CRM Zen Show?

Recent guests on The CRM Zen Show include:

1. Kendall McDowell
2. Jed Sapson
3. John Mark Bantok
4. Mike Tribbo
5. Anna Acosta

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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