Article Read Time:

2 Min

Search

Subcribe :

Train Your Team:

Our Extensions:

Join For FREE:

CRM Zen Show Episode 150 – The Emoji Critics

Zoho News

Implementation of the Week

  • One-click Zoho Sign Document Generation via CRM Deluge function
    • Zoho Sign has an robust API which can be accessed via Deluge from any Zoho application
    • Using a custom button in a Contact/Deal record, Sign documents can be prepared and sent directly to customers
    • This method allows for data to be merged from more data-sources than the standard integration, as Deluge can pull from reference tables not directly related to the Contact/Deal

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • GoCardless for Zoho CRM
    • Key Features:
      • No need to chase customers for payments
      • Get payments credited directly to your bank account
      • Customers can set up a direct debit mandate, so all their future payments will be automatically processed on the due date
      • Collect payment for any invoice on time, every time

Tips and Tricks