CRM Zen Show Episode 151 – Gateway Drugs to Zoho

Zoho News

Implementation of the Week

  • Automated Creation of Zoho Projects via Zoho CRM Workflows/Deluge
    • Using the standard Projects integration for CRM, Projects can be manually created from within Account and Deal records
    • When created manually, the Project template must be selected by the user
    • In this implementation, we used Deluge actions to query Account/Deal record information to determine the appropriate template
    • Once the template is identified, the Project is created with the proper links to Account and Deal records in the CRM
    • This process can be mimicked for child records of the Deal as well, if multiple Projects are required for one Deal record

This Weeks Read

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  • “Working From Wherever” By Denis Pombriant From CRMBuyer
    • Is this just the beginning of the working remotely transition or will we slowly transition back to the office?

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Credit Data Direct Extension for Zoho CRM
    • Key Features:
      • View consumer credit reports, business credit reports and public records data in Zoho CRM
      • Access loan calculators to compute loans
      • Get a full credit report in HTML and PDF formats
      • Perform a loan comparison analysis, with the option to mail the results to the customer or download it as a PDF file

Tips and Tricks


Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.