The CRM Zen Show Episode 168 – IF This Then Zoho

Zoho News

    • In this latest birthday announcement, Zoho hints at Cliq joining the CRM Plus ranks and a new marketing solution! 
    • 10 new widgets for Cliq including Twitter and Zoom connections.
    • Pins will now display total records present in a given area based on invoice address.
    • A handful of new telephony and other extensions were added this past month.
    • And some more new telephony and other extensions.
    • A combination of the above two posts with a few more other Zoho application extensions.
    • The Zoho Mail team was busy last month with a handful of new features.
    • One of our favorite Zoho newsletters, nothing new this month but check it out for some tips and a recap of what happened last month.

Implementation of the Week

  • Zoho Forms custom integration to upload included attachments dynamically to Lead or Contact records
    • Zoho Forms has a direct integration to CRM that can upload attachments, but it can only tie to one module (Leads OR Contact)
    • Forms can be integrated via Zoho Flow to check against Leads and/or Contacts, but Zoho Flow cannot process attachments
    • CRM custom module created for the Form integration. This module captures all fields and attachments
    • On creation of a record in this custom module, we use a Deluge function to search Leads and Contacts for a matching entry, then move the attachments from the custom module to this record

 

This Week’s Reads

13 browser extensions for Zoho
    • As things start ramping up for the holiday season unruly customers and clients become more common, unfortunately.  This is a great 6-minute read to prepare you against such.

 

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
      • An awesome client of ours where we did some cool data blending for reports and CRM automation.
      •  With all of the different choices out there we went ahead and broke everything down for you the best that we could.

Application / Plug-In of the Week

    • IFTTT (If This Then That) helps you connect all of your different apps and devices.
    • Works great for Zoho Applications as well as endless devices around your home and office.
    • Whether it is work or play this site has a TON of unique use cases.

Tips and Tricks

    • In this second video tutorial for Zoho Learn Tyler walks you through the following:
      • Creating Articles
      • Creating Content

Billy

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

Consultant

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.

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