The CRM Zen Show Episode 172 – Segmental Health Awareness

Zoho News

  •  
  •  
  •  
  •  
  •  
  •  
  •  

Implementation of the Week

  • Zoho Creator Form with Address Validation and redirect to Zoho Sign
    • Zoho Creator Form created to capture key information for population onto Zoho Sign document
    • On page validation of address via SmartyStreets API
    • Upon form submission data are written to CRM, as well as to a Zoho Sign template
    • Zoho Sign template opens as a redirect, so the client can complete the full process without interruption

This Weeks Read

zenatta youtube page featuring zoho one top viewed video
    • “by breaking down your work processes into stages, you can simplify your business and use automation to streamline your entire lead lifecycle. So, no matter how complex (or out of control) your business may feel, break it down into these five simple stages”

New Blogs, Videos, and Resource Guides

  •  
    •  
  •  

Application / Plug-In of the Week

  • Bitly Link Shortner for Zoho Cliq
    • Key Features:
      • Shorten long URL using Bitly’s link shortener service
      • Shorten long URL using Cliq message actions
      • Shorten long URL using Cliq commands
      • Great feature to use share shortened Bitly URL for Long URL
  •  
    •  

Tips and Tricks

  •  
  •  
  •  
  •  
  •  

Leave a Reply

Your email address will not be published. Required fields are marked *

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.

.

.