The CRM Zen Show Episode 173 – DOT DOT DOT…

Zoho News

Implementation of the Week

  • Zoho Sign/Forms Integrated Workflow for CRM Data Capture
    • For this client use-case, once a new CRM Contact is created, multiple ZSign documents, in addition to Form data, needs to be collected
    • Previous process was to send an email with 6 different links to new Contact
    • Using ZForms – ZSign integration, and selective redirects, one link can be provided to the Contact which walks them through the full process end-to-end
    • All submitted ZSign and ZForm data written to CRM Contact, and stored as attachments when necessary

This Weeks Read

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  • Founders speak up: What I wish I knew while starting my business by Wade Foster
    • “A marathon you have to train forever for. You run like a maniac, and then you basically pass out and throw up and have to go in an ice bath afterwards.
      I think of it more like a brisk walk or a hike that you can go on every day with friends. You’re challenging yourself, getting more fit, incrementally improving while enjoying the journey, and pushing yourself. “

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Dialpad for Zoho CRM
    • Key Features:
      • Native Integration
        • Native sidebar within and desktop apps
        • Quick access to deal tagging, and call notes/tasks
        • Ability to tie calls to existing deals within Dialpad
      • Activity Logging
        • Automatically log both inbound and outbound calls
        • View recent activity with quick links to Zoho CRM
        • Ability to agent notes in sidebar during calls
      • Contact Profiles
        • Automatically display contact profiles within Dialpad
        • Includes quick link to jump into Zoho CRM
        • Creation and logging of new Zoho CRM contact/lead from Dialpad calls

Tips and Tricks

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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


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.