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The CRM Zen Show Episode 177 – Rock ‘Em Sock ‘Em Zobots

Zoho News

Implementation of the Week

  • ZCRM – Custom Accounts Related List Containing 3rd Party Data
    • Related Lists in the CRM are normally constrained to records that are contained directly within the CRM itself
    • In this case, our client was looking to display Quickbooks Online invoices within each CRM Account
    • To solve this, first, we synced QBO data to Zoho Analytics
    • Then, using a Related List Deluge Function, we can query Analytics data, format it into XML, and display is as a native related list
    • This list can include custom redirect links out to 3rd party services

This Weeks Read

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
    • The Power of Bots with Zoho SalesIQ 2.0
      • The release of Zoho SalesIQ 2.0 this year really focused on the improvement of the bots.  Learn all about how the Answer Bot and Zobot can boost engagement on your site and generate new leads.

Application / Plug-In of the Week

  • Copyscape
    • From our read this week, Copyscape can do the following:
      • Batch Search checks for copies of your entire site with a single click.
      • Integrated case tracking manages your responses to multiple cases of plagiarism. 
      • Track multiple cases of plagiarism of your online content for future reference and followup

Tips and Tricks

  • Zoho SalesIQ Answer Bot Tutorial
    • This week we cover the following topics in this 19-minute tutorial.
      • What is an Answer Bot?
      • Answer Bot Profile
      • Answer Bot Resource Selection
      • FAQ 
      • Articles
      • Response Configuration
      • Behaviour Configuration
      • Small Talk Settings 

Billy Bates

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


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.