The CRM Zen Show Episode 183 – It Takes a Zillum

Zoho News

Implementation of the Week

  • Zoho CRM – Quickbooks Online Integration for Deal-invoicing
    • Many of our clients make the switch to Zoho Books when implementing Zoho One
    • However, not all clients want to leave QBO if it is covering their needs
    • Zoho CRM Deal subforms were created to capture line items related to a particular transaction
    • Custom button created on Deal record to organize and POST data to QBO to create invoice
    • QBO Invoice URL returned and linked to Deal for easy access

This Weeks Read

13 browser extensions for Zoho

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs

Application / Plug-In of the Week

  • Crankwheel
    • Features include:
      • Screen Sharing with up to thousands of viewers
      • Remote Control for sales and customer success
      • Instant Demos lead capture with instant callbacks
      • Never Over Limits™️ for your peace of mind

Tips and Tricks

  • How To Integrate QuickBooks with Zoho CRM Tutorial
    • In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM.  Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process.

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

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.

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