The CRM Zen Show Episode 204 – Pip! Pip! Cheerio!

Zoho News

Implementation of the Week

  • Plaid Integration with Zoho Books/Stripe for easy ACH payment
    • Accepting ACH payments can be a great way to reduce transaction costs, but it can present friction for the customer when attempting to pay
    • Natively, Books/Stripe cannot accept ACH for invoice payments without the customer accessing the client portal in Books and using microdeposits for bank authorization
    • Plaid provides a platform for instant bank authorization via API
    • Using integration with Plaid and Stripe, Stripe can leverage Plaid to provide instant ACH payments
    • Then, plugging Plaid into Zoho Books allows us to present the customer with ACH payment options when opening an Invoice via email, rather than through the client portal

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Plaid
    • Following up on our implementation of the week here are Plaid’s key features:
      • Instantly authenticate accounts
        • Retrieve account and routing numbers when users connect their checking or savings accounts using bank credentials
      • Connect accounts from any US bank
        • Set up ACH transfers from any bank or credit union in the US
      • Set up frictionless payments
        • Plaid works with any ACH processor, including Stripe and Dwolla

Tips and Tricks

  • Getting Started with Zoho Bigin 
    • Are you looking into getting started with Zoho Bigin? Tyler will walk you through a general overview, basic customization, and some workflow setups in Zoho’s lightweight CRM application.


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

Senior 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.