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The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID

Zoho News

Implementation of the Week

  • Custom Proposal Generation App via Creator // CRM
    • In this implementation, we fielded a request to be able to easily send out a variety of templates, and dynamically request additional information from the user based on the template type.
    • To accomplish this, the team created a Creator Form related to the CRM Contact. This form shows up as a related list in the CRM.
    • When opening this form related to a Contact, all of the primary contact information pulls into the form.
    • The user then selects a template and fills out any other additional information that is shown based on the template choice.
    • Once completed, the user is presented with an option to preview the document, as well as attach it to the CRM Contact, and/or send for signature.

Code Share of the Week

  • Sync CRM Notes (from ALL modules) to Analytics
    • Zoho Analytics is a great tool, and we all love it, but some data sources lack crucial information in the sync.
    • It’s the case of CRM Notes that, because it’s not an actual module, can’t be synced via the out-of-the-box connection. You might want to report on how many notes are created by the user, or want to know what was the latest note recorded on a record, but without Notes data, you just can’t have it in a pretty Analytics Report or Dashboard.
    • To get around that, we use some Deluge and leverage Zoho CRM’s schedules and Zoho Analytics API to make it happen!

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

Tips and Tricks

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.