The CRM Zen Show Episode 217 – Open The Pod Bay Doors, Zia

Zoho News

Things We Noticed

Message Media/Smooth Messenger Update

  • If you are an existing Smooth Messenger user as of right now, you don’t need to worry about anything.  However, everyone else will need to go through Message Media which will be $49 a month.

Implementation of the Week

  • ZBookings // ZBooks Integration for Payment Management
    • In this implementation, we needed to solve for a way to set up our client to receive payment during a site visit consultation, without requiring payment upfront
    • Upon booking a certain meeting type within ZBookings, we trigger an automated sequence in Zoho Flow
    • This sequence first checks if the customer already exists in Books (searching on email). If they do not exist, we create the Customer
    • Next, we create an invoice with a due-date of the scheduled visit date, to be paid while the site visit is happening
    • Then, we check if the customer has any active credit cards on file to pay for their site visit
    • If the customer does not have a card on file, we send a request for payment submission via the ZSubscriptions API
    • One day before the event, if the customer still does not have a card on file, we resend the request for payment method and notify the operations team

Code Share of the Week

  • Mass Send Statements (Outstanding Only) in Zoho Books
    • Shoutout to Elizabeth Clarke for sharing this week’s codeshare on Club Zenatta.
      • “The default Zoho Books bulk statement send functionality doesn’t allow you to specify that you want to send statements for outstanding transactions only. Since that’s the preferred functionality for our accounts department, I put together a function that’ll do it manually.”

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • Zoho Learn Full Product Tutorial
      • Shoutout to Greg and Josh from our team this week for putting together this month’s Zoho Learn webinar.  If you missed it, don’t worry click on the link for both the full video and write-up.
    • One Firefly Case Study
      • And a huge shout out and thanks to One Firefly for being such an amazing client of ours and allowing us to do this case study on them.  They are an awesome digital marketing agency!

Application / Plug-In of the Week

  • Leadfeeder
    • Leadfeeder identifies the names of the companies visiting your website.
      • Turn anonymous traffic into real company names
      • Reveal the exact behavior of the companies visiting your website
      • Identify remote workers with Leadfeeder’s unique database of static and dynamic IP’s

Tips and Tricks

Billy

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.

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