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The CRM Zen Show Episode 220 – Cinco De Zoho

Zoho News

Implementation of the Week

  • Zoho Bookings + Zoho Analytics Custom Integration via Zoho Flow
    • While ZBookings has some drawbacks, we do have a few clients successfully using it for sales/service bookings
    • ZBookings allows for some very basic reporting/review of data, but it is very limited if you are using these Bookings as a core part of your workflow
    • Using triggers within Zoho Flow, we can write Bookings data to Analytics upon bookings, rescheduling, and canceling Bookings.
    • This allows for much deeper reporting and data analysis compared to what is possible natively in ZBookings

Things We Noticed

Code Share of the Week

  • Standardized US State Name Formula Column for Zoho Analytics
    • In the code, there are two if_case statements you can copy and paste into a Zoho Analytics formula column that will standardize US state names to either all be USPS abbreviations or the full state name. Both uses below assume the column name “State,” which is found at both the beginning and the end of the if_case. This can be replaced with whatever your particular column name is, just remember to change it in both places.
    • This if_case will convert USPS abbreviations to full state names. If the value of the field does not match any USPS abbreviation, then the original value will be displayed.

This Weeks Read

  • Zoho One Turns 5
    • Happy birthday Zoho One!  From 35 applications at the initial launch thrown together in a bundle to transforming it into an OS for business.  Amazing how much has been accomplished in such a short amount of time.

New On Zenatta

Application / Plug-In of the Week

  • Print Friendly & PDF
    • Key Features:
      • Print Preview
      • Save as PDF
      • Email Page
      • Remove Images and text you don’t want
      • Change font size

Tips and Tricks

  • Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
    • By default, if someone opts out inside Zoho Campaigns, they are also “opted out” inside Zoho CRM.  This could cause issues with existing Leads or Contacts inside your CRM.  Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.

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.