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The CRM Zen Show Episode 221 – Friday the 21st: Freddy vs JSON

Zoho News

Implementation of the Week

  • Meta (FB/IG) Conversion API Integration with Zoho CRM
    • Meta is constantly adapting its marketing targeting toolset and recently has rolled out a “Conversion” API that allows us to tell its algorithms which Leads ended up being “good”
    • Using this data, Meta can then automatically retarget programmatic marketing to target look-a-likes to these good-fit Leads
    • In this implementation, we built a custom function triggered on Lead conversion that hash-encodes, then writes information back to Meta to confirm that the specific Lead was a good one
    • This provides a “set it and forget it” method for continuously improving your pay-per-click advertising targeting on the Meta platform

Code Share of the Week

  • Currency Formatting using Regular Expressions
    • This is a piece of code that uses RegEx to parse a number and put it in ‘currency format’ (with thousands separator and 2 decimal places).
    • It is particularly useful when you’re writing an email via script, an error message, or any text that needs to be read by humans, and your data comes out as a big number.

This Weeks Read

New On Zenatta

  • Zenatta Blogs

Application / Plug-In of the Week

  • Freedom
    • From the read of the week, though it isn’t free, we found this one to be the best of the 8 apps listed.

Tips and Tricks

  • Zoho CRM Reports Overview
    • In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports.