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.

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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