The CRM Zen Show Episode 226 – Ulaa-La!

Reading Time: 2 minutes

Zoho News

  • New Zoho Analytics Features Rolled Out Nov 22, 2022
    • Cliq, Zia Insights, Mobile app, and more updates to Zoho Analytics. Our favorite being that Organization Admins can edit the connector setup and not have to go through the person that originally created it. 
  • Zoho Launches a New Web Browser
    • Security-focused browser, similar to Google Chrome and Brave. It’s in the early days and might be a little bit buggy to start but definitely something to take a look at. We have high hopes for it.

Implementation of the Week

  • Zoho CRM/VerifyTX Integration – Automated Verification of Benefits
    • In this implementation, our goal was to speed up our client’s process of verifying insurance coverage for prospective clients
    • To solve for this, we added a custom button to the CRM Lead record that organizes the Lead data and submits to the VerifyTX API
    • This API can use the data to check for benefits eligibility and return us data based on what is found
    • We can then write this response back to the CRM so that the user can immediately know the benefits eligibility for their prospect

Code Share of the Week

  • Calculate Gross Profit for Line Items in a Zoho CRM Quote
    • This Code Snippet will automatically calculate the gross profit for each line item in a subform. For this example, we used the default quotes module in the CRM and a checkbox called Refresh Calculations to trigger the calculations.

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • My Fitness Pal
    • This week’s pick is one of Brett’s favorite applications, fitting for this time of year. Easily scan and track your eats to keep on track of your nutrition goals.

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

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.