Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

The CRM Zen Show Episode 234 – Enough Chit-Chat, Let’s Call It

Zoho News

Implementation of the Week

  • Selective Lead Activation for Account Based Prospecting
    • In this implementation, our goal was to create a workflow for activating Leads for outbound prospecting without overloading any given Account that could have multiple Leads
    • To accomplish this, we first defined a Lead Status to identify Leads in the queue for activation
    • Then, we built a SQL table in Analytics that presents Leads in this status but filtered down to only show one Lead per account at a time
    • Last, we wrote a scheduled function that activates Leads from this list on a regular basis so that they slowly dip into active prospecting workflows

Code Share of the Week

  • Aggregate Functions now available in CRM COQL
    • The CRM API is now on v4 and it comes with some exciting updates to the CRM Query APIs known as “COQL”.
    • For starters, you can now query up to 2000 records where previously the max was 200. The other is that you can run aggregate functions in your query.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho One Full Product Overview 2023
      • This past Tuesday we did our annual Zoho One Webinar! Watch the webinar recording here and read through a summary of all the 2022 major updates.

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


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.