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The CRM Zen Show Episode 244 – Zoho Show and Zapier? Flowget About It!

Zoho News

Implementation of the Week

  • Email Template Management via Zoho Creator
    • In this implementation, our goal was to provide a place for our client to create email templates to be sent via Creator that pull in merge data from related CRM records
    • In this module, we provide a dropdown field that will actively pull all available fields from the relevant module
    • When a field it selected, the proper merge tag value will be displayed
    • The user can then copy/paste this value into the rich-text field where the email content will be stored
    • Lastly, once the template is finalized, it can be easily sent to customers via a manual trigger as well as automated workflows

Code Share of the Week

New On Zenatta

Tips and Tricks