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The CRM Zen Show Episode 249 – ChatZIA

Zoho News

Implementation of the Week

  • Automatically close out Zoho Projects engagements when an account is canceled
    • In this implementation, our goal was to create a quick and easy method to cancel a client account and then automatically close out all their active tasks in Zoho Projects
    • To accomplish this, we set up a workflow rule in Zoho CRM that will trigger when an account gets moved to a status of “Inactive”
    • This workflow rule will execute a custom Deluge script that will fetch all tasks in Zoho Projects for that client account
    • We then filter those tasks down to only the “Open” statuses and update each of the tasks to a status of “Canceled”
    • This allows for an easy way to simply toggle off a client during your offboarding process and have it trigger an automatic cleanup system to keep your task lists clean while requiring minimum effort

Code Share of the Week

This Week’s Read

New On Zenatta

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.