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The CRM Zen Show Episode 254 – This View Is The Sheet!

Zoho News

Implementation of the Week

  • Automated creation of ZCRM Deals from ZDesk Tickets
    • In this implementation, our goal was to create a simple and quick way for our client’s support team to pass information to the account management team regarding suggested new products/services to sell
    • For our client, the vast majority of inbound communication from clients comes through Zoho Desk
    • To make this easier, we created a set of custom fields in the Desk Ticket to capture relevant information about the potential sale
    • Then, we added a Desk Ticket Macro that triggers a custom function. This function uses the data in the Ticket to create a CRM Deal, assigned to the Account Owner of the matching Contact in CRM
    • After the Deal is created, the function adds a link to that Deal directly back to the original Ticket, for easy access and reference

Code Share of the Week

  • Link a CRM Account and/or Deal to a Zoho Project
    • This code snippet links CRM records to Zoho Projects. A Zoho Project MUST be linked to a CRM Account before it can be linked to a CRM Deal. This snippet is unique because the connection requires both scopes from the CRM and Projects, so you have to use the Zoho OAuth Connection option rather than the individual CRM or Project connections separately.

This Week’s Read

  • What is AI bias?
    • Short read from the HubSpot blog but something to consider as we use AI more and more.

New On Zenatta

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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.