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The CRM Zen Show Episode 258 – Say You Want An APIvolution

Zoho News

Implementation of the Week

  • Advanced E-Commerce integration to CRM for Course Registration Sales
    • In this implementation, we had two primary goals. We needed to both integrate e-commerce checkouts to the CRM Sales Order module, as well as map a subset of that data into Course Registration data
    • To accomplish this, we first set up a standard WooCommerce integration to the Sales Order module
    • When the Sales Order is created, we reference the line item data to determine which Items correspond to Course sales
    • Then, we create that Course Registration record in the CRM for that user so that we are able to track Course Registrations over time for a specific user

Code Share of the Week

  • Efficient Workload Distribution: Establishing a Round Robin Assignment Rule in Zoho CRM for Custom User Lookup Fields
    • Task distribution is a crucial aspect of maintaining effective business operations and ensuring equal workload distribution among team members. 
    • While Zoho CRM’s assignment rules are great for auto-assigning record owners, they don’t extend to custom user lookup fields. 
    • Fortunately, Zoho CRM is flexible enough to allow for customization using the Deluge scripting language and CRM Variables. 
    • The round-robin rule can be adapted to your custom requirements, such as different fields, roles, and triggers.
    • For this example, we’ll create a rule that assigns a new user for any record that meets a particular condition – let’s say, when an opportunity reaches a certain stage. However, the principles can be applied to your specific CRM customization needs.
  • Reordering Tags in Zoho CRM Records 
    • This codeshare is a response to a question we had in Club Zenatta by Beat Z. Beat Z had asked Zoho support for a solution on this, and they responded by saying that it wasn’t possible. Hector from our team thought otherwise and proved them wrong!

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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.