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The CRM Zen Show Episode 267 – Running Into Your X

Zoho News

Implementation of the Week

  • Automated Follow-up Call Scheduler in Zoho CRM
    • In this implementation, our goal was to automate an outbound calling cadence for prospecting Leads
    • For this workflow, we’re looking at the Call Result field to determine the appropriate next steps
    • If the Call Result of a logged Call indicates that we did not get an answer, a function is triggered to schedule a follow-up
    • This function references a CRM Organization Variable defining how many weeks in the future we want to schedule the follow-up
    • Using that amount of weeks, the function creates a Scheduled Call record for that Lead on the appropriate date

Code Share of the Week

  • Send a CRM Mail Merge Template via API
    • Version 5 of the CRM APIs has a new set of endpoints that allow you to send mail merged documents via API by simply supplying the record Id of the data to be merged. Previously, you had to get all of the record data and match all the data to the merge tags in the document.

This Week’s Read

New On Zenatta

  • Zenatta Blogs

Application / Plug-In of the Week

  • Microsoft Designer
    • With Canva being down for part of last week, we needed to find an alternative. Freddy found just that. Not as full-featured as Canva, but got the job done. 
    • Strong AI focus as it uses OpenAI’s DALL-E 2 for text prompt image generations to create unique designs for presentations, posters, digital postcards, and other materials within the app.

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.