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The CRM Zen Show Episode 270 – Das Book

Zoho News

Implementation of the Week

  • Zoho Campaigns Click Summary Reporting to CRM Lead/Contact Owners
    • In this implementation, our goal was to automate the delivery of a report to our client’s sales team, notifying them of their owned CRM Lead/Contacts’ interactions with email marketing
    • To accomplish this, we first created a custom dataset in Zoho Analytics, blending the CRM and Campaigns data together
    • Then, we created a filtered view of that data to show emails clicked yesterday by CRM Leads/Contacts 
    • Lastly, we created a scheduled function (daily) to organize this data into an HTML table and send an email to each CRM Lead/Contact Owner with their relevant engaged prospects

Code Share of the Week

  • Alternate Method for Sorting a List of Maps 
    • We’d like to share an alternative method for sorting a list of maps in Deluge. One of our newest developers has recently shared with us a method he uses for sorting maps that we would like to share with you!

This Week’s Read

A website banner with the AZAAZ logo and a description for when the episodes air on the youtube channel

New On Zenatta

  • Zenatta Blogs
    • From 100 Million Users To A Billion – Zoholics Europe 2023
      • Wayne on our team had the opportunity to attend the two most recent Zoholics this past week in London and Cologne.  Here is what is in store for 2024!
    • Connect Pay USA – Case Study
      • Huge shoutout to Connect Pay USA for letting us do this month’s case study on them.  Though they are super tech-savvy and implemented a lot themselves, we still manage to do some cool implementations for them as well.

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.