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CRM Zen Show Episode 271 – BackStage MAD-ness

Zoho News

Implementation of the Week

  • Zoho Bookings to Zoho CRM Integration for Automated Deal Creation
    • In this implementation, our goal was to integrate ZBookings and ZCRM in such a way that specific types of bookings generate CRM activity
    • For this specific build, the Meeting being booked would indicate that the specific Prospect is “pre-qualified” and should skip the Leads module
    • To accommodate this, we use custom functions in Bookings to run a custom routine when the meeting is booked
    • This function first checks if the Email address on the booking is associated with an existing Contact
    • If there is an existing Contact, a Deal is created under that record. If there is not an existing Contact, then both a Contact and Deal are created automatically

Code Share of the Week

This Week’s Read

New On Zenatta

Tips and Tricks

  • Custom Buttons For Reports In Zoho Creator
    • We have been receiving a lot of requests for Zoho Creator content, so Josh is back at it again in this week’s tip on how to create custom buttons for reports in Zoho Creator.

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.