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The CRM Zen Show Episode 275 – Marketing Automation 2. …Oh

Zoho News

Implementation of the Week

  • Zoho CRM Account-Based Prospecting Email Schedule Automation
    • In this implementation, our goal was to create an easy way for our client to drive Account-based Prospecting Campaigns without overloading any specific Account
    • We needed to ensure that if Prospecting was activated for many Leads under one specific Account at once, we spread out the commencement of outreach to those Leads over multiple days
    • To accomplish this, our custom button script first checks for the number of Leads selected to Prospecting activation
    • The function then breaks that List of Leads into 5 sub-lists of approximately equal size
    • These lists all receive a unique Prospecting Start date, based on using some business day addition rules (sub-list 1 is delayed 1 day, sub-list 2 is delayed 2 days, etc)
    • These sequential Prospecting Start dates are written back to each Leads sub-list, where it will be the driving field for date-based prospecting email workflows from CRM

Code Share of the Week

  • Update Custom Fields on CRM “Products” Module for “Total Quantity Sold” and “Total Orders”
  • Using the search dialog for Lookup and Multi-Select Lookup fields in Zoho CRM can sometimes be a bit overwhelming (or underwhelming), especially if you want to find what you are looking for based on criteria rather than having to scroll through the pages or search for a specific record. To go along with the accompanying YouTube video (, here is some code that will help you keep a couple of custom fields updated on the Products module so that you can sort your lookup fields for products based on the total quantity of an item that has been sold or the total number of orders that an item has been included on. This can be adapted for many other areas than just products as well.

This Week’s Read

New On Zenatta

Pick of the Week

  • Captions Eye Contact
    • Correct camera eye contact directly in post-production.  It is currently in beta and is free to use, no limits.
    • Check out the demo on how it works here.

Tips and Tricks

  • Exploring Custom Layouts in Zoho Creator
    • In this week’s tip, we explore the world of custom layouts for reports in Zoho Creator. Learn how to create visually appealing and customized report layouts to enhance your Zoho Creator projects and streamline data presentation.

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.