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The CRM Zen Show Episode 280 – OOO La La!

Zoho News

Implementation of the Week

  • Zoho Billing (Subscriptions) Improved Integration to Zoho CRM using Zoho Analytics
    • In this implementation, our goal was to sync additional Billings data into CRM Account records
    • To accomplish this, we first set up custom tables in Zoho Analytics to summarize Subscription data for each Account
    • Then, we set up an additional table to only show Accounts where the data in Subscriptions is different from the data previously synced to CRM
    • Lastly, we set up a scheduled function to check this table every day and push the updated Subscription data to CRM Accounts

Code Share of the Week

  • Update Invoice Recipients on a Subscription in Zoho Billing 
    • In a Zoho Billing subscription’s edit page, there are contacts with checkboxes below the customer name. These are the contact persons on the customer associated with the subscription. Whoever has the box next their name/email checked will receive the invoices associated to that subscription every billing cycle. 
    • This code snippet is how you can check those boxes via API. In the first API call, we get the list of all contact persons associated to the customer. Then, we sort through each, and if a contact person matches with our <condition> set in our “if” statement, we add the contactperson_id to a map, then to a list. Then we pass that list in as a parameter to our second API call, which updates the contact persons linked to the subscription. Whichever contact persons we define in this list will have their boxes checked in Zoho Billing on the related subscription record.

This Week’s Read

  • The Best AI Chatbots in 2024
    • Who knew that there were this many ChatGPT alternatives? This is a great article if you are looking for a ChatGPT alternative.

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Billy Bates

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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.

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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.

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