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The CRM Zen Show Episode 284 -Making Zoho Work 2024 You

Zoho News

Implementation of the Week

  • Zoho CRM+Books Integration for WooCommerce Subscriptions using WP-Webhooks & Zoho Flow
    • In this implementation, our goal was to integrate WooCommerce Subscriptions with Zoho CRM and Books to manage customer subscriptions via CRM, and account for revenue via Books
    • To accomplish this, we first installed WP-Webhooks on our clients website. This plug-in allows us to post webhooks easily based on any WC Subscriptions activity
    • Then, we set up endpoints in Zoho Flow to receive data based on any updates to a subscription, or the receipt of a payment for a subscription
    • We then use Zoho Flow to map this data to CRM to create/update Customers, Subscriptions, and Subscription Payments data
    • Lastly, the Flow then creates an Invoice in Zoho Books (with associated Payment) linked to the appropriate Customer for accounting purposes

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zenatta 2023 Year-In-Review
      • Here is a quick recap of our year.  We want to give a huge thanks to our clients, subscribers, and team for making it all possible.

Tips and Tricks

  • Custom API Integration With Zoho CRM & Zoho Creator
    • In this week’s tip, Josh walks you step-by-step through the advanced integration techniques between Zoho CRM and Creator, focusing on custom API connections and setting up a two-way sync for custom modules and fields.

This Week’s Quizzes

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.