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The CRM Zen Show Episode 285 – WordPressive, Most WordPressive

Zoho News

Implementation of the Week

  • BigCommerce Integration to Zoho CRM via Zoho Flow
    • In this implementation, our goal was to create an integration for BigCommerce such that newly placed e-commerce orders would route into CRM to create Sales Orders and Invoices
    • To accomplish this, we first set up connections for BigCommerce and Zoho CRM within Zoho Flow. This authenticates our system to listen for triggers in BigCommerce, and take actions in CRM
    • Once the connections were set up, we created a Flow to trigger upon new Order placement within BigCommerce
    • When this Flow triggers, it pulls the full dataset about that order into Flow, and we pass the full payload into a Deluge function
    • This function uses the data to determine if we already have the ordering Contacts in the system, and if not, it creates them. The function also lines up the Items on that order with CRM Products matching on SKU
    • For this particular client, it is common that the Billing and Shipping information (addresses, people, companies) involved in the order can be different, so we took extra care to parse out that information into multiple Contacts when applicable
    • Lastly, once the Contacts are found/created, we create the relevant Sales Order and Invoice within CRM for that order

Code Share of the Week

  • Send Zoho CRM Email Template w/ Mail Merge Template Attached
    • A property management company optimizes the lease renewal process by utilizing Zoho CRM’s Deals module. 
    • The system is programmed to automatically create mail merge documents for lease renewals, extracting tenant data directly from the Deals. 
    • These personalized documents are then appended to an email template, specifically tailored for lease renewals, and dispatched to tenants with upcoming lease expirations. 
    • This streamlined process guarantees prompt and precise communication, facilitated entirely through the Deals module, mail merge feature, and customized email templates.

This Week’s Read

New On Zenatta

Tips and Tricks

  • 3 Essential Tips for Improving Error Handling in Zoho Deluge
    • In this week’s tip, Greg shares his insights on enhancing error handling within Zoho’s Deluge functions. Learn how to use standalone functions, if-else statements, and try-catch blocks effectively to streamline your Zoho CRM, Desk, and Books experience, ensuring smoother and more efficient operations.

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.