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The CRM Zen Show Episode 292 – Zakya… Did She Star In Spiderman?

Zoho News

Implementation of the Week

  • Zoho CRM Automated Alerts Custom Module to Allow Users to Easily Configure Custom Workflow Automations
    • In this implementation, our goal was to provide our customer with an easy way to manage automated actions triggering in the Deals module of their CRM
    • These rules need to either add Tags, add Notes, or send Emails based on the create and/or edit of the Deal record matching certain criteria
    • To accomplish this, we first created an “Automated Alerts” custom module that allows the users to define the trigger condition, criteria, and outcome using field data
    • Then, we set up automated workflow functions that check against this Automated Alerts module, find matching criteria, and proceed accordingly based on the rules defined

Code Share of the Week

  • Prevent Re-Opening of Closed Tickets in Desk
    • This implementation will make it so that if a customer replies to a closed ticket, rather than that reply being added to the thread of an existing ticket (causing it to re-open), it will instead create a whole new ticket for that customer with their new reply.

New On Zenatta

  • Zenatta Blogs
    • Zoho Pricing Guide (2024)
      • If you aren’t on Zoho One, or made the switch to Zoho yet, here are all the core products and pricing in one place.

Tips and Tricks

Question of the Week (AZAAZ)

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.