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The CRM Zen Show Episode 306 – Live from Zoholics!

Zoho News

Implementation of the Week

  • Dropbox Integration for Zoho Sign via Zoho Flow
    • In this implementation, we’re working with a client that uses Dropbox in tandem with Zoho CRM+Sign
    • Previously, upon a document being signed they were manually loading the completed documents into a folder for each client within  Dropbox
    • Our goal was to automate this process, so we started by setting up a trigger upon Zoho Sign document completion via Flow
    • We then route the Sign info into a Deluge function where we are able to download the PDF and assign it a name based on a standard convention
    • Then, we find the Dropbox folder based on the client name, and upload the document there for long term storage

Code Share of the Week

  • Inventory to QBO integration
    • This week’s code share guides you through automating the process of sending inventory data from Zoho Inventory to QuickBooks Online (QBO) using Zoho Flow. This involves setting up connections between Zoho Flow and both Zoho Inventory and QBO and creating a custom function to manage customer and item data in QBO and generate invoices based on sales orders from Zoho Invoice. This automation aims to streamline data integration and reduce manual entry efforts.

New On Zenatta

Tips and Tricks

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.