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The CRM Zen Show Episode 308 – 2 Beta 2 Furious

Zoho News

Implementation of the Week

  • Automated Association of Leads to Custom Conference Module
    • In this implementation, our goal was to automate the linking of particular Leads to a custom “Conference” module so that our client can understand how impactful Conference attendance is on nurturing good prospects
    • Because a Lead can attend many Conferences, we also created a linking module (Leads x Conferences) to store the many-to-many relationship
    • To automate attribution, we configured a standardized import process where the client can import the Conference attendees list 
    • In this process, the client will import their Leads (using create/update) and assign the Conference title to a particular text field we’ve added to Leads
    • This import triggers a create/update workflow that will review this Conference title value, search the Conferences module, and when a match is found, associate the Lead to that specific Conference

Code Share of the Week

  • Using Flow To Create A CRM Record From Zoho Sign
    • Prerequisites: Zoho CRM, Zoho Sign, and Zoho Flow accounts.
    • Trigger Zoho Flow when a Zoho Sign document is completed.
    • Use custom functions in Zoho Deluge to extract data from the document.
    • Check Zoho CRM for existing records, create new account records if needed.
    • Update contact records with the new account record ID to ensure data consistency.

New On Zenatta

  • Zenatta Blogs
    • Zoho Sites Full Product Overview
      • Without missing a beat, this month’s full product overview was on Zoho Sites.  As usual here is the video along with a complete summary of what was discussed in the video.

Tips and Tricks

  • Zoho CRM for Everyone Tutorial and Demo
    • We do our best to ensure that when something major comes out, we have a tutorial for it. This is one of those major updates you won’t want to miss! Tune in later today to our YouTube channel for the follow-up video for Zoho CRM for Everyone.

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

Consultant

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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