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The CRM Zen Show Episode 310 – The Text Awakens

Zoho News

Implementation of the Week

  • Zoho CRM & Cliq Integration to Generate Channels for New Deals
    • In this implementation, our client is using the Deals module to manage long-term and high-touch sales opportunities
    • They also use Cliq to manage all internal communications
    • Our goal in this implementation was to give them a dedicated space to discuss an ongoing Deal in Cliq automatically once a Deal is created
    • To accomplish this, we set up a workflow+function in Zoho CRM that creates new unique Cliq channel for each Deal upon creation
    • We can dynamically set the name of the channel based on the Deal and Account information. 
    • Our next step will be to dynamically assign users to the channel based on specifications related to the Deal

Code Share of the Week

  • Relate Project to Estimate in QuickBooks
    • Sometimes, when we create an estimate in Quickbooks, we need to link it to a project within Quickbooks. To do this, we have to search for the project and obtain its ID. Quickbooks considers projects as Customers, so if we want to locate the project by its name, we must query a Customer.

New On Zenatta

Tips and Tricks

  • Tax Management in Zoho Books
    • This week’s tutorial covers tax setup for both goods and services, including manual configuration and Avalara integration options.

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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