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The CRM Zen Show Episode 384 – AI’ve Got a Feeling This Bundle’s Right

Zoho News

Code Share of the Week

  • Populate Zoho Projects Customer Field from CRM Using the New API
    • This snippet demonstrates how to populate a CRM-linked integration field inside Zoho Projects using the V3 API. The key trick is nesting a small map containing the CRM record ID inside your main update map before pushing the update. Zoho’s documentation does not clearly outline this requirement, so this example closes an important gap. If you’re migrating from older API versions, note that V3 is now mandatory for future compatibility.

This Week’s Blog

  • IntellectAbility – Case Study
    • A full-suite Zoho One implementation covering intake automation, CRM-to-Sign contract flow, WooCommerce syncing, training registration, and integrated analytics. The project aligned sales, service delivery, and finance while improving customer intake and reporting accuracy.

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

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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