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The CRM Zen Show Episode 388 – Real-Time Kiosk and the Temple of Data

Zoho News

Code Share of the Week

  • Send Invoice Emails in Zoho Books with Custom Templates Using Deluge
    • This script pulls an existing invoice email template via the Zoho Books API, including the subject and fully merged HTML body. It then repackages that content into a send-email payload so you can modify the message before sending. The big win is adding dynamic attachments or tweaks per invoice, instead of being limited to static template attachments. Finally, it sends the email through the “send email from invoice” endpoint, typically wrapped in a clean try/catch for reliability.

This Week’s Blog

  • Bee the Wellness – Case Study
    • Bee the Wellness consolidated spreadsheets and scattered tools into a structured Zoho CRM foundation with supporting apps like Flow, Forms, Bookings, WorkDrive, and Analytics. The result was cleaner trip operations and an estimated 12 hours saved per week through fewer manual steps and fewer costly booking errors.

Tips and Tricks

  • Zoho WorkDrive Product Overview and Demo
    • A refreshed walkthrough of WorkDrive covering team folders, permissions, and the features most teams rely on day to day. It also highlights built-in AI tools with the reminder to review outputs before rolling them out to your org.
  • Zoho CRM B2B vs. B2C Best Practices Setup & Tutorial
    • A deep-dive tutorial on how CRM structure changes when you are selling to people instead of companies, plus practical setup adjustments you can apply immediately. Great watch if your data model, lead flow, or automations feel “B2B by default” but your business is not.

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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