The CRM Zen Show – Episode 64 – The Singularity

Zoho News

Notable Mobile Updates

  • Zoho Connect – Now has Survey Integration
    • Very cool feature.  We hope this comes to the desktop version soon.
  • Zoho Social – Rearrange images in the compose window.
    • It makes creating a post much easier.
  • Bug Fixes for many other applications
    • About a dozen or so applications got general bug and stability fixes this week.

Implementation of the Week

crm health checks
  • This is an implementation we did for a client using Formstack Documents (formerly webmerge) for automatically filling out tax documentation.
    • Relevant information captured via Zoho Survey and stored in a Contact record
    • Formstack Document data-routing feature used to automatically generate, and send multiple tax documents for signature via Zoho Sign

Things We Noticed

This Weeks Reads

Application / Plug-In of the Week

  • CalendlyZoho CRM Sync
    • The plugin that Calendly users have been waiting for.
      • Schedule, reschedule, and cancel appointments with your Zoho CRM Contacts and Leads
      • Email your events URL to Leads and Contacts
      • Choose to add new Calendly invitees as Contacts or Leads in Zoho CRM
      • Choose to add new Calendly appointments as Events or Tasks in Zoho CRM

Tips and Tricks


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.