The CRM Zen Show – Episode 66 – The Three Amigos

Reading Time: 2 minutes

Zoho News

Notable Mobile Updates

  • Not one major update this week.  But I counted over 12 apps that had bug fix updates.

Implementation of the Week

  • CRM Integration with 3rd party database through Zoho Flow
    • Webhook endpoint generated by Zoho Flow
    • 3rd party system posts webhook to Zoho Flow
    • Information routed into CRM to created Order/Proposal records linked up to Contacts and Accounts
    • Deployed highly robust integration with minimal coding required
    • Email for more information on this solution.

Things We Noticed

  • CRM Resources
    • Click on Your Picture (Upper Right Hand Corner) > Resources
    • This gives you access to:
      • Videos
      • Documentation
      • Training
  • CRM Updates
    • Two new areas in the settings section. We will provide more details shortly.  We can’t find any documentation yet.
      • Customization > Pipelines
      • Process Management > Orchestration
  • Zoho Subscriptions Update Page
    • Bookmark this link to keep up on all Zoho Subscriptions Updates

This Weeks Reads

A Chat with John-Mark Bantock about Catalyst Applications

  • On the Podcast, we talk with Catalyst Connect CEO, John-Mark Bantock about their Zoho Point Products and future enhancements.

Application of the Week

Tips and Tricks


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

Senior Developer

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.