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The CRM Zen Show – Episode 72 – Consistent Inconsistency

Zoho News

Notable Mobile Updates

Implementation of the Week

  • Zoho Flow for an Acuity Scheduling to Zoho CRM Integration
    • New booking in Acuity Scheduling triggers push of data to Zoho Flow
    • Zoho Flow receives Acuity Scheduling data, custom deluge functions reformat values to be accepted by CRM
    • Zoho Flow pushes data to CRM to create a Contact, and an associated Session Booking (custom module)
    • Zoho CRM-Zoho Survey integration automatically delivers a pre-session survey to the Contact who booked.

Things We Noticed and The Bug Report

  • Zoho Books “Recent Updates” Tab in the Dashboard Section

This Weeks Reads

Application / Plug-In of the Week

  • GotoMeeting for Zoho Projects
    • Schedule new meetings from Zoho Projects and create GoToMeeting meeting URLs
    • Join meetings from Zoho Projects with the Meeting ID
    • Manage your GoToMeeting schedules from Zoho Projects
    • View upcoming meetings

Tips and Tricks