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The CRM Zen Show – Episode 72 – Consistent Inconsistency

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • 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

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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