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The CRM Zen Show – Episode 78 – Zobot Drug of Choice

Zoho News

Implementation of the Week

  • Embedded Webhooks in Zoho Analytics Report
    • The client required a live reporting tool which could be used to trigger updates in Zoho CRM
    • Webhook endpoint set up in Zoho Flow
    • Zoho Analytics formula fields used to build a custom link for each record that posts to the webhook endpoint with the record ID
    • Zoho Flow receives the ID upon a user clicking the link in the report, and the record is properly updated in the CRM immediately.
    • Due to the robust nature of webhooks, this method could be used to automate a myriad of actions from inside of an Analytics report.

Things We Noticed

This Weeks Reads

Application / Plug-In of the Week

  • Zillow CRM Extension
    • Looks up the address in Zillow and provides you with the property information and Zillow valuation inside the contact or lead records in Zoho CRM.

Tips and Tricks

  • Importing Users in Zoho One
    • Zoho One allows you to import users from all the common types of user data files—XLS, XLSX, CSV, and VCF. 

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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