The CRM Zen Show – Episode 87 – C3PO R2D2

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • Next Activity Date” field automation in Deals module for easy Activity-based management of Deals
    • “Next Activity Date” field added to Deals module
    • On Create, Update, or Delete of a Task, Event, or Call script is triggered
    • The script reads the “Open Activities” related list in the Deal, consolidates Task Due Date, Event Date, and Call Start Time (for scheduled Calls) into one list
    • The script identifies the soonest upcoming date and writes this “Next Activity Date” into the field in the Deal
    • The field can be used in Deals list view to sort Deals by soonest Next Activity

Things We Noticed

  • Zoho CRM – Orchestration has been renamed C3

This Weeks Read

New Content on

  • Resource Library

Application / Plug-In of the Week

  • SoapBox
    • Meeting Agenda Software
      • Shared online agendas
      • Integrated meeting notes
      • Real-time commenting
      • Suggested questions
      • Next Steps tracker
      • Meeting Rating
    • We love the Google Calendar integration
    • It also integrates with Slack, Outlook, Microsoft Teams, and has iOS and Android Applications.
    • About $2 per user per month

Tips and Tricks


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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.