The CRM Zen Show – Episode 88 – Now It Makes Sense

Zoho News

Implementation of the Week

  • Auto-assignment of Desk tickets based on CRM Owners using Zoho Flow
    • On new ticket creation, a flow is triggered
    • Fetches Contact, and then Account information from CRM for Desk Contact on file for the ticket
    • Writes owner of CRM Account (could be defined at Contact level) into Ticket as Ticket Owner
  • Click here for the video.

Things We Noticed

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  • Zoho Subscriptions default Customer Type for a subscription is “Business”, and cannot be changed to “Individual”
    • This may cause some issues downstream with the sync from Books/Subscriptions into CRM

This Weeks Reads

New On

Application / Plug-In of the Week

Tips and Tricks

  • Sending out text messages in Zoho Campaigns with Twilio
    • This video will help you make sure your text campaigns are sent smoothly
  • Click here for the video.


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Lucas Sant'Anna

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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.