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 Zenatta.com

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.

Billy

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

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.

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