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The CRM Zen Show – Episode 89 – Zebras or Horses

Zoho News

Implementation of the Week

  • Automatic generation of Invoices (Books) and Packages (Inventory) on the creation of a Sales Order using Zoho Flow
    • Sales Orders often aren’t necessary for sales flow but are necessary for using the Packages/Shipments functionality of Zoho Inventory
    • This automation automatically creates an Invoice and a Package on the conversion of an Estimate to a Sales Order
    • Package creation can notify the fulfillment team and gets added to Package/Shipment kanban board in Books/Inventory
    • The invoice can be automatically sent to the client or held as a draft for review before delivery
    • Here is a quick video of the Implementation of the Week

Things We Noticed

  • Amazon Fulfilled By Amazon (FBA) integration with Inventory
    • Plugs in on top of existing Amazon integration
    • Allows you to define items as FBA in Inventory
    • Syncs data between Amazon and Zoho Inventory to record sales
    • Deprecates stock at Amazon warehouse as sales are made.
  • Google Shopping Integration (Beta) with Inventory 
    • Post product listings directly to Google Shopping through the Google Merchant Center

This Weeks Reads

  • New Zenatta YouTube Videos

Application / Plug-In of the Week

  • Twilio SMS Extension for Zoho CRM
    • Look no further.  We have finally found the SMS for Zoho CRM application we all have been looking for.
      • Send SMS messages using Twilio from an iMessage style interface
      • Send templated SMS messages to leads and contacts
      • Receive customer SMS replies to your Twilio number
      • Send automated SMS messages via workflows
    • Here is the link to the Detailed user Guide
    • Here is a quick video overview

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


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.