The CRM Zen Show – Episode 90 – Zoho Flowbee

Zoho News

Implementation of the Week

  • Automated Event creation via Zoho CRM Deals with email invites to all related Contacts
    • Can be trigger via a workflow, custom button, or blueprint
    • Reads Contact Roles related list in Deals module
    • Adds all Contacts in Contact Roles as participants
    • Triggers email notifications with a calendar invite to each participant automatically via script

Things We Noticed

Vote for the zenmy awards banner
  • Zoho Flow now has a system-defined variable for the current date
    • Minor update, but very nice to have for heavy Flow users
  • Zoho Sign Changes Review and Sign Process
    • It is now much easier to review the document prior to signing.

This Weeks Reads

Zenatta Blogs

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Zoom
    • The best there is when it comes to remote conferencing.

Tips and Tricks

  • Zoho CRM Automation 101: Workflows
    • Check out this video on how to set up some basic workflows for your organization.  Never let any task fall through the cracks again.

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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