The CRM Zen Show – Episode 92 – Dingleberry Integration

Zoho News

Notable Mobile Updates

  • Zoho One Mobile App
    • You can now manage departments from the app.
  • Zoho Streams for Zoho Mail
    • A revamped application with a new UI and UX.

Implementation of the Week

  • Automated Lead Conversion in Zoho CRM when Qualification is complete
    • Custom fields added to lead to store information used for lead qualification
    • On fill of all qualification fields, check values against set criteria
    • If criteria are met, convert the lead. If criteria are not met, mark the lead as “Not Qualified”

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

Tips and Tricks

  • Zoho CRM Automation 101: Email Templates
    • In this video, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.

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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