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The CRM Zen Show – Episode 94 – Zorwellian

Zoho News

Upcoming Webinars 

Implementation of the Week

  • Calendly – CRM Integration through Zoho Flow
    • When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address.
    • If there is a match, create a CRM Event-related to that specific Lead or Contact.
    • If there is not a match, create a Contact with a related Event.

Things We Noticed

  • Cliq has added a new “Remote Work” section with some interesting features
    • You can check-in for the day.
    • Enable a live video feed so your boss can see you at your desk.
    • Set your status
      • Available for Collaboration
      • Engaged at Work
      • 60 Min Break (Lunch)
      • 15 Min Break

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

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.