The CRM Zen Show Episode 167 – Learn Zoho Learn

Zoho News

Implementation of the Week

  • Zoho Sign Document Management Automation via CRM/Workdrive
    • As we’ve previously discussed, Zoho Sign documents can be send programmatically via CRM deluge functions
    • However, oftentimes we may want to organize and archive completed Zoho Sign documents related to the CRM customer
    • Zoho Sign can trigger automation actions upon completion of documents
    • Using the recipient Email address, we can search for CRM Contacts, and pull their specific Contact Workdrive folder information
    • Using this information, we can automatically upload completed ZohoSign documents (including signatures) to this folder

This Weeks Read

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New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • PowerCall and SMS for Zoho
    • Key Features:
      • Intelligent AutoDialer: autodial directly from Zoho workflows on email opens, new leads, and any Zoho trigger event
      • CRM Power Dialer: 1-click dialing, automated voicemail drop, AI-powered local presence dialing, and 2-way Zoho integration
      • SMS Messaging: send/receive text messages and auto-text through Zoho workflows
      • Enterprise Phone Service: Phone Numbers in 40 Countries, Intelligent Call Routing, Call Queues, and Call Transfers

Tips and Tricks

Billy

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

Consultant

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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