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The CRM Zen Show Episode 236 – It Makes Sense If You Sync About It

Zoho News

Implementation of the Week

  • ZAnalytics as a Data Source for Website Display
    • In this implementation, our goal was to provide our client with a way to display success metrics on their website
    • This includes Deals Won, Amounts Closed, etc
    • This can be accomplished in a few different ways via Analytics
    • One way would be to build a dashboard and embed a publicly available view on the website
    • In this case, to give our client more control over the look and feel of the data on the website, we set up a custom API-accessible data table
    • Then, we worked with their web developer to set up a daily scheduler that will push this data to their website
    • There, it is formatted into some high-level KPIs to be displayed to prospective customers

Code Share of the Week

  • Add a Delay with 
    • Sometimes our functions run just too darn fast! There is no native delay function in Deluge, but you can invoke a URL provided by which lets you ask for just a simple HTTP response. You can add a “sleep” variable to the URL request which will delay the response by that many milliseconds.
    • Just be careful you don’t delay too long. Every Deluge function has a forced cutoff at 5 minutes.

This Week’s Read

New On Zenatta

Tips and Tricks

  • Connecting Zoho One To RingCentral
    • A walkthrough of connecting your telephony solution to CRM! We focus on connecting RingCentral but the steps are very similar for other applications as well.

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.