The CRM Zen Show – Episode 44 – WorkDrive Gets Real

Zoho News

Non-Zoho News

Things We’ve Noticed

crm health checks
  • Zoho Books and CRM Integration – CRM Trigger Points
    • You can now automatically create and delete estimates and invoices in Zoho Finance based on a deal stage.
    • Settings>Marketplace-Zoho>Click Manage on Zoho Finance Suite and scroll down to the CRM Tigger Points section and hit change.
  • Zoho Recruit for Beginners on
    • A new Zoho Training course

This Weeks Read

Plug-In of the Week

  • Hunter.IO
    • A nice tool for email discovery while prospecting.

Tips and Tricks


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.