This Week in Zoho - CRM Zen Show Episode 88
Click Here for the Full Live Show.
Zoho News
Implementation of the Week
- Auto-assignment of Desk tickets based on CRM Owners using Zoho Flow
- On new ticket creation, a flow is triggered
- Fetches Contact, and then Account information from CRM for Desk Contact on file for the ticket
- Writes owner of CRM Account (could be defined at Contact level) into Ticket as Ticket Owner
- Click here for the video.
Things We Noticed
- Zoho Subscriptions default Customer Type for a subscription is “Business”, and cannot be changed to “Individual”
- This may cause some issues downstream with the sync from Books/Subscriptions into CRM
This Weeks Reads
New On Zenatta.com
- New Post
- New Videos
- New Resource Guides
Application / Plug-In of the Week
Tips and Tricks
- Sending out text messages in Zoho Campaigns with Twilio
- This video will help you make sure your text campaigns are sent smoothly
- Click here for the video.