This Week in Zoho - CRM Zen Show Episode 88

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

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.