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The CRM Zen Show Episode 244 – Zoho Show and Zapier? Flowget About It!

Zoho News

Implementation of the Week

  • Email Template Management via Zoho Creator
    • In this implementation, our goal was to provide a place for our client to create email templates to be sent via Creator that pull in merge data from related CRM records
    • In this module, we provide a dropdown field that will actively pull all available fields from the relevant module
    • When a field it selected, the proper merge tag value will be displayed
    • The user can then copy/paste this value into the rich-text field where the email content will be stored
    • Lastly, once the template is finalized, it can be easily sent to customers via a manual trigger as well as automated workflows

Code Share of the Week

New On Zenatta

Tips and Tricks

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.