Empower your Finance team with the best sales automation CRM

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[Music] okay welcome everybody so uh today's uh webinar is going to basically be on taking zoho crm and particularly zoho books in the finance suite and talking about some of the basic integration and workflows that come and then some more advanced workflows and automations that we're going to do if you don't know us i'm brett martin i'm the president of zanata consulting and i'm here with tyler colt col or colt tyler gold we do uh we do a show called the crm zen show if you've never checked it out it's a weekly podcast it's on youtube at youtube sonata or you can go to crmzn.com and it's a weekly podcast covering everything that happened in the world of zoho so every week we run through all the zoho news and kind of cover everything there and we're really excited that zoho asked us to do this and kind of go through uh go through some of our thoughts on these things so we'll kick it off right away we're just going to kind of talk a little bit about a standard workflow um for those of you that are more advanced don't worry by the time tyler gets going we'll be talking about some other stuff that i think you'll like so first of all in this area i'm just going to talk about basic crm synchronization between crm accounts and books contact synchronization uh creating an estimate and invoice and how it all can tie into a deal how it ties into the whole books and then that overall visibility back and forth and we'll kind of talk about maybe some of the best practices in doing that along the way as well so on this screen basically we're looking at an account and we're looking at quick copy printing and as you can tell we're obviously inside the crm and you then if you look over into zoho books you will also see that you have quick copy printing as well and if you want to you can even there's a crm tab and you can go ahead and you can look at every the entire record basically as it is inside the crm now one of the interesting things about this is that uh this will not appear this zoho crm tab if this contact isn't in the crm and sometimes you'll kind of get a lot of duplicates created and one of the best practices around this is really go ahead and create your accounts inside the crm start that way it really leads to less trouble down the road if you do end up with duplicates it's very easy to duplicate these accounts but usually what you want to do when you're de-duping is figure out which one's in the crm and kind of make that the main one when you go ahead and merge them and don't worry credit cards all that kind of stuff carries over if you're using books or subscriptions or anything like that and now we're back in the crm and we're in the deals module and we kind of want to talk about you know some of the the power of all of this so if you were to uh go ahead and click on the zoho books in the related list now for some people this is called zoho finance um and for some others it's called zoho books as a matter of fact i think it's a new thing where the zoho books is rolling out we're starting to see it just in the last few days start to appear in account so it's possible that it'll all be zoho books soon but either way you're going to see either the zoho books related list or you're going to see a zoho finance related list when you click on that it basically takes you down to the ability to put in a new estimate new sales or new invoice now this is because you've got the full integration going back and forth between zoho books and crm if you have the old version of the sierra if you have a crm and you haven't connected finance to it you're still going to see things like quotes which is estimates in the crm and you'll see invoices but they're completely different and they're they're totally unrelated to what happens in books so when you make this connection between books and crm you have a couple choices you can say hey i want to get rid of all my old modules i don't even want to see them anymore or i'm just basically going to just go with the zoho books modules from now on if you hide them they're not gone for good they're just hidden and they're put away they won't confuse anybody anymore you won't have any kind of orders up on the top or any of that you'll just have the zoho books over the related list it keeps it pretty clean across the board so we're going to go ahead and give you an example of making an estimate so you're in a deal you want to send an estimate out you can go ahead and you know pull in the customer name and the deal name go ahead and put some items in we'll say widget a widget b and really what you're doing is you're actually creating this inside of zoho books even though you're inside the crm so as soon as you do the save and send it's actually give you a nice little email here you can person can just click on this to view the estimate and then go ahead and approve the estimate so it makes it really really simple and of course these templates are customizable you can make them look any way you'd like and then when you go ahead and you send that to the client you'll notice that inside of the crm under the related list zoho books under estimates you now have a new estimate recorded and the status on that is sent so this is really helpful for sales people they don't have access to the finance suite they don't have access to books but they want to know the overall status of an estimate as well as potentially an invoice is it sent is it approved is it paid so all of that can be tracked directly inside the crm and now if we go in basically we're now inside of the crm as well and let's say this estimate was approved so since it's been as we can see accepted on here we're going to go ahead and convert it then we're just going to go ahead and convert it directly to an invoice and now we can see that the estimate has been moved to an invoice status and it has now been sent as an invoice over to the customer and so one of the one of the nice things about that is that you know you may have a sales team that might not be doing all of their invoicing themselves you know maybe you have an accounts payable team or an accounts receivable team that's going to be actually dealing with a lot of those finance documents but as long as everything is stored underneath that deal then whoever that original sales person is is going to be able to have visibility and tracking on those records even if they're not actually the ones uh sending them out yeah and that's it's so helpful just to have that total visibility into what you're doing um now on this screen we're going to talk about this a little bit at the end of the webinar actually in detail at the end of the webinar but one of the things that we've put in here that is not kind of standard in the crm to book synchronization is the ability to copy that invoice link and put it inside the crm so we actually do this internally it's kind of nice you've got the standard reminders that will go out of books but um maybe you want to just send you want to have maybe an email template that's maybe a little nicer reminder maybe you're covering something else maybe it's at kickoff maybe you actually don't click that send invoice but you just save it as a draft then you mark it as sent so it was never really sent to the customer but in fact the crm and zoho books thinks it was sent you then can actually take this and embed this in a hey thank you so much for your business please click here and the here link would actually be this this link to go ahead and pay to pay your invoice and then any other things you want in there also you know click here to set up a startup call with us anything that you kind of need so this also when it comes down to reminders uh maybe you've got a status inside of your deals where you're awaiting payments and you can look at all of the things that are awaiting payment and you can just select five or six of them and just have another email template that says hey maybe you forgot uh we haven't received your payment yet click this link to pay and it'll go ahead and pull this link in dynamically it's kind of a neat thing to do and tyler will actually take you through that at the end of this on kind of on how to make that work it's a very small little script i think it's like eight lines all right and then once that invoice is paid as tyler was talking about you can see this as paid now inside the crm and a lot of things can happen around this too with another little bit of scripting as soon as this is paid we can go ahead and move deal stages along as well so maybe this was in an awaiting payment stage and now it's been paid so we're now going to move it to active in production those kind of things so by having this integration between books and the crm there's just a lot of power that's kind of unleashed between the two products and then of course it was paid there you can also see over on zoho books that it's paid as well and everything is synchronized and all is right with the world all righty so now we're going to dig into a little bit more of a customized workflow driving through that same crm deal record so a couple key points around you know this alternative workflow is you know that we're able to like brett's kind of mentioning automate some deal stage updates based on things happening in your invoice records we're also able to create an invoice using a subform in the crm rather than actually by you know creating it using the little zoho books tab and then last but not least of course even following this process and creating it with a custom workflow we can still actually assign that deal back or assign that invoice back to the original deal so let's go ahead and take a look at another deal here in our crm and we'll see that we're starting in this proposal and price quote stage and we'll see down below that we have a little sub form that looks kind of like an item table for tracking these different items that are sold now you know the question may be why would i use this subform right rather than just creating something as an estimate or as an invoice directly in books well there's a couple different reasons the primary one that we bump into is that oftentimes tables like this need to go into proposal documents right kind of larger scoped out documents you know maybe with a bunch of language maybe with some legalese or value proposition right you're going to send out either for signature you know through a or zoho sign um you know that are going out as you know formatted pdfs and if you're creating these directly in as an estimate while you can send that through the traditional zoho flow process you might not just be able to dress that document up quite like you'll need to again if you're sending it more as a proposal than just like a pricing estimate and sometimes you do a lot with this too we'll make two sub forms on the page because maybe you'll have two different categories of products that are going into a proposal you'll have an entire services section which maybe is going to be some recurring revenue and then maybe you'll have a bunch of you know hardware products that are basically just one-time charges or maybe there's one-time service charges for installs and then there's the ongoing and by breaking these into two separate subforms you can not only split up two separate invoices but when you do your proposal you can really neatly break these things down and it comes in handy absolutely yeah just additional info on top of that as well like maybe you have groupings in your products like widget a is for this part of the project versus you know widget b is for this other part you want to add some custom fields or language around that you're able to do that and have a little more flexibility when you're driving it via this subform and so now you know rather than coming down to our zoho books section and creating an estimate or an invoice here we can actually implement up here in the top right little custom buttons that can do that work for us so in this case we've created one called create invoice and so if i go ahead and just click that button i'll get a happy little pop-up that says success and then from there once i you know take a look at my deal and my screen is refreshed i'll see a couple things have happened so first we've actually updated the stage just as part of pressing that button we now know that we're in a further stage where we're going to be doing a review of the invoice or any final negotiation around that and what's also happened is we've actually created our invoice down here inside of the zoho book section so again it's coming in here as a draft you could automatically send this but oftentimes if you're doing anything you know with an automation like that maybe you want to just take one final look just to make sure that this is all good before you send it out but again the key point here is just that you can use a different workflow than the standard flow here through this related list and still get all of your data applied to that correct deal and to that correct account so they're able to see that down the line now similar to our estimate we can actually just pull up this record and go ahead and send it out via email just directly to the customer which will then update our status and last but not least of course finally when we are paid for this that will update as well and update that balance down to zero so this is a really common implementation that we do see just because of the power of those subforms especially around document creation that's really kind of when we will most likely use those is if you do need to format and label that you know table into some type of proposal documentation and last but not least we'll see one final little automation here that once that invoice has been marked as paid we now are able to you know basically apply the new stage for this defining that it's been closed one so you know once once we have a payment then we know that that negotiation and review has been completed and you know we're ready to consider that we've won this deal so we'll kind of do a little walkthrough of some of these automations that go into you know building this type of system um you know i'll kind of walk through these at a base level and highlight where some of the settings are and kind of where you'll need to be to automate some of these actions and so first we'll go ahead and cover the function that brett had talked about a little earlier which is updating that invoice url and status into the deal record you know from over in zoho books so all we'll need to do to accomplish this is we'll go ahead and jump into zoho books and up in the top right we'll pull down our settings and we'll go down here to this automation section which kind of is the workhorse here inside of books for developing any of these types of custom actions and so once i pull up my automation section the first thing i'm going to do is go ahead and drop in a custom function you know when you're thinking about writing code or writing any of these scripts i think it sounds a lot more daunting than it is um you know often times if you're working from a template which we'll actually be providing in this in these slides you know you can actually figure out and get a lot of these things done um you know with a little bit of massaging of uh you know of any of the code yeah and i think you know a little shout out here uh a webinar was done a little while ago with peter over at uh the workflow academy and if you're not familiar with workflow academy i really recommend you check it out they have got just a basic course on zoho scripting on deluge which is the name of the scripting language and a lot of people we know have taken it we've actually sent some of our developers through it the junior ones are coming in and it's a great way so it's not nearly as difficult i think as a lot of people like you're saying tyler it's not as it's not as daunting as it would seem and i think if you start working with sample code which we're providing here is like a little handout that you can get at the end it makes life a heck of a lot easier for you and it really i mean i find that you know just all the zoho apps they integrate so well but oftentimes you know you're wanting to do something that's just a little out of the box like we're talking about here and anytime you kind of think gosh i wish that these zoho applications would do this odds are they can and they will and it really wouldn't take that much time to make them do it it's just you need to do these kind of things so go on yep yeah and so that you know as as much functionality like you're saying as much functionality comes out of the box with zoho even more is available under the hood you know with a little bit of you know editing and customization to these workflows so we'll go ahead and create our custom function here um you know i'll kind of go through this relatively quickly basically we're going to just need to give it a name right up there at the top and then we'll drop in the specific code that will run this update now that actually that snippet there is going to be provided shortly so we don't really need to dig in too much to you know each individual line there but we'll see that you know it's really just about nine lines of code that define a couple different values and then use them to write over to the deal and does anything need to be changed on this style or this code if basically if this is dropped in and they follow will this work across the board now you could do the exact same thing the only things to be aware of are whatever the name of your invoice link field are and whichever stage name you want to update to so in line seven and eight there those would be really the only places that you may need a couple edits and so once we have our function created we can go ahead and make a workflow rule um you know workflow rules are pretty consistently used across most zoho applications you can think about them pretty much like an if then statement so if this certain thing happens then you know run this function or then send this email right and so we'll go ahead and create a new workflow rule up here in the top right we'll go ahead and give it a name and decide which module this is going to trigger in so examples would be you know this workflow is going to run on you know an estimate or an edit to a sales order or you know the sending of an invoice and you know there's kind of a few key components we're making a workflow first we're setting up our trigger so this is our if so if our invoice is edited and specifically here we're going to look at the status so if our status is edited and we only want to do this if status is sent so once we basically update status such that the value is sent then we'll define what we want to do and we'll just choose that custom function that we just made so again kind of our first two options here are are what create our if so if it's edited to be sent then we'll run this action and this action it will just you know trigger that function that we've just created um down in our custom functions section and you want to be sure to do it just once not every time just once yeah just once um there's oftentimes an option in these for uh running every time that something happens but it's not common that you want to do that um and if you're working in crm the workflows in crm give you that same option to do it just once or every time and you often times we'll have people call us and they've kind of set it to every time and that's pretty much mostly never what you want to do because then it's just firing off all the time there's an example once where you know someone had a automation that sent a customer an email when the deal was closed one thanking them for their business but it was triggering every time the record was edited after it was closed one so their whole implementation process was sending you know repeat emails you want to be a little careful when you set these up just to make sure that you're really triggering on the right action but they were very thankful for the business they were very very thankful and here we went ahead and dropped this code in in text um you know i won't really spend too much time laboring over the actual content of the code but in essence we're just kind of grabbing a couple ids for our invoice and our potential and then we're defining some values to go ahead and update that deal that we've just kind of called out or defined and so next we'll kind of dig into the more complicated function that's running in our little demo here for the subform to invoice again we're not going to spend a ton of time on the code itself but just how to set up this type of workflow in the crm so first we'll go ahead and jump into the settings here wrench and screwdriver up in the top right and we'll go into our modules and fields we'll select deals and then we'll go to our links and buttons and create a new button now so these are the steps to actually create one that's triggered on a button press um you know you could use the crm has a version of workflow rules very similar to like in books where you're triggering on a certain field being updated or a certain parameter being met but in this case you know we coded this in just as a custom button and so once we do that we'll go ahead and choose where we want to place it where in this case we're going to place it on the view page so just when you're looking at that deal and then we'll choose what we want this button to do so if you have some existing functions you can choose one of those you could have it open up a url in this case we'll go ahead and choose writing function and we'll just write one into the system for this button so the next thing it's going to want you to do is to give it a name it's important to make these descriptive or else you will end up very confused when you've written a handful of these and you know if they're not named clearly you'll kind of lose track of what's doing what it's going to make it really informative and clear especially so that if anyone in the future is working on the system you know they can infer what any of these actions are going to do just based on the name so for this one we'll go ahead and call it exactly what it is which is creating a book's invoice now it would have been more descriptive if you said props from sub form wouldn't it it could be more descriptive from sub form and now jumping into our function here the first thing we're always going to do when writing a function in the crm is click this edit arguments button and we'll go ahead and define on the left here our deal id which is just our name for the value and on the right we'll go ahead and define what that value is so we're just going to pull in the id of the deal the id for those who don't work with code a lot is just a long series of numbers that is unique to each deal record so zoho just creates one behind the scenes and it gets used a lot for identifying a unique deal out of your lists of you know active deals yeah anytime you're in the crm if you look up in the url bar whether you're in a car if you're in a contact or an account you're in a lead you're in anything you'll see a long string of numbers after that and that is actually the record id and that's what's used across the board kind of for doing any of this kind of stuff yep and then so once we have this defined we'll go ahead and run our function and again we won't dig into this but it is available in the code the one thing i will highlight if i go back to this page it's going to be really tempting to go to the right there and click plus and define more variables manually like this but you really don't want to do that for when you get into testing and making any future edits you always just want to define the id of the record where you're starting so if it's triggering in the deal i'll get the deal id if it was triggering in a contact i would get that contact id it'll make life a lot easier once you get into testing and so again without digging too much into this function here once we have it written in we'll go ahead and save up in the top right you can also save and execute if you want to test the function and it's just going to ask you for the deal id for the record that you want to test on and so in this you know basically in as a short story this function will go ahead and get the information about the account on file for that deal it'll go and find the matching account over in books it will look at the subform and basically correlate each item in the subform to its version over in books and then it just compiles the data into the format that it needs to go ahead and create the invoice this function here is going to be basically exactly the same for your system other than just updating the organization id and again maybe a couple names of fields last but not least we'll go ahead and save this button which basically opens it up for use for the rest of the team and then here again kind of for your copy and paste later we did go ahead and provide this function um you know in all of its glory that will go ahead and create those invoices for you just directly from the deal record and what would they need to look for as far as things that they may want to change things you'll want to change would be your organization id we just put a dummy organization id in for this function it's just a unique identifier for your book's company in essence other than that most of this should be pretty much standard other than your api name for products sold the deal products it might depend on whatever you called your subform and then the names of fields that are in the subform but everything else should be basically the same so i think now we're going to move on to some q a dylan so this would be looking at um you trying kind of more like a service deal you're going to implement a series of products and services at a location or kind of something where it's um like billing over time based on work completed uh because if so what you can do is uh we oftentimes use zoho analytics for this um and what i'll do is basically pull zoho projects data and zoho finance or zoho books data into one shared environment and as long as your projects and your you know books accounts are all kind of linked up under that crm account oftentimes it really becomes a crm account that's key for tying everything together because you have projects at crm and then crm to books and what you can do in that case is basically roll up all of your projects time either time billings or you know just worked time even if it's unbillable to get your cost and then any of your expenses related to the project which they actually just recently rolled out integration for expense directly with projects um i think we talked about on the show a couple weeks back i haven't had a chance to play around too much but um yeah so you'd probably need to pull a work in progress report like that over from zoho analytics just because it's gonna be gonna give you the best place to marry all of that data together yeah and you know it's not just that it has to be from those i mean you can really pull i think anything into analytics tyler i mean so for our for when we keep track of this internally i'll use that as an example uh we have a custom creator app that tracks time we have time tracked and projects we have time tracked in the crm we have billings that are tracked and various methodologies because sometimes they're paid over time and there's different things we want to look at things there's a lot of costs that are associated with a different project you know we want to get down to what the actual gross margins and net margins are on on all of the work that we do and the only way to do that is to pull it all into analytics and then you know analyze it that way and that way you can aggregate it all and get the numbers you're looking for so that's probably going to be your best way to go todd so the mail merge feature inside the crm basically when you go into settings and you go into templates you have an option due to an email template or you can do quote templates that's using the internal quote or you can do mail merge templates when you click on a new mail merge template what that's actually going to do is take you into zoho writer and allow you to create a beautiful custom document and if you don't follow zoho writer it just gets better almost on a daily basis it's it's crazy the stuff they're doing with it and last week they had a huge rollout that's especially big when it comes to doing proposals so you can create your complete custom document there and then you have the ability to have merge fields so you pretty much can pull so if you're associating the new merged document you're going to create with let's say a deal you have to choose what module you're going to associate it with and then link to that deal is a contact and an account maybe something else you basically have access to all those fields you have access to all the fields in the deal all the fields in the account all the fields in the contact and you can pull all of them into this proposal so either you know the company name any information you need if it's a contract maybe you want to pull the address in maybe you've got some details around the account there's just so much you can do with it and one of the things that was rolled out i want to say about a year and a half ago sub forms have been around now going on almost three years and over time they've slowly been rolling out what you can do with them but about a year and a half ago i guess you can now pull subforms directly into a presentation and you can choose what columns you want to display and what's that going to look like or directly into your writer document and then once you go ahead and save that you then when you're inside of a deal you will just go up and you'll click on like the three little buttons there and you'll say or i think it's now says more it's actually says more now and you click on more and you'll just say you want to do a uh you know a merge a web what do they call it tyler it's a mail merge mail merge so you want to do a mail merge you click on mail merge it's going to ask you what document you want to choose for the mail merge and then it's going to take you to a blank page where you can kind of view the document it's not going to be merged yet you just want to make sure it's okay you click merge then it's going to take all those fields merge them give you a beautifully created document which you still can put some final edits on if you want and the beautiful thing from there also is if you have zoho sign right up at the top you have the ability under deliverability to choose zoho sign and you can even just send it directly out for zoho sign so much power to it so anyway that's one of the ways to put subforms into a proposal um pretty much when you're when you're working with the api between zoho crm and zoho books um you can pretty much i'll say pretty much just to be safe but pretty much anything that you can do as a user there is a way for us to call that action in a function so like if you are you know you can make a workflow when your deal hits that stage right as a user i could you know copy the deal name and copy the account name and concatenate them so i can have the script do that and we would go and find that the the same account or same contact over in zoho books and then just organize that data to create this specific project um see it wouldn't be an issue be a little bit of massaging or depend on if you need a couple custom fields or anything specifically to go into that project record um but yeah i mean at a baseline level there should be no issue in doing that you might you may need to make an api call rather than use the crm integration or books integration actions that are in the um kind of default settings of deluge you know like create record and you might actually have to hit an end point to to do that action but um where there's a will there's a way see tyler i think you just should have stopped it yep left dion [Laughter] well i mean if you had if you knew the total like basically if you're doing a contract deal and what you're saying is basically that you've sold this on a contract not knowing every specific item that needs to go into that contract and over time you're going to basically layer on these items yeah i mean you could you would have to do with a function but you could basically sum all of the items in the function to get the total item value the total like default item value and then take a percent based on the unit price of each item to basically assign like contracted percent value for each individual line item then multiply that percentage by the actual contract amount that might live in your deal to create those because one of the things that's interesting when we're creating invoices from the from deluge you know you have all of your standard you know msr pre msrp or sales prices for items but when i'm creating an invoice in a function i can put whatever value we need in there right so those are kind of your baseline sales prices but they can always be overruled by you know an action in a function um triggering workflows uh kind of so not directly like there's no workflow trigger for new subform row added but there are workarounds for that um so you can actually have in a subform like an aggregate field so you know at the bottom of mine with widget and widget b i had a total price field so i can't trigger a workflow on a new line being added but i can trigger one anytime that that total price is updated so it's an imperfect match uh i wouldn't be surprised uh that if that becomes a thing down the line with with sub forms triggering workflows but as of now it's not direct you kind of have to you have to do a workaround on that can you search tyler i know we can report on sub forms now but can we search a sub form i don't know off the top of my head i don't think so yeah i don't i don't think so often times this gets into a decision i'll just chime in before we go to the next one between using a subform and using a related record to the deal um you know if you're needing if each like you know line if each line on that subform is really kind of its own entity that has an entire workflow around it you might want to break that out into a related list meaning like a custom module that links to the deal really everything that we talked about like creating invoices creating proposals you can also do that with a related module we often use subforms because they're just easy to use it's all kind of on one page um but yeah if there is some kind of workflow and process around each line item that might be where you want to break it out into a custom module and you can still get all of the benefits of a subform such as subtotals and totals and all of that you just have to write custom functions that are reading the related list to pull that up into the main the main record but then that gives you everything you're looking for here you can trigger workflows you can search kind of the the missing things well it depends um you wouldn't be able to take it from a proposal to a subform because once it's in that proposal in writer it's kind of just living as a text or a pdf document you'd have to go from your subform into the proposal using mail merge just one little thing to highlight on that but once once you have that subform filled out in the deal then you know it's just a few clicks away to um you know create that proposal document and send it out so if we have many different sales reps in the crm they can only currently send an estimate using the super admin email and signature um yeah this is one where you basically have to set them up in books and chime in brad i know you fixed this a couple times for people we have to set them up in books and then set them up as a sender right to make their name and email address available correct and depending on what you want to do oftentimes what you if you don't want to do that also you can just create a you can still send as them but you'll need to actually know you're right you will need to send them up in books but you just want to set them up as timesheet users and then what you're going to need to do is sometimes make different estimates just for them especially if you're trying to change some information around so there's a whole bunch of weird little ways of going around it but you can get around it if you want to shoot me an email i can run you through that it's pretty quick yeah absolutely so um if your commission uh calculations are relatively simple like they're just getting a flat percent on one deal amounts then you can do it with like a formula fields right and then pull some summary table reports and things like that directly through the crm if things are a little bit more complicated where commission might be based on you know multiple different parameters or maybe you're doing commission on specific items right and they have their own commissionable rates then sometimes we'll pull that data over into zoho analytics where we're able to uh pre-process the data with all those types of logic and calculation that you'll need to get the value but as a baseline it you know if they're just getting a percent on uh one deals then a formula field should totally get the job done for you and then you can just put together a summary report inside of the crm and it basically shows you commissions for last week or last two weeks whatever your you know pay period would be but kind of like tyler said if you've got like we have one client where every product has a different commission level associated with it and sales people earn different commissions based on who they are based on each product so you've got a couple ways of handling that one the way we currently do it for them has been in analytics which makes it extremely easy for them to see that in real time but you also can do we've done it another way to do this is to do a custom creator app where you enter every person you enter the commission data and you kind of put it all in that creator application and then you can you can pull everything to it yeah yeah and then you pull everything into there yeah one one final note about again if it is more complicated than just one field an advantage to doing it at analytics is that you don't have to have those fields on the page in the crm so you get to keep your layout as clean as humanly possible and just let analytics do this work on the reporting end rather than on the front end so a couple of advantages to doing it in the reporting suite there there is for zoho inventory um interestingly enough there yeah the connection actually runs to zoho inventory um if i can i think i can probably put this in the chat i'll go ahead and drop the link to zoho's guide on this in the chat just so you can check that out in the meantime we don't have anything planned on that as of now um but this should be a good place to get started uh it looks like it's basically syncing invoices and bills so just your like accounting and you know either ar and ap records over to quickbooks uh there's some really simple integrations i'm assuming you're talking quickbooks online yes there's some real simple integrations over in zoho flow but not really recommended right now but i think you can do that and i'll give a shout out to uh z brains z marines is another zoho partner and they've spent a lot of time building connectors not only to quickbooks online but to quickbooks uh desktop so they've got some interesting stuff that they're doing there so depending on the level of integration i mean it's more expensive solution but i think they're doing full real synchronization and all sorts of things on that end so there's a there's a whole bunch that that can occur there yeah and if you're if you're on zoho one you know like even if you're not using zoho inventory that could be a good pathway to integrate it just because it is pre-built it's built by zoho um you know and so really when you if you're doing all of your workflow inside of books the main things that really do need to go into quickbooks are just your invoices and bills so it could be a good solution for you to use something off the shelf like that um if those orders are going into the crm so you know there's there's a it's made by zoho there's a connector for shopify to the crm where shopify orders flow in as sales orders um if you are using something like that that gets them into the crm then absolutely um that script i will say will be a little bit trickier because you have to read a list a list of all the products on the um on the sales order but it is definitely possible to do again as long as they're coming into the crm directly from shopify you would need to actually make an api call on their end um and we don't do that type of work ourselves i'm assuming it's possible it's got to be but if you're doing it in deluge it'll just have to come in as a sales order first uh likely just using an off-the-shelf product to integrate them um yeah we've got a webinar on analytics i think you're probably going to plug workflow academy yeah yeah they're great yeah i mean work workflow academy is fantastic and then um i think for yeah analytics i would check out our webinar i think you're right which you can just go to uh youtube on auto yeah we haven't done too many like videos on teaching deluge and custom functions really just because i don't think it's a great way to learn them you really just have to like try you know same same with flow like you just have to try and fail and try and fail over and over and over again like before i was a zoho consultant i was just a user of zoho and that's basically what i did i wanted to automate the system and i no idea what i was doing so i just googled and tried and googled and tried i will say now with with pro or platforms like the workflow academy they did a webinar on analytics i think last week that's a great way to structure that process a little bit where it's you know the teaching you're doing practice problems it keeps it pretty lightweight i think it's a great place to start also pure deluge if you're looking for that there's a website called udemy and they sell courses and a zoho partner out of australia by the name of jeremy nagel has written a course called deluge on a luge and that for the longest time was our best go-to for for that and that's actually a very good pure deluge course yep a little more technical i would say than workflow academy but definitely good to know he's going to send you off in directions like go over here and learn javascript and do this but he's going to give you all these various things to do but um at the end you can write deluge yep um where there's a will there's a way so if you if you have that po you can definitely get record id and you can get ship to info uh the question would be where is that email going to come from um you know with deluge i will say um to send a well-formatted email in deluge is a heavier lift it's doable uh our senior consultant josh does some wizardry that i've yet to understand where he can format data and actually send pretty emails a simple way to do this would be to pull it into some type of crm record like on creative appeal you just send a function in that creates you know those two fields yeah like a po information record against that crm account and then you could just have that trigger just a crm email template uh if you want to get real fancy though you know you could dive in and try to send it with the function itself but um getting it formatted into like pretty html is just going to be a a tricky one to figure out yeah it is powerful though like for example one of the things that we do after a call with one of our clients we have a list of action items that just go in as like a you know item one item two item three and with a function again all credit to josh if he listens to this later he basically figured out a way to take that list apart and turn it into an html bulleted list all in delusion actually send that out as an email so it's definitely doable but again it's just uh it's a little bit of black magic yeah i'm pretty excited about this um should read the question any initial impressions over the new sure payroll integration with zoho books the reason i like it is because it's basically paychecks so my initial impressions are great i haven't tried it yet because that's a process but i think it's um i think it's a great step i'd love to see this for adp paychecks themselves all the others it's i can't tell you if it's worth switching i don't know anything about gusto payroll i can tell you though that uh this is like the first pure play integration with a payroll company um and i think sure payroll also does 1099s because up until this point time you kind of had to break them out or just use a separate payroll company and basically do a journal entry every week um so i'm excited about it but uh we have not had a chance to play with it but i think it's uh i think it bodes well and my kids tell me you need to go to youtube.com sonata and mash that subscribe button all right that still doesn't feel quite right to say that i don't know and hit the bell to be constantly annoyed by notifications that's