- Zoho Authorized Partner
Our Projects
Explore how we’ve helped businesses streamline operations with Zoho solutions.
Zoho Books: Custom Label Widget
Built a custom widget for Zoho Books that automatically generates 4 × 6 label PDF from a sales order. Each line item is converted into its own clean, print-ready label page streamlining fulfillment and eliminating manual formatting.
Zoho: Automate Blogging With ChatGPT
We created an automation in Zoho CRM so that every deal has a description either you fill it in or it gets autofilled using Chat GPT. Once it is closed won, an option comes up to blog. If selected it will grab that description send it to Chat GPT. which then creates a blog and posts it as a draft on their website. Great for marketing and internal tracking allowing you to showcase your top projects.
Custom Estimate
Client needed a better way to track profit margins and item-level profitability than what was available out of the box in Zoho. We designed and built a custom pricing module inside Zoho CRM that allows users to set individual markup percentages for each line item while keeping internal costs hidden from customers.
Using custom automations, the pricing data seamlessly syncs back to a standard Zoho Estimate, allowing the team to continue using all native Estimate functionality while gaining advanced margin tracking, markup management, and profitability reporting.
Key Benefits:
- Individual markup control per product/service
- Internal cost visibility without exposing pricing to customers
- Automatic sync to native Zoho Estimates
- Improved margin and profitability tracking
- Retains standard Zoho workflows and reporting
Weighted Round Robin
In this project, I developed a user-friendly module to distribute leads based on a weighted system. The client utilized Google Ads to generate leads and assigned five users to each ad, with weights reflecting their performance. The module incorporates these weights to ensure a fair distribution of leads, prioritizing more capable users. Additionally, the system differentiates between good and bad leads, applying a weighted mechanism to distribute them accordingly among the users. This approach ensures that leads are allocated efficiently, maximizing the effectiveness of the lead management process.
Custom API Integration
Zoho can not do everything and you may need to connect a 3rd party application. In this project my client is using sunnova and needs to get the data from there. I created a Python script that authorizes the connection using jwt authorization and passes in a project id so it can be customized to the exact record in Zoho. Then I put the code on a server I set up and use Flow to then bring the data into the CRM and update the correct record.
Deduplication Script
My client wanted to stop duplicates from coming into the system in real-time. The unique field Zoho has is nice but there are cases where generic emails are needed for multiple leads. My client wanted a way to check accounts contacts and leads for duplicates via website, email, name, and phone. I created a solution that will show they have an existing record that matches and give a link to this record or allow to continue entering the record after checking it is not a dupe. For privacy in the video this is my test account and all the data is dummy data.Zoho can not do everything and you may need to connect a 3rd party application. In this project my client is using sunnova and needs to get the data from there. I created a Python script that authorizes the connection using jwt authorization and passes in a project id so it can be customized to the exact record in Zoho. Then I put the code on a server I set up and use Flow to then bring the data into the CRM and update the correct record.
I have been using Zoho for the last 9-10 months and have really grown to like the platform. The options are truly endless. Sometimes the easy path to getting things working isn't there, but there is always another way. Working with a Zoho partner like Zogenie has truly opened doors to automations and integrations that I couldn't pull off myself. Dylan has truly been an asset to my company and a huge time saver. I highly recommend his services and will continue using him as we hone my systems to work for me, not against me.
Jarrett Schwartz
PHD Painting
We’ve had an excellent experience working with Dylan at ZoGenie. He is incredibly responsive, easy to communicate with, and consistently delivers high-quality results. I’ve personally worked with him across two different companies in the U.S., and he’s become my go-to expert for anything Zoho-related. Whether it’s customizing Zoho applications or integrating other platforms through the Zoho API, Dylan has been able to handle everything we’ve needed—efficiently and effectively. Beyond his technical expertise, he’s simply a pleasure to work with: professional, reliable, and solution-oriented. If you’re looking for a Zoho partner who can truly extend the capabilities of your systems, I highly recommend Dylan and the ZoGenie team.
Jayson Wickard
Advanced Communications (AC3), LLC
Dylan is the gold standard for Zoho consultants. Accurate, efficient, and always willing to go the extra mile, he consistently exceeds our expectations while maintaining extremely reasonable pricing. We especially appreciate his proactive support he checks in regularly to ensure success long after the project is complete. A true professional who gets the job done right.
Jennifer Lewanda
Top Score Writing
"I’ve had the pleasure of working with Dylan at ZoGenie on three different projects and I can confidently say he has been instrumental in their success. His ability to quickly understand the scope of each project and deliver results under tight deadlines has been impressive. Dylan consistently goes above and beyond to ensure the work is not only completed on time but to the highest standard. I highly recommend him for anyone needing a reliable and skilled Zoho partner."
Redford James
Off The Drive
"I had an outstanding experience working with Dylan at ZoGenie for Zoho CRM customizations and Deluge scripting. His deep expertise in Zoho’s ecosystem was evident as he quickly diagnosed and resolved my issues, providing clear explanations along the way. During our Zoom sessions, he not only fixed the problem efficiently but also helped me better understand how to optimize my Zoho setup for long-term success. If you're looking for an expert who truly knows Zoho inside and out, Dylan is the one to call. Highly recommend!"
Kyle Gibson
Advanced Conservation Systems
"Dylan at ZoGenie was a pleasure to work with. His in-depth knowledge of Zoho and Zapier helped me refine my workflows and improve my automations. Beyond just fixing issues, he took the time to explain key concepts and share valuable tips I hadn’t come across before. His expertise and willingness to educate made all the difference. If you need help with Zoho and Zapier, I highly recommend working with Dylan!"
Andrea Cooper
Calendar Club
"Dylan took the time to thoroughly understand my request and exceeded expectations by completing the task ahead of schedule. His expertise in Zoho integrations truly shone through as he ensured everything was seamlessly connected within our system. Beyond just delivering the solution, Dylan took the extra step to explain the entire process, providing a Miro diagram that clearly outlined how everything works. His dedication to ensuring the integration worked smoothly and that I fully understood it made all the difference. I’ll definitely be working with him again and highly recommend his services."
Justin Velasquez
HQ Toy Company
"Our experience with ZoGenie has been outstanding. The team really took the time to understand our needs and delivered exactly what we were looking for. We needed a custom quote module because Zoho Inventory didn’t have the formulas we required, and ZoGenie not only integrated Zoho CRM and Inventory but also set up custom pricing lists that worked perfectly for us. Their attention to detail and dedication to making sure everything worked just right made a huge difference. We're so grateful for all the hard work and will definitely be reaching out again in the future!"
Tony Toota
The Toota Group LLC
Working with Dylan S at ZoGenie was a game-changer for our business. He went above and beyond to customize our Zoho CRM workflows, seamlessly implementing custom automations and data transfer processes that integrated perfectly with our custom module. His deep expertise, attention to detail, and problem-solving skills made the entire process smooth and efficient. Beyond the technical work, Dylan was professional, highly responsive, and provided valuable insights to optimize our system. If you're looking for expert-level Zoho customization and support, Dylan is the one to call. Highly recommend!
Daniel Hei
Pinnacle Peak Recovery