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CRM Zen Show Episode 149 – Workdrive is Working it!

Zoho News

Implementation of the Week

  • Zoho CRM custom function to utilize WorkDrive API to send customized password protected share link to WorkDrive folder
    • Folder with Deal specific information created within specific Team Folder in WorkDrive. Folder name exactly matches Deal name
    • On trigger within related Contact to Deal, custom external share link created for this Deal-folder, with a custom password based on information unique to the specific related Contact
    • Link and password written back to related record, to be send via CRM email template

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Zoho Sheet Extension For Chrome And Firefox
    • Clip data sets from various sources, access spreadsheets in an instant and upload spreadsheets in your device to your Zoho Sheet account—all without having to leave your current tab.

Tips and Tricks

  • Zoho WorkDrive Beginner’s Guide – Sharing Permissions
    • In this fourth 4-minute Zoho WorkDrive tutorial Brett will teach you how to:
      • The different ways to share a file or folder
      • How to share using permalinks
      • Set a password or expiration
      • External and internal sharing

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.