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AZAAZ – Volume 1, Issue No. 18

Questions Answered

? 1. (1:14) How can I integrate Zoho People with Zoho Forms?

? 2. (2:25) A few years back you put together this video:  Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020. Do you have an updated version of this that you’re using? We’re already using Zoho Subscriptions for most of our numbers, but it would be nice to have everything updated across the zoho-verse. Is there a simple way to get Subscriptions to talk to the CRM deals so everything is up to date? Thanks! 

? 3. (4:44) Currently using a Zoho CRM trigger in a Zoho Flow to post data to a default 3rd party app from the Flow gallery. It works great, however the 3rd party app’s company would like us to hit a different endpoint URL and use newer JSON strings for our specific needs. Is there a way to create a new custom app in Flow or possibly clone to then slightly modify an existing Zoho App from the gallery to suit our specific needs? Hope I’m not overlooking something obvious here. Love your in-depth coverage and explanation of the Zoho ecosystem! ?

? 4. (10:07) Can you clarify possible use cases for the zoho Desk custom lookup fields ?   Since tickets ALREADY show the name of the contact and account I’m not seeing what advantage this new feature adds.    We’re new to Zoho Desk so clearly I’m missing something.

? 5. (13:18) Can you add sections if you do not have Formstack?

? 6. (14:44) I want to have my users save all our CRM attachments into Workdrive, but unfortunately, Zoho doesn’t have a native integration. I’ve found the marketplace extension (https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm) but I don’t like the file structure it creates because it has unnecessary folders for my business. I am in real estate and am looking for the files to be stored by the address (i.e. Deal Name). Current Behavior: /Zoho CRM/Contacts/{Contact Name}/Associated Deals/{Deal Name} Desired Behavior: /Zoho CRM/Deals/{Deal Name} I was able to create a custom button/function to create a folder where I want it, but the extension still puts an empty Associated Deals folder inside. Additionally, the bigger issue is that if users upload files directly into the widget, the folder gets created using the default logic/location. Is there any way to modify the behavior of this marketplace extension? Or any other path to store attachments where I want them in Workdrive?

? 7. (21:50) I made a Team Folder but it won’t let me delete it and gives me this message: The Test Team Folder is associated with Zoho Projects / BugTracker. To delete the Team Folder in WorkDrive, you must disassociate it from Zoho Projects / BugTracker. I do not know what it is referring to and cannot find it anywhere. Send help.

? 8. (23:49) I am still using our old newsletter tool as I could not check out yet whether email deliverability of Zoho Campaigns is as good as in the old system. However I at least want to import all data into CRM. As long as I am not using Zoho Campaigns for sending out mailings, would you just add a campaign in CRM for each newsletter etc. sent previously or would you import data into Zoho Campaigns?

? 9. (25:05) I hope this message finds you well. I wanted to extend my congratulations for the exceptional work you do in keeping us updated and optimized with all things Zoho. In our CRM system, we heavily rely on contact roles within opportunities. However, we face a challenge when it comes to pinning tickets. Currently, CRM only allows pinning tickets from the main contact associated with an opportunity. I have reached out to CRM and Desk support but haven’t found a solution. Do you have any creative ideas to overcome this limitation? My goal is to view the opportunity in CRM with specific tickets pinned to it, regardless of the contact associated with the ticket. Thank you for your attention to this matter. I appreciate any help or suggestions you can offer.

? 10. (27:52) At 8:05, why did you have to click on the Related list for the item to appear/have the little “1 record” number next to it? Was it just a timing thing or do they not load like others?

? 11. (29:46) I’m using Zoho CRM with some custom modules (through my Zoho One subscription) to replace a database application which was built using Sharepoint tables. That part is going well. The part which isn’t going well is the reporting, which, in the Sharepoint application, is done using Excel, primarily pivot tables. I have tried the pivot tables in Zoho CRM reports, Zoho Analytics, Zoho Sheets, and even looked at the new Zoho Tables, but can’t get even close to the very refined pivot table appearance I can achieve in Excel. There aren’t very many records, and they don’t change too often. I would be interested in your thoughts about how to handle this.

? 12. (31:51) Hello there! I’m trying to sync zoho+shopify. We do have a zoho plus account but when I click on connect it tells me to create an account

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

Consultant

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.

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