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The CRM Zen Show Episode 168 – IF This Then Zoho

Zoho News

Implementation of the Week

  • Zoho Forms custom integration to upload included attachments dynamically to Lead or Contact records
    • Zoho Forms has a direct integration to CRM that can upload attachments, but it can only tie to one module (Leads OR Contact)
    • Forms can be integrated via Zoho Flow to check against Leads and/or Contacts, but Zoho Flow cannot process attachments
    • CRM custom module created for the Form integration. This module captures all fields and attachments
    • On creation of a record in this custom module, we use a Deluge function to search Leads and Contacts for a matching entry, then move the attachments from the custom module to this record

This Week’s Reads

New Blogs, Videos, and Resource Guides

  • Zenatta Blogs
      • An awesome client of ours where we did some cool data blending for reports and CRM automation.
      •  With all of the different choices out there we went ahead and broke everything down for you the best that we could.

Application / Plug-In of the Week

  • IFTTT
    • IFTTT (If This Then That) helps you connect all of your different apps and devices.
    • Works great for Zoho Applications as well as endless devices around your home and office.
    • Whether it is work or play this site has a TON of unique use cases.

Tips and Tricks