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The CRM Zen Show Episode 203 – Return Of The Tyler

Zoho News

Implementation of the Week

  • Product Sample Management via Zoho CRM + Inventory
    • Oftentimes, sample products will be sent as part of the sales process in the CRM
    • To be able to benefit from the workflow management and approval process in CRM, this can be done via a custom module entry with a subform for tracking the specific products
    • This subform can reference a specific table of Products that are “available for sampling”
    • Upon approval of the Sample record, a Deluge function triggers to convert this to a Sales Order in Inventory with a $0 value for each product, and an identifier marking it as a sample order  

Code Share of the Week

  • Passing Path Parameters As A Key-Value Map Structure
    • This piece of code is intended to help you build a fast path parameter for your API calls, creating an easy-looking Key-Value map structure that will generate your URL encoded path parameter string in one shot.

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Elgato Stream Deck
    • Whether you do video production, or just want to push a button to have your computer do something, these are awesome and greatly enhance your own personal workflow. 

Tips and Tricks

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.