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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