The CRM Zen Show Episode 209 – Not just Bigin, but Massin

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Zoho News

Implementation of the Week

  • SMS Opt Out Integration via Twilio + Zoho Flow
    • Oftentimes, our clients would like to send SMS messages via CRM as part of their engagement.
    • These SMS can be used both for prospecting as well as fulfillment/engagement after a sale has been made.
    • When sending any SMS (transactional or marketing), it is very important to allow Leads/Contacts to opt out if they are not interested.
    • For this implementation, we set up a listener in Zoho Flow that scans any SMS received as a response from a Lead/Contact.
    • If the body of the received SMS response is “STOP”, we can search the CRM for a match record based on mobile number and opt them out of future SMS communications.

Code Share of the Week

  • Populate Custom Fields for Zoho Finance Records
    • In Zoho Finance apps (Books, Inventory, Invoice, Subscriptions, Expense), custom fields have to be passed into a record (invoice, sales order, estimate, etc.) as a list of custom field Ids. This can be cumbersome to code since you now have to go and look up the customfield_id for each field you want to populate.  Hence, this week’s code share.

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Flourish
    • Data visualization taken to the next level.

Tips and Tricks

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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

Senior Developer

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.