The CRM Zen Show Episode 216 – Then Again, Campaign Swallows Are Non-Migratory

Zoho News

Implementation of the Week

  • Zoho Recruit + WordPress Integration for custom Jobs Pages
    • This implementation serves to automatically create custom WordPress pages upon creation of a Job Opening in Zoho Recruit
    • It requires two WP plugins: Advanced Custom Fields, and WordPress REST API Authentication
    • Using these plug-ins, we can define “Custom Fields” that can be used to fill in field-data into templated WordPress pages
    • Once those were installed, we created a Deluge function within Recruit (triggered on button press) to post data specific to the chosen Job Opening to the Custom Field plug-in, which generates the page

Code Share of the Week

  • Get Email Content from a Desk Ticket
    • In Zoho Desk, there are Tickets and Threads. A Thread represents an individual communication such as an email, SMS, tweet, or post. A Ticket is the collection of all the Threads (communications) pertaining to a particular Contact and Subject.
    • You may want to create a function that checks a new Ticket’s content for certain keywords or tags to assign it to the best agent or department for the job. While you can get things like the Contact or Subject from the Ticket using the zoho.desk.getRecords deluge task, if you want to get the full email content, you’ll need to get the Latest Thread. You will need the Ticket ID, and a Zoho OAuth connection with the Desk.tickets.READ scope.

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • WP Accessibility
    • As discussed in our read of the week, if you are running a WordPress site, we recommend you install this tool and run it.

Tips and Tricks

Billy

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

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.

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