The CRM Zen Show Episode 225 – Too Close TOCOL

Zoho News

Implementation of the Week

  • Zoho CRM/Desk Integration – Leads “Push-to-Desk”
    • This implementation set out to solve the challenge of having existing Customers use forms designed to inbound Lead capture to get in touch with our client’s team
    • To solve this case, we added a custom button on the Lead record called “Push-to-Desk”
    • Pressing this button invokes a function that does the following actions:
      • Converts ZCRM Lead to Contact
      • Creates ZDesk Contact record with matching information
      • Creates a ZDesk Ticket under that Contact including information from the submitted Lead record
    • This button provides an easy way to get this Lead out of your sales queue, and properly add them into the support queue in ZDesk

Code Share of the Week

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  • Basic WorkDrive API Call Structure 
    • The Zoho WorkDrive APIs have two distinct “quirks” that separate them from most of the other Zoho APIs.
      • First, EVERY API CALL TO ZOHO WORKDRIVE MUST INCLUDE IN THE HEADER THE KEY-VALUE PAIR {“Accept”:”application/vnd.api+json”} OR ELSE YOU WILL NOT RECEIVE ANY RESPONSE.
      • Second, most of the WorkDrive APIs make use of an “attributes” map within the HTTP request’s body. When looking at Zoho WorkDrive documentation, pay close attention to which parameters should go in the “attributes” map, and which should be in the request’s general body. Included is a template for a general WorkDrive API call.

This Week’s Read

  • 5 Blogging Trends To Leverage In 2023
    • At the end of the day, you want someone to get something out of your blog AND want to come back for more. Hubspot does it again with another great read on how you can enhance your blog in 2023. 

New On Zenatta

  • Zenatta Blogs
    • Zoho Cliq Full Product Overview
      • This week’s blog gives a run-through of the Zoho Cliq Full Product Overview Webinar that went live this week. If you don’t have time to watch the full webinar, take a few minutes to read through this blog!

Application / Plug-In of the Week

  • Zoho Cliq Message Card Builder
    • This is an app that Josh on our team uses all the time. Pre-formatting the different features in a Cliq message and even writing the deluge code for you! Just copy and paste it into your system!

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

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.

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