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The CRM Zen Show Episode 230 – Twas The Show Before Zenmas

Zoho News

Implementation of the Week

  • PDF Splitting Via Zoho APIs
    • The goal of this implementation was to process a document received by a customer into multiple files (based on page ranges) and upload those split PDFs into specific Workdrive folders
    • To accomplish this, we trigger a Deluge function that downloads the submitted PDF document upon receipt in the CRM
    • We then use Deluge to create 1 copy of that PDF per required page-split 
    • Next, we assign each copy a page-range array (start page, end page) based on parameters we’ve defined in our function
    • Last, we make an API call to the Combine PDFs API (available via Zoho Writer) that include those page-range values so truncate the document to only specific pages
    • Now that each copy is trimmed, we have effectively split the document and can load it to Workdrive

Code Share of the Week

  • Cliq Message Card – Group A Table By A Column 
    • We’ve mentioned the Cliq Message Cards before, here is a specific use case you might find helpful; You have a table of information and you’d like that information grouped by a value within that table.

This Week’s Read

New On Zenatta

  • 12 Days Of Marketing
    • On the first day of Christmas Zenatta brings you, 12 tips on how to better your marketing strategy in 2023. 
  • Dwell Inc – Case Study
    • Dwell is a great client that we’ve been working with for a while now. Check out how we were able to enhance their workflow with automation. 

Tips and Tricks

  • Integrating Zoho Cliq With Zoho CRM
    • A quick run-through of how to set up the integration between Cliq and CRM. Creating a powerful way to access CRM data right inside Cliq. 

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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.