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The CRM Zen Show Episode 241 – Dr. Zoho and the Multiverse of Madness

Zoho News

Implementation of the Week

  • Sending Embedded Loom Videos via CRM Formula Field
    • In this implementation, our goal was to create a way for our client to send emails via CRM that included custom Loom videos embedded within them
    • Rather than just the link to the Loom video, our goal was to have it playable within the email itself
    • To accomplish this, we provided a URL field in the CRM for the user to add their Loom video
    • That URL field is referenced in a formula field that wraps the URL with the proper formatting to match the embed code
    • Then, we use this formula field in email templates, and it will output the embedded thumbnail of the video directly into the body of the email

Code Share of the Week

  • Chat GPT Message Handler for Zoho Cliq Bot 
    • This code snippet is adapted from the Zoho Help article from the Cliq team.
    • The edit we made for the Zenatta installation is in the case of an error code returned by the Chat GPT bot, we have the Chat GPT error message return to the Cliq user, rather than a hard-coded statement of “I don’t have any knowledge in this. Please ask me something else”. This way if there is an error, you can have a better idea of what caused it.

This Week’s Read

New On Zenatta

  • Keller Williams Heritage – Case Study
    • Huge shoutout to everyone at the Keller Williams Heritage team in San Antonio for allowing us to share their Zoho journey with us.
  • SMS For Zoho CRM by MessageMedia
    • And in case you missed it, we had a full product overview webinar this week with MessageMedia’s President Doug Rubingh & Manager of Solutions Ryan Longenecker.

Application/Pick Of The Week

  • MessageMedia
    • And following the webinar theme, use this special link to save on your first few months of SMS for Zoho CRM by MessageMedia.

Tips and Tricks

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


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.