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The CRM Zen Show Episode 247 – Make ’em An Offer They Can’t Refuse

Zoho News

Implementation of the Week

  • Dialpad SMS Integration for Zoho CRM via Zoho Flow
    • In this implementation, our goal was to build a custom integration between Dialpad and Zoho CRM to track inbound and outbound SMS messages in CRM
    • To accomplish this, we set up a Zoho Flow (webhook triggered) that fires off every time an SMS is sent/received by Dialpad
    • This Flow uses custom functions to check against the CRM to identify the Lead, Contact, or even Custom Module entry that is relevant to this SMS (based on the phone numbers)
    • We also determine if the SMS was sent TO our client, or sent FROM our client to their prospects/customers
    • Each one of these messages is logged into CRM in a custom module, making it easy to view specific messages for a given Lead/Contact, and easy to pull aggregate reports on this data later

Code Share of the Week

  • Zoho CRM :: Filtering Custom Views using URL Parameters
    • In this code share I walk you through how to append parameters to a URL so that you can filter records dynamically on a custom view.
    • In this example I create a custom function that is triggered by a button on a task record to view similar tasks that have the same subject line. However, you can modify this code to work with other fields as well as compound multiple fields into the filter criteria. You can also modify this to work with dynamic links in internal emails or buttons in other modules.
  • Mask Data in a Custom View using Client Script 
    • Zoho has been upgrading the Client Scripting functionality in the CRM with triggers for the standard detail view as well as the standard list view.
    • One use case is if you have a custom view with sensitive data that you want your employees to see just enough to be able to confirm with a customer but not enough to see the whole thing.

This Week’s Read

New On Zenatta

Pick of the Week

  • Deadline Funnel
    • Create amazing offers for your audience on the platforms where you’re already connected.  We recently tested it with ZCampaigns/WordPress, and it works great!

Tips and Tricks

  • Creating A Custom Sync To Zoho Analytics via Deluge
    • Greg is back with another video tutorial guiding you step-by-step through importing and synchronizing CRM pipeline stages using Deluge for enhanced data insights that will be set to an automated schedule.

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.