Join The Community Sign Up For Club Zenatta

Article Read Time:

2 Min

Stay Connected

The CRM Zen Show Episode 257 – CRM Mobile Fort Knox

Zoho News

Implementation of the Week

  • PowerBI Integration for Scheduled Delivery of Zoho Surveys
    • In this implementation, our goal was to automate a process for sending Zoho Surveys to our client’s customers, based on data appearing within PowerBI
    • This client provides transportation services via a reservation system, and all of the reservation data pipes through PowerBI
    • Our first step was to set up a Databridge to pull the Client data from PowerBI into Zoho Analytics
    • Then, we set up a custom filtered data table showing completed Reservations from the last 30 minutes
    • Lastly, we set up a scheduled function triggering every 30 minutes (with a slight time offset from the DB sync), to pull this list of recently completed Reservations, and send them a pre-filled Zoho Survey via a 3rd party SMS platform

Code Share of the Week

  • Search for or Create Books Customer
    • This functionality is set up to help Developers search for books customers based on the company name and the full name of the contact.
      • For this functionality to run you will need to setup a connection to Zoho Books called “books” with the scopes of ‘ZohoBooks.contacts.READ’ and ‘ZohoBooks.contacts.CREATE’
      • When this function runs it should return the Books Customer Id of either the record created or the record found.
  • HTML Snippet for an NPS Gauge
    • This snippet can be used to display an NPS Gauge using HTML. It uses no Javascript, so it can be included in an email. 
    • To adjust the needle’s position, simply edit the “left” attribute inside the “.gauge .indicator” and “.gauge .indicator-label” style rulesets. The formula for the indicator is “left = (90 + NPS)px” and for the indicator label is “left = (100 + NPS)px”

This Week’s Read

New On Zenatta

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.