Join The Community Sign Up For Club Zenatta

Article Read Time:

3 Min

Stay Connected

The CRM Zen Show Episode 263 – I Just Don’t Know What ToDo With Myself

Zoho News

Implementation of the Week

  • Automated QR Code Generation for Trade Show Specific Lead Source Forms
    • In this implementation, our goal was to create an easy way for our client to generate 
    • To accomplish this, we first created the Lead Capture form in Creator, so that we could have a great amount of control over the flow of the form
    • Then, we set up a module for our client to load in relevant Trade Shows where they’d want a unique form. This module has a field where the user can define what Lead Source should be used for that version of the form
    • Lastly, we created a custom button in the Trade Shows module that triggers a function to create a unique QR code for that Trade Show, that will direct the user to a unique version of that Creator page for the specific Trade Show. It saves the QR code as the Record Image for easy access
    • When the user submits this form, they are created as a Lead with the appropriate Lead Source within the CRM

Code Share of the Week

  • COQL in Zoho Flow
    • We’ll never stop raving about the beauty of COQL queries. They make searching CRM records via API much easier and more customizable. 
    • Unfortunately, Zoho Flow does not have a trigger for running a COQL query. Even worse, the CRM connection you can create in Flow doesn’t have the ZohoCRM.coql.READ scope necessary to make the call via deluge invokeurl. 
    • But not to worry! There is a solution: we’re going to hard code a connection in Flow to let us make COQL queries, trigger standalone functions, whatever we want!

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.