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The CRM Zen Show Episode 264 – Kaizen Söze

Zoho News

Implementation of the Week

  • Automated File Management as Component of CRM Cases Workflows
    • In this implementation, we’re working in the CRM Cases module where records are created via a Zoho Form integration
    • These cases represent specific service requests placed to our client
    • These service requests oftentimes contain video/photo attachments provided by the customer
    • Natively, these attachments are added to the Attachments related list on the CRM Case
    • However, our client is a heavy user of ZWorkDrive to avoid paying the high costs for additional CRM file storage
    • To solve for this, we set up a custom function that runs after Case creation
    • This function searches the related Account for a WorkDrive Folder URL created specifically for that Account
    • The files will be placed in a subfolder for that Case within the Account-specific folder
    • Lastly, the files are linked back to the case for easy access, and the CRM attachments are deleted to not inflate storage amounts.

Code Share of the Week

  • Update CRM Deals with CallRail Data
    • CallRail is a call tracking tool that provides UTM data on leads that call your business. 
    • This snippet is used in connection with Zoho Flow and Zoho Analytics to move that data from CallRail to Zoho CRM. 
    • The basic idea is a Zoho Flow that triggers on a CallRail webhook payload and adds it to an analytics table. Then a pivot table shows only data rows that are not synced to the CRM. 

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Telephony Solutions For Zoho
      • In case you missed it, last week, we did our monthly webinar on telephony solutions for Zoho.  Here is a complete write-up along with the video.

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