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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.

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

Consultant

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.

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