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The CRM Zen Show Episode 269 – AppPalooza

Zoho News

Implementation of the Week

  • Zoho CRM Deal “Last Email Date” via Email Workflows
    • In this implementation, our goal was to automatically stamp a CRM Deal anytime a Contact within the related Account is sent an email
    • The first step is to ensure that all relevant users have their IMAP integration activated and set to public for their email accounts
    • Then, I set up a workflow to trigger on Emails in CRM, where this function triggers a custom function
    • This function gets the Account related to the Contact who received the email, and then pulls all related Deals to that Account
    • The script then checks each Deal, and if it is Type = Service, the function will datestamp the appropriate field

Code Share of the Week

  • Create a Running Total in SQL 
    • This SQL query uses what’s called a TABULAR FUNCTION which is denoted by the use of the OVER() keyword following an aggregate function like SUM(). Using this tabular function creates a running total for each row of data grouped by the column(s) specified in the PARTITION BY segment. 
    • In this example, we are grouping by Deal Owner. Since a running total is dependent on order, we specify that we want to ORDER BY the “Created Time” and that when performing the SUM() calculation, the ROWS that should be included are all rows up to the current row of data. 

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho SalesIQ Full Product Overview
      • In case you missed it, this month’s webinar was on Zoho SalesIQ. Tyler gives a full product overview of everything you need to know to get started with SalesIQ. 

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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.