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CRM Zen Show Episode 272 – Threshold Me Closer Tiny Dancer

Zoho News

Implementation of the Week

  • Zoho CRM + Zoho Creator for Gathering Datasets from Customers
    • In this implementation, our goal was to provide our client an easy way to make a request for information to their client
    • In this specific case, we’re looking to gather information about multiple Child Accounts relevant to a Deal, but this could be used for any request for information
    • As a first step, we set up a button on the CRM Deal that will create a pre-filled Creator record for each Child Account associated to the Primary Account for that Deal. These are linked back to the appropriate CRM records
    • For the second step, the function then organizes the publicly accessible URLs for those Creator forms into a dataset
    • This dataset is used to create an HTML table that is sent out to the Customer via email
    • This provides the customer an easy way to provide our client data about many different Accounts within one request

Code Share of the Week

  • Updating a Zoho Inventory Item Image via API 
    • The current Zoho Inventory API documentation does not include how to update an item’s image via API. But we here at Zenatta won’t let that stop us! By reverse engineering the Delete Item Image API that is documented, we have determined the method for image update through “sheer force of will,” as it is known to say.
  • Dynamically Populating Dropdown Values in Zoho Creator
    • Tieing into this week’s tip, here is a quick example using Zoho Creator’s “ui.add()“ function to dynamically populate dropdown values. 

This Week’s Read

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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.