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The CRM Zen Show Episode 273 – Deep in the Heart of Zoho

Zoho News

Implementation of the Week

  • Zoho CRM + Google Drive Integration via Zoho Flow
    • In this implementation, our goal was to automatically create a unique folder structure in Google Drive for each newly created Account in CRM
    • Normally, we would do this via Zoho Workdrive, but in this case our client wanted to retain GDrive
    • First, we set up authorized connections for CRM and GSuite within Zoho Flow
    • Then, we set up a flow that triggers each time a new CRM Account is created
    • Lastly, this flow runs to create a multi-layer folder structure (3 levels of folder hierarchy), and links the most top-level folder back to that original CRM Account

Code Share of the Week

  • Client Script – Google Address Auto-Fill Account Billing Address
    • This client script runs on change of the Billing Street field on an account’s edit page. The API names could be changed to fit any other module as well. 
    • If there is a match: the street, city, state, code, and country will be auto-filled and an info tip will appear next to the Billing Street field label indicating it was updated with Google info.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • LEOGANT Case Study
      • A massive shoutout to LEOGANT for this case study. They are taking water filtration technology to the next level and have been an excellent client to work with.
    • Zoho Books Full Product Tutorial
      • In case you missed it, this month’s webinar was on Zoho Books.  John and Brett dive into all the core basics when using Zoho Books and the changes to Books since our last overview.

Tips and Tricks

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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.