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The CRM Zen Show Episode 274 – Gettin Cliqqy Wit’ It

Zoho News

Implementation of the Week

  • Franchisee-specific Inquiry Follow-up Automation via Zoho CRM + Analytics
    • In this implementation, our goal was to create an automation and workflow to help our client (a Franchisor) ensure that Franchisees are following up and validating inbound requests for service
    • When an inbound Inquiry comes in, it is logged in the Franchisor CRM against the specific Franchisee that should follow up
    • For each inbound Inquiry, a unique Form URL is generated that can be used by the Franchisee to qualify/process the Inquiry
    • When that form is filled out, the franchisor CRM is notified, and the Inquiry is considered processed
    • On a monthly basis, an automated email will go out to each franchisee, with a HTML table within that contains a list of all unconfirmed Inquiries, along with their Form URLs
    • This email can be used by the franchisee to easily qualify and categorize the Inquiries

Code Share of the Week

  • Return message for a custom button in Zoho Finance 
    • If you’ve created a custom button in the CRM, you know that you can return a statement to the user in the form of a string. In Zoho Finance (Books/Inventory/Billing/etc) you still have a return message, but rather than returning a simple string, you return a map. This allows you to not only return a message, but also customize whether the return message indicates a success with a green text box or a failure with a red text box. 
    • In the example below, we like to put a list variable at the beginning of our script to catch any errors we might encounter along the way. Then, at the end, we check if our error list is empty. If it isn’t, we return the contents of the error list with a ‘code’ of 1, indicating that the return message should indicate a failure. Otherwise, if it is empty, we can return our success message.

This Week’s Read

  • How to use Google Bard
    • ChatGPT gets all of the love.  Some of our team members are giving Bard a second chance.  For those of you who have tried it, what are your thoughts?

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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.