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The CRM Zen Show Episode 276 – Subform, Peter, Subform

Zoho News

Implementation of the Week

  • Custom Integration for Zoho CRM & Zoho Recruit for Launching Multiple Job Openings from One Deal
    • In this implementation, our goal was to provide our staffing agency client a pathway for launching the hiring process for multiple positions at once based on a newly signed proposal.
    • To accomplish this, we first created a subform on the CRM Deal to track the positions to be hired, as well as the number of hires required for each role.
    • The list of available positions (and default pay rates) are pulled via a list unique to the specific client for that Deal.
    • Upon winning the Deal, first the subform data is written into a custom module connected to the Account.
    • Then, a Job Opening in Recruit is created for each open position, with the appropriate number of available hires.
    • Lastly, as Candidates are hired, and the Job Opening is eventually closed, the CRM is updated with relevant information for ongoing account management.

Code Share of the Week

  • Zoho Projects & Zoho Sprints Integration via API
    • If you have ever wanted to have a Zoho Sprints Project created automatically when creating a Project within Zoho Projects via a Deluge function or API, then this will be for you!
    • Until very recently, it was not possible to have a Sprints Project created when creating a Project within Zoho Projects from a template using API despite the “Add template to Zoho Sprints” checkbox being enabled on the template. What you would have needed to do is instead create a Project within Zoho Projects manually and choosing to create it from the template desired.
    • We are thrilled to report that Zoho has now added an endpoint to their API to allow for this integration! All that you will need to do now is in your custom function, add the following line to your project creation map.

This Week’s Read 

New On Zenatta

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This Week’s Quizzes

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.