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The CRM Zen Show Episode 278 – Practice Makes Perfect

Zoho News

Implementation of the Week

  • Business Email Generator for Contractor Onboarding in Zoho CRM
    • In this implementation, our goal was to set up a workflow + automation to automatically generate unique business emails for our client, who regularly onboards new contractors to be managed via CRM
    • To accomplish this, we added a custom field to the Contact record to store this work email value
    • Then, we wrote a workflow triggered function that runs the following logic…
    • First, the function creates its first attempt at a unique work email, using the first name initial + full last name
    • It uses this value to search the CRM to confirm that no other Contractors have this email address on file
    • If there is a match, it will try full first name + last name initial, then it will try full first name + full last name
    • If all three of those are already in use, it will use the first name initial + full last name + an incrementing numerical value
    • Once confirmed to be unique, it will store this value on the CRM record, and send it via API to our client’s platform for activating this email account

Code Share of the Week

  • Execute a List in Reverse Order
    • We recently had a use case for a related list that we wanted to run code on but in the reverse order in which it was pulled via API. 
    • This snippet uses a simple trick of calculating an inverse index by subtracting a counting variable from the list’s size.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho Mail Full Product Overview
      • In case you missed it, last week, Brett & Tyler did our monthly webinar on Zoho Mail.  Here is the full video tutorial, along with a writeup. 

Tips and Tricks

  • Quick Actions for Calls in Zoho CRM
    • In this quick tutorial, we demonstrate how to efficiently log activities or tasks directly from a call using the Zoho CRM dialer feature.

This Week’s Quizzes

Wednesday Quiz: What is the maximum limit for email forwarding in Zoho Mail?

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

Consultant

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.

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