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The CRM Zen Show Episode 288 – We Know Who You Are

Zoho News

Implementation of the Week

  • Custom Button in Zoho CRM to Invite Contact to Zoom Meeting
    • In this implementation, our goal was to create a workflow that enabled our client to easily create a Zoom link and send it to their client during a phone call
    • The use case for this is that there are times when, in order to help the inbound caller, our client needs to see video or a screenshare of the issue we’re hoping to solve
    • To accomplish this, we first made a connection to Zoom such that we can invoke their Meetings API. This allows us to dynamically create a Meeting room with unique URL via Deluge
    • Then, we store that meeting URL back within the CRM record, and send it out via email and/or SMS to the Contact
    • Lastly, the button runs an openURL on the link, so that it is automatically launched at the same time it is sent to the customer

Code Share of the Week

This Week’s Read

New On Zenatta

Tips and Tricks

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.