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The CRM Zen Show Episode 296 – CRM is my Exportise

Zoho News

Implementation of the Week

  • CRM Deal Workflow Automation via Calendly Integration
    • In this implementation, our goal was to tightly integrate our client’s Calendly booking system into their Deal pipeline
    • Oftentimes, we simply integrate Calendly to Zoho via the user’s calendar, but this integration path will not write the Meeting data to specific Deals (instead, just to Leads/Contacts)
    • Here, the client had a handful of different meeting types in Calendly that require different CRM activity when they are booked
    • Using Zoho Flow, we can listen for new bookings coming through Calendly, with data that includes the type of booking that occurred
    • Then, using Deluge functions within Flow, we can find the relevant open Deal for the Contact who just booked, and automate the appropriate actions (stage changed, task creation, automated email + text)

Code Share of the Week

  • How to upload/delete a file or image in a Zoho CRM upload field
    • This codeshare details how to upload and delete files or images in a Zoho CRM upload field. 
    • For uploads, it involves downloading the file using invokeurl or .toFile(), uploading it to the Zoho File System (ZFS), and then updating the CRM record with the file’s ID. The process includes handling the file ID as a list even for a single file. 
    • For deletion, the method varies slightly between files and images; it requires fetching the attachment ID from the CRM record, then updating the record with the _delete parameter set to null, using the appropriate field API name for either files or images.

Tips and Tricks

Question of the Week (AZAAZ)

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.