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The CRM Zen Show Episode 301 – Here Comes The Sunburst

Zoho News

Implementation of the Week

  • DHL Shipment Tracking Integration for Zoho CRM
    • In this implementation, our client is using the CRM transactional modules (Quotes, Sales Orders, Invoices) to manage their sales processes to clients
    • Once an Invoice is paid, our client ships the product to the end customer directly. They are shipping primarily through DHL
    • Our goal here was to connect the confirmed Invoice to the DHL shipment status
    • To accomplish this, first we defined a process where the client’s team will add the DHL tracking number to the Invoice in the label generation and shipment process
    • Then, we set up a function that will regularly check the DHL servers using that tracking number to update relevant shipment status information back to the CRM Invoice

Code Share of the Week

  • Converting Dates into a Usable Date Format
    • Working with dates in the CRM can be a bear, and especially using unsupported date formats just adds an extra twist of difficulty. This function takes in a date time format structured as ‘‘hh:mma – EEEE,MMM dd, yyyy’ and converts it into a usable date format.
    • The initial toDateTime(“hh:mma – EEEE, MMM dd, yyyy”) converts the date time into 26-Mar-2024 12:00:00.  Then adding the toString(“yyyy-MM-dd HH:mm:ssX”) converts it further into 2024-03-26 12:00:00-07.  This is closer, but we still need a ‘T’ in the middle and for the time zone to be in a 00:00 format.  
    • The final result of 2024-03-26T12:00:00-07:00 can then be used in the CRM to update date time fields.

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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.