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The CRM Zen Show Episode 302 – April Socials Brings May Hopefuls

Zoho News

Implementation of the Week

  • Zoho Forms Integration to Zoho CRM “Form Submissions” Custom Module
    • In this implementation, our goal was to create a webform-to-CRM integration using Zoho Forms, but build it in such a way that our client would be able to easily track multiple form submissions over time for one Lead/Contact
    • To accomplish this, we first built a “Form Submissions” module in CRM where all webform submissions would be routed (via the native Zoho Forms -> Zoho CRM integration)
    • Each time that a Form Submission record is created, we trigger a custom workflow + function that will check Contacts, then Leads to see if that record already exists (matching on email address)
    • If a Contact/Lead already exists, the Form Submission is linked to that record. If no Contact/Lead exists, a new Lead is created instead.
    • Lastly, we set up a quick function that transfers these Form Submission records from Lead to Contact upon conversion of that Lead in CRM

Code Share of the Week

  • Split Document By Pages with Zoho Writer API
    • Sometimes, we need to split a PDF document by selected pages. The problem is that there is currently no native Zoho API to help us with this. However, this is not entirely true. We can achieve this using the Combine PDF’s Writer API.

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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.