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The CRM Zen Show Episode 311 – Zia My Eyes with that Double Vision

Zoho News

Implementation of the Week

  • Zoho Forms Integration to CRM for Adding Subform Entries as Contacts
    • In this implementation, our goal was to create a Form in our client’s Zoho instance that can be sent out at an Account level (to a Primary Contact) so that they can provide an updated list of relevant Contacts
    • To accomplish this, we set up hidden fields on the form to add the Account ID to the form so it can be easily connected back to that Account
    • We also added a subform where the Form submitter can enter many Contacts
    • For the integration, we ran the Form through Zoho Flow and directly into a Deluge action block
    • In Deluge, we can pull the full dataset from the Zoho Forms subform and create a Contact (under the appropriate Account) for each row in the subform

Code Share of the Week

  • Automated Bundling for Composite Items
    • This week’s code share can be used to automatically bundle any Composite Items for an Invoice on creation. 
    • The example code provided sets a default warehouse for the bundle at the beginning, but that Id can be set dynamically in the function as needed.

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

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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