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The CRM Zen Show Episode 236 – It Makes Sense If You Sync About It

Zoho News

Implementation of the Week

  • ZAnalytics as a Data Source for Website Display
    • In this implementation, our goal was to provide our client with a way to display success metrics on their website
    • This includes Deals Won, Amounts Closed, etc
    • This can be accomplished in a few different ways via Analytics
    • One way would be to build a dashboard and embed a publicly available view on the website
    • In this case, to give our client more control over the look and feel of the data on the website, we set up a custom API-accessible data table
    • Then, we worked with their web developer to set up a daily scheduler that will push this data to their website
    • There, it is formatted into some high-level KPIs to be displayed to prospective customers

Code Share of the Week

  • Add a Delay with httpstat.us 
    • Sometimes our functions run just too darn fast! There is no native delay function in Deluge, but you can invoke a URL provided by httpstat.us which lets you ask for just a simple HTTP response. You can add a “sleep” variable to the URL request which will delay the response by that many milliseconds.
    • Just be careful you don’t delay too long. Every Deluge function has a forced cutoff at 5 minutes.

This Week’s Read

New On Zenatta

Tips and Tricks

  • Connecting Zoho One To RingCentral
    • A walkthrough of connecting your telephony solution to CRM! We focus on connecting RingCentral but the steps are very similar for other applications as well.