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The CRM Zen Show Episode 293 – My, How The Zoho Tables Have Turned

Zoho News

Implementation of the Week

  • Referral Code + QR Code Automation via Zoho CRM
    • In this implementation, our goal was to automatically create unique referral codes for new customers, along with a QR code image that will direct prospects to the website attributed to this referrer
    • First, we set up a function that will generate the referral code based on an algorithm using the customer’s name. This referral code is then checked for uniqueness before the function confirms it
    • Then, we use a RapidAPI service to request the generation of the QR code for the specific referral URL with this code
    • This QR code is stored in an image field on the record, and is also uploaded to Workdrive to create an easily downloadable link for printing

Code Share of the Week

  • Random String Generator
    • Here is a deluge function to generate a random string, such as a password or encryption key, programmatically. This snippet allows you to set the password length. You can also add or remove options from the “specials” array to customize the special characters that could be used. 
    • One thing to note is that this snippet does not guarantee that there will be a certain number of special characters or letters or numbers. You could enhance this script yourself by adding regex matches() checks to test if your generated string matches your requirements.

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Question of the Week (AZAAZ)

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.