Questions Answered
? 1. (0:45) I have 2 tables: Calls and Deals. The Calls table has the columns ‘call owner’ and ‘call duration’, and the Deals table has ‘deal owner’ & ‘deal revenue’. So now I want to get these details in a new table called ‘Revenue_Model’ in which I want to see how much time a call owner takes to get a deal and its value.
? 2. (2:39) I am trying to connect Zoho CRM to Marketing Automation. It will not let me do this because I am connected to Campaigns. YouTube says that I cannot disconnect CRM from Campaigns. I am supposed to email Zoho support and ask them to disconnect CRM from Campaigns and then ask them to connect CRM to Marketing Automations. I cannot locate a Zoho support email anywhere on any of the products. Can you provide that info and also where they hide it.
? 3. (6:01) I’m new to Zoho Desk, and I’m working on the settings. I would like to automatically fill in the order number (custom field) from the e-mail. Our order numbers always start with DP, followed by 8 numbers. The structure is, therefore always the same (DP########). Supposing a customer might put another space between DP and the number. How can I get this done?
Warning: There could be other places where DP shows up. So you’d want to use Regex.
orderNumber = content.replaceAll(“.*[^DP](DP\s?\d{8})\D.*”,”$1”);
? 4. (7:46) We are a Zoho One customer. The question I have is related to Account Owner. How have other customers of yours dealt with the desire to not have any “real” users (meaning employees with a license to Zoho) own accounts? Our business model is that we have a user in Sales who owns the account while it is in the Lead status, then it transfers over to another user while the account is onboarding, then once they are done onboarding, they are no longer “owned” by any user, they are just part of our normal pool of accounts that our support team collectively manages. So, since there isn’t a way to leave the Account Owner field null, is the best way to have the account owned generically by the Support Team to just buy another license from Zoho and create a user called Support?
? 5. (11:17) Hi, great video! But, how would I go about doing it in the reverse way? I want to pull data from Analytics to Creator? Thanks!
? 6. (14:29) Thanks for the quick tutorial for differentiating local vs global (picklist) sets and how to set up global sets. I do have one question that, to some extent, extends upon this. My scenario is I currently have a local picklist field: state (name) and single line field: state (abbr) [read only]. I also have a workflow associated with those two fields. When a state name (Arizona for instance) is selected, the state abbr field is updated (AZ in this case). Will the workflow update all modules that have global picklists or do I need to clone the workflow and tie them to each module?
? 7. (16:39) Hi, excellent video, I got as far as “connections”. My Zoho Inventory has no predefined connections and I’m not sure what “scopes” to collect. I keep selecting “scopes” and get an error saying my selected scopes are wrong?
? 8. (20:33) Is there any possibility to increase word counts in the questions?
? 9. (23:08) I’ve been experimenting a lot with Chat GPT and the potential is endless. However, when you start to develop complex workflows with multiple calls to ChatGPT, you push the limit, and often exceed the 40 second timeout limit on invokeurl calls. Do you have any suggestions or workarounds to allow for a 60-90 second custom function to run? Is it time to move out of Deluge and into another language to manage the more complex tasks?
Links Discussed:
Question 5: https://www.zoho.com/analytics/api/v2/#export-data
Question 7: https://club.zenatta.com/c/code-share/shopify-zoho-inventory-taking-the-integration-to-the-next-level
