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The CRM Zen Show Episode 322 – Luke, IM Your Father…of Customer Support

Zoho News

Implementation of the Week

  • Zoho CRM + CompanyCam Integration
    • CompanyCam is an excellent tool that allows your field team to easily take and annotate pictures while on site, and store them in a unique folder for each Project
    • While we can recreate some of that functionality within Zoho, it’s definitely not as smooth as a process
    • In this case we chose to integrate, rather than replace, this tool so that our client’s team has the best experience
    • To accomplish this, we set up a function where, once a Deal hits the appropriate stage in CRM, a new Project/Folder is created in CompanyCam
    • Then, a link to this folder is added back to the Deal so that it is easy to access the correct Project as needed

Code Share of the Week

  • Understanding the Zoho Deluge Code for Project Archival
    • Automates the export of data from a Zoho Analytics table containing completed Zoho projects using Zoho’s API.
    • Includes a delay to ensure the export process completes, then retrieves the exported data using the job ID.
    • Iterates through the exported data to identify and archive the completed projects in Zoho Projects, logging the results for review.

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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