- Zoho Authorized Partner
Our Projects
Explore how we’ve helped businesses streamline operations with Zoho solutions.
Zoho: Automate Blogging With ChatGPT
We created an automation in Zoho CRM so that every deal has a description either you fill it in or it gets autofilled using Chat GPT. Once it is closed won, an option comes up to blog. If selected it will grab that description send it to Chat GPT. which then creates a blog and posts it as a draft on their website. Great for marketing and internal tracking allowing you to showcase your top projects.
Automate Transition of Blueprint
My client wanted a way to automate a blueprint transition without having to click anything. In this specific case, they wanted to automate whether a call was answered or not. So if the call was longer than 10 seconds it was answered and would go to the answer blueprint, otherwise it goes to no answer. This is without the user having to press a button. In the case below the call was answered and the blueprint moved on.
Weighted Round Robin
In this project, I developed a user-friendly module to distribute leads based on a weighted system. The client utilized Google Ads to generate leads and assigned five users to each ad, with weights reflecting their performance. The module incorporates these weights to ensure a fair distribution of leads, prioritizing more capable users. Additionally, the system differentiates between good and bad leads, applying a weighted mechanism to distribute them accordingly among the users. This approach ensures that leads are allocated efficiently, maximizing the effectiveness of the lead management process.
Custom API Integration
Zoho can not do everything and you may need to connect a 3rd party application. In this project my client is using sunnova and needs to get the data from there. I created a Python script that authorizes the connection using jwt authorization and passes in a project id so it can be customized to the exact record in Zoho. Then I put the code on a server I set up and use Flow to then bring the data into the CRM and update the correct record.
Deduplication Script
My client wanted to stop duplicates from coming into the system in real-time. The unique field Zoho has is nice but there are cases where generic emails are needed for multiple leads. My client wanted a way to check accounts contacts and leads for duplicates via website, email, name, and phone. I created a solution that will show they have an existing record that matches and give a link to this record or allow to continue entering the record after checking it is not a dupe. For privacy in the video this is my test account and all the data is dummy data.Zoho can not do everything and you may need to connect a 3rd party application. In this project my client is using sunnova and needs to get the data from there. I created a Python script that authorizes the connection using jwt authorization and passes in a project id so it can be customized to the exact record in Zoho. Then I put the code on a server I set up and use Flow to then bring the data into the CRM and update the correct record.
