Zoho@Zoho: How our resellers access Zoho CRM contacts via Zoho Creator App

Posted by Posted on by
6


Line-of-Business

applications (LOB) is much talked about nowadays in the corporate
world. LOB apps are a series of indispensable applications that are capable of
being smoothly interlaced with each other.
This is where Zoho Creator come
into adding value to your business; Even change the way you run
business, perhaps. Zoho Creator is an online database platform to build situational
applications that can work seamlessly alongside these LOB apps, Zoho CRM for instance. These are apps that bridge
gaps
because a fully functional generic application might not cater to
your minor, but not-negligible requirements. Here is one such instance
which we encountered.

We have resellers in quite many countries, and it is they who help customers in their locality to get the most out of Zoho. We chose Zoho Creator to come up with this reseller portal. But this application needed contact information from Zoho CRM. Hence we employed schedulers to do the job.
Remember us having talked about

task schedulers

some time back; The what-to-do and when-to-do stuff? This application might prove to be the kind we had in mind. As a very pleasant outcome, we have got ourselves this application that is capable of importing contacts daily from our Zoho CRM account. Automatically. Seamlessly.

We designed it to fetch all the contacts for the day, and scheduled it to do so at 12 pm everyday. It accounts to 200 a time because the return limit for the API request is 200. Once the synchronization of contacts between the two services is in place, distribution of relevant data is child’s play. Access to details of clients in their locality alone is granted to the resellers, and that too, on a dedicated view. This application has redundant information, already available on Zoho CRM, but with a purpose. It is to avoid modification of data on CRM. Whenever a reseller closes a ticket, ie., generates a lead out of a contact, it stays on Zoho Creator for verification. This ensures the integrity of the original information stored on Zoho CRM; Not being altered at any cost.
Well, that’s all about this application, I suppose.

Try this application

too, as you’ve tried the previous ones. If you have built anything of this sort that busts myths about Zoho Creator’s capabilities, write to us. It might throw more light on how custom, online application building can get, and how Zoho Creator is pioneering.

Apps showcased till now:

Rebranding ManagementHall of ShameTweet Stream,  Ad TrackerReseller PortalDownload TrackerIT Asset ManagementSupport Call TrackerNew Employee RecordTravel ManagementCourier ManagementCab Booking