No video :(

How to fix duplicates FAST in Zoho CRM

Подписаться 19 тыс.

50% 1

In this video, we walk you through the deduplication process in Zoho CRM. Learn how to efficiently clean up your data, manage duplicates, and ensure your CRM operates smoothly.
🚨 UPCOMING LIVE STREAMS 🚨
Zoho & Avalara Product Demo
August 20, 2024, 10:00 AM Pacific Standard Time
club.zenatta.c...
Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/ne...
💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/tr...
👇 SUBSCRIBE 👇
♦️ RU-vid - / @zenatta
♦️ Newsletter - zenatta.com/ne...
♦️ Twitter - / zenattaconsult
♦️ Facebook - / zenattaconsulting
♦️ LinkedIn - / zenatta
🧠 OTHER RESOURCES 🧠
♦️ Resource Library - zenatta.com/re...
♦️ Events - club.zenatta.c...
♦️ Club Zenatta - club.zenatta.com/
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - zenatta.com/
#Zoho #ZohoCRM #Duplicate

Опубликовано:

28 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 5

@brianoneill9803 2 месяца назад

Great vid, thanks. Is it possible to de-dupe through deluge, or does it always require manual review?

@Zenatta 2 месяца назад

Hi Brian - it is possible to de-dupe via Deluge but it gets a bit complicated. You'll need to code in rules to the function to choose a primary record for field conflicts, and ensure that all Related Lists are processed so that the produced record doesn't lose any data.

@brianoneill9803 2 месяца назад

@@Zenatta I currently do a lot of manual deduping using this process... However I lose the related Books sales order in deals, if the record I merge it with is more recent than the record with the sales order. I will investigate the deluge route...will see how far I get!

@Zenatta 2 месяца назад

Hi Brian - good call-out! Using Deluge, you can also merge the Books versions of the Customers in the process. Each Books customer (synced with CRM) will store the CRM ID of the corresponding Account/Contact in CRM in the payload. So, you can search by each CRM ID you are merging to find the corresponding Books Contact/Customer ID. Then, use this code-snippet to merge them there: contactIdsToBeMerged = list(); contactIdsToBeMerged.add(contactIdToBeMerged); mergeContactParameters = map(); mergeContactParameters.put("contact_ids",contactIdsToBeMerged); mergeContact = invokeurl[ url: "www.zohoapis.com/books/v3/contacts/"++"/merge?organization_id="+booksOrganizationId type: POST parameters: mergeContactParameters connection: ]; info mergeContact

@brianoneill9803 2 месяца назад

Great, thanks! Will give it a crack...