In this video, Andrew demonstrates how to attach files to records in Zoho CRM. The speaker calls an endpoint to search for "ether automation" and converts the response into a file. The file is then saved as an attachment on the contact record of "elongated muskrat". Andrew shows how to set the response format to file and how to attach it to the record using the Zoho Deluge scripting language. Andrew also shows how to name the file as it is attached to the record.
Zoho CRM is a powerful customer relationship management system that allows businesses to store files against records. In this video, we are shown how to call an endpoint and convert the response into a file, which can then be saved to a record in Zoho CRM. By setting the response format to file, and then attaching that file to the record, businesses can easily store and access important documents associated with customers and other records. This makes it easy to access the information needed for customer service, sales, and other business functions.
Attaching files provided by the client to their record in a CRM will help the production team quickly find important files when they start the client's project. This will reduce the amount of time spent searching for necessary documents, as all relevant files will be easily accessible from the CRM. Additionally, the CRM can help ensure that all necessary files are available before the production team begins their work. This will help ensure that the project is completed efficiently and on time.