A standard Zoho CRM list view is just rows of text. It's boring, and it's hard to scan because every row looks the same. Add a logo next to each account name and that problem disappears instantly, you recognise the brand before you've even read the text.
In this post we'll walk through exactly how we built it: a function that grabs the logo the moment an account is created or its website is updated, and a Canvas list view that shows it off. No searching for logos, no downloading them, no uploading them into the record by hand.
Configuration Guide
Here are the steps to take to configure this automation within Zoho CRM.
Get your Logo.dev API Key
First you must create an account at logo.dev. Once you have your account you will be able to retrieve your API Key
Create Connection
Before we build the function, we need a connection that lets it upload the logo to the account record in the background using the Zoho API- Head to Setup > Developer Space > Connections
- Click New Connection > Zoho CRM
- Select the scope ZohoCRM.Modules.ALL (If you have an existing connection with this scope you can use that one instead)
- Authorise the connection
Build the Function
Now that the connection is ready we can create our custom function
- Head to Setup > Developer Space > Functions
- Create a new function called getAccountLogos with the category of Automation
- Set the Argument to string accountId
- Copy in the below code snippet between the default curly brackets
- Insert your logo.dev API Key
- Ensure your connection name matches the one you created
- Ensure the API Domain is correct based on your Data Centre
- Click Save.
Create Workflow Rules
We are going to use 2 workflow rules so the function only triggers when required
- Head to Setup > Automation > Workflow Rules
- Create a new Workflow Rule called Get Account Logo - Create
- Add in Condition Website is not empty
- Select Function > Configure Function > Find the new function we created and click Configure
- Map the accountId argument by clicking the # and selecting to the Account > Account ID
- Click Save
- Clone this newly created Workflow Rule.
- Change the Trigger to Edit > Specific Field > Website > Any Value (Select Repeat Checkbox)
Custom List View
Now the last component is to have a custom list view.
- Head to Setup > Customisation > Canvas
- Select the Accounts Module > Custom List View (If it doesn't exist click New)
- Ensure that you have the Account Image field in the list view
- Design up your other view components.
