samsara zoho crm integration

Case Study: Samsara Zoho CRM Integration

Company Profile:

Wecarerecycling was a forward-thinking company dedicated to promoting environmental sustainability through responsible waste management. Their mission is to provide individuals, businesses, and communities with convenient and eco-friendly solutions for disposing of and recycling electronic devices.. With a strong emphasis on reducing the harmful impact of e-waste on the planet, we offer comprehensive services that encompass collection, sorting, and processing of waste materials.

Problem Statement:

They faced challenges in route optimization and driver tracking across their multiple collection sites for more than ten years. Each day, their drivers had to collect products from 20-22 sites, and manually creating routes for each driver became a time-consuming task. Additionally, the client relied on Samsara, a mobile application, for driver and vehicle tracking. However, the manual transfer of route optimization data to Samsara added further complexity and consumed valuable resources.

What is Samsara Software?

Samsara provides a fleet management solution that operates on the cloud, incorporating a range of functionalities including GPS tracking, trailer tracking, dashboard camera, routing and dispatch, reefer monitoring, and additional features.

Our Solution:

To streamline the Wecarerecycling’s operations and automate their system, we implemented an integration between Samsara and Zoho CRM, providing a comprehensive solution for route optimization and driver tracking.

  1. Zoho CRM Site Database:
    We created a centralized database within Zoho CRM to store information about the different collection sites. This database allowed the client to efficiently manage and organize site-related data.

  1. Custom Widget for Route Assignment:
    We developed a custom widget within Zoho CRM that displayed all available collection sites. Using this widget, the client could easily assign routes to drivers for specific sites. The widget provided a user-friendly interface, simplifying the route planning process and enabling efficient assignment of drivers, vehicles, and warehouses to each route. Automated Route Data Transfer:
    With our integration, they could seamlessly transfer route data from Zoho CRM to the Route4Me platform, a powerful route optimization tool. The optimized routes were automatically generated, eliminating the need for manual data entry and saving significant time for the logistics team.
  2. Streamlined Samsara Data Transfer:
    Our integration facilitated the automatic transfer of optimized routes from Zoho CRM to the Samsara mobile application. When drivers arrived at each site, they no longer needed to manually fill out forms in the Samsara app. Instead, the relevant information was automatically populated, enabling streamlined data capture and reducing errors.
  3. Advanced Route Planning:
    With the integrated solution, they  gained the ability to create routes in advance, eliminating the need for daily route planning. They could plan routes for multiple days or weeks ahead, enhancing operational efficiency and reducing administrative burdens.


By implementing the Samsara Zoho CRM integration, Wecarerecycling experienced significant improvements in their operations:

  1. Time and Effort Savings:
    The manual data transfer process was eliminated, saving countless hours for both drivers and the logistics team. Routes were optimized automatically, and data was seamlessly transferred to Samsara, reducing administrative burdens and improving overall productivity.
  2. Enhanced Accuracy:
    With automated data transfer, the chances of errors and inconsistencies were greatly minimized. Accurate route information and site data improved the overall quality of operations, leading to better service delivery and customer satisfaction.
  3. Real-time Visibility:
    The client gained real-time visibility into driver locations, ensuring better tracking and monitoring of their fleet. This visibility enabled proactive decision-making, allowing the logistics team to make adjustments and respond promptly to any unforeseen events.
  4. Data-driven Insights:
    The integration provided them with a comprehensive reporting system. Data collected from Samsara, such as driver activities, site visits, and submission details, were stored in a collection database within Zoho CRM. Our custom widget allowed the client to access and analyze this data easily, providing valuable insights for optimizing their operations further.

In conclusion, the Samsara Zoho CRM integration revolutionized the Wecarerecycling’s route optimization and driver tracking processes. By automating data transfer, enhancing visibility, and providing advanced route planning capabilities, the integration significantly improved operational efficiency,

Technologies Used: ZOHO CRM, Samsara Rest API, Deluge, Zoho Widgets

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