For this tutorial in video form, refer to this youtube link. Zoho recently released a new feature that has been eagerly anticipated for many years: The ability to add or remove rows from the subform. I found the documentation a bit confusing, so I’m going to show you an example on how it works. As […]
In the past few posts, we’ve been making use of the Zoho CRM API to get data like the list of active users or to be able to delete records from the CRM. Let’s talk a bit more about how the API works, as opposed to the CRM integration tasks that you get from Deluge. […]
If you want to use special API methods like COQL queries or deleting records, you’ll soon find that deluge doesn’t have out of the box wrappers. Whilst you can use integration methods like zoho.crm.getRecordById for simpler API methods, quite a few of the API methods aren’t supported. Luckily there’s a relatively easy way to get […]
For this tutorial in video form, click here In this article, we’ll be discussing the creation of related lists in Zoho CRM. Related Lists allow you to see the connections between records. For example, which invoices belong to a particular account? You get a bunch of related lists out of the box, but if you […]
For this tutorial in video form, click here One of the great features of Zoho CRM is the ability to create custom modules. Whereas other more simple CRMs are limited to built in modules like Leads and Contacts, Zoho CRM allows you to create your own. Let’s say you have very particular invoicing needs. Maybe […]
For this tutorial in video form, click here In this article, we’ll show you how to map data in your CRM. Here is an example of the final product: It shows a map of Australian Senators. You can see they are mapped in the appropriate places. They also have different colors, depending on their political […]
For this tutorial in video form, click here In this article, we’re going to go over creating records in Zoho CRM via Deluge Script. Our first step will be to consult the Deluge docs. This page has some helpful examples of how to create new records including bonuses like adding notes to a record. One […]
If you’d like this tutorial in video form, click here In this article, we’ll be talking about fetching records from Zoho Creator. It’s quite a bit easier than Zoho CRM, because you don’t have to worry about the whole API part. How To Fetch A Record All you need to do is specify the form […]
In this article, we’re going to explore how Zoho Marketplace sorts search results, and how it may not be optimal for your needs. Upon searching for an SMS extension, you can see that there are 82 different options! Even if we filter out non-CRM extensions, there are still 56. Here’s what’s odd: there’s no real […]
For this tutorial in video form, click here In this article, we’ll show you how to deactivate certain Twilio numbers in your CRM so that they aren’t used. The Process First, head over to Twilio From Numbers. You’ll get a list of your numbers like this: Now, click on the one you don’t want to […]