Have you ever forgotten when a doctor’s appointment was, only to get a text about it the day before? Text messages are really convenient reminder tools in the digital age. Customers appreciate when businesses make the effort to give them SMS reminders about their services. You’ll probably find the same thing for your organization. Whether […]
In this article, we’ll be showing you how to use a nested lookup field inside an SMS template. For the purposes of this tutorial, let’s say we’re in a deal and we want to a field from the contact, rather than the deal. In order to do that, go to your CRM overview and select […]
If you need to suck a lot of data out of Zoho CRM, there’s only one option you should consider: the bulk read API. If you try and use the get records API, you’ll quickly use up all your API calls. Let’s do some quick maths to compare the options. Assuming you have 500k records […]
When you want to push data into the Zoho CRM API or pull data out, you’ve got a few options. My favourite option is to write a standalone custom function in Zoho CRM. What this involves is creating a custom function using Deluge script and exposing it to the internet via Deluge script. The reasons […]
Today, we’ll be going over a question that is frequently asked by Zoho users as they experiment with the program. Is the Zoho CRM API Two-Way Or One Way? There are definitely two-way capabilities on Zoho. You can push data in via the API and you can also pull it out. Pushing data in You’ve […]
Zoho CRM has SDKs available for Python, Node JS, PHP and Java. If you’re a developer, you’ll generally find these SDKs helpful though there are some stumbling blocks. There’s a big hurdle to getting started: OAuth. Zoho has chosen to require OAuth even when you’re doing machine 2 machine (M2M) communication with your own CRM. […]
In this article, we’ll be going over the difference between leads, contacts, accounts and deals in Zoho CRM. Where does this terminology come from? Zoho has a particular philosophy when it comes to the sale process. To understand it, it’s worth bearing in mind where Zoho CRM came from. Zoho built Zoho CRM for their […]