For this tutorial in video form, click here Code for this tutorial. In this blog post, we’ll cover how to set up a folder in Zoho WorkDrive, linked to a particular CRM record. As you can see here, we’ve got the Zoho WorkDrive extension installed. For this particular record, it’s working well; we’ve got some […]
For this tutorial in video form, click here The Process Let’s begin our learning journey by looking at the documentation for the different custom function integration tasks. We’ll do a Google search for “Zoho CRM API”, then click this link: Next, click REST APIs: Then go to Record APIs > Get Specific Record data. In […]
For this tutorial in video form, click here Chat bots are cool, right? We’ve had a goal of building one in Smooth Messenger so that you can create chat bots that will automatically reply to people via WhatsApp or SMS. Let’s take a look at how this one works. How It Works When we send […]
For this tutorial in video form, click here In this article, we’ll show you how to automatically send out an SMS using Smooth Messenger via Zoho Flow. There are a lot of use cases for this. For example, perhaps a lead fills out details on your website, and your website then sends a web hook […]
For this tutorial in video form, click here You’ve probably used the Insert Record and Update Record API endpoints. But how about upsert? Upsert means insert if there is no matching record or update the record if there is an existing one. It recognises existing records based on the duplicate check fields of a given […]
For this tutorial in video form, click here In this article, we’ll go over how to use TamperMonkey to make your CRM more colorful. Check out all these colors. Arguably, they’re a little bit loud, but this is what our client wanted. They wanted a way to easily be able to see which tab was […]
For this tutorial in video form, click here In this article, we’ll show you how to trigger a workflow rule when a new SMS is received. The Process In your CRM, head to Setup (the tool button in the top right). Then go to Automation > Workflow Rules. Let’s create a new workflow rule for […]
For this tutorial in video form, click here Zoho recently released a new feature called Client Script, which allows us to do dynamic field validation, in addition to changing the way that the user interface responds to people in real time. This is quite exciting because in the past you could only trigger automatic changes […]
For this tutorial in video form, click here When you’re using Twilio SMS for the first time, you’ll find that if you reply to the SMS sent by Twilio SMS extension, you’ll get this annoying message, “Thanks for the message. Configure your numbers, SMS your URL to change this message. Reply help for help. Reply […]
For this tutorial in video form, click here What does this error mean? You’d see this error if you’re a user without permission to run extensions. You’re probably going to need to ask your admin to help you out. The Solution Your admin will need to go into the CRM under Setup > Users and […]