For this tutorial in video form, click here. In this article, we’ll show you how to make a Zoho creator form that will update a lead in the CRM. Plus, we’ll be going over URL parameters in Zoho Creator forms which will allow you to send out an SMS link for your prospects and customers […]
Blueprints are one of our favorite features in Zoho CRM. They make the process of fulfilling each customer’s order easy. One powerful aspect of blueprints that we love is the ability to send notifications when a certain blueprint transition occurs. A good example of where this could be useful is in the case of an […]
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. […]
We’ve collated pricing data from the major SMS gateways to help you decide which gateway to use when integrating an SMS solution into Zoho CRM.