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 […]
For this tutorial in video form, click here Zoho Sign is great for digital signatures…as long as the other person actually opens the email with the link to sign. If your business sends out a lot of documents every day, it can be hard to remember to follow up with the customer or vendor who […]
If you’d like this tutorial in video form, click here In this article, we’ll show you how to send out an SMS when you get a missed call from an existing contact. This assumes you have a telephony system integrated with Zoho CRM which will create call records for missed calls. Let’s take a look […]
For this tutorial in video form, click here Want to extract data from external services? The first way to do this is by using a simple GET or POST request to retrieve the data. Get ID What is a GET request? It’s essentially the same as typing in your URL in the browser. Consider the […]
Let’s discuss basic workflows in Zoho CRM. Getting Started In Zoho, hover on the tool icon in the top right, and click “setup”. Then go to automation and click “workflow rules”. Now click “create rule”. For this tutorial, we’ll use the leads module. Feel free to name it whatever you want. Click next. With regards […]
For this tutorial in video form, click here In this article, we’ll cover the use of Python SDK with Zoho CRM. It’s a tricky topic, and many people find themselves stuck figuring it out. The documentation on the subject is notoriously confusing, so we hope to clear things up for you. The Process First, install […]
In this article, we’ll be discussing how to learn Deluge Script. We’ll also be giving handy tips for beginners and expert programmers alike. Finding A Teacher Learning Deluge hasn’t always been so convenient. In the old days, documentation was patchy. Picking up the Script wasn’t as easy as googling “Deluge tutorial”. If you were lucky, […]