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Date & Time Functions in Deluge Script

For this tutorial in video form, click here Let’s take a look at dates and times in Deluge Script, and how to perform functions upon them. The two most important time related functions in Deluge are toDate and toDateTime. You can follow along with the examples below by opening the Deluge interactive docs. toDate Let’s […]

Setting Up Whatsapp For Zoho CRM Using Twilio

For this tutorial in video form, click here Let’s go over setting up WhatsApp. First, you need to log into your Twilio console. Under “programmable messaging” there’s a link labelled “Building with WhatsApp? Get started here”. If that option isn’t visible, you can also go to “Senders” on the bottom left before clicking on the […]

Send SMS/MMS/Whatsapp Messages From Zoho CRM

For this tutorial in video form, click here In this article, we’ll be going over the Smooth Messenger Extension for Zoho CRM. What do you get when you install this extension? You’ll see a new “Smooth Messenger” area in the leads, contacts, and deals modules. This allows you to send SMS messages, Whatsapp messages, and […]

When Would You Use Webhooks in Zoho CRM?

For this tutorial in video form, click here In this article, we’ll be talking about using webhooks in Zoho CRM. So what is a webhook? What Are Webhooks? To understand what a webhook is, check out this example. The webhooks section can be found in Automation>Actions under setup. Our example is called “Zapier to Slack”. […]

Layout Rules in Zoho CRM

For this tutorial in video form, click here In this article, we’ll be talking about layout rules. Layout rules allow you to create dynamic data entry forms in the CRM. For example, let’s say that you’re running a courier company and you need to request different information depending on the goods you’re going to be […]