For this tutorial in video form, click here In this article, we’ll be going over a really important concept: URL parameters. The Basics In the following field, you can see that we’ve prefilled one of the fields in our form using a URL parameter. How do we do this in the URL? After the question […]
Setting up Zoho CRM Node JS SDK (Self Client) For this tutorial in video form, check out the companion Youtube video. You’ll also probably want to check out the code I use. In this post, I’m going to show you how to use the Node JS SDK for Zoho CRM. There’s a lot of content […]
For this tutorial in video form, click here In this video, we’re going to solve a problem that might seem a little tough. Our example client is getting a whole bunch of spam leads in their CRM. Here, our client is getting several daily leads in Russian that are evidently fake. So how do we […]
For this tutorial in video form, click here Most of the time when you’re writing code in Deluge Script, you’re not going to be doing something like this: Something like this is useful when you’re doing exercises. But when you’re writing real code, you’re going to get your data from elsewhere. For example, maybe you […]
For this tutorial in video form, click here In this article, we’ll be going over reminders to follow up with leads. Let’s say you have a certain policy that you want to proactively follow up with all of your accounts every 60 days. How would you achieve that? What if you wanted it to be […]
For this tutorial in video form, click here In this article, we’ll show you how to update records in Zoho Creator. It’s substantially easier than in Zoho CRM. The Process First, fetch the record that you want to update. Here, we’ve fetched customer_obj from Customer_Details and found a relevant staff member in the Appointment Verification […]
In this post, I’m going to go over how to use Deluge script with subforms and Zoho Creator. The scenario I have is I’m building an inventory management system where I need to keep track of the moving of items from warehouses to customer orders. For that reason, I’m going to start by creating a […]
In this post I am going to be answering a question from the forums about doing a mass update using the value of another field. I’ll make up a scenario to make the question more concrete. The issue here is that we’ve got thousands of leads in the CRM that were imported from a […]
For this tutorial in video form, click here Wouldn’t it be great to have Twilio messages sent right to your own phone? In this article, we’ll show you how to set up Twilio to automatically forward messages that are sent to your Twilio number. The Process First, head over to the phone number section of […]
For this tutorial in video form, click here In this article, we’ll show you how to get the list of users from Zoho CRM using a Deluge Script custom function. The Process Open your CRM and head into API v2. Next, head into REST API and then User API. We’re doing this because there’s no […]