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, […]
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 […]
For this tutorial, let’s imagine that you’ve got another system integrated with your CRM, and you want to send out SMS from that system. That system has knowledge about CRM records. For example, It knows about the IDs of leads. An example of this is an organization that has set up an external ERP system […]
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 […]