For this tutorial in video form, click here Let’s dive into Search Records in Zoho CRM using Deluge Script. The Process Let’s check out the documentation which can be found at REST API > Record APIs > Search Records under zoho.com/crm/developer/docs/api . If we look under Deluge, it gives us the syntax. We give it […]
For this tutorial in video form, click here In this article, we’ll show you how to keep two modules in sync. Consider the following Task: We want to automatically synchronize the information in this task back to the lead. For example, let’s say we wanted to synchronize this status back into the description field in […]
For this tutorial in video form, click here If you know how to add records and fetch existing records, the next step is to update an existing record. Let’s learn how. The Documentation To access the documentation, open up your CRM. Under API, click Record API>Update Specific Records. Next, click “Deluge” on the right. Scrolling […]
For this tutorial in video form, click here Let’s go over some debugging tips you might find useful. Info Statements If you have some code that isn’t quite doing what you think it should, the first thing to do is to try is using copious amounts of info statements. In this example, we might want […]
For this tutorial in video form, click here In this article, we’ll show you how to integrate with Zoho Subscriptions from Zoho Creator. The Zoho Subscriptions API is quite nice. The documentation is also clear as day. They make it easy to know what to do. The Process If we check the documents, you’ll see […]
For this tutorial in video form, click here In this article, we’ll explain how to automatically send SMS messages via our plugin, using deluge script. Generally you won’t want to do it this way: there’s an easier way. Here’s some sample code: To use it, we’ll head into our CRM at crm.zoho.com and make a […]
For this tutorial in video form, click here Let’s dive a bit deeper into Collections. What are the methods that we have available with them? insert This function allows you to either add an individual key value pair or a Collection of key value pairs. As you can see, it is added both key value […]
For this tutorial in video form, click here In this article, we’ll talk about how to deal with timezones and date times within Zoho CRM. It’s a really tricky topic. To give it a concrete application, let’s set up a real world scenario: let’s say that you have a field in your CRM called “appointment […]
For this tutorial in video form, click here Code for this tutorial. In this blog post, we’ll cover how to set up a folder in Zoho WorkDrive, linked to a particular CRM record. As you can see here, we’ve got the Zoho WorkDrive extension installed. For this particular record, it’s working well; we’ve got some […]
For this tutorial in video form, click here The Process Let’s begin our learning journey by looking at the documentation for the different custom function integration tasks. We’ll do a Google search for “Zoho CRM API”, then click this link: Next, click REST APIs: Then go to Record APIs > Get Specific Record data. In […]