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 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 […]
For this tutorial in video form, click here Chat bots are cool, right? We’ve had a goal of building one in Smooth Messenger so that you can create chat bots that will automatically reply to people via WhatsApp or SMS. Let’s take a look at how this one works. How It Works When we send […]
For this tutorial in video form, click here You’ve probably used the Insert Record and Update Record API endpoints. But how about upsert? Upsert means insert if there is no matching record or update the record if there is an existing one. It recognises existing records based on the duplicate check fields of a given […]
For this tutorial in video form, click here In this article, we’ll go over how to use TamperMonkey to make your CRM more colorful. Check out all these colors. Arguably, they’re a little bit loud, but this is what our client wanted. They wanted a way to easily be able to see which tab was […]
For this tutorial in video form, click here In this article, we’ll show you how to trigger a workflow rule when a new SMS is received. The Process In your CRM, head to Setup (the tool button in the top right). Then go to Automation > Workflow Rules. Let’s create a new workflow rule for […]