For this tutorial in video form, click here In this article, we’re going to show you how to make serverless custom functions in Zoho CRM. The Process We’ll start off by clicking setup in our CRM (it’s the tool icon in the top right corner). Then, we’ll go to Developer Space>Functions. What function are we […]
For this tutorial in video form, click here In this article we’ll show you how to use widgets in Zoho CRM to allow you to download data in TSV format. It doesn’t just have to be TSV, but we’ll do it in this example. Here, you can see we have a web tab, which is […]
For this tutorial in video form, click here We’ve been working on a Zoho CRM widget, and we thought we’d show you what it looks like. We first built this widget using raw JavaScript and weren’t very happy with it. So, we rebuilt it today using React JS and TypeScript. The Widget Let’s check it […]
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”. […]
For this tutorial in video form, click here Our goal with Smooth Messenger is to make sending SMS in Zoho CRM as easy as possible. Here’s how you can send an automated SMS from a workflow rule. It’s much simpler than the previous approach we had (you had to write deluge script). The Process To […]
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 […]
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 […]