For this tutorial in video form, click here One of the great features of Zoho CRM is the ability to create custom modules. Whereas other more simple CRMs are limited to built in modules like Leads and Contacts, Zoho CRM allows you to create your own. Let’s say you have very particular invoicing needs. Maybe […]
For this tutorial in video form, click here In this article, we’ll show you how to map data in your CRM. Here is an example of the final product: It shows a map of Australian Senators. You can see they are mapped in the appropriate places. They also have different colors, depending on their political […]
For this tutorial in video form, click here In this article, we’re going to go over creating records in Zoho CRM via Deluge Script. Our first step will be to consult the Deluge docs. This page has some helpful examples of how to create new records including bonuses like adding notes to a record. One […]
If you’d like this tutorial in video form, click here In this article, we’ll show you how to send out an SMS when you get a missed call from an existing contact. This assumes you have a telephony system integrated with Zoho CRM which will create call records for missed calls. Let’s take a look […]
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 […]
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 […]
Today, we’ll be going over a question that is frequently asked by Zoho users as they experiment with the program. Is the Zoho CRM API Two-Way Or One Way? There are definitely two-way capabilities on Zoho. You can push data in via the API and you can also pull it out. Pushing data in You’ve […]
Zoho CRM has SDKs available for Python, Node JS, PHP and Java. If you’re a developer, you’ll generally find these SDKs helpful though there are some stumbling blocks. There’s a big hurdle to getting started: OAuth. Zoho has chosen to require OAuth even when you’re doing machine 2 machine (M2M) communication with your own CRM. […]