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 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 […]
For this tutorial in video form, click here In this article, we’ll go over inserting records. Let’s head over to the API documentation and click on the “Insert Records” link under Record APIs. Let’s look at the Deluge code: Here, you can see it’s telling us to use bulkCreate. You can certainly use this if […]
For this tutorial in video form, click here In this article, we’ll show you how to work with the line items in sales orders. Let’s say you wanted a way to be able to generate purchase orders based on the data in a sales order. In a sales order, the data there is kept pretty […]
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 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 […]
In this post, I’m going to show you how to copy data from a lookup field in one module to another module’s lookup field. In this particular module, there’s a lookup field called Rep Firm. Originally, it wasn’t set up like that. It was set up with a dropdown list, with hard-coded values. We realized […]
Zoho CRM has been bestowed with some excellent features in recent years including one that I’m going to show you today, which is the checklist feature within blueprints. I love checklists and I was pretty excited when I saw the feature announcement. Have a look at this. I change to a new status and I […]
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 […]