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 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 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 If you read the Zoho CRM API documentation, there’s a lot of API methods that are actually not available through the standard Deluge wrappers. For example “add tags”. If we try typing zoho.crm.tags into Deluge, nothing will come up. However, we can use invokeurl in conjunction with […]
For this tutorial in video form, click here In the first edition of Zoho CRM API, there used to be a hack allowing for search records with multiple criteria . This was done by doing zoho.crm.getRecords with the name of a custom view. In this example, the custom view was called test leads. You actually […]
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 Let’s go over updating existing records in Zoho CRM. The Process Check out this previous example we had for creating a record: To update an existing record, we use zoho.crm.updateRecord instead: The main difference from createRecord is that we specify the ID of the record we want […]
For this tutorial in video form, click here In this article, we’re going to show you how to use Zoho’s COQL query API, allowing you to more efficiently search for records in your CRM. The Process First, we need to set up a connection. In your CRM, click setup on the top right. In Developer […]