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 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”. […]
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 show you how to get the list of users from Zoho CRM using a Deluge Script custom function. The Process Open your CRM and head into API v2. Next, head into REST API and then User API. We’re doing this because there’s no […]
In the past few posts, we’ve been making use of the Zoho CRM API to get data like the list of active users or to be able to delete records from the CRM. Let’s talk a bit more about how the API works, as opposed to the CRM integration tasks that you get from Deluge. […]
If you want to use special API methods like COQL queries or deleting records, you’ll soon find that deluge doesn’t have out of the box wrappers. Whilst you can use integration methods like zoho.crm.getRecordById for simpler API methods, quite a few of the API methods aren’t supported. Luckily there’s a relatively easy way to get […]
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 […]
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 […]