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Build Widgets in Zoho CRM
Zoho CRM

Build Widgets in Zoho CRM

By March 30, 2024

Be introduced to building Widgets in Zoho CRM. Zoho CRM Widgets allow you to create a small web app embedded in Zoho CRM using JavaScript. Prior knowledge of HTML, CSS, and JavaScript (including Promises) is required.

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Deluge | Zoho Creator | Zoho CRM

Pull Data & Push Changes via Zoho Creator Subforms

By March 30, 2024

Learn to use a Deluge script that pulls records from Books/CRM/another database into a Zoho Creator Form as Subform Rows. Then, subsequently push changes to each individual record (or perform other actions like creating records) in the parent system.

Read More Pull Data & Push Changes via Zoho Creator SubformsContinue

Converting Non-Lead Records in Zoho CRM
Deluge | Zoho CRM

Converting Non-Lead Records in Zoho CRM

By March 30, 2024

Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.

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Quantitate Subform Table Values in Zoho CRM
Deluge | Zoho CRM

Quantitate Subform Table Values in Zoho CRM

By March 30, 2024

We’ve developed a formula in our Zoho laboratory that sums up values of subform tables in Zoho CRM and we’re glad to share it with you at the cost of… 5 minutes of your time.

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Deluge | Zoho Creator | Zoho CRM

Dynamic Form & Acceptance Criteria Hack for Zoho Creator

By March 30, 2024

Today, we’re gonna show you how to exploit the Zoho Creator x CRM integration in a slightly unorthodox, but innovative way.

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Updating Multi-Select Lookup on Zoho CRM
Deluge | Zoho CRM

Updating Multi-Select Lookup on Zoho CRM

By March 30, 2024

Learn how to update multi-select/multi-user lookup fields on Zoho CRM via the wonders of Deluge scripting.

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Deluge | Zoho Creator | Zoho CRM

Complex Assignment Rules Config via Zoho CRM Modules

By March 30, 2024

Create and manage a potentially infinite number of assignment rules through a CRM Module with Subform, then process them all to achieve accurate assignment with a simple Deluge script.

Read More Complex Assignment Rules Config via Zoho CRM ModulesContinue

Create Invoice and Collect Payment from Zoho Creator
Deluge | Zoho Creator | Zoho Finance Suite

Create Invoice and Collect Payment from Zoho Creator

By March 30, 2024

Learn to configure collection of payment with a Creator form that doubles as registration or purchase order.

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Sync Territories for Related Modules in Zoho CRM
Deluge | Zoho CRM

Sync Territories for Related Modules in Zoho CRM

By March 30, 2024

In Zoho CRM, ensure that all territories assigned in an Account gets assigned to all related Contacts by getting the territory IDs off the Account, then assigning them in Contacts via Territories API.

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Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics
Zoho Analytics

Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics

ByPeter March 22, 2024March 30, 2024

Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.

Read More Create All-You’ll-Ever-Need Inventory Reports with Zoho AnalyticsContinue

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