Complex Assignment Rules Config via Zoho CRM Modules
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.
Create Invoice and Collect Payment from Zoho Creator
Learn to configure collection of payment with a Creator form that doubles as registration or purchase order.
Sync Territories for Related Modules in Zoho CRM
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.
70 Things The Zoho Financial Plus Suite Can Do For You
If you’re an accountant/financial kind of person. And I suppose it can be fun even if you aren’t one, as long as you have the right tools to make it so. The Zoho Finance Plus suite is just the right tool, if I do say so myself. So let’s take a look-see at the wide range of things Zoho Finance can do for you and your business.
Automate Your Commissions Tracking with Zoho Analytics
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.
Automated Invoice Creation from Zoho CRM
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
Advanced Inventory Tracking in Zoho Analytics
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.
Zoho CRM x Shopify Orders Integration
Integrate Shopify orders with Zoho CRM using Deluge scripting. Also, use Zapier for proper API integration between Shopify & Zoho CRM.
Serverless Function in Zoho CRM (The Complete Guide)
Serverless functions in Zoho CRM allow you to execute a function via REST API. This tutorial will cover both using and implementing Zoho CRM serverless functions.
Build a Sales Funnel SQL Table in Zoho Analytics
Learn to build a SQL table for easy business analysis in Zoho Analytics. This lesson will illustrate how to build a Sales Funnel Chart.
