Converting Non-Lead Records in Zoho CRM
Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.
Quantitate Subform Table Values in Zoho CRM
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.
Dynamic Form & Acceptance Criteria Hack for Zoho Creator
Today, we’re gonna show you how to exploit the Zoho Creator x CRM integration in a slightly unorthodox, but innovative way.
Updating Multi-Select Lookup on Zoho CRM
Learn how to update multi-select/multi-user lookup fields on Zoho CRM via the wonders of Deluge scripting.
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.
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.
Convert Leads via API in Zoho CRM
Shows off Lead conversion via API in Zoho CRM — what parameters need to be passed, and how to update the resultant records.
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.
Invoice & Commission Record Creation in Zoho CRM
This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice.
