Deal Stage Duration Updater in Zoho CRM
Deluge automation that keeps track of how long a Deal record has been in its current stage.
Deluge automation that keeps track of how long a Deal record has been in its current stage.
This automation allows you to sync fields between two separate modules using a data bind. Whenever edits are made on fields in one module, the corresponding fields in the other gets updated accordingly.
Here’s a website that teaches you how to code in Deluge (Zoho’s scripting language), lets you try it out, and has an intuitive library of functions where you can browse and test. All that and you don’t even need a Zoho account, and it’s FREE!
Learn how to update multi-select/multi-user lookup fields on Zoho CRM via the wonders of Deluge scripting.
When it comes to date-time fields, Zoho demands a specific format. We’re gonna show you how you can convert date-time formats back and forth to be Zoho-compatible.
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.
Shows off Lead conversion via API in Zoho CRM — what parameters need to be passed, and how to update the resultant records.
This post provides a sample CRM function for ‘Affluence Financial Planning’ to create Commission records and an Invoice.
This tutorial provides a Deluge script that will get custom field records from an Invoice, then subsequently update the custom fields on the Invoice.