Blog tagged as crm

Function: Create a Subfolders in WorkDrive from Zoho CRM

06.08.23 04:12 PM By Andy - Comment(s)
Function: Create a Subfolders in WorkDrive from Zoho CRM

We are going to create a workflow that will trigger a function that creates a set of subfolders inside a Team folder in Zoho WorkDrive. You can use the function to create folders or subfolders in your personal folder as well. This is continuation of the previous tutorial called "Function: Creat...

Function: Create a WorkDrive Team Folder and attach it to the CRM record

05.26.23 09:54 AM By Andy - Comment(s)
Function: Create a WorkDrive Team Folder and attach it to the CRM record
We are going to create a workflow that will trigger a function that creates a Team folder in Zoho WorkDrive, and the folder will be attached to the attachments section in the CRM record. We are going to create a connection, then work on the function, and finally create the workflow.

How to Create a Related Record with a Function in Zoho CRM

03.31.23 11:29 AM By Andy - Comment(s)
How to Create a Related Record with a Function in Zoho CRM
In this tutorial you are going to code a Deluge function that will create a related record in Zoho CRM.

Working with Multi-Select Look Up fields in Zoho CRM

03.09.23 12:24 PM By Andy - Comment(s)
Working with Multi-Select Look Up fields in Zoho CRM
In this tutorial, we are going to show you how two different ways to find the Linking Module API fields, and we are going to review an example of how to search for records in a Multi-Select Look Up field.

Send SMS automatically from Zoho CRM (using SMS Magic)

02.24.23 12:48 PM By Andy - Comment(s)
Send SMS automatically from Zoho CRM (using SMS Magic)
In this tutorial we are going to go over how to setup the SMS Magic extension for Zoho CRM, so you can send text messages to your CRM records. We will also send our first text message.
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