Blog tagged as function

Automatically create a project when deal is won (Zoho Projects and CRM)

07.05.21 03:51 PM By Andy - Comment(s)

In this tutorial we are going to set up a workflow and a function that will create a project in Zoho Project, after a deal was modified in Zoho CRM. When a user makes specific changes in Zoho CRM, like updating the deal stage, this will trigger a workflow that will call a function, and this function...

Workflow: assign Account to a Deal automatically (Zoho CRM)

07.05.21 12:00 PM By Andy - Comment(s)
  1. First, create a generic account that can be used for multiple projects (ie: Won Deals)
  2. Open the account you just created and copy the account ID (ie: 44341800000037248888)
  3. In CRM, go to settings, developer space, functions, and add a new function
  4. Name the function (ie: Update_account_in_deal), and...
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