Blog tagged as tutorial

Zoho CRM: Execute Function with a Button

11.25.21 10:07 AM By Andy - Comment(s)

In this tutorial we are going to create a button that will trigger a function after we select some records. You can trigger any function you want, but for this example we are going to keep things simple. The button will trigger a function that updates a field.

  1. In the set up page, click on "funct...

Function: Count Related Records in Zoho CRM

11.18.21 11:34 AM By Andy - Comment(s)

In this tutorial we are going to create a function that will count the related record of a record, and will add the total count to a field that you can use to filter your records or trigger other automations. For this example, we will count how many Deals are related to a Contact, but you can replac...

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...