Blog tagged as zoho 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.

Zoho CRM vs FreshSales

03.16.23 05:46 AM By Noe - Comment(s)
Zoho CRM vs FreshSales
we are going to compare Zoho CRM and FreshSales. These are two very popular CRMs, so we will compare them in 4 different categories to see which one is the right for you and your business: User interface and ease of use, Top features, Integrations, and Pricing

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.
Next