Blog tagged as zoho crm

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...

This tutorial will show you how to use Zoho CRM to find Zoho Project's APIs names, for system fields and custom fields. This has been tested using Zoho One, and Zoho CRM+.

1. In CRM, go to developer space and the to connections
2. Click on Add new connection, and select ZohoOAuth
3. Connection name: relateproje...