Blog categorized as Tutorials

Zoho One Top 10 Most Useful Apps

04.10.22 09:10 AM By Andy - Comment(s)
Zoho One Top 10 Most Useful Apps

Zoho One is a suite of 40 plus apps that you can use to run your business, but today we are going to focus on the 10 most useful ones in my opinion.

I've been using Zoho One for 2 years now, and helped 7 different companies to implement Zoho One from scratch, so in this list I'm sharing the apps that...

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...

Assign task automatically to user field in Zoho CRM

07.18.21 11:53 AM By Andy - Comment(s)

In this tutorial we are going to create a workflow that will assign a task to a user that is not the record owner. In the example we will work on the Opportunities module (deals), and will create a function that is going to create and assign a task to the user that is selected in the Sales Support f...

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...

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