Kaizen #136 - Zoho CRM Widgets using ReactJS

Kaizen #136 - Zoho CRM Widgets using ReactJS

Hey there! Welcome back to yet another insightful post in our Kaizen series! 

In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM for the demo. 

Prerequisites 

  1. Ensure that you have installed all the necessary components required to use Zoho's CLI. 
  2.  You can use any IDE to code your widget. A few popular suggestions include Visual Studio Code, WebStorm and Atom. Download and install an IDE of your choice to get started. 

Working with ReactJS 

Step 1: Run the following Zoho CLI command to start a new project. 

zet init 

This will display a list of services for creating a project template. Choose Zoho CRM from the list and provide your project name. 

All the files that are necessary for the widget will then be available in the project directory. 

Step 2: To configure this project for ReactJS, install the required dependencies by copying and pasting the following command into your terminal. 

npm install react react-dom react-scripts

These dependencies will be installed only for this project. If you want to develop another ReactJS widget, you should run this command again for that project. 

Step 3: Navigate to the package.json file in the directory and add the following scripts to it. 

"scripts": {
    "start": "react-scripts start",
    "build": "GENERATE_SOURCEMAP=false react-scripts build && rm -rf app && mv build app"
  }

The start script mentioned here is useful during the development stage. On executing the "npm run start" command, it enables you to start the development server for ReactJS and make real-time changes to it. 

Once you have completed the development, all the files that are required for rendering the widget should reside within the /app folder in the project directory. However, in any ReactJS project, when you execute the build command after development, the build files are created under a new folder named build. The build script in package.json file helps in replacing the existing /app folder contents with the files from the /build folder.

Now, add the below key-value pair as we have multiple build static files under the /app folder.  

"homepage": "./"

During production, this property will dictate the system to search for the other static files within the same (/app) folder rather than looking for them in parallel directories. 



Step 4: Establish the /src folder with the required JavaScript and CSS files of your React components.  

To keep this demo simple, we have used the widget code from our previous post "Geocoding Leads' Addresses in ZOHO CRM", which has been modified to React components in the App.js, index.css and index.js files. 

Step 5: Create a /public folder containing static files like homepage (index.html), images and JavaScript library files that are required for the ReactJS project. 
For our use case, we have created only the index.html file.  

Step 6: After completing development, execute the following command to create the production build of your application: 

npm run build

Since we modified the scripts in the package.json during our earlier steps, the production build will be available in the /app folder instead of the /build folder. 



Step 7: To run the project locally, use the following command: 

zet run

Step 8: Validate your ReactJS widget project with the following command: 

zet validate 

This command checks if the project adheres to file and size limitations.

Use the following command to pack your project for uploading it to Zoho CRM.

zet pack 

The ZIP file can be found under the /dist folder of your project. 



Step 9: When uploading the ZIP file to Zoho CRM, remember that for a typical widget, the index page is usually named /widget.html. However, for ReactJS projects, it must be named /index.html. 



Now, let us go check this widget from the Leads detail page for the results. 



Zoho CRM widgets can be built using any of the client-side frameworks and this sample configuration is almost common to most of them.
We hope you found this post useful and engaging! 

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Keep an eye out for future posts packed with similar content!

Cheers!

----------------------------------------------------------------------------------------------------------------------------------------

Recommended Reads

----------------------------------------------------------------------------------------------------------------------------------------

Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  

    • Recent Topics

    • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

    • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

      Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel

    • Tasks Statuses

      Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

    • Updating Blueprint stage from my Deluge function

      Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Canvas: is it possible to have a fixed header?

      Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

    • Replacing email ID,

      In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Limited layout rules in a module

      There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are

    • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

      Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

    • dealing with post dated cheques

      Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

    • Using Contains as a filter

      We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • Set off Unearned Revenue

      Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the

    • How Zoho Desk contributes to the art of savings

      Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you

    • Zoho Connect Module in Zoho Trident

      Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

    • Add Webhook Response Module to Zoho Flow

      Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

    • Zoho Inventory - Managing Items With Multiple Suppliers

      Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

    • Fill Colors

      Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

    • When moments in customer support get "spooky"

      It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy

    • How can I delete duplicate transactions?

      I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • Multiple email addresses

      Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,

    • Lead to Contact Conversion with multiple email address fields

      We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

    • ViewID and Zoho Desk API

      I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view

    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

    • Print Tickets

      We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

    • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow

    • Sync Task Status from Zoho Projects to Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

    • Default/Private Departments in Zoho Desk

      1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

    • Color of Text Box Changes

      Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

    • Zoho Mail Android app update - View emails shared via Permalink on the app.

      Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Next Page