Extension Pointers - Simple yet significant pointers #7: Resizing a widget
Setting widget dimensions Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width andExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIExtension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomesExtension pointers #13: Handle cases with personalized solutions using custom actions
In our last post, we detailed the steps involved in creating a custom action and the workflow from the developer and end user's side. Now let's look at a working example of how we can create a custom action and implement it in a Zoho CRM account to makeExtension pointers - Simple yet significant pointers #13: On change of field value for CRM variables
CRM variables provide global access to a variable across an entire extension. They also help in the storage of user-specific data provided by the user at the time of installation, which can later be fetched to perform data functionalities. Additionally,Extension pointers #14: Extend end-user benefits and allow personalization by implementing extensions with custom actions
From our earlier post on custom actions, we know that we can create templated actions, share them with end users, and allow them to reuse those actions to achieve personalized outcomes. In this post, we'll look at how custom actions make it easy for usersExtension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and selectExtension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulatedExtension pointers - Simple yet significant pointers #10: Publishing
Publishing an extension An extension can be created for an internal organizational purpose or to meet a common business need. In either case, an extension can only be made available to users after it has been published. Types of extension publishing Private:Extension pointers #6: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased throughExtension Pointers - Simple yet significant pointers #9: Module visibility
Controlling the visibility of custom modules in an extension The Zoho Developer Console allows you to create custom modules via an extension that will be integrated into the user's Zoho CRM account. Along with this support, the platform allows the developerExtension pointers #15: Create blueprints to carry out business processes smoothly
When the various stages of a business process are well-planned and executed efficiently, the entire process runs smoothly and the overall functionality is efficient. Blueprint is a useful feature available in Zoho CRM that is currently supported in theExtension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,Extension pointers #12: Create custom script and retrieve personalized outcomes using custom actions
Create custom script, allow end users to define criteria, and obtain personalized outcomes. What are custom actions? Custom actions make it simple to carry out a templated action or task that end users can reuse, leading to personalized outcomes basedExtension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards successExtension Pointers - Simple yet significant pointers #5: Deleting developers from workspace
Deleting developers from Sigma workspace As a continuation to our previous post in this series, let's see how you can remove developers from your workspace. Similar to adding developers to your workspace, you can remove developers in order to revokeExtension Pointers #11: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of buildingExtension Pointers - Simple yet significant pointers: Adding developers to workspace #4
Adding developers to Sigma workspace A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added. When you are added as a developerExtension pointers - JS SDK Series #1: Learn how to invoke a REST API function from a widget using the execute method
Software development kits (SDK) are sets of tools that are useful when building applications on a platform. They wrap up APIs in the form of libraries, and include sample code, utilities, and documentation that guides you in building your applications.Extension pointers for integrating Zoho CRM with Zoho products #9: Track and share Zoho WorkDrive files from within Zoho CRM
Viewing and tracking WorkDrive files from within Zoho CRM ensures you have greater visibility and accessibility. In our previous post, we set up a Team Folder and contact-specific folders within it to upload files for each contact. In continuationExtension Pointers - JS SDK Series #5: Working with connectors via widgets using ZOHO.CRM.CONNECTOR
Working with third-party applications enables seamless data synchronization through integration. A connector is one of the features available in Zoho CRM that's used to establish an integration. You can create connectors and add the necessary APIs requiredExtension Pointers - Simple yet significant pointers #3: Connected Apps
Setting the data access permissions for Connected Apps What are Connected Apps? Connected apps help bring Zoho CRM together with third-party applications and services through APIs. Widgets are one of the many ways in which Connected Apps provide integrationExtension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changesExtension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authenticationExtension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is requiredExtension pointers #5: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and howExtension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and ZohoExtension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints
Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery. Zoho Sprints follows the agile project management process. The diagramExtension Pointers #16: A way to sort through the stack and find a solution that works for you
Throughout the 'Extension Pointers' series, we've seen the features available in Zoho Developer platform that are helpful in building extensions for business needs. In this post, we've listed all of them for your quick reference. This will serve as aExtension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM
Regular email communication with Zoho CRM contacts, before or after signing or closing a deal, is a key component of effective customer relationship management. Having a separate section within the record page in Zoho CRM for emails associated with aExtension Pointers for Integrating Zoho CRM with Zoho services #1: Registering the Zoho service and getting credentials to create a connection
Integrating and connecting different applications used for business solutions enables the user to manage all their work from a single location. In this series, we'll look at how you can use an extension to connect Zoho CRM to other Zoho services and establishExtension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacksExtension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalitiesExtension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quickExtension Pointers - JS SDK Series #8: Use the SearchRecord API in a widget to simplify business operations
Looking up relevant business information is easier when you have an internal search feature that targets certain keywords or phrases. Often times, this information will be worked with and manipulated to be useful for the current task the searcher is doing,Extension Pointers - JS SDK Series#7: Managing records, handling attachments, and adding notes from a widget
Zoho CRM JS SDK supports APIs that help manage records, attach files, and add notes to a record, all from within the widget itself. The term record refers to the detailed information about an individual entity in the Zoho CRM module. Attachments and notesExtension Pointers - JS SDK Series #6: Working with ZOHO CRM Field's metadata using the Metadata API in widgets
Metadata generally refers to the data that provides information about certain aspects of the given data. Metadata API can be used to request data about data and get a response. The ZOHO.CRM.META API in JS SDK helps to fetch metadata about fields, layouts,Extension Pointers JS SDK Series #3: Delinking a related record in a Zoho CRM module from a widget
In synchronization, it is important to be able to associate and dissociate the required data at the appropriate times. In our previous post, we mentioned the method to fetch related records in a Zoho CRM module from a widget. In this post, we will explainNext Page
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