What are CRM Variables?

• Decimal
• Single line
• Multi line
• Integer
• Long integer
• Percent
• Currency
• Date
• DateTime
• Email
• Phone 
• URL
• Checkbox

Where can you use CRM Variables?

What are Variable Groups?

How can you create a CRM Variable?

1. From the UI

1. Go to Setup > Developer Space > Zoho CRM Variables > Create New Variable.
2. In the Create Zoho CRM Variable pop up, enter the following details:
   a. The name of the variable in the Variable Name field.
   b. The API name of the variable in the API name field.
   c. A brief description of the variable in the Description field.
   d. The data type of the variable from the Variable Type drop-down.
   e. The group that the variable must belong to in the Grouped Under drop-down.
3. Click Save.
   

2. Creating a variable through an API

How can you update a CRM variable?

1. From the UI

1. Go to Setup > Developer Space > Zoho CRM Variables.
2. Hover over the variable you want to edit. 
3. Click the "Edit" icon on the left-corner of the variable.
4. In the Edit Zoho CRM Variable pop up, update the relevant details.
   
   
5. Click Save.

2. Through an API

How can you delete a CRM variable?

1. From the UI

1. Go to Setup > Developer Space > Zoho CRM Variables.
2. Hover over the variable you want to delete. 
3. Click the "Delete" icon on the left-corner of the variable.
   
   
4. Click Delete in the pop up that asks for confirmation.

2. Through an API

Use cases

• Consider that you have integrated with RazorPay and want to send payment links to deals that you have won. Here, you can store the payment link in a variable and use it in the function that sends the link to the deal through an email.
• You can improvise the above function, and have a condition that checks whether the payment link is valid or has expired. If it is invalid or expired, you can send an alternate payment link that is stored in another CRM variable.
• Consider you have scheduled a function to run everyday. Now, you want to run this function except on Saturday and Sunday of a particular month. In this case, you can hard-code the Saturday and Sunday in CRM variables of the DateTime type, and check this while running your function. You case would be "if datetime =={CRM variable}, stop execution".
• Another classic example of using CRM Variables would be in the banking sector. Consider that you have multiple modules that deal with the rate of interest. This rate will differ based on the tenure, the type of loan, the age of a person etc, and used at multiple places across the org. Here, you can set up variables for the different rates of interests and use them in various places. The best part is, when the rate of interest changes, you have to just change it at one place - CRM Variable.