Custom Function Series | Partner Support - Solutions
Sending a Zoho Sign document from Zoho CRM and updating the signed status when the end user completes the signature
Overview : When a document is sent for Signature collection to the Contact / Lead (End User) from Zoho CRM, it is sent either using the "Send for Zoho Sign" default button (that is added by the Zoho Sign extension) or Using custom functions ...
Explore How to Sync Data between Two Zoho CRM Organizations using Self Client via API
Requirement Overview The user wants to synchronize records between two Zoho CRM organizations, so that any record created or updated in Org A is automatically reflected in Org B. i.e., whenever a record is added or modified in Zoho CRM Org A, the ...
Sending Zoho CRM Email Templates Using Zoho Deluge
Overview: Zoho CRM allows users to create Email Templates for sending standardised messages to multiple recipients. In some scenarios, users may wish to send these templates using Deluge through custom functions. This guide outlines the steps to send ...
Automate Bulk Record Imports in Zoho CRM Using Bulk Write API and Deluge
Summary: This article demonstrates how to use Zoho CRM’s Bulk Write API (v8) with Deluge scripts and Zoho WorkDrive to automate importing large volumes of records. The process is split across two custom functions, one for initiating the bulk import ...
Guide: Learn How to Deploy Custom Function Zoho CRM and Best Practices to Optimizing Code
In this article, we will explore the "Custom Function" features in Zoho CRM, along with detailed guidance on how users can deploy these scripts across different places within the Zoho CRM organization. Custom Function A Custom Function in Zoho CRM is ...
Fetch contacts from a different Zoho CRM org and create contacts in your Zoho CRM org using Serverless Functions and an API key
Overview: Client has two different entities and each has a distinct Zoho CRM Organisation under two different emails where one of them is a subsidiary of the other. The Contacts that they engage are the same, so they want to create an integration ...
Moving Records in Bulk from One Blueprint to Another in Zoho CRM
Overview: A Zoho CRM user may want to automate the process of moving records in bulk from one blueprint to another. However, Zoho CRM does not provide this option by default. This can be achieved seamlessly by using the Blueprint API in combination ...
De-duplication of Records using Custom Function and Schedules
Overview : Data Migration Wizard allows you to migrate data into Zoho CRM, and at times there are instances where the CRM already has data which is manually created in Zoho CRM which is similar or identical to the data that you are migrating. Data ...
Streamline Document Sharing for Deals in Zoho CRM using Custom Functions
Requirement Overview A Zoho CRM user wants to automate and simplify the process of sharing deal-related documents (such as proposals, invoices, or contracts) with customers directly using Custom Function instead of sending them manually by selecting ...
Update "Modified by" field in Zoho CRM records using custom function
Overview In Zoho CRM, the “Modified By” field automatically captures the name of the user who last made changes to a record’s fields. However, updating this field manually or either via UI or by passing a user ID in a custom function is not possible. ...
Update Multi-Select Lookup Fields via API in Zoho CRM - Establish many-to-many relationships using linking modules or REST API
Overview: A Multi-Select Lookup Field in Zoho CRM allows you to establish a many-to-many relationship between two modules. This is useful when a record in one module can be linked to multiple records in another, and vice versa. Business Example: ...