Automation
Functions
This guide helps you with the following: Create Functions Normal Functions REST API Functions Invoke Functions Edit Functions Delete Functions Rest API Functions Authentication Version 2.0 Version 1.0 Example Comparison of Version 2.0 and 1.0 ...
Install Actions
This guide helps you with the following: Create a post install script InstallParamMap variable Example Create a post uninstall script Create an on authorization script for connectors Example Create an on revoke script for connectors Example ...
Custom Actions
This guide will help you with the following: Create Custom Actions Associate with Workflow Rules Manage Custom Actions Zoho Developer provides various options to automate repetitive tasks and implement customizations that meet your business needs. ...
Custom Schedules
This guide will help you with the following: Create Schedules Write Custom Function Edit Schedules Delete schedules Schedules are automated user-defined actions, which can be performed through custom functions either at a particular time or on a ...
Custom SalesSignal
The SalesSignals feature in Zoho CRM provides real-time notifications of all touch points from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one ...
Custom Functions
The guide will help you with the following: Create Custom Functions Program Custom Functions Test Custom Functions Associate with Workflow Rules Manage Custom Functions Custom functions help in automation where procedural logic is required, which ...
Webhooks
The guide will help you with the following: Set up Webhooks Use Webhooks Business Scenario 1- Calculate Sales commissions in Zoho Creator App 3. Refer Error Codes HTTP Status Codes Custom Errors Webhooks facilitates communication with ...
Workflow Field Updates
Field Update helps the users automatically update certain field values in the records, when the associated workflow rule is triggered. To create field updates Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...
Workflow Tasks
Workflow tasks allow you to automatically delegate important responsiblities to different employees with the end user organization. To create a workflow task Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...
Workflow Alerts
Workflow alerts allow you to build notifications into your CRM systems. When a particular workflow rule is triggered, a template email will be sent to the relevant person or people in the end user organization. Note You can associate maximum 5 alerts ...
Workflow Rules
The guide will help you with the following: Create Workflow Rules Part 1 - Specify the basic details of the rule Part 2 - Configure the execution criteria Part 3 - Set the rule criteria Part 4 - Associate instant and/or time based actions ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.