Zoho CRM Note @Mention → Zoho Cliq Notification
Hi all, Just sharing a custom function that I created in case it's useful to others. I wanted a way for users to receive a Zoho Cliq notification whenever they are @mentioned in a CRM note, while keeping all communication inside CRM. Users are already
Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
CRM
Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
Search Bar positioning
Why is the Search bar on the far right when everything is oriented towards the left?
Creating multiple CRM leads from a Zoho Forms subform
Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"
The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
Insurance Agencies
I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Function-13: Add Invoice grand total in words with the click of a button
Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used. In the US, period (.) is used as decimal separator where as in Germany,
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
Using functions in Zoho CRM Circuits, howto and solution
So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was
Move data from any fields or upload files to the attachment section in Deluge.
LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="
How to get a list of selected records into a button-function? Here is how!
So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
Getting email status through api
Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON
How to have two separate views for different countries
Hi there, currently i have two offices i want to add to zoho crm, one office is in singapore which i have already implemented fully. The other office being malaysia which i want to implement. One issue with this is we want the malaysia office users to
Get Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",
Send Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) Deluge
Batch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcome
Associate Zoho Projects With Zoho CRM Help of Deluge
Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projname
Require freelancer for CRM customisation
Hi, I am looking for a freelance Zoho CRM developer to customise it for our organisation. And integrate it with couple of other Softwares we use. Prefer people from Mumbai or Vapi area. I can be directly contacted on rrahul@akar.co.in Regards Rrahul Hansuka
Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Module Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting to
Function to Create a Pop-Up Window on CRM user(s) next Sign-in?
Hello I am trying to create a custom function that I can initiate through a Zoho Flow I am thinking.... Trying to figure this out. I want to be able to trigger this and either add a custom message (that contain GIFS ?) or possibly even play a custom made/uploaded
Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
Custom Function that checks created Lead exists as a Contact
Hi Here is a neat Custom Function that check a created lead to see if a Contact already exists in CRM for the First Name, Last Name and Email. Before adding the code create a notes single line field and add it to the Leads module. Name the field 'Contact Check'. When creating the custom function don't forget to click 'Edit Arguments' and add 'leadId' and map it to the 'Lead Id' field. Here is the Custom Function to add: leadid_str = leadId.toString(); leadDetails = zoho.crm._getRecordById("Leads",leadId);
Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads in
Best practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So the
Function-6: Sum up multiple quotes grand total associated to a deal.
Welcome back everyone! Last week, we learnt how to - create quotes from deals with just the click of a button. This week, let's look at a custom function that sums up total value across the quotes linked to a specific deal. Business scenario: Assume you created a deal pertaining to a particular product category that your organization is engaged. This deal is linked with all the related quote records across customers. Or another deal related to all businesses done in the current fiscal year with a
Here is a simple wrapper function to Tag a CRM record for you to use.
I sometimes need to conditionally tag a record when debugging my Deluge code. Here is a simple "wrapper'-style function, that saves a few lines of code (which makes long chunks of code easier to read). tag1 = Map(); tag1.put("name",tag_name); tags_list
Question about ZOHO Accounts
Hi guys, Shall I add people in Accounts before lead has been successfully close or after closing the lead I should add concern people in Accounts.
Function-20: Create Events automatically on specific days of the week
Welcome back everyone! Last week, we learnt how to add leads to campaign records at the click of a button. This week, let's look at a custom function that helps you create events automatically on specific days of the week. Business scenario: Customer visits are an integral part of most sales processes. Apart from aiding you close sales efficiently, meeting with customers help maintain an ongoing business relationship, a critical component in customer retention. The Event records in the Activities
Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
Tracking Event Participation through CRM
Hi there, we are a small governmental agency that organises a lot of events (physical and online). So far, we have handled registrations via Zoho Forms, as this gives us maximum flexibility while being easy to set up for our employees, easy to embed on
Zoho CRM Formula field - lots of "If", "And", "Contains" and "Not"..
Hi, I have a problem with my formula code. It doesn't give me the right output. If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Ny kunde'),Not(Contains(${Sager.Kilde},'Autobutler'))),'Retail Nye', If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Eksisterende
Fetching Unique ID and substring it to the 6 figures.
I was looking around for an answer to this problem and couldn't really find the solution that fits but managed to create a code that fetches the Unique ID out of the record URL and substring it to the last 6 unique figures. Each Unique ID has 19 figures
AutoPopulate Contact Name In Deal
Hello Client Script to AutoPopulate Contact Name from Account to Deal Client Script:- var Account_ID = value.id; var contactname = ZDK.Page.getField('Contact_Name'); var related_records = ZDK.Apps.CRM.Accounts.fetchRelatedRecords(Account_ID, "Contacts");
CRM Hack #14: How to send emails to Accounts in your CRM?
Hello everyone, Let's start the day with a small hack. Every business is unique and the sales routines vary based on the needs. In Zoho CRM , the Contacts are associated with Accounts through a lookup field. So, the emails section under the Accounts is the list of emails that are sent to the Contacts associated with it. There is no provision to send emails to the account directly. Some of our users have asked for a send mail button in Accounts module similar to the one in Contacts module. This
Subscription
If I cancel my Zoho CRM subscription, can I still store data on the free service? Or pay to re-access instead of deleting?
Next Page