Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard



Howdy Tech Wizards! Welcome to a fresh week of kaizen.

This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential of  Zoho CRM's Function, Variables, and Automation Schedules to achieve this widget. 

Overview

For the use case mentioned above, 
  • Build and deploy a web scraping service on a cloud. 
  • Create a Zoho CRM variable to store the response from this web scraping service.
  • Write a custom schedule function to fetch the web scraping response and update the previously created CRM variable.
  • Create a dashboard widget that makes a GET API call to that specific CRM variable on page load and displays the response.

1. Create a Web Scraping Service 

Develop a web scraping script in your preferred language based on your products/services' blog sites. In this demo, we have used NodeJS and the blog sites of various Zoho products. Our data requirements in the dashboard widget are the title of the latest blog, its URL, and mapping these to their respective products. Since recent posts on these pages often appear first, we have applied the following logic to scrape the sites:
  • Use the axios and cheerio libraries in NodeJS to fetch and load the HTML data of the blogs in the DOM format.
  • Use a getLatestBlog function that fetches the HTML data and utilizes selectors to retrieve the required information (latest blog title and page URL). This data is then mapped to their respective products and fed into a table.
The sample code for web scrapping is provided as an attachment to this post. 

Deploy this NodeJS web scraping script to a server or a cloud function. In our case, we have uploaded it to Catalyst Serverless Function. 

Make a note of the Function URL for the NodeJS web scraping script provided by Catalyst after hosting it. We will invoke this URL from a Custom Schedule Function.

2. Create a Zoho CRM Variable

Step 1: In your Zoho CRM, go to Setup > Developer Hub > Variables.

Step 2: Click on the Create New Variable button and provide the necessary details.



Initially, set a dummy value. Make a note of this variable ID as the response from our web scraping script will be stored in it with the help of Custom Schedule Function.

For a step-by-step guide on creating a variable, check here. 

3. Write a Custom Schedule Function 

Step 1: Go to Setup > Automation > Schedules in your Zoho CRM.

Step 2: Click on the Create New Schedule button and provide a name to the schedule.



Step 3: In the Function To Be Executed field, choose Writing Function. A pop-up will appear with the necessary details to create a function.



Step 4: Once you hit the Create button, the deluge code editor appears within which you have to code the following requirements. 

First, invoke the function URL of the web scraping script. This action will run the script and provide a response. Then, use this response to update the designated CRM variable that was previously set up for this task by using the Update Variable API. 

You can also copy and paste the code from here. 

response = invokeurl
[
url :"https://blog-scrapper-789629878.development.catalystserverless.com/server/blog_scrapper_function/"
type :GET
];
info response;
scrape_response = response.toString();
variable = Map();
variable.put("id","5545974000007587001");
variable.put("value",scrape_response);
variables_list = List();
variables_list.add(variable);
param = Map();
param.put("variables",variables_list);
response = invokeurl
[
url :"https://www.zohoapis.com/crm/v6/settings/variables/5545974000007587001"
type :PUT
parameters:param.toString()
connection:"crm_oauth_connection"
];
info response;

For information on invoking API URLs, please refer to the connections help page. Note that the web scraping URL does not require any authentication, as it is a public URL.

Step 5: Click the Save button to associate the function with your schedule. Configure the frequency of the scheduler to run the function every day at a specific time.



For more information about Schedules, check this help page. 

Every day at 11:00 AM, the scheduler will invoke our web scraping script hosted in Catalyst and store its response in a variable. Next, we need to create a dashboard widget that displays the response stored in this variable. 

4. Code your Widget

Step 1: Refer to this help page and initiate a widget project in your local environment using Zoho CLI.

Step 2: Everytime, the dashboard widget is loaded, the code in widget.html file executes an API call to the Zoho CRM Variable, which we updated in the Scheduled Function. It loads the response from the GET Variable API call into the widget.

Copy and paste the following code in your widget.html file. 

<html>
<head>
</head>
<body>
<div id="blogs-table-container"></div>
<script type="text/javascript">
ZOHO.embeddedApp.on("PageLoad", function () {
var conn_name = "test_api_connection";
var req_data = {
"method": "GET",
"param_type": 1
};
ZOHO.CRM.CONNECTION.invoke(conn_name, req_data)
.then(function (data) {
console.log(data)
const div = document.getElementById("blogs-table-container");
div.innerHTML = data.details.statusMessage.variables[0].value;
})
})
ZOHO.embeddedApp.init();
</script>
</body>
</html>

5. Upload the Widget and Check Your Results

Step 1: Execute the zet validate and zet pack commands to validate and pack the widget. 

Step 2: Go to Zoho CRM > Setup > Developer Hub > Widgets and click the Create New Widget button. 

Fill in the necessary details and upload the package. 



Step 3: Let us now check the dashboard widget from the Zoho CRM Home page. 



We have used the blog sites of a few Zoho products for this demo. You can replace them with your required products/services' sites. 

Hope this post was insightful and help your interest. 

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Stay tuned until we circle back to you next Friday!

Cheers!

-------------------------------------------------------------------------------------------------------------------

Recommended Reads

-------------------------------------------------------------------------------------------------------------------
Alert
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  


    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Zoho Often Lag

      Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.

    • Can't edit Segments

      Happening with 2 different Zoho One environments, in different browsers. Please fix.

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Consumer Financing

      Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

    • validation rules doesn't work in Blueprint when it is validated using function?

      I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

    • Mandatory Field - but only at conversion

      Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • File Upload field automatically replaces spaces with underscores – support experience

      Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

    • Deluge function to copy parent record file upload field to child record file upload field

      I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

    • How to hide or archive a blog post temporarily in Zoho commerce website builder?

      I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

    • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

      I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves

    • WATERFALL CHART IN ZOHO ANALYTICS

      Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall

    • How to mix different types of inputs (such as dropdown list and textbox)

      Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

    • Reply to Email for SO/PO

      Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email

    • How to Convert NSF to PST Format Effortlessly? - SYSessential

      It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,

    • Zoho Commerce - Poor Features Set for Blogging

      Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

    • Massive Zoho Books failure

      We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,

    • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

      Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t

    • Email outbox is now available in the sandbox

      Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

    • Zoho Desk blank screen

      opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,

    • Looking For Recruit Developer

      Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as

    • sales IQ issue on website

      i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

    • Important Update: Google Ads & YouTube Ads API Migration

      To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

    • Importing into the 'file upload' field

      Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Next Page