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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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Zoho CRM has announced a refreshed Notes interface and emoji reactions for notes. The practical scenario is a team working on a Lead: one colleague records that a product demonstration has been scheduled, and another acknowledges the update with a reaction rather than adding a second note that says
This is a quick article to document a Zoho CRM standalone function that sets the owner of a Deal and its related Sales Orders, Quotes and Purchase Orders to the CRM user matching the current assignee of a linked Zoho Desk ticket. The function takes a Deal record ID. It retrieves the ticket ID stored on that Deal, reads...
The aim is to make supplier correspondence appear in the Emails related list of the correct Purchase Order in Zoho CRM. When a supplier replies about an order, the email should be available to the team reviewing that Purchase Order. The same approach can include emails you send to the supplier. This guide uses a PO ref...
Zoho says its WhatsApp Business integration for CRM now supports several WhatsApp Business Accounts (WBAs), with multiple phone numbers under each account, in one CRM instance. WhatsApp messaging can also be enabled for custom modules rather than being confined to Leads and Contacts. Zoho says the e
A quick article on a misleading error when saving a Deluge custom function in Zoho Books: Check and update the code in line 122 as there is a Exception : Error at line :124 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression Another variation encountered during troubleshooti...
Zoho's MCP (Model Context Protocol) server lets AI assistants such as Claude connect directly to Zoho CRM and work with your live data through natural language. Rather than you clicking through views and filters, the AI can read your pipeline, summarise deal status, flag stale records, bulk-update f
Add a Call prep button to Zoho CRM Leads that drafts spoken qualification questions across Budget, Authority, Needs, Timeline and Competition.
A note on changing a Zoho Books purchase order's delivery address while creating supplier orders from an accepted Zoho CRM Quote. My original method created an organisation address in Books and assigned its ID to a purchase order. This updated version adds a delivery address to the customer instead, then uses that cust...
Zoho has announced account-based marketing (ABM) capabilities for Zoho CRM, aimed at helping growing businesses — the announcement uses the example of a SaaS company launching a new business suite on a tight budget — to expand and retain existing customers with greater precision. Rather than casting
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This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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👍 Zoho CRM's Notes now gets Reactions and a new look Zoho CRM: Sync Deal and related record owners from Zoho Desk Zoho CRM: Link supplier emails to the Purchase Order Emails related list Zoho CRM's WhatsApp integration now supports multiple accounts, multiple numbers, and custom modules Zoho Books: Improper Statement Error might be due to missing ';'Protected notes
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