Knowledge base / Since 1999
Practical Zoho CRM tutorials, troubleshooting notes and implementation guides from real projects.
Advanced search56 entries / Zoho CRM
Clear filters
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero.
An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone.
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge.
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.
This article demonstrates how to return a list of unique values in a particular field in a CRM module.
A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this.
This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference.
Working principle
My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.
Protected notes
Log in for protected notes and any private client projects assigned to your account.