... but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks.
How?
So first I'll outline the steps to set this up in ZohoCRM and then ...
What?
Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay.
Why?
Our use-case is a data migration from eBay to a fresh instance ...
... given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... ...
... to the same school and updates some number fields on the matched CRM account.
Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...
... can only be the admin or the logged-in user (user who clicks on the button).
There might be an easier way to get the template ID used in CRM, but we did this by
Login to ZohoCRM > Settings > Template ...
... a name, I'm calling mine joel_creator
Authorize it, etc.
Create a REST API CRM Function
Login to ZohoCRM
Go to Setup > Functions > New Function
Give it a name and such, I'm doing the following
Function ...
... to ZohoCRM > Setup > Customization > Modules and Fields > Leads
Select "Validation Rules" and cick on "New Validation Rule"
Choose the layout, this has to be the highest level (I think) as a custom lead ...
What?
This is an article to document how to use the searchRecords function in CRM and to sort the results response.
Why?
This is unclear and not always working as coded below since each system ...
...
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:
Login to ZohoCRM > Setup > Customization > Templates > Inventory ...
... client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:
Setup recurring FTP connection.
Make data readily available to ZohoCRM. ...
... off a scheduled workflow of a call/meeting
Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule
Module is "Calls"
Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...
...
Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...
How?
As mentioned, we're going to use the address on the Lead ...
... it the following scopes:
ZohoCRM.modules.ALL
ZohoCRM.users.READ
ZohoCRM.coql.READ
//
// set to the number of hours minus the ones to be logged on Friday (40 - 8)
v_RemindeMeAtHoursLogged = ...
... to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:
{
"code": "INVALID_DATA",
"details": {
...
... when locking it down for security:
Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth
Give your connection a name, I'm calling mine "Joels Connector"
Select the Scopes: ZohoWriter.documentEditor.ALL ...
... Create a new Product Image
Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)
Joellipman.com: Zoho Deluge: Get Image Uploaded in Creator Form
Joellipman.com: ...
... CRM but I want to transform/translate one of the column values into the target
How?
So this is my plan:
Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL
Build ...
... a note of the name of this form (the form link name, eg. "eBay_Webhook_Payloads")
Setup a CRM function to receive data
Login to your ZohoCRM > Setup > Developer Space > Functions
Click on "N ...
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