Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming zohocrm is required, the following 62 results were found.

  1. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  2. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA... How? So...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    off to contact email Contact completes and signs the form via ZohoSign ZohoSign on completion triggers worklow from within ZohoCRM ZohoCRM webhook updates the tracking record (ZohoSign Document) and attaches the signed document to the contact record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  4. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  5. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  6. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  7. ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

    These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  8. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    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. Why? I used to use ZohoCRM schedules to pull when an invoice has been...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  9. ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

    phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  10. Zoho CRM/Creator - Common Errors & Gotchashttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

    errors we run into. Problem: Zoho OAuth Connection: ERROR_invalid_operation_type Sounds rather straightforward, Login to ZohoCRM as Administrator > Setup > Developer Space > Connections > Add Connection > Give it a name and then select Scopes > and get...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  11. Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

    these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing is mostly done in ZohoCreator. I could have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  12. ZohoCRM GetRelatedRecords INVALID_DATAhttps://joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

    which are clearly visible when using the CRM. The cause of the problem is the same as covered in my article Joel Lipman - ZohoCRM: zoho.crm.searchRecords only returns certain records. Consider the following code: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  13. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  14. ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

    was successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic template to enter a Preview Edit mode (not the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  15. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    get the stock level and then use this data to synchronize with data held in Zoho Inventory... How? So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  16. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    will accept as parameter the eBay order reference and generate all the respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  17. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  18. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    deliverability for a customer: https://zohomail.tools/#runChecks. How? So first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  19. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

    What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  20. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 20 of 62

Joes Word Cloud

Please publish modules in offcanvas position.