Blog tagged as workflows

Zoho CRM and Custom Functions

29.03.23 09:00 PM - By Ravi Mirchandani - Comment(s)

Custom Functions in Zoho CRM allow you to extend the functionality of the CRM by adding your own custom code. This can include things like custom calculations, validations, or automation workflows. Custom functions are written in Deluge, an easy-to-use programming language specific to Zoho, and can ...

Using Workflows in Zoho CRM

28.03.23 07:40 PM - By Ravi Mirchandani - Comment(s)

Workflows can replace many manual tasks, saving time, effort and ensuring data integrity. Let us take an example of; Updating the Account status when a Deal is progressed in Zoho CRM, as this can provide several benefits, such as:

  1. Improved visibility: Updating the Account status can provide better vi...

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