Configuring webform URLs for Zoho CRM

Are you finding that your Zoho CRM web forms don't do anything? I've learned the hard way that it's generally because the form URL has not been set correctly. It seems like a throw-away setting, but it actually won't work unless you configure the form URL to be exactly where the form is on your website. Use this link to access the web form page, then click on the form name and finally click on "Next Step" to show this dialog.

Comments

searchRecords with multiple criteria in Zoho CRM API

NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :) I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread . In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like: leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex); for each ele in leadRecords { lead_source = ele.get("Lead Source"); createTime=(ele.g

Round robin lead assignment for API generated leads in Zoho CRM

Do you add leads to your CRM via the Zoho CRM API? If so, you'll note that lead assignment rules don't work. I have developed a CRM extension called Advanced Round Robin that you can buy on the Zoho Marketplace. If you'd prefer to do it yourself, the below code can allow you to add round robin lead assignment functionality (though it's missing many of the more powerful features of the Advanced Round Robin extension). You'll need to set a few config variables like your authtoken and the user role you want leads to be assigned to. You'll also need to create a reference lead that's assigned to one of the users who should receive leads. The script will use this to figure out who should get the next lead. Thanks to Prakash from Zoho for giving me the base code for this script. Want more options? I have a paid version of this script that you can buy on the Zoho Marketplace.

Getting current time in a specified timezone using Deluge script

Recently I was working on a custom function for Zoho CRM which required me to get the current time in a specified timezone. I assumed that zoho.currenttime would give me the time based on the timezone chosen in the organisation settings but discovered that it always gives it to you in PST. The Zoho Partner team gave me this snippet to solve the problem: current_time_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", "Australia/Sydney").toTime("yyyy-MM-dd'T'HH:mm:ss"); If you need the current date, do: current_date_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", timezone).toDate(); To figure out what you can put in for the timezone part, refer to https://en.wikipedia.org/wiki/List_of_tz_database_time_zones

Nuanced IT - Zoho developer based in Sydney, Australia

Search This Blog