Creating and Using Blueprint

• Related Articles

• Blueprint Handbook Kit

  What this kit contains:    - Video: Blueprint  - An Overview   - A printable handbook on designing a Blueprint, complete with top FAQs.  - A step-by-step tutorial on how to design and execute a Blueprint.   - A quick slide deck on sample process ...

• Updating a Zoho CRM Subform (Accounts) from another Module (Deals)

  Updating a Zoho CRM Subform This script (courtesy of Zoho) will update existing records in a subform in one module (Accounts) from another Module (Deals). To create a cross-moduel subform entry (at creation for example), please see here ... ...

• Mass Deleting Records In Zoho CRM using the API

  Pre-requisites Using Node.js In project folder install Axios (npm install axios) In project folder, install dotenv to use .env .create .env file .env File Structure CLIENT_ID=your_client_id_here CLIENT_SECRET=your_client_secret_here ...

• Sticky Notes in Zoho CRM

  Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...

• Event & Contact Sync between Office365 & Zoho CRM

  Connect your Meetings & Contacts between Zoho CRM and Microsoft Office 365.  in Office a new calender's is created called Zoho CRM, which you'll need to overlay in your Outlook. Events DO NOT sync to your personal calendar. The same applies to ...