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Zoho Keep it Simple: Clean up your tabs and page layouts

7/14/2020

We believe in keeping it simple. Especially if you are just starting out with Zoho ONE. When you start, you will see every possible tab along the top and have very busy page layouts.

In this video we show you how to pare back your tabs and page layouts to simplify the view - to ultimately help you focus on how to start using it for what you need right now - only the core critical items.

If you are not yet using Zoho ONE for your business - you need to now - start a free trial, no credit card needed at the link below..

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month.

Feel free to visit at: www.zocademy.com

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Trigger Deal Update when Zoho Sign Completed

7/3/2020

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In this video you'll learn how to create a Zoho workflow in Zoho CRM to update a deal record when the document gets signed.

** this video includes an important note related to Zoho workflows - and includes a fix for it.

The Code:

theSignDoc = zoho.crm.getRecordById("zohosign__ZohoSign_Documents",id);
info theSignDoc;
theDealID = theSignDoc.getJSON("zohosign__Deal").getJSON("id");
mp = Map();
mp.put("Stage","Closed Won");
resp = zoho.crm.updateRecord("Deals",theDealID,mp,{"trigger":{"workflow"}});
info resp;

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Create Zoho Project on Closed Deal in Zoho CRM

7/3/2020

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mp = Map();
mp.put("name",ProjName);
datalist = List(); datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);

resp2 = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Deals/" + id + "/Zoho_Projects/" + response.getJSON("projects").getJSON("id")
type :POST
parameters:datamp.toString()
connection:"associateprojects"
];
info resp2;

There is a free function in the Zoho function Gallery that allows you to easily create a workflow that creates a new project based on a template in Zoho Projects when a deal / potential / opportunity is closed in Zoho CRM. In this video we show you how to set that up AND provide a bonus - what the free function doesn't do is associate the Zoho Project with the deal record in Zoho CRM. We include in this video the extra code (see below) to associate the two at the same time the project is being created.

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free...

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month.

Feel free to visit at: http://www.zocademy.com

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Connect Gmail with Zoho CRM

6/30/2020

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Zoho Keep it Simple: Clean up your tabs and page layouts

Trigger Deal Update when Zoho Sign Completed

Create Zoho Project on Closed Deal in Zoho CRM

Connect Gmail with Zoho CRM

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