The Edkins Group - Zoho Experts to Help Your Business Grow
  • Knowledge
    • Zoho Masters
    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • WorkDrive Widget

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

7/14/2020

0 Comments

 
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
0 Comments

Trigger Deal Update when Zoho Sign Completed

7/3/2020

1 Comment

 
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;
1 Comment

Create Zoho Project on Closed Deal in Zoho CRM

7/3/2020

1 Comment

 
become a member today
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
1 Comment

Connect Gmail with Zoho CRM

6/30/2020

0 Comments

 
0 Comments
    Zoho CRM Video Training

    Video Learning Page

    join zocademy

    Author

    David Edkins is an expert of the Zoho platform.

    Over the years David has worked with hundreds of small businesses in almost as many different industries to bring you the expertise you need to move your business forward - quickly.

    Book a quick call to see how he can help you.

    Book time

    Archives

    July 2020
    June 2020

    Categories

    All
    Admin
    Customization
    Gmail
    Gmail Calendar
    Sign + CRM Integration
    Zoho Deluge
    Zoho Function
    Zoho Workflow

    RSS Feed

The Edkins Group ©2025  All Rights Reserved | Tampa, Florida  |  813.510.5131
Dripify  |  Business Phone System |  Join the Group | Privacy Policy
  • Knowledge
    • Zoho Masters
    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • WorkDrive Widget