Zoho Analytics: Sync with Unleashed over API
Thought I'd write an article to help me the next time I needed to connect the Unleashed inventory software API directly to Zoho Analytics and pull in the product catalogue.
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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization.
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Zoho CRM: Update Opportunity Type as New or Existing Business
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
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Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
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ZohoCRM & Xero: Function to pull most recent quotes
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
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ZohoCRM & Xero: Function to pull most recent invoices
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
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Zoho CRM Client Script: Map Quote to Invoice
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
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Zoho Survey: Zoho CRM Webhook
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.
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Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
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