Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead. How? It sounds straightforward: schedule a call using the GUI then write a...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 set to run every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes:...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 Click on "Save" Click on "Install App" button in the top right Confirm by clicking on "Install" button in the popup You will be shown your Admin API access token > Store this in the Access Token field of your Creator form. If your app needs the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 and then click on "Deploy" All done? Now Test! Login/Reload ZohoCRM Click on "Ask Zia" Type the "Ask ChatGPT" and it should popup with...things you can ask me... with one being "Ask ChatGPT" Click on it and then ask away:... Keeping a Conversation So...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 to the deal record and scroll to bottom where you can see an "Edit" button for this canvas. The edit mode of the canvas will popup in a new tab. Right-click on the tab you want to hide and click on "Add Element ID" (or "Change Element ID" if already...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 which pops up as a message box to the sales person; but all on one line and not that readable. Using a JS Widget, we can popup a window over the Zoho CRM which displays a more clear HTML & CSS styled message box. How? There are links to how to create a...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Display a thumbnail of a Google Drive videohttps://www.joellipman.com/articles/google/display-a-thumbnail-of-a-google-drive-video.html

13 November 2018 display a link such as: https://drive.google.com/open?id=, where is the file ID. If not the "Share with Others" dialog will popup and the file ID will be in the link: https://drive.google.com/file/d//view?usp=sharing, where is the file ID.

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB