Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build up a SQL query, or more specifically, a COQL - CRM Object Query Language Try using distinct on a...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 to get a working example; I can then reduce the scopes permissions afterwards when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 their web-browser displaying a plain output message. How? So there are 2 caveats to this solution: 1 is that you will need ZohoCRM. I've tried using the "Incoming Webhooks" feature of ZohoBooks but realised the word "Incoming" is the operative word as...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" + p_SalesOrderID type :GET connection:"zcrm" ]; l_SoDetails =...

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

Zoho CRM: APIv2 using PHP & cURLhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-apiv2-using-php-curl.html

30 January 2019 This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from...

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

Zoho Deluge - Compare time and currenttime with timezonehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-compare-time-and-currenttime-with-timezone.html

13 January 2020 This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 { // loop through subform for each row in r_CreatorQuoteDetails.Attachments { // // attach to ZohoCRM r_AttachCRM = zoho.crm.attachFile(v_CrmSoModule,v_CrmSoID,row.Upload_File); // // attach to ZohoBooks (for EU portal) v_CreatorDownloadBase =...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 lies the reason. For the quote conversion mapping, it needs the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 the name of this form (the form link name, eg. "eBay_Webhook_Payloads") Setup a CRM function to receive data Login to your ZohoCRM > Setup > Developer Space > Functions Click on "New Function" Give it a function name, I'm calling mine...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 {"code":"SUCCESS","details":{},"message":"photo uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho Deluge: invokeURL task for API calls

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 a file to base 64 format Shopify API Developer: Create a new Product Image Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments) Joellipman.com: Zoho Deluge: Get Image Uploaded in Creator Form...

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

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code":...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 API which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls -...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 and have this available to their Zoho apps. My aim(s) are: Setup recurring FTP connection. Make data readily available to ZohoCRM. How? Well, let's setup the FTP connection first in Zoho Analytics: Login to Zoho Analytics Click on "Data Sources" in the...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory > Select the template with this issue Click on the "Edit HTML" icon in the...

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