ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 p_LeadID) Label: Fn - Leads - Follow Up Non Converted Lead Trigger: Triggered 24 hours after a lead is created. Purpose: Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 () Label: Check DataSources Sync to ZohoAnalytics Trigger: Scheduled daily at 1am starting from tomorrow (3-Jul-2024) Purpose: To warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created:...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder...

• 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 Function: string standalone.fn_Products_RemoveDuplicates() Label: fn - Products - Remove Duplicates Trigger: Standalone Purpose: Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) -...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 crmAPIRequest) Trigger: Function executed when a webhook from eBay is sent to ZohoCRM (Market Deletion Webhook) Purpose: eBay Marketplace Account Deletion/Closure Notifications Workflow Inputs: String crmAPIRequest (Webhook) Outputs: JSON String...

• 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 crmAPIRequest) Label: Fn - Accounts - Get Credit Safe Details Trigger: On-Demand / Widget Purpose: Given an account ID returns the credit safe details from CreditSafe Connect API. This function is used by a JS Widget. Inputs: string crmAPIRequest...

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