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Zoho Zoho CRM

Zoho CRM Integration with CF7 – Pro Plugin

Zoho CRM Integration with CF7 – Pro Plugin This Plugin supports Zoho CRM Integration and is used to integrate Contact Form 7 on WordPress website with Zoho CRM. It supports in-built modules, custom modules, custom fields and File upload fields as well. You can implement synchronization of unlimited forms with one single license. The plugin […]

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API v2 Uncategorized Zoho Creator Zoho CRM

Why To Replace Authtokens with OAuth

Digital security is one of the primary concerns while operating in the Digital World.  OAuth 2.0 is the industry standard protocol for authenticating user data.  It is a highly secured & open data sharing standard that offers full-suite protection to every app.  It provides access to the user data by offering access to the user’s […]

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Zoho Zoho Creator

Zoho Creator Build Application

Zoho creator is a low-code platform for building cloud-based custom apps. The apps built using Zoho Creator can be accessed from smartphones, tablets, and any web browser. This guide will help you get started with building custom apps using Zoho Creator. Steps to create a new app: Log in to https://creator.zoho.com. You will be taken to your […]

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Zoho Zoho CRM

Zoho CRM

CRM: CRM stands for Customer Relationship Management. It is an approach to building and sustaining long term business with customers. CRM basically focused on: Existing customer Potential customer (Future customer) Existing customer: Existing customers are those customers who has purchased goods or services from a particular organisation. Potential customer: Potential customers are those customers which […]

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API v2 Zoho Zoho Creator

Zoho just upgraded it’s Creator API

Zoho Creator API: API is the Application Programming Interface. API is the set of Programming protocols and tools that specify how your CRM, Creator can interact with another software program. Click on the below link. Steps to create OAuth Authentication : Register Client: Register your application with Zoho to receive your client Credentials, which we […]

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Zoho Zoho CRM

How to Create Conditional Layout

The conditional layout plays a vital role in Zoho CRM. It manages dependency between fields in layouts You can have a look here. For Instance: In The Lead information the particulars required for Interviewers may have a different dependency on the interview type- Pre-interview form or a Post-interview form. If you will Choose the Pre-interview […]

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Zoho Zoho CRM

Zoho CRM Leads Module Introduction

Leads Module: In Zoho CRM all data of any organisation is added into leads module. Data may be of online mode, offline mode or from any third integrated party with zoho crm. In zoho CRM user can change view like tabular view or kanban view. In leads module there are two ways to add data: […]

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Zoho Zoho Creator

Working with popups in Zoho Creator

We can Open New Form or report by three different Ways: New Window Same Window Pop-Up Open another Form as a Pop-Up:  We Can Create Pop-up Dialogue in Various Ways in Zoho Creator. for Instance either Click on Button which is a custom button in the report or function like OpenUrl(“<url>”, “same window”) The Benefit […]