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Zoho Resources and
Case Studies
Case Studies, Zoho Tutorials, and More


Top 10 things to Automate with Zoho Deluge
As a business owner, it can be difficult to manage all the essential tasks that keep your business running. However, with Zoho Deluge,...
Kali Halvorson
Oct 4, 20243 min read


Why you should use Zoho Deluge
Today, businesses are looking for ways to improve their operations and increase efficiency. Automation is a critical part of modern...
Kali Halvorson
Oct 4, 20241 min read


How to Change the From Email in Zoho Deluge
To change the "From" email address in Zoho Deluge: Go to "Settings" in Zoho CRM, then "Channels" and "Organization Emails". Enter the...
Kali Halvorson
Oct 4, 20242 min read


Convert Sales Order to Purchase Orders in Deluge Part 2
In this video, Andrew Simpson of Aether Automation shows how to set up an automation in Deluge that converts sales orders to purchase...
Kali Halvorson
Oct 4, 20242 min read


Convert a Sales Order to a Purchase Order in Zoho CRM
The video explains how to set up an automation in Zoho CRM for drop shipping companies. The speaker, Andrew Simpson, shows how to create...
Kali Halvorson
Oct 4, 20242 min read


How to Make a Round Robin in Zoho CRM
Andrew Simpson of Aether Automation shows how to automatically assign leads to a sales team using Zoho Deluge. He starts by going to the...
Kali Halvorson
Oct 4, 20242 min read


How to: Instant Responses to Email Requests in Zoho CRM
The video describes a method for using Zoho CRM, a customer relationship management software, to automatically send an email to someone...
Kali Halvorson
Oct 4, 20242 min read


How to Save Zoho Sign Files to Zoho Workdrive with Deluge
This video shows how to save a file from Zoho Sign into Zoho Workdrive. The speaker explains how to set up a standalone function that...
Kali Halvorson
Oct 4, 20242 min read


Manage Files in Deluge for Zoho CRM and Zoho Workdrive
The video explains how to automate the structuring of folders in Zoho CRM and Zoho Workdrive using Deluge. The speaker, Andrew Simpson,...
Kali Halvorson
Oct 4, 20242 min read


How to use Invoke URL in Zoho Deluge
In Zoho Deluge, you can use the "Invoke URL" task to make API calls to external systems. To perform an API call, you need to specify the...
Kali Halvorson
Oct 4, 20242 min read


How to Update Multi Select Picklists using Zoho Deluge
The video explains how to programmatically update multi-select picklist values in Zoho CRM using Deluge. The following steps are...
Kali Halvorson
Oct 4, 20242 min read


How to get clean responses from Zoho Deluge
The video demonstrates how to get a clean response from Zoho Deluge CRM functions. The process involves editing the response code to have...
Kali Halvorson
Oct 4, 20242 min read


How to get a Response Code in Zoho Deluge
In this video, Andrew from Aether Automation demonstrates how to get the response code from a third-party API call in Zoho Deluge. They...
Kali Halvorson
Oct 4, 20242 min read


How to Attach Notes using Deluge in Zoho CRM
This video shows you how to attach notes and attachments to records in Zoho CRM using Deluge. Andrew walks you through the process of...
Kali Halvorson
Oct 4, 20242 min read


How to do a CoQL query in Zoho CRM using Deluge
To perform a COQL query in Zoho CRM, follow these steps: Go to the Contacts page in Zoho CRM. Edit the page layout and add a new field,...
Kali Halvorson
Oct 4, 20242 min read


How to Set up the Mass Action Button in Zoho CRM
The video shows how to set up a mass action button in Zoho CRM using Deluge. To create a custom action, go to the settings, then to...
Kali Halvorson
Oct 4, 20242 min read


How to use Special Characters in Zoho CRM Deluge
This video explains how to process special characters in Zoho CRM Deluge. They demonstrate how to replace and find special characters,...
Kali Halvorson
Oct 4, 20242 min read


Update a Multi Select Lookup field with Deluge in Zoho CRM
To update a multi-select lookup field in Zoho CRM using Deluge, you need to create a new function. In this function, you will create a...
Kali Halvorson
Oct 4, 20242 min read


How to Attach Files to CRM Records using Zoho Deluge
In this video, Andrew demonstrates how to attach files to records in Zoho CRM. The speaker calls an endpoint to search for "ether...
Kali Halvorson
Oct 4, 20241 min read


Search with Special Characters in Zoho CRM using Deluge
The video explains how to search for records in Zoho CRM where the name or field being searched for has special characters in it. The...
Kali Halvorson
Oct 4, 20242 min read
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