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


Zoho Creator Find Duplicates
Andrew Simpson of Aether Automation shows how to find and deduplicate duplicate records in Zoho Creator. He demonstrates how to create a...
2 min read


Zoho Creator update record in another form
Zoho Creator allows you to update records in another form by using workflows and deluge scripting. In this video, the speaker explains...
2 min read


How to Set up Zoho CRM for Events
The video is about setting up Zoho CRM for event registrations. The speaker explains how to create a module for conferences and a related...
1 min read


How to Set up Zoho CRM for Classrooms
Zoho CRM can be used to manage classroom structures by creating modules for classrooms and courses. The speaker creates a module for...
2 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...
2 min read


How to Search records with Null value in Zoho CRM
In this video, Andrew explains how to search for records with null values in Zoho CRM. The normal search method does not allow for...
2 min read


How to use Workaround 5+ Lookup fields in Zoho CRM
The video shows how to create a related list in Zoho CRM based on a custom field ID. The goal is to have more than five lookup fields on...
2 min read


How to use more than 5 Lookup fields in Zoho CRM
Andrew from Aether Automation is showing you how to have more than five lookup fields in Zoho CRM. The video explains that it is not...
2 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...
2 min read


Zoho Workflow Rules Not Working?
The video gives steps to troubleshoot when Zoho Workflow rules are not working. They suggest checking if the rule is active, if there are...
2 min read


Zoho Workflow Automation Loops Tutorial
The video is about creating a feedback loop in Zoho CRM's workflow automation to handle large data sets that need to be updated...
2 min read


How to Link Deals to Products in Zoho CRM
Zoho CRM does not have a built-in linking module to link deals to products. To link them, one must use the API and update a record that...
2 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...
2 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...
2 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...
2 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,...
2 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...
2 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,...
2 min read


How to Add Hyperlinks to Custom Related Lists in Zoho CRM
The video describes how to create a custom related list in Zoho CRM that can be clicked to open another module or record type. The video...
2 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...
2 min read
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