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Zoho Resources and
Case Studies
Case Studies, Zoho Tutorials, and More
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...
1 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...
2 min read
How to Create a Task in Zoho CRM through Zoho Forms
The video is about connecting a Zoho Form to Zoho CRM so that when someone submits a form, the information is saved in Zoho CRM as a new...
2 min read
How to Update a Custom Field in Zoho Inventory through API
The video discusses the connection between Zoho Books and Zoho Inventory and how to work with composite items in Zoho Books. Composite...
2 min read
How to use Composite items in Zoho Books
The video discusses the integration between Zoho Books and Zoho Inventory, and how composite items can be tracked in Zoho Inventory....
2 min read
Can Zoho Send Text Messages
While there is no built in capability with in CRM to send SMS messages, there are plenty of Applications that you can install as add on...
1 min read
How to Send Webhook Data into Zoho CRM
To send webhook data into Zoho CRM, you need to create a Deluge script in Zoho CRM that can handle the incoming API call. You will use...
2 min read
Deluge tip for new Coders
Andrew at Aether Automation is discussing an issue with Zoho Deluge webhooks and the formatting of JSON data. The default behavior of...
1 min read
How to make Custom Related list in Zoho CRM
Zoho CRM is a Customer Relationship Management tool. To create a custom related list in Zoho CRM to show the products a specific account...
2 min read
How to Send Email templates in Zoho Deluge
The video explains how to send an email from Zoho Deluge based on the email templates in Zoho CRM. The first step is to build a...
2 min read
Integrating Zoho with Your Wordpress Website
Zoho with Wordpress Lead intake SalesIQ Lead Scoring Lead intake This is the easiest and fastest way to integrate Zoho with Wordpress....
2 min read
Zoho with Quickbooks
This article will discuss integrating QuickBooks online with Zoho CRM, Inventory, and People. QuickBooks online can be integrated with a...
3 min read
Can Zoho integrate with Quickbooks
How can Zoho Integrate with Quickbooks ? There are a few ways of integrating these two softwares. Depending on how complex your business...
2 min read
Lead Approval System
Background Our client, an Affiliate Marketing Network in Los Angeles spends hours reviewing leads from its website and sending out...
2 min read
Case Study: Zoho Payroll Portal
Background Our client was a small courier company with a fleet of drivers who ship parcels around the city. The drivers are paid every...
1 min read
Automating Proposals and Contracts
Background Whenever our client sent out a proposal, their customer would accept it via email. However, this occasionally resulted in lost...
2 min read
Tracking Inventory with Zoho One
Background Our client, a small family-owned manufacturer, sold their products online. The company needed an easy way to track and monitor...
1 min read
Converting Leads to Customers
Background Whenever our client received a lead, they would send that lead an email with a link to a form to fill out. However, this...
2 min read
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