What are Functions in CRM?
Functions in Zoho CRM follow a serverless computing model, where the platform manages all underlying infrastructure, allowing users to focus solely on writing and executing code. Using Deluge, Zoho’s proprietary scripting language, you can create custom functions that run within CRM without handling deployment or servers. These functions help automate tasks such as updating records or integrating with third-party applications, and can be triggered based on specific criteria through workflow rules, custom buttons, related lists, schedules, and more—enabling flexible and efficient customization of CRM processes.
About this series
This is a four-part series aimed at helping admins to use Zoho CRM to its full potential. Register once and gain access to all sessions in this series. This series breaks down the myth that Functions are complex. The ability to write Functions lets you come up with fantastic solutions to meet simple to most complex of business needs. It empowers you by equipping with a skill that helps build a great career.
Agenda
Getting started
What is Functions101?
Scope of Functions
Examples
Deluge Part 1 with some DIYs
Learning with examples
- Deluge Part 2 and DIYs
- Examples
Components of a function in Zoho CRM
- API names and how they work
- Create and manipulate data within a single module in Zoho CRM
- Connect two different modules
Connecting two modules in Zoho CRM and creating a relationship between them
- Get related records from another module
- Update related records in another module
- Using API Doc (as of Sept '19)
- Leveraging the functions library on Zoho community as well as the built-in gallery functions within Zoho CRM
Recordings
Speakers
CRM Product Expert
CRM Product Expert