One Zoho CRM Custom Function That Will Give You The Holly Grail

11.07.15 05:44 PM - By CreatorScripts

C-level executives and managers are the first to understand the value that comes with a buttoned up workflow. Custom Functions in Zoho CRM can help with the integration of Modules. They make your workflow more robust and simpler, but they can also be a little overwhelming to put together sometimes.

Managers need to seek and add Custom Functions that matter. This custom function will help you to map Contacts under a Zoho CRM Campaign with no export/import process to follow.

If the Holly Grail of Email Marketing is delivering emails to the right contact at the right time and then be able to track the results back. Automate the process of sending Contacts to Campaigns and simplify your Campaign tracking results.

Custom Function

ContactId=input.cid.toLong();

rec = zoho.crm.getRecordById("Contacts",ContactId);

paramsmap=map();
paramsmap.put("authtoken","yourauthotokenidgoeshere");
paramsmap.put("scope","crmapi");
paramsmap.put("id",ContactId);
paramsmap.put("relatedModule","Campaigns");associate="<Campaigns><row no = \"1\"><FL val =\"CAMPAIGNID\" >" + CAMPAIGNID + "</FL></row></Campaigns>";
paramsmap.put("xmlData",associate);
url = postUrl("https://crm.zoho.com/crm/private/xml/Contacts/updateRelatedRecords",paramsmap);

Need Help

Custom functions can be a little overwhelming to put together sometimes. Please, do not hesitate to contact us. You can also schedule a free 15 min discovery call to review your workflow and make sure custom functions are needed.

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What do you use Zoho CRM for?

Zoho CRM is used to manage customer relationships, track sales, and streamline business processes. It helps businesses automate and streamline their sales, marketing, customer support, and inventory management processes.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

Who is Zoho CRM best for?

Zoho CRM is best for small to medium-sized businesses looking for a cost-effective and customizable CRM solution. It's also suitable for businesses in a variety of industries, including sales, marketing, customer support, and inventory management.

What are the disadvantages of Zoho CRM?

Some of the disadvantages of Zoho CRM include limited scalability for larger enterprises, limited integration options with other business tools, and a learning curve for some users.

What are the 3 types of CRM?

The 3 types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating and streamlining business processes, analytical CRM provides insights into customer behavior and preferences, and collaborative CRM facilitates communication and collaboration between teams and customers.

Is Zoho using SAP?

No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

Is Zoho completely free?

No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

Does Zoho use SQL?

Yes, Zoho uses SQL (Structured Query Language) to store and manage its data in the database. SQL is a standard language for managing and manipulating relational databases.