Blog, page 2
Practical guides from 15+ years of building custom software, integrations, and CRM, including the Zoho platform we implement for clients. Written by John Pia.
- Zoho CRM Zoho CRM Client Script: 6 Practical Examples Six Zoho CRM Client Script examples, most from client builds: auto-naming deals, filling fields from lookups, blocking bad saves, confirmations, and subforms.
- Deluge Zoho CRM COQL: SQL-Style Queries From Deluge How to run Zoho CRM COQL queries from Deluge: syntax, lookup joins, aggregates, date ranges, paging, and the limits that decide when to use Bulk Read.
- Deluge Zoho CRM Custom Functions: 7 Patterns We Use Where Zoho CRM custom functions run, their time limits, and seven Deluge patterns from production: buttons, related lists, standalone functions, and testing.
- Deluge Zoho CRM Functions as a REST API: Catch Webhooks Turn a Zoho CRM function into a webhook endpoint: API key or OAuth, reading crmAPIRequest, returning crmAPIResponse, routing events, and catching callbacks.
- Zoho CRM Zoho CRM Widgets: Custom Tools Built Into CRM What Zoho CRM widgets are, where they can live, how to build one with the Zoho CLI and JS SDK, and two real widgets we built for a sales team.
- Zoho CRM Zoho CRM Workflow Examples: 8 Rules Worth Copying Eight Zoho CRM workflow rule examples with the exact trigger, conditions, and actions: lead follow-up, stale deals, routing, score alerts, webhooks, and more.
- Deluge Zoho Deluge invokeUrl: Call Any API From Zoho How to use invokeUrl in Zoho Deluge: syntax, connections, JSON bodies, detailed responses, error handling, pagination, and the limits worth knowing.
- Deluge 5 Zoho Deluge Tips and Tricks From a Real Build Five Deluge techniques from a Zoho Creator app we built: a loop without while, Analytics as a CSV parser, provider waterfalls, token refresh, and dedupe.
- Deluge Zoho Deluge try catch and Logging, Done Properly Deluge try/catch and logging from production: what catch misses, throw, alert emails and Cliq posts, step-by-step trails, and an Integration Log module.
- Automation and AI Zoho MCP: Connect Claude and ChatGPT to Zoho What Zoho MCP is, how to set up a server, connect Claude, ChatGPT, or Cursor, and keep it secure. With the setup we run on our own Zoho account.
- Automation and AI Zoho CRM ChatGPT Integration: 4 Ways to Connect AI Four ways to connect ChatGPT and other AI models to Zoho CRM: Zia's built-in options, Zoho Flow, a Deluge function, and Zoho MCP. What each one is good for.
- Zoho CRM Zoho CRM Blueprint Examples: 5 Processes We Build Five Zoho CRM Blueprint examples from real builds: lead follow-up, a gated deal pipeline, discount sign-off, a sold-job handoff, and support SLAs.