See also:
- Integration tasks for Functions using the Version 2.0 of APIs.
- Deluge Script - Reference Guide.
- Connections - Connect your Zoho CRM with any third-party application by invoking their APIs in a function.
Functions - An Overview
Functions
in Zoho CRM follows the Serverless Computing architecture. It is a
cloud computing execution model in which the cloud provider dynamically
manages the allocation of machine resources. Zoho CRM provides options
for the customer to write their own functions using Deluge script
and run their code ( proprietary within Zoho CRM ) without worrying
about deploying their code in servers. Although it is called
"Serverless", the server management is automatically taken care of such
that users and customers will not notice.
Zoho
CRM Functions help you to update the data in related CRM modules or
third-party applications by executing simple program scripts. Set up
Functions such that when it matches the certain criteria, the CRM
automatically triggers the function and updates the CRM records. With
functions, you can program scripts using Deluge Script (powered by Zoho
Creator), associate them to workflow rules, custom buttons, related
lists, schedules and more.
Availability
Profile Permission Required:
Admins and Users with "Modules Customization" and "Manage Workflow" permission can access this feature.
- Roll
up amount from each deal (status is closed won) to Total Revenue
(custom field) to the related Account. If customer makes 10 payments,
you can view the total revenue from Account page, instead of creating a
report. Based on the total revenue generated from customer, you can
grade them type A, type B, type C customers.
- Create a
project in Zoho Projects or any 3rd-party project management application
when the deal is won and closed in CRM. Also, view the project link
under an Account or Deal record to monitor the progress of the project.
- Automatically update the address information of contacts based on the mailing address of the parent account.
- When
the deal status is "closed won", push the deal, related contact and
account details to Zoho Books or any 3rd-party accounting software. Once
status of the invoice is changed to "paid" in accounting software,
instantly update the Deal's record in CRM.
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