The Kaizen Series is a dedicated initiative aimed at addressing common challenges and frequently asked questions from the Zoho CRM developer community. The term Kaizen, which translates to continuous improvement, encapsulates the series' mission to provide valuable insights and best practices across various developer-centric topics, including API, Client Script, Functions, SDK, Widgets, Queries, etc. Each blog post is crafted to enhance understanding and facilitate productive discussions among developers.
Here is a complete list of all blogs published in the Kaizen Series over the years.
| Sl. No. | Topic | Description | Category | Year |
|---|---|---|---|---|
| 1 | Zoho CRM Queries - Best Practices | This Kaizen highlights some of the field-tested best practices to make your queries smarter and your CRM UI smoother. | Queries | 2025 |
| 2 | Frequently Asked Questions (FAQs) on Bulk Read API and Bulk Write API | See more frequently asked questions on Bulk Read API and Bulk Write API. | API | 2025 |
| 3 | Trigger Client Script via Custom buttons | Learn how to trigger Client Script when a Custom Button is clicked. | Client Script | 2025 |
| 4 | Creating different fields in Zoho CRM through API | Create different field types in Zoho CRM through Create Custom Fields API. | API | 2025 |
| 5 | Implementing Custom Token Persistence in Python SDK | Learn how to implement custom token persistence in Zoho CRM's Python SDK by extending the TokenStore interface. This article covers detailed examples using SQLite, In-memory and list based persistence. | SDK | 2025 |
| 6 | Implementing Login with Zoho using Python SDK | Learn how to implement secure OAuth-based authentication using Login with Zoho and integrate it with Zoho CRM using our Python SDK. | SDK | 2025 |
| 7 | Queries in Custom Related Lists | Enhance your custom related lists with data fetched by Queries in Zoho CRM. Fetch information from CRM and other services, and display contextual data alongside CRM records using Queries. | Queries | 2025 |
| 8 | Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs | See how the Multi-Module Lookup (MML) works in Zoho CRM and how to manipulate it using Zoho CRM APIs. | API | 2025 |
| 9 | Building a Timer and Worklog Widget (Part 2) | Learn how to auto sync data from a module to subform using workflow rule and functions in Zoho CRM. | Widgets | 2025 |
| 10 | Building a Timer and Worklog Widget (Part 1) | Learn how to build a Timer and Worklog Widget to track active work time and log multitasking sessions. | Widgets | 2025 |
| 11 | Client Script Support for Subforms | See how to prevent row deletion, cloning, and addition, and make fields read-only in subforms. | Client Script | 2025 |
| 12 | Subqueries in COQL API | Learn how to use Subqueries in Zoho CRM's COQL API to filter records dynamically across modules, reduce API calls, and improve performance. Learn use cases, limitations, and how to combine Subqueries with JOINs for advanced CRM querying. | API | 2025 |
| 13 | Using Widgets in ZET CLI and ZDK CLI | In this video Kaizen post, we explore the usage of widgets in ZET CLI and ZDK CLI in Zoho CRM. | Other Developer Tools | 2025 |
| 14 | COQL API's Enhancements in Zoho CRM API Version 7 | This post details the COQL API's enhancements in Zoho CRM API version 7. | API | 2025 |
| 15 | Queries in Canvas List View | Combine the power of Queries in Zoho CRM and Canvas to fetch data dynamically from an external service and display it in Canvas List View. | Queries | 2025 |
| 16 | Mandating Subform Data for Blueprint Tranisitions using Widget | Explore how to enforce custom subform data from a different module for a blueprint transition. | Widgets | 2025 |
| 17 | Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms | The post describes in detail how to transfer data from Zoho Sheets to Zoho CRM, leveraging Client Script and Functions. | Client Script | 2025 |
| 18 | Choosing between ZDK CLI and Web UI : When to Use Each | Discover when to use ZDK CLI vs. Zoho CRM UI for CRM customization. Learn the best practices while using ZDK CLI. | Other Developer Tools | 2025 |
| 19 | Filters & Criteria in Zoho CRM APIs | Learn in detail about Criteria and Filter support in Zoho CRM APIs, how to construct them, and explore the various comparators supported for different field types. | API | 2025 |
| 20 | Duplicate Check Preferences API vs. Upsert API | This post explains the Duplicate Check Preferences API, the Upsert API, and their differences, along with real-time scenario. | API | 2025 |
| 21 | Optimizing the Use of Record ID Variables in Zoho CRM Queries | Learn how you can optimize your queries in different ways using record ID as a variable. | Queries | 2025 |
| 22 | Leverage Settings Widget for Zoho CRM Extensions | This post is about how to configure a Settings Widget for your Zoho CRM extension to enable key configurations and enhance user experience. | Widgets | 2025 |
| 23 | Client Script Commands | Learn how to trigger Client Scripts anywhere within Zoho CRM, extending the scope of Client Script beyond standard pages and events. | Client Script | 2025 |
| 24 | A Comparison of Zoho CRM REST APIs and GraphQL APIs | This post provides an in-depth comparison of Zoho CRM's REST and GraphQL APIs, highlighting their architectures, strengths, use cases, and technical nuances. It offers practical scenarios to illustrate when to use each API, emphasizing REST's simplicity for straightforward tasks and GraphQL's efficiency for complex queries requiring precise data control. | API | 2025 |
| 25 | Leveraging the 'crmAPIResponse' Object in Queries | This post discusses how you can use the 'crmAPIResponse' object in a standalone function and use that REST API-enabled function as a Source in Queries. | Queries | 2025 |
| 26 | Frequently Asked Questions on COQL API | Check out the frequently asked questions on the Zoho CRM COQL API in the Zoho Community Forum with answers. | API | 2025 |
| 27 | Frequently Asked Questions (FAQs) on Notification APIs | This post covers most frequently asked questions on Zoho CRM Notification APIs in the Zoho Community Forum along with their respective answers. | API | 2024 |
| 28 | Serialization and Schema Management in Queries | Know about serialization in Zoho CRM Queries and how it affects the Schema. | Queries | 2024 |
| 29 | Incremental Authorization | Learn how to append your refresh token with additional scopes using Incremental Authorization method. | API | 2024 |
| 30 | Configuration and Initialization of Zoho CRM Python SDK (V7) for different client types | The post discusses the configuration and initialization of Zoho CRM Python SDK for different client types. We have covered in detail the initialization process for Self-Clients and Server-Based Clients. | SDK | 2024 |
| 31 | Handling Query Variables in Zoho CRM | Handle variables in Zoho CRM Queries and associate it in Kiosk to dynamically retrieve data. | Queries | 2024 |
| 32 | How to call Zoho CRM APIs using Client Script | Learn how to call Zoho CRM APIs using Client Script | Client Script | 2024 |
| 33 | Client Credentials | Learn about Client Credentials Flow and when it can be used. | API | 2024 |
| 34 | Extension Widgets in Zoho CRM | Learn about the significance, types, and practical uses of Extension Widgets in Zoho CRM. | Widgets | 2024 |
| 35 | Add Tags and Open Pre-filled Email Drafts via Client Scripts | Explore how to add tags and open pre-filled email drafts via client scripts. | Client Script | 2024 |
| 36 | Global Sets using Zoho CRM APIs | Learn how to use the Global Sets using Zoho CRM APIs. | API | 2024 |
| 37 | Automating ZDK CLI commands using shell scripting | The post discusses a shell script designed to automate the process of pushing locally modified metadata to our CRM environment | Other Developer Tools | 2024 |
| 38 | Configuring Telephony Extension Widget in Zoho CRM | Learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. | Widgets | 2024 |
| 39 | How to effectively handle API calls to optimize API credits? | Learn about a few strategies that can help you save up on API credits while still maintaining efficient operations. | API | 2024 |
| 40 | Flyouts in Client Script | Know what are Flyouts in Client Script and how to use them | Client Script | 2024 |
| 41 | Enhancing Mass Communication in Zoho CRM with a Custom Button Widget | Learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. | Widgets | 2024 |
| 42 | Frequently Asked Questions on Subforms | See the most commonly asked questions on subform in the Zoho Developer Forum Community. | General | 2024 |
| 43 | Dynamically Update Picklist Values in Zoho CRM Workflows | Learn how to update picklist options using the PATCH Fields API within a Deluge function in a workflow. | API | 2024 |
| 44 | Interpreting Zoho CRM GraphQL schema | Learn how to interpret Zoho CRM GraphQL schema using Postman's schema explorer | API | 2024 |
| 45 | Client Script Support for the new Canvas Record Forms | Learn how to unlock new customizations in Zoho CRM using Client Script Support for Canvas Record Forms | Client Script | 2024 |
| 46 | Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs | Learn how Zoho Partners can share and reuse CRM components, such as dashboard widgets, between different Zoho CRM organizations using ZDK CLI and GitHub. | Other Developer Tools | 2024 |
| 47 | Track and Monitor Activities in Zoho CRM using the Export Audit Log API | Learn how the Export Audit Log helps you track activities across all modules in your Zoho CRM. | API | 2024 |
| 48 | Using GraphQL APIs to fetch data in a consolidated way | Learn how to use GraphQL APIs to fetch data across different modules from Zoho CRM in a single API call, for providing a unified view in a third-party application. | API | 2024 |
| 49 | trigger' in Records APIs | Learn how you can use the 'trigger' key in Zoho CRM's Records APIs to trigger workflows, blueprints, approvals etc. | API | 2024 |
| 50 | Frequently Asked Questions on Zoho CRM Widgets | Check out these common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. | Widget | 2024 |
| 51 | Assigning values to different field types using Zoho CRM SDKs - Part IV | In the last part of our multi-part series on field management using Zoho CRM SDKs, learn about how to to manage different CRM field types using our NodeJS, Ruby, Scala, TypeScript, C#, and JavaScript SDKs. | SDK | 2024 |
| 52 | Assigning values to different field types using Zoho CRM SDKs - Part III | In this part III of the field management series, we have explained in detail how to assign values to different field types in Zoho CRM using our Python SDK. | SDK | 2024 |
| 53 | Assigning values to different field types using Zoho CRM SDKs - Part II | Read the continuation of previous week's post on assigning values to different Zoho CRM field types using our Zoho CRM SDKs in this post. We have covered PHP SDK in this post. | SDK | 2024 |
| 54 | Assigning values to different field types using Zoho CRM SDKs - Part I | The post outlines the different field types in Zoho CRM, and explains how to assign values to these different field types using our SDKs. For the Part I, we have covered JAVA SDK. | SDK | 2024 |
| 55 | How to Navigate to Another Page in Zoho CRM using Client Script | Learn how to navigate to another page using Client Script and pass data from one Script to the other. | Client Script | 2024 |
| 56 | Zoho CRM's API Collection in Postman | Learn about using our boilerplate requests in the Zoho CRM Developer Workspace in Postman, and make API calls, effortlessly. | API | 2024 |
| 57 | Integrating Blog feed scraping service into Zoho CRM Dashboard | Learn how to create a dashboard widget that displays the most recent blog post of your preferred products/services. | Widgets | 2024 |
| 58 | Using Functions in Client Script and Handling Timeouts | Lean how to invoke Functions in Client Script and how to handle Timeouts | Client Script | 2024 |
| 59 | How are Widgets are useful on the setup page? | Learn how Widgets are useful in Zoho CRM settings. | Widgets | 2024 |
| 60 | Lead Conversion using Zoho CRM APIs | Learn in detail about Lead conversion, and how to perform this using Zoho CRM APIs. | API | 2024 |
| 61 | Zoho CRM Widgets using ReactJS | Explore how to use ReactJS and other client-side frameworks for Zoho CRM widgets. | Widgets | 2024 |
| 62 | Third Party Integration using Client Script | Learn how to populate value in a field based on the response from third party API | Client Script | 2024 |
| 63 | Manipulating Rich Text Field (RTF) using Zoho CRM APIs | Learn how to create a Rich Text Field (RTF), how to add and update values to RTF, and understand RTF's behaviour in COQL and Bulk APIs. | API | 2024 |
| 64 | Deciding on the type of applications: Self-client or Server-based? | This post explains consists of video explanations and code samples to help you decide between Self-client and Server-based. | API | 2024 |
| 65 | Manipulating Subforms from third-party Application using Functions | Learn how to work with subforms and external fields in a module through CRM functions. | Functions | 2024 |
| 66 | Bulk Write for parent-child records using Scala SDK | The post explains in detail about how to import bulk write for parent-child records in a single API call, and how to do that using Scala SDK. Learn how to create the CSV file and prepare the input JSON for parent records and related records like multiselect lookup fields, multiuser lookup fields, subform data and line items. | SDK | 2024 |
| 67 | Zoho CRM Scala SDK (V6) - Configuration and Initialization | Learn how to configure and initialize the Zoho CRM Scala SDK, and begin making authenticated API calls using a self-client. | SDK | 2024 |
| 68 | Client Script Support for Blueprints | Learn how to use Client Script to get non-mandatory pop-up. | Client Script | 2024 |
| 69 | Circuits in Zoho CRM - Part 3 | Learn how to associate a circuit with a button and a blueprint. This post also discusses the output of each Zoho CRM functional state in a circuit. | Other Developer Tools | 2024 |
| 70 | Circuits in Zoho CRM - Part 2 | Learn more about Circuits in Zoho CRM in this post where we discuss an exciting use case, test the circuit, and associate it with a workflow. | Other Developer Tools | 2024 |
| 71 | Circuits in Zoho CRM - Part 1 | Learn the power of Circuits in Zoho CRM and orchestrate Functions in CRM to automate complex business processes, easily. | Other Developer Tools | 2024 |
| 72 | Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs | Learn how the multi-select lookup works in Zoho CRM and how to manipulate it using Zoho CRM APIs. | API | 2024 |
| 73 | Manipulating Subform using Zoho CRM APIs | Learn how the subform works in Zoho CRM and how to manipulate it using Zoho CRM APIs. | API | 2024 |
| 74 | Data Synchronization from a third party application | Learn how to synchronize data from third-party application to Zoho CRM using Bulk Write API and Insert/Upsert Records API. | API | 2024 |
| 75 | Data Synchronization using Bulk Read and Notification APIs | Learn how to synchronize data from Zoho CRM with a third-party application with the steps involved in it, and troubleshooting, using Bulk Read API and Notification API. | API | 2024 |
| 76 | Customize List Views using Client Script | Learn how to customize visiblity of list views | Client Script | 2024 |
| 77 | A Guide to API Calls in Zoho CRM Sandboxes | Learn about the different environments in Zoho CRM. This post discusses in detail about how to make API calls to your Sandbox environment orgs, and also covers frequently asked questions on this topic. | API | 2024 |
| 78 | Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions | Learn how to retrieve the related records of a deleted record using Zoho CRM API V6 and explore how the workflow triggers a deluge function to update to update a field's value in the related records associated with the deleted parent record. | Functions | 2024 |
| 79 | Mass Delete Records Across Modules (Part II) | Learn how to mass delete records across different modules in a single click using loops in Deluge script. | Functions | 2023 |
| 80 | Mass Delete Records Across Modules (Part I) | Learn how to configure Mass Delete action for records across different modules in your ZOHO CRM organization. | Functions | 2023 |
| 81 | Client types in Zoho Developer Console | Learn about the various client types in Zoho Developer Console and when to use each. | General | 2023 |
| 82 | Customize Buttons using Client Script | Learn how to customize standard and custom buttons using Client Script. | Client Script | 2023 |
| 83 | Geocoding Leads' Addresses in ZOHO CRM | Learn how to create a Related List Widget map in Zoho CRM's Lead detail page with lead location display, directions from the current user's location, and showcasing other leads in the same street or city as the current lead. | Widgets | 2023 |
| 84 | Signals in Zoho CRM - Part 2 | Learn more about raising signals in Zoho CRM through Zoho Flow when events occur in another application. | Other Developer Tools | 2023 |
| 85 | Signals in Zoho CRM | Learn more about raising signals in Zoho CRM when events occur in another application. | Other Developer Tools | 2023 |
| 86 | Set default values based on Page Layouts using Client Script | Learn how to set default values for fields based on layouts. | Client Script | 2023 |
| 87 | Record Locking APIs in Zoho CRM | Learn about record locking through APIs in Zoho CRM. | API | 2023 |
| 88 | Record Locking Configuration APIs in Zoho CRM | Learn about configuring record locking through APIs in supported modules in Zoho CRM. | API | 2023 |
| 89 | Integrating Third Party Application with Zoho CRM using Java SDK | Learn how to authorize your Zoho CRM account with third-party access and retrieve your data from your Zoho CRM. | SDK | 2023 |
| 90 | Field Trackers in Zoho CRM | Learn about the field trackers for picklists, Appointments Rescheduled History and Deal Stage in Zoho CRM. | API | 2023 |
| 91 | Functions and invoke URLs - Part 2 | This post discusses invoke URLs in functions, how they are different from integration tasks, and how authentication works for them. | Functions | 2023 |
| 92 | Functions, Integration Tasks, and API Credits - Part 1 | In this first post in a two part series, we discuss about functions, integration tasks, how they are authorized, and the credits they consume. | Functions | 2023 |
| 93 | Bulk Write API using PHP SDK (v5) - Part II | This article explain in detail about Bulk Write API, and how to import lookup fields, lookup fields, user lookup fields, subform data and multiselect lookup fields using Bulk Write API, and implement the same using our PHP SDK. | SDK | 2023 |
| 94 | Bulk Write API using PHP SDK (v5) - Part I | Learn about Bulk Write API in detail, and how to implement the same using PHP SDK. | SDK | 2023 |
| 95 | Special Q&A Continued | We have answered more of your questions in this Kaizen post. | General | 2023 |
| 96 | Special Q&A Continued | More of our reader's questions answered in our #101th post. | General | 2023 |
| 97 | A Special Q & A for Our 100th Post | We have answered few of the questions our readers wanted answers for, in our #100th post. | General | 2023 |
| 98 | Render Widgets Using Client Script | Learn how you can render Widgets using Client Script in Zoho CRM. | Client Script | 2023 |
| 99 | Query API using v5 PHP SDK | Learn in detail about Query APIs, the supported operators for different datatypes, and how to query for data using PHP SDK (v5) | SDK | 2023 |
| 100 | Email APIs | Explore the power of Zoho CRM APIs for email management. | API | 2023 |
| 101 | Automatic Mail-Merge Document Creation Using Zoho CRM APIs | Learn how to use mail merge APIs released in Zoho CRM API version 5 to automate document generation | Other Developer Tools | 2023 |
| 102 | How is a widget used in a blueprint? | This post delves in detail about usage of widgets in Zoho CRM blueprints | Widgets | 2023 |
| 103 | PHP SDK V4 - Configuration and Initialization | Learn to configure and initialize Zoho CRM PHP SDK v4 and v5 for seamless integration. | SDK | 2023 |
| 104 | Credit Calculation and Concurrency in Zoho CRM APIs | This post explains in details how credit calculation, concurrency and subconcurrency are implented in zoho crm | API | 2023 |
| 105 | Bulk Read in PHP SDK | This post delves into the utilization of bulk read APIs and provides insights into structuring the criteria format for various field data types in PHP SDK, specifically based on v4 APIs. | SDK | 2023 |
| 106 | Dynamic Lookup Filters in Client Script | This post delves into the implementation process of lookup filters using Client Script. Read more to explore the steps involved in incorporating these filters. | Client Script | 2023 |
| 107 | CRM Variables and APIs | This post covers various aspects related to CRM Variables and variable groups. It explains their definition, creation, updating, and deletion using both the API and the UI. Additionally, a simple example in Deluge demonstrates the usage of a CRM variable within a function. | API | 2023 |
| 108 | Color coding using Client Script | In this post, you will discover a step-by-step guide on how to apply color codes to the List and Detail Pages of Zoho CRM using Client Script. | Client Script | 2023 |
| 109 | Assignment Rules | This post provides a comprehensive overview on the usage of various APIs related to Assignment Rules in Zoho CRM | API | 2023 |
| 110 | Multi-user Lookup in API V4 | Learn how to handle multi-user lookup fields in API. | API | 2023 |
| 111 | PHP SDK - Part III | Discover new use cases and expand your horizons with additional examples in Record and Send Mail Operations. Read more for further information. | SDK | 2023 |
| 112 | PHP SDK - Part II | Learn how to perform Record Operations with sample codes in this post. Read more for detailed information on getting started with your SDK journey. | SDK | 2023 |
| 113 | PHP SDK - Part I | Learn how to set up and initialize Zoho CRM's PHP SDK with this step-by-step guide. | SDK | 2023 |
| 114 | Get input via pop-up and show/hide fields in Client Script | Find out how to get input via a pop-up field and how to show/hide fields using Client Script | Client Script | 2023 |
| 115 | Search API | Take a look at the various supported operators for the Search API and how to utilize them. | API | 2023 |
| 116 | COQL API - part II | Here, we discuss the second part of the field types supported by COQL API with examples (Part 2) | API | 2023 |
| 117 | COQL API - part I | You can learn the types of queries supported by the COQL API and when to use them (Part 1) | API | 2023 |
| 118 | OAuth 2.0 FAQs | We have addressed a few frequently-asked questions about OAuth2.0 | API | 2023 |
| 119 | How to disable clone record? | A solution to disable clone record based on a custom condition | Client Script | 2023 |
| 120 | Multi-select lookup fields in Zoho CRM API | Learn how to add data to multi-select lookup fields in Zoho CRM using the insert records API. | API | 2023 |
| 121 | Using ZDK CRM APIs in Client Script | Know how to use ZDK CRM APIs in Client Script | Client Script | 2023 |
| 122 | FAQs on Client Script | This post contains the answers for the most frequently asked questions in Client Script | Client Script | 2023 |
| 123 | User's Unavailability APIs | Explore Zoho CRM's User's Unavailability APIs for efficient meeting scheduling: Mark, update, and delete unavailability periods, and retrieve user availability details via API requests. | API | 2023 |
| 124 | Portal APIs - Part II | Explore more of Portal APIs: Manage user types & access; create, update, delete; transfer users; change status; delete users from the portal for efficient user management.Create a User Type via API,Update User Type via API | API | 2023 |
| 125 | Portal APIs - Part I | Learn about portals in Zoho CRM. For portal APIs learn how to fetch, create and update a portal. This post also explains about how to fetch the portal user types, invite users to a portal, and get users of a particular user type through API. | API | 2023 |
| 126 | Client script zdk for detail canvas page | Understand how to use ZDKs for canvas pages using Client Script | Client Script | 2023 |
| 127 | Client Script Support for Wizards | Know how to customize wizards with Client Script | Client Script | 2023 |
| 128 | Scoring Rules - Part -2 | Learn about active and deactivate scoring roles,cloning scoring rules and getting a record's scoring rule using API | API | 2023 |
| 129 | Scoring Rules - Part -1 | Learn about scoring rules and how to create, delete,update and execute scoring rule APIs | API | 2023 |
| 130 | Email the contact roles of a deal using Functions | Explains how to email contact roles of a deal using functions | Functions | 2023 |
| 131 | Contact Roles #API | Learn more about using APIs for addressing use cases on Contact Roles. | API | 2022 |
| 132 | Features of Client Script in Zoho CRM | Learn about the key features of Client Script in Zoho CRM. | API | 2022 |
| 133 | External Fields and Records APIs | External fields in Zoho CRM and how they are used in Records APIs. | API | 2022 |
| 134 | Layout Rules | This post delves to layout rules and implementing them in API | API | 2022 |
| 135 | Using field related functions in Client Script | Field related ZDK functions (for example getField, showError,setValue) to achieve desired actions for various events in client script | Client Script | 2022 |
| 136 | Composite API | Learn how to use composite API to make different API requests in a single line , save up on credits and reduce | API | 2022 |
| 137 | Get Records, Search Records, Query and Bulk Read APIs | A guide to help you choose between Get Records, Search Records, Query and Bulk Read APIs to fetch records depending on your requirement. | API | 2022 |
| 138 | Creating alerts and custom messages using Client Script | This post explains about Client Script and a simple use case using ZDK Client functions. | Client Script | 2022 |
| 139 | Attachments and Photo #API | The post discusses about how you can upload/delete and fetch the attachments or photo of a record in a module. | API | 2020 |
| 140 | Mass Update API in Zoho CRM | Learn more about mass update API and how to schedule and update or get the status of a scheduled update using an API | API | 2020 |
| 141 | Upsert Records #API | Learn more about upserting records, duplicate check fields and how to upsert a record via API. | API | 2020 |
| 142 | Fields Metadata in Deals #API | This post dicusses about fields metadata API for the deals module and the keys in the response of a GET request. | API | 2020 |
| 143 | Subforms vs. Related Lists | Analyze and understand how to choose between a subform and a related list based on your business case with the help of this document. | General | 2020 |
| 144 | Sales Orders #API | Learn more about Sales Order in Zoho CRM and how to insert/update and delete a sales order via API. | API | 2020 |
| 145 | Currencies #API | A comprehensive guide to currencies in Zoho CRM and how to manage multiple currencies via APIs | API | 2020 |
| 146 | Handling Users with ZohoCRM API | A guide to handle users in Zoho CRM and different operations in Users API | API | 2020 |
| 147 | Deals Metadata | Understand more about metadata and how to fetch the metadata of a module using APIs | API | 2020 |
| 148 | Share Records | Learn more about record level sharing and how to perform different operations on shared records using Zoho CRM APIs | API | 2020 |
| 149 | Related Lists and Related Records #API | This post discusses about related lists and related records, how to retrieve metadata of related lists and how to fetch/add/update/delete records of a related list. | API | 2020 |
| 150 | Handling Notes through Zoho CRM API (Part 2/2) | Learn more about handling notes as related lists and attaching files to notes via Zoho CRM API. | SDK | 2020 |
| 151 | Handling Notes through Zoho CRM API (Part 1/2) | A practical guide to notes in Zoho CRM and how to fetch, create, update and delete notes using Zoho CRM APIs. | SDK | 2020 |
| 152 | Handling Attachments API in Java and Java SDK (Part 2/2) | How to handle download and delete attachments using Java SDK? | SDK | 2020 |
| 153 | Handling Attachments API in Java and Java SDK (Part 1/2) | Understand more about Attachments API and how to get the list of attachments and upload attachments using Java SDK. | SDK | 2020 |
| 154 | Tokens and Limitations | Learn more about the tokens in OAuth 2.0 and their limitations. | API | 2020 |
| 155 | Parameters in all GET Requests #API | This is a complete guide to the parameters in GET Requests API. | API | 2020 |
| 156 | System-defined fields and their default values in the Inventory Modules #API | A comprehensive guide to the system-defined fields and their deault values in Inventory module of Zoho CRM | API | 2020 |
| 157 | System-defined fields and their default values in Leads #API | A comprehensive guide to the system-defined fields and their deault values in Leads module of Zoho CRM | API | 2020 |
| 158 | Deals API | This post dicusses in detail about deals in Zoho CRM and how to fetch, insert, update, delete and get the stage history of the deal via API. | API | 2020 |
| 159 | Calls API | Learn more about calls in Zoho CRM and how to insert,update and delete a call via API. | API | 2020 |
| 160 | Webhooks in Zoho CRM | This post explains in detail about Webhooks and how to trigger a custom function from a third party application using Webhook. | Other Developer Tools | 2020 |
| 161 | Tasks API | A practical guide to adding and deleting tasks using Zoho CRM APIs | API | 2020 |
| 162 | API Concurrency | This post explains in detail about the concept of concurrency. | API | 2020 |
| 163 | API Credits | This post discusses about API credits, how they are deducted and how you can buy add-on credits. | API | 2020 |
| 164 | Triggering Workflow Rules, Approvals, and Blueprints via Zoho CRM API | Learn how to trigger Workflow Rules, Approvals, and Blueprints using Zoho CRM API while inserting, updating, or upserting records. | API | 2020 |
| 165 | Handling Custom Modules with Zoho CRM #API | Learn about custom modules and the possible operations that you can perform with APIs in custom modules | API | 2020 |
| 166 | Subforms #API | This post discusses about subforms in Zoho CRM and how to insert, fetch,update and delete a subform record using APIs | API | 2020 |
| 167 | Parameters in Zoho CRM APIs [Part 2/2] | Learn more about the parameters in Search Records API and other generic parameters available in Zoho CRM APIs. | API | 2020 |
| 168 | Parameters in Zoho CRM APIs [Part 1/2] | Learn more about the parameters in Get Records API and other generic parameters available in Zoho CRM APIs. | API | 2020 |
| 169 | Use cases related to Record Owner | This post dicusses about "record owner" field and few use cases related to it. | General | 2020 |
| 170 | Layouts in Zoho CRM | Learn about Layouts in Zoho CRM and how to insert/update records in a particular layout using APIs and in UI. | General | 2020 |
| 171 | Linking Module and Multi-Select Lookup Fields | Learn how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. | API | 2020 |
| 172 | Zoho CRM API - Common Errors and Error Handling | Refer to this post whenever you are stuck with any error while making Zoho CRM API calls. | API | 2020 |
| 173 | CORS and the JS SDK | This post discusses about the Cross-Origin Resource Sharing (CORS), and how it is used in Zoho CRM's JS SDK. | SDK | 2020 |
| 174 | Widgets | Learn how to create widgets and use them in your Zoho CRM account from this post. | Other Developer Tools | 2020 |
| 175 | Connections | This post helps you to explore Connections, its authentication types and provides a comprehensive guide on how to create and use a connection in Zoho CRM. | Other Developer Tools | 2020 |
| 176 | Functions in Zoho CRM | This post walks you through Functions using Deluge and its categories in detail. | Functions | 2020 |
| 177 | Node JS SDK | This post gives you a step-by-step guide on the configuration and initialization of Node JS SDK. | SDK | 2020 |
| 178 | C# SDK | In this post, you can find how to set up the environment for C# SDK for self, web-based and .Net core applications. | SDK | 2020 |
| 179 | Ruby SDK | This post helps you with the environmental set up of Ruby SDK for self and web-based clients. | SDK | 2020 |
| 180 | PHP SDK | This post delves on the configuration and initialization of PHP SDK for v2 APIs | SDK | 2020 |
| 181 | Python SDK | In this post, you can discover how to configure and intialize Python SDK for self and web-based clients. | SDK | 2020 |
| 182 | Java SDK for Self Client | This posts helps in the configuration and initialization of Java SDK for self client. | SDK | 2020 |
| 183 | Notification API | In this post, you can explore the Notification APIs in detail and learn how to enable them for CREATE, UPDATE and DELETE operations. | API | 2020 |
| 184 | Bulk Write API | This post helps you with the step-by-step process of bulk write API and their limitations. | API | 2020 |
| 185 | Bulk Read API | This post explains the Bulk Read API in Zoho CRM. | API | 2020 |
| 186 | The $Properties in Zoho CRM #API | This post covers the $Properties in Zoho CRM. | API | 2019 |
| 187 | When to use Search Records and Query API | This post covers use the Search API and the Query API in detail. | API | 2019 |
| 188 | Handling Product Line Items in the Inventory Modules | This post covers handling product line items associated with the inventory modules. | API | 2019 |
| 189 | Handling Recurrence and Participants in the Events Module via API | This post covers handling recurrence and participants in the Events module through the API. | API | 2019 |
| 190 | URL Encoding while making API Calls | This post will help you understand URL encoding before you begin making API calls to Zoho CRM. | API | 2019 |
| 191 | Environments and Domains in Zoho CRM [Part2/2] | Part-2: This post covers the different domains and environments available in Zoho CRM and how they are handled. | API | 2019 |
| 192 | Environments and Domains in Zoho CRM [Part 1/2] | Part-1: This post covers the different domains and environments available in Zoho CRM and how they are handled. | API | 2019 |
| 193 | Troubleshooting OAuth2.0 | This post covers the types of errors you face from registering a client to generating access and refresh tokens, along with the solutions. | API | 2019 |
| 194 | Scopes in OAuth2.0 Authorization | This post covers all the scopes in OAuth 2.0, along with possible scope-related errors and their corresponding solutions. | API | 2019 |
| 195 | OAuth 2.0 and Self Client | This post covers the OAuth 2.0 protocol and explains how you can make use of Zoho's Self-Client option to authenticate your application and generate the tokens. | API | 2019 |
| 196 | Fields in CRM | This post covers the fields and their types involved in records INSERT, UPDATE, and UPSERT in ZOHO CRM. | General | 2019 |