Custom Functions in Zoho CRM allow you to extend the functionality of the CRM by adding your own custom code. This can include things like custom calculations, validations, or automation workflows. Custom functions are written in Deluge, an easy-to-use programming language specific to Zoho, and can be triggered by events like record creation or update.
When you create a new Custom Function, you will need to provide a name for the function and then enter the Deluge code that you want to use. Here is an example of a Custom Function you may find useful, as it rolls up the total revenue from all Potentials (Deals) to the associated Account, whenever a Deal is closed successfully.
The Deluge code behind this function is shown below: Once you have created the Deluge code, you can test the function by clicking on the Save and Execute button. If the function is working properly, you will be able to see the results of the function in the Execute Script pop-up.
Once you have created and tested a custom function, you can add it to a workflow rule by clicking on the Add Function button in the Workflow Rules page. When you add a Function to a Workflow Rule, the Function will be executed whenever the Workflow Rule is triggered. Below is the Workflow Rule I have set up to action the above Custom Function. The Action(s) can be instant or scheduled.
Custom Functions can be a powerful tool for automating tasks and adding new features to Zoho CRM. By using Custom Functions, you can customize the CRM to meet your specific needs and improve your productivity.
Get in touch if you’d like to apply automated functions and workflows to your Zoho CRM!
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