Creator Scripts. - Zoho Blogs #HTMLCreator Scripts. - Zoho Blogs #HTMLhttps://www.creatorscripts.com/blogs/tag/htmlSat, 28 Mar 2026 04:30:31 -0700http://zoho.com/sites/<![CDATA[How can I have Zoho Creator field values auto-populate based on what the user types in?]]>https://www.creatorscripts.com/blogs/post/how-can-i-have-zoho-creator-field-values-auto-populate-based-on-what-the-user-types-inLearn how to auto-populate field values based on user input using Zoho Creator. Customize rules, populate multiple fields, and pull data from related databases. Streamline your data entry process and save time with this powerful feature.]]>

The main takeaways from the video tutorial on auto-populating field values in a form based on user input using Zoho Creator are as follows:

  1. Creating a workflow that runs on a form event and is triggered by the input of the user can efficiently auto-populate field values in a form based on user input.
  2. A deluge script can be used to match the input value with the values in a database, fetch the required record, and store the values in a variable.
  3. The fetched values can be used to populate the required fields in the form.
  4. To ensure that the fields are populated with the values from the recent order from the customer, the records associated with the input value can be sorted in descending order based on added time, and the required fields can be updated with the values entered in the previous order.
  5. This functionality can be used in various scenarios such as auto-populating customer details when booking a hotel room or employee details using an employee ID.
  6. Following this tutorial, users can efficiently populate fields based on user input, saving time and effort.

Full video

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Frequently Asked Questions

Can auto-population of field values be customized based on specific requirements?

Yes, auto-population of field values can be customized based on specific requirements in Zoho Creator. Users can create workflows and deluge scripts to define custom rules for auto-population based on the input value or other criteria. This allows for a more tailored and efficient data entry process.

Can auto-population be done for multiple fields simultaneously based on a single user input?

Yes, auto-population can be done for multiple fields simultaneously based on a single user input in Zoho Creator. Deluge scripts can be used to fetch the required values from the database and populate them in the desired fields. This can save time and effort for users by reducing the need for manual data entry.

Is it possible to auto-populate field values from multiple related databases or tables?

Yes, it is possible to auto-populate field values from multiple related databases or tables in Zoho Creator. Users can define the necessary relationships between the tables and use deluge scripts to fetch and populate the required values. This can provide a more comprehensive view of the data and streamline the data entry process.

How can the auto-population feature be disabled or modified after implementation?

The auto-population feature can be disabled or modified after implementation in Zoho Creator by editing the workflow or deluge script associated with it. Users can make changes to the script logic or workflow settings to adjust the auto-population rules or turn off the feature altogether. It is important to carefully test any modifications before implementing them in a live environment.

Explore more Zoho Creator topics

If you're interested in learning more about Deluge Scripting in Zoho Creator, we invite you to explore our other posts on the subject. Deluge Scripting is a powerful tool that can be used to automate processes, customize workflows, and improve the efficiency of data entry. By delving deeper into this topic, you can gain a better understanding of how to use Deluge Scripting to create custom rules, integrate with other applications, and create dynamic reports. Our posts cover a wide range of Deluge Scripting topics, from basic syntax to advanced techniques, so you can find the information you need to take your Zoho Creator projects to the next level.

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]]>Thu, 02 Mar 2023 09:59:33 -0600<![CDATA[The game for brands is shifting thanks to discovery commerce.]]>https://www.creatorscripts.com/blogs/post/the-game-for-brands-is-shifting-thanks-to-discovery-commerce.Brands are realizing that the game has changed. Discovering a product is now as important as marketing it to the right people. Discovering and shopping is becoming one and the same.]]>

The e-commerce revolution is still ongoing, and it is altering the game for brands! Thanks to social media, consumers can now buy whatever they want, whenever they want. The interesting thing is that the majority of online shoppers claim they had no intention of purchasing the products and experiences they see online. This is known as discovery commerce.

The driving force behind discovery commerce is social media. While customers believe that the products and services they desire appear magically on their screens, their appearance is the result of careful brand strategy guided by social media algorithms.


               According to a recent Fast Magazine article, three out of every five online shoppers polled say they buy products after chance discovery on their social media feeds. This gives businesses a better chance of selling to individuals and businesses who have never heard of their brand before.              

Businesses have a huge opportunity to reach out to people online at the right time to make a sale. The challenge is to ensure that your social media content drives your call to action effectively. "When brands present their content to the right customers at the right time," the same article says, "it can feel like serendipity for those who see the ads."

Discovery commerce is changing the game for brands as people constantly discover new solutions in the digital age. It is now your responsibility to create content that grabs people's attention, conveys the right message, and motivates them to act.

  • You should be able to reach a larger audience online if you use the following strategies:
  • Your content should be interesting and memorable.
  • Your content should be emotionally charged and relatable.
  • Your content should elicit feelings similar to those felt while shopping.
  • Your content should be relevant to the interests and pain points of your target audience.
  • To encourage immediate calls to action, use the power of "now" and the fear of missing out.

Incorporate these top five suggestions into your next content strategy and watch how many new people interact with your social media posts.
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]]>Tue, 29 Nov 2022 20:28:46 -0600<![CDATA[Keep your CRM organized and work moving all with one digital signature integration]]>https://www.creatorscripts.com/blogs/post/customer-relationship-management-is-being-transformed-by-digital-signatures-and-zoho-sign.The customer experience is changing. In a digital world, everything customers do is leaving a digital footprint. Customer relationship management (CRM) is being transformed by the digital signatures and footprints that are left behind as customers interact with brand experiences, and CRM]]>

               Today, almost every company uses customer relationship management (CRM) software in their sales and marketing operations. CRM software can handle every customer interaction, from tracking the progress of a sale to tracing a lead.              

One of the most important advantages of CRM software is that the information stored in the system is available to the entire organization. A CRM tool not only tracks customer journeys but also helps users understand the customer better. The collected data is used by marketing teams to run contextual campaigns, increase traffic, and scale the business. Personalization and custom marketing can help businesses cultivate customer relationships.

It is extremely beneficial to integrate CRM software with digital signature solutions.
While many businesses use CRM software, only a small percentage use electronic signature software. Electronic signatures allow businesses to obtain signatures on important documents such as sales contracts in a simple, quick, and secure manner. Signers are not required to be physically present, and the time-consuming process of manually sending documents is avoided. Signers must also provide an additional layer of identity authentication for added security.
In this blog post, we'll look at Zoho Sign's integration with some of the industry's most popular CRM platforms:

Zoho Sign + Zoho CRM    

The company's flagship customer relationship management application is Zoho CRM. You can send documents for signature directly from the application to any contact in your CRM using the Zoho Sign extension for Zoho CRM. This also applies to other Zoho CRM features, such as mail merge and inventory templates, which allow you to send out customized documents for signature using CRM data.


Significant characteristics
  • Mail merge templates can be used to send the same documents to multiple customers with different names and addresses.
  • Inventory templates enable you to send quotes and sales orders for signature to various vendors.
  • Personalize your documents by including logos, images, copyright symbols, and email addresses.
  • Create personalized templates that you can reuse to save time and effort.
  • Create a document with multiple signature slots and send it to multiple recipients at the same time.
  • Create workflows to send documents on a set date. Establish the approval process and conditions.

Zoho Sign + Vtiger CRM

                Another popular Zoho Sign integration is Vtiger CRM. You can digitally sign documents directly from Vtiger CRM using Zoho Sign.               
               Because Zoho Sign is a secure, cloud-based business platform, you can securely send paperwork such as quotes, invoices, and contracts out for signature and approval, and track your documents directly from the CRM.              

Significant characteristics
  • Create workflows to send documents on a set date.
  • Establish the approval process and conditions.
  • Keep track of your documents at each stage and monitor the approval process.
  • Email yourself backup copies of the documents and save them.

Zoho CRM + Pipedrive

The Zoho Sign extension for Pipedrive, with its dynamic and seamless e-signature workflows, assists businesses all over the world in speeding up sales paperwork processing. Connect your Zoho Sign account to your Pipedrive account to manage and track documents directly from the Pipedrive platform.

Significant characteristics
  • Send a Zoho Sign template to a Pipedrive deal, contact, or organization's email address.
  • Upload documents to Zoho Sign from Pipedrive.
  • The Pipedrive panel allows you to keep track of the status of documents.

Zoho Sign + HubSpot

Using the Zoho Sign extension for HubSpot, users can sign, send, and manage frequently used sales documents such as NDAs, sales agreements, and invoices directly from HubSpot. Sales teams can also track the status of these documents without leaving HubSpot.

Significant characteristics

  • A look at the Zoho Sign CRM card.
  • You can send documents and collect signatures directly from the HubSpot platform.
  • Integrating with Zoho Sign will benefit your CRM.

We all know that a good CRM tool can boost sales, but going a step further and integrating your CRM with a digital signature solution increases efficiency, reduces document turnaround time, and ensures high-level security for all your agreements.

Discover how Zoho Sign's integration with CRM software can help you grow your business today.
Get Started Now

Frequently Asked Questions

How do you safeguard a digital signature?

Digital signatures can be safeguarded by using strong encryption techniques, secure storage of private keys, and two-factor authentication. However, specifics might vary depending on the technology or service provider used.

What is a digital signature and why is it necessary in e-commerce?

A digital signature is an electronic form of authentication that validates the integrity and authenticity of a digital message or document. It's crucial in e-commerce as it helps secure transactions, reduce fraud, and enhance trust between parties involved.

What is the difference between an electronic signature and a digital signature?

An electronic signature is a general term that refers to any electronic process that indicates acceptance of an agreement or a record. A digital signature, a type of electronic signature, uses cryptographic mechanisms to secure the data associated with the signed document, providing higher levels of security and authenticity.

What is an example of a digital signature in e-commerce?

In e-commerce, a digital signature might be used when a customer signs a digital receipt or agreement to terms of service during an online transaction, or when businesses sign agreements with suppliers or vendors.

How do I create a digital signature for e-commerce?

Creating a digital signature for e-commerce usually involves using a software or service provider that offers digital signature solutions. This often requires generating a public-private key pair, and the private key is used to create the digital signature. Always ensure to follow the provider's specific instructions.

What are the three types of Digital Signatures?

The three types of digital signatures are: 1) Simple Digital Signatures: Basic form of digital signatures that provide the least security. 2) Advanced Digital Signatures: They are linked to the identity of the signer and ensure the original content hasn't been tampered with. 3) Qualified Digital Signatures: These provide the highest level of security and legal compliance, and are created using a secure signature-creation device.

How do I create a digital signature?

Creating a digital signature often requires the use of a digital signature software or service provider. The process typically involves creating a digital certificate and a public-private key pair. The private key is used to create the digital signature and the public key is used to verify it. Ensure to follow the specific instructions provided by your chosen software or service.

What is a digital signature and how does it work?

A digital signature is an encrypted value that is appended to a message to assure the integrity and authenticity of the message. It works by using a mathematical algorithm to generate two keys (a private key for signing and a public key for verifying the signature). When a document is digitally signed, the signature is created using the signer's private key. Anyone who has access to the signer's public key can then verify the authenticity of the document.

What is an example of a digital signature algorithm?

One commonly used digital signature algorithm is the RSA (Rivest–Shamir–Adleman) algorithm. It is based on the computational difficulty of factoring large integers that are the product of two large prime numbers. Other examples include the DSA (Digital Signature Algorithm), and the Elliptic Curve Digital Signature Algorithm (ECDSA).

]]>Wed, 05 Oct 2022 16:42:59 -0500<![CDATA[Twilio Zoho CRM Add-on]]>https://www.creatorscripts.com/blogs/post/twilio-zoho-crm-add-onThe Zoho CRM to Twilio SMS extension integrates the Twilio SMS gateway with Zoho CRM, allowing agents to send and receive bulk SMS messages directly from Zoho CRM via customizable templates.]]>

The Zoho CRM to Twilio SMS extension integrates the Twilio SMS gateway with Zoho CRM, allowing agents to send and receive bulk SMS messages directly from Zoho CRM via customizable templates.

Business necessities
  • A unified, streamlined text communication system for customers and brands.
  • Data synchronization between Zoho CRM and the Twilio SMS dashboard to facilitate data management
  • Increased accessibility so that field agents can access everything even when they are on the go
  • A sophisticated system for measuring the success of their SMS marketing campaign
  • Simple conversation history navigation to identify and resolve issues
  • A texting system that automates keystrokes and eliminates typing errors.
Solution
  • Agents can use the Twilio SMS extension for Zoho CRM to send SMS messages to their customers' mobile phones without leaving Zoho CRM.
  • Because of automated data synchronization, Zoho CRM is always up to date with the most recent conversations and closed deals.
  • Customizable templates and field merging capabilities free up time for businesses to focus on other tasks while reducing the risk of typos.
  • Responses are saved as support tickets so that they can be tracked and monitored easily.
  • When a company is trying to catch up on multiple events and marketing campaigns in a single day, the Twilio to Zoho CRM extension's message scheduling option makes communication easier.
Benefits
  • Sending and receiving SMS messages directly from the Zoho CRM boosts productivity. Furthermore, directly sending SMS messages to customers' mobile phones increases the likelihood of closing more deals.
  • Businesses must be as efficient as possible; using the bulk SMS feature and individual messaging can save time and effort.
  • Sales representatives can schedule messages, allowing the operation to continue even if one of your representatives is unavailable.
  • Customizable templates come in handy when agents need to send repetitive messages to different clients.
  • The integration of Twilio and Zoho CRM streamlines the entire communication process by personalizing, monitoring, and providing timely feedback.
Get Twilio extension for Zoho CRM
]]>Tue, 30 Aug 2022 18:33:42 -0500<![CDATA[How to display images in an html email using public url]]>https://www.creatorscripts.com/blogs/post/how-to-display-images-in-an-html-email-using-public-urlHow to display images in an HTML email using public URL]]>

Greetings, fellow partners If you need to display images in an HTML email to convey a more professional look. A public URL image that is described in the video below can help. All the scripts required to put it together are also included. Your welcome!

  • Add an Image field (Photo)
  • Upload Photos to the view
  • Publish the view
  • Create a Function "Send" under namespace "Emails"
  • Use an integer parameter to get the record ID
  • Clean the Photo field
  • Incorporate the record ID into the public URL along with the name of the view
  • modify the report type in the URL to image-download
  • in the end, we include the clean filename storing the Photo
  • create a variable "message content" to store the body of the email
  • Now you can add the Send Email function

//Script Function

void Emails.Send(int eid)

{

getEmployee = Employees[ID == input.eid];

//Email Function with Image from within a record

filename = getEmployee.Photo.getsuffix("image/").getprefix("\" border").trim();

customurl = "https://creatorexport.zoho.com/zoho_admin1031/de-constructing-zoho-creator/Employees_Report/" + getEmployee.ID + "/Photo/image-download/GPnD5kAZGK8TGGC69XNjjmMsRyxtdDONOTFORGETTOSMASHTHELIKEBUTTONqFs6OPTQtzhKDebR4H9Xd9WzjSDZCTCxkhBK9wd5nkDjJMJG/" + filename;

messageContent = "<div text-ali"gn: center;\"><b><br><table cellpadding="\"2\"" cellspacing="\"2\"" border="\"0\"" width:" 100%; font-size: 10pt;\"><tbody></tbody></table><img src="\""" + customurl + "\"" + " hei"ght: 100px; width: 100px;\"></style>";

sendmail

[

from :zoho.adminuserid

to :"youremail@zoho.com"

subject :"This is a test email with an HTML Image"

message :"<div>" + replaceAll(messageContent,"null","") + "<br></div><div><br></div><div>Any other email details you need to incorporate bla bla bla....</div>"

]

}
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    ]]>    Wed, 24 Aug 2022 22:25:30 -0500    <![CDATA[How to find the correct e-signature solution for your CRM and streamline sales, customer service, and marketing]]>https://www.creatorscripts.com/blogs/post/e-signature-solution-crmExplore tips and guidance for selecting the ideal e-signature solution for your CRM system, ensuring it meets business needs and complies with legal regulations.]]>

    Finding the right e-signature solution for your customer relationship management (CRM) system can be challenging, but it's important to choose one that fits your business needs and complies with relevant laws and regulations. In this post, we provide some tips and guidance on how to select the best e-signature solution for your CRM.

    What are the benefits of using e-signature software with your CRM?

    There are several benefits of using e-signature software with your customer relationship management (CRM) system. Some of the main benefits include:

    1. Improved efficiency: E-signature software allows you to electronically sign and send documents, which can save time and effort compared to using paper-based signatures. This can help you streamline your business processes and reduce the time it takes to close deals or complete transactions.

    2. Enhanced security: E-signature software typically includes security measures such as encryption and authentication, which can help protect the integrity of signed documents and prevent unauthorized access. This can help reduce the risk of fraud and ensure that your sensitive information remains secure.

    3. Greater flexibility: With e-signature software, you can sign and send documents from any device with an internet connection, which allows you to work remotely and collaborate with others more easily. This can be particularly useful for businesses with multiple locations or a distributed workforce.

    4. Improved customer satisfaction: E-signature software can make it easier for customers to sign documents and complete transactions, which can improve their overall experience with your business. This can help you build stronger customer relationships and increase customer retention.

    5. Enhanced compliance: E-signature software can help you comply with relevant laws and regulations, such as the Electronic Signatures in Global and National Commerce Act (ESIGN) in the United States. This can help protect your business from potential legal liabilities.

    How to select the optimal electronic signature solution for your business

    Here are some tips on how to select the optimal electronic signature solution for your business:

    1. Determine your specific requirements and goals: Before choosing an electronic signature solution, it's important to determine the specific needs and objectives of your business. Consider the types of documents that need to be signed, the level of security and authentication required, and any other relevant factors. This will help you narrow down your options and make an informed decision.

    2. Research and compare different solutions: Once you know your requirements and goals, you can start researching and comparing different electronic signature solutions. Consider factors such as the features and capabilities of each solution, the pricing and subscription options, and the level of compatibility with your existing systems and processes. You may also want to check for any certifications or accreditations that the solutions have, such as the Electronic Signature and Records Association (ESRA) certification.

    3. Test the solution before implementing it: Before making a final decision, it's important to test the electronic signature solution to ensure that it works as expected and meets your business needs. This may involve setting up a trial account or conducting a pilot project with a small group of users.

    4. Consider other factors: In addition to the technical aspects of the electronic signature solution, you should also consider other factors such as the level of customer support provided by the vendor and the overall reputation and credibility of the solution.

    Overall, selecting the optimal electronic signature solution for your business requires careful planning and research. By following these steps, you can find a solution that helps streamline your business processes and improve customer satisfaction.

    What are some of the most common e-signature solutions

    There are many different electronic signature solutions available on the market, and the best one for your business will depend on your specific requirements and goals. Some possible electronic signature solutions that you may want to consider include:

    1. Adobe Sign: Adobe Sign is a popular cloud-based e-signature and digital signature service provided by Adobe. It allows individuals and organizations to easily sign, send, and manage digital documents and agreements online. Adobe Sign allows users to quickly and securely sign documents using their computer, tablet, or smartphone, and also provides tools for tracking, managing, and organizing signed documents. The service integrates seamlessly with other Adobe products, as well as a variety of other platforms and services. Adobe Sign is widely used in a variety of industries, including finance, legal, real estate, and healthcare, to streamline the process of signing and managing digital documents.

    2. DocuSign: DocuSign is an electronic signature and digital transaction management service that allows users to sign, send, and manage documents electronically. It is commonly used for business and legal transactions, such as signing contracts, obtaining approvals, and other situations where a physical signature is traditionally required. With DocuSign, users can upload documents and invite others to sign them electronically, using a computer, smartphone, or tablet. The service provides a secure platform for managing the entire process, including tracking the status of the document and ensuring that it is properly signed and executed. DocuSign is known for its ease of use and is widely used by businesses, government agencies, and individuals around the world.

    3. eSignLive: SignLive is an electronic signature (e-signature) and digital transaction management platform. It allows businesses and individuals to securely sign, send, and manage documents digitally, replacing the need for paper-based processes. eSignLive is compliant with a variety of laws and regulations, including the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act, the Uniform Electronic Transactions Act (UETA), and the European Union's eIDAS Regulation. This makes it a useful tool for a wide range of industries, including finance, healthcare, and real estate, among others.

    4. PandaDoc: PandaDoc is a document management and eSignature platform that helps businesses streamline their contract and proposal processes. With PandaDoc, users can create, edit, and share documents in real-time, as well as track the status of documents and get notified when they are signed or reviewed. The platform also offers integrations with popular business tools like Salesforce and QuickBooks, making it easy to manage documents within a user's existing workflow. PandaDoc is designed to help businesses save time and reduce the need for paper documents, allowing them to focus on other important tasks.

    5. HelloSign: HelloSign ( Now DropboxSign) is an e-signature service that allows individuals and organizations to easily sign and send documents electronically. With HelloSign, users can securely upload a document, add electronic signatures, and send the signed document to others for signing. The service is designed to be fast, easy-to-use, and legally binding, making it a convenient alternative to traditional paper-based signing processes. HelloSign is available on the web, as well as on mobile devices, allowing users to sign and send documents from anywhere, at any time.

    6. ZohoSign. ZohoSign is an electronic signature software that allows users to easily sign and send documents for e-signature. It is part of the Zoho suite of business and productivity tools. With ZohoSign, users can upload documents, add signature fields, and invite others to sign the document electronically. The software is designed to be easy to use and offers features such as document management and automatic signing reminders to help users efficiently manage their signing process. It can be used for a wide range of purposes, including signing contracts, NDAs, and other legal documents, as well as for internal business purposes such as approving expense reports and HR forms.

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    🌟 Featured Zoho CRM Blog Posts

    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.
    ]]>    Wed, 12 Jan 2022 16:27:12 -0600    <![CDATA[The most common CSS error to your Zoho Creator Html Pages]]>https://www.creatorscripts.com/blogs/post/The-most-common-CSS-error-to-your-Zoho-Creator-Html-PagesZoho Creator is a powerful tool when it comes to building applications online. However, when you start building complex scenarios and require the use ]]>

    Zoho Creator is a powerful tool when it comes to building applications online. However, when you start building complex scenarios and require the use of Html pages to convey different information based on user criteria you may stumble upon CSS challenges the app is not yet ready to handle.


    The most common CSS error is related to views embedded on your Html page. When you click on the record to view the summary template build you get a fraction of the information displayed. See image below.

    Creator_Scripts_Htmlpages

    Normally, the size of the summary view will resize to the number of records in your report. If you have a full page with more than 20 records you may not notice this issue, but only when you have few or less than 5 records you will start to see your summary template preview to shrink in size.


    There is a quick script you can incorporate on your Html page to fix or adjust the visibility of the summary template. Once you install the script the new summary view will be shown as below.

    Creator_Scripts_HTML

    You can get the Script to fix this issue from our Deluge Scripts Library. Feel free to reach out if you have any other Zoho Creator questions we can help you with.

    Get Deluge Scripts Library
    ]]>    Thu, 17 Jan 2019 11:03:39 -0600    <![CDATA[Image Management In The Cloud Made Simple with Zoho Creator]]>https://www.creatorscripts.com/blogs/post/Image-Management-In-The-Cloud-Made-SimpleDiscover Cloudinary: the ultimate image solution for web and mobile developers, seamlessly integrated with Zoho Creator. Experience effortless image upload, secure storage, and dynamic manipulation.]]>
    cloudinary

    Cloudinary is the image back-end for web and mobile developers. An end-to-end solution for all your image-related needs.


    Use Cloudinary's image service instead. With simple integration to Zoho Creator you'll get immediate access to cutting-edge image capabilities. Save R&D time, get to market faster, reduce your IT costs and improve your viewers experience.


    What makes Cloudinary stand out?


    • Securely upload images or any other file, at any scale from any source. API for fast upload directly from your users' browsers or mobile apps.
    • Store as many images as needed. Our image hosting service stores images privately and safely with automatic backup and historical revisions.
    • Manage your media library interactively with our Digital Asset Management solution or via APIs. Gain insights using advanced analytics.
    • Manipulate your images dynamically to fit any graphics design. Apply effects, resizing, cropping, face detection, watermarks and tons of image processing capabilities.
    • Get your images delivered lightning-fast, responsive and highly optimized for any device in any location. Images are served via Akamai’s worldwide CDN.

    Sign Up For Free

    Interested on integrating this API to your zoho creator application?


    Integration has been developed and its readily available as a one time Add-On purchase or inside our Leverage Zoho Library to all its members.

    🌟 Featured Zoho Creator Blog Posts

    What are low-code solutions examples?

    Low-code solutions examples include platforms like Zoho Creator, OutSystems, Mendix, and Microsoft Power Apps. These platforms provide visual development interfaces that enable users to create applications with minimal coding, accelerating the development process.

    How is low-code industry shaping the future of business?

    The low-code industry is shaping the future of business by empowering citizen developers and speeding up application development. It allows business users with no coding experience to create applications, enabling faster innovation, increased agility, and improved digital transformation.

    What can you build with low-code?

    With low-code, you can build a wide range of applications, including customer relationship management (CRM) systems, workflow management tools, project management platforms, employee portals, and more. The flexibility of low-code platforms allows for customization and scalability to meet specific business needs.

    What is the future of low-code platform?

    The future of low-code platforms looks promising. As businesses continue to embrace digital transformation, low-code will play a vital role in accelerating application development and enabling citizen developers. The platforms will evolve with new features, integrations, and improved user experiences to cater to evolving business requirements.

    Which company uses low-code?

    Many companies across industries use low-code platforms to streamline their application development processes. Some notable examples include Siemens, Toyota, Deloitte, Lufthansa, and Liberty Mutual. These companies leverage low-code to accelerate innovation, enhance operational efficiency, and improve customer experiences.

    What is low-code strategy?

    Low-code strategy refers to an organization's approach to utilizing low-code platforms and methodologies. It involves identifying use cases, establishing governance, training citizen developers, and integrating low-code development into the overall digital transformation strategy. A well-defined low-code strategy can drive innovation, agility, and cost savings.

    ]]>    Wed, 31 May 2017 16:52:42 -0500    <![CDATA[How do I enable export options (print, PDF,etc) for a view embedded in my HTML page?]]>https://www.creatorscripts.com/blogs/post/How-do-I-enable-export-options-print-PDF-etc-for-a-view-embedded-in-my-HTML-page

    There are several ways to accomplish this task.

    One is to enable the printing settings directly in your html page as its shown on this solution below. The other is to place the URL´s as linked text


    a. To print the view, place a linked text in the format given below:

    <a href="http://creatorexport.zoho.com/appOwnerName/appLinkName/print/viewLinkName"> Print </a>

    b. To export the view in CSV format, place a linked text in the format given below:

    <a href="http://creatorexport.zoho.com/appOwnerName/appLinkName/csv/viewLinkName"> CSV Export </a>

    Refer to http://help.creator.zoho.com/Functionality-based-URLs.html learn more the URL patterns.


    Solution
    Script
    Need Development?
    Solution
    Script

    htmlpage Export_Options()
    displayname = "Export Options"
    print = true
    pdf = true
    content
    <%{%>    
      <div elName='zc-component' viewLinkName='Birthdate_Calc_Report' params='zc_Header=true'>Loading View...</div>
      <%}%>


    Notice that print & pdf are set as true to enable the printing option on your html page.

    Need Development?
    ]]>    Mon, 04 Jan 2016 09:09:56 -0600    <![CDATA[7 ways Zoho CRM can help you become a successful salesperson by Laura Burrus]]>https://www.creatorscripts.com/blogs/post/7-ways-Zoho-CRM-can-help-you-become-a-successful-salesperson by Laura-Burrus

    How do you define success as a salesperson? Many people relate success in terms of dollars and cents, or closing half a million in sales each month. But truly successful salespeople know that monetary success is just the result of being awesome at what they do.

    If you’re just starting your journey as a sales rep, one of the first things to understand is that successful salespeople earn their customers’ trust, which in turn results in earning their customers’ business.


    CRM Sales Success


    Here are seven traits of a successful salesperson and how your CRM can help you along the journey:


    1. Look on the bright side.
    Salespeople have to be mentally tough. If someone tells you “no,” try to understand why  and use it to help you in the future. Learn to find the positive in all situations, and don’t let a few lost sales get you down. In the end, you have to believe you’re going to close the sale, even if the person on the other end of the line keeps telling you no.

    CRM sales tip:  Look at the  three most recent deals you closed and think about why they said yes. What are the takeaways or trends you found that could help you close the next deal?

    2. Be empathetic.
    When you’re on the phone or sitting across from someone in a meeting, try putting yourself in his or her shoes and really understand the person’s needs and wants. Don’t go into the meeting assuming you already have the answer.

    CRM sales tip: Make notes on your customer account about your conversation and use these notes as a conversation topic the next time you call. For example, if your customer mentions she’s planning a birthday party for her son, make a note in your CRM record so next time you call you can ask her about the birthday party. This will go a long way in establishing trust and credibility.

    3. Don’t throw in the towel.
    We all have hard days or  times when we want to quit. When those days come, keep in mind the reason you became a salesperson in the first place: you’re driven; you’re focused; you’re good with people; you’re outgoing. Find what motivates you and keeps you focused, and tap into that. Everyone is unique, so what works for one person might not work for others.  

    CRM sales tip: Schedule “you time” on your CRM calendar. Try blocking out 30 minutes each morning to read motivational quotes, or take a walk around your office to think through your daily schedule. Whatever you choose to do during this time, focus on motivating yourself. Since Zoho CRM’s calendar integrates with Google Calendar, Outlook and CalDav, you can always stay on top of your schedule.

    4. Go ahead and mess up.
    It’s easy to play the blame game, but being a successful salesperson means taking responsibility for your actions, for meeting your goals, and for things that go wrong. Being responsible means your potential customer are going to trust you. Start taking responsibility and you’ll quickly gain trust from your customer.

    CRM sales tip : Be proactive in communicating with your potential customers.  If you forgot to call a customer or missed an appointment, go ahead an send an apology to your customer letting them know you recognize your mistake. Being transparent with your customer will also build trust. Use your CRM to keep records of all interactions you have with a potential customer.

    5. Don’t be a lame date.
    When you meet with a prospect, think of it as a first date. OK, not literally.  What I mean is, be curious about your prospect and ask questions. In fact, try selling with questions instead of telling them what they need. Get into the habit of asking engaging questions. In other words, become a good interviewer.

    CRM sales tip: In your potential’s CRM record, create a custom text field where you can enter a list of questions that you plan on asking your potential customer. You can quickly update each question with the answer and use it as a reference for the next conversation you have with them.

    6. Own your meetings.
    Being confident doesn’t mean being egotistical. It means knowing what you’re selling and knowing you’re good at it. The more you know your prospect, your product and/or service, and yourself, the more confident you’ll be.

    CRM sales tip: Remember, confidence starts with knowledge. Spend time preparing before you meet with a prospect. Do research beforehand to find out what industry-related associations your prospect might be involved in or what they do for fun. Enter this information into the potential’s CRM record, so you have it handy before going to a meeting with your potential customer.

    7. Post away.
    Social media is a fantastic way to have a touch point with potential customers, so use it to your advantage. Plus, if you do enough research before meeting a potential customer, you might find something you have in common. This can be a great way to break the ice and keep the conversation moving during your meeting.

    CRM sales tip: Use your preferred social media platform as a way to interact in your industry. Post blogs, reply to tweets, and share important facts that your customers and future customers are going to find valuable. Integrate your social media accounts with your CRM so you can keep all of the interactions you have with your customer in one place.

    TRY ZOHO CRM FOR FREE!

    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.
    ]]>    Mon, 07 Dec 2015 21:43:03 -0600