A while ago, we came up with the first step towards integrating two of our most loved and discussed services – Zoho Creator and Zoho CRM. Today we are taking the next step towards an even more tighter integration between the two.
While the first cut, with dedicated Deluge tasks, was more for the tech-savvy users, this time around it’s for all of us .. Yes drag and drop lovers, this time you are in for the party too.
We have introduced a new field, Zoho CRM. As the name suggests, this field looks up CRM modules and adds them as fields in the forms that you create. Sounds familiar? Well it had to. This field is a clone of our Look up field. But then, it differs in one main aspect – the basic functionality. Simply add this field to your forms/situated apps and pull out CRM data instantly. A few tiny deluge tricks later.. You would have pulled out all relevant info that you need about the module.
And that’s not all. In the view, the value for this field is displayed as a hyperlink. Clicking on that link, presents you a summary page of the Module from Zoho CRM. Also the value of this field, just like any other field, can also be used as input for Deluge tasks.
Psssttt: Keep watching this space! A bigger and better announcement in the same vein is on its way.