Bring contextual data from other applications into Zoho Sheet via custom functions.

Custom functions in Zoho Sheet

The new Zoho Office Suite is all about better integrations and smoother workflows across applications. Zoho Sheet now introduces custom functions powered by Deluge—the programming language for non-programmers.

 

Custom functions, as the name implies, let you create personalized functions that meet your unique business needs. Furthermore, they allow you to bring in contextual data from countless Zoho and third-party applications. Let’s see how this can be a great advantage.

 

Garner email prospects from CRM

 Bring CRM data into Zoho Sheet

With privacy and user consent ever more a priority, marketers all over the world have to be more cautious about who and who not to contact for product promotions. Filter email addresses based on their consent, or the lead details based on the email ID and bring it into your spreadsheet. But don’t stop there! Use this list for your email campaigns either by importing the sheet into your email marketing application, or sending emails from the same sheet by using macros, all with a single click.

 

Maintain invoices and expenses

 Bring invoice data from Zoho Books into Zoho Sheet

Are you responsible for the financial activities of your team/organization? Consolidate the invoices and expenses, with order IDs and amount details, for your organization from an accounting software such as Zoho Books. Filter them based on the date of issue or the due date, or apply conditional formatting rules to your list and make sure to act on the invoices at the right time.

 

Keep track of your tasks

Bring data from Zoho Projects into Zoho Sheet

No matter how large your team is or how many projects you handle at a time. As the manager, get an instant report on your team’s tasks, their owners, statuses, etc., and make sure to finish them up on time. The best part is you can collaborate with your team in real time and notify them about any sudden changes, all from inside the spreadsheet.

 

The best thing about the whole custom functions feature is that you need not be a programmer to use it! Just drag, drop and customize functions in a jiffy using Deluge. Learn more about custom functions and how to use them here.

 

What are you waiting for? Start creating your own set of functions today and tell us how useful they were in the comments below.

 


This announcement is part of the #FutureOffice series that talks about the latest updates to the Zoho Office Suite. Read the complete announcement here.

6 Replies to “Bring contextual data from other applications into Zoho Sheet via custom functions.”

  1. Greetings and hope you doing great.
    We are one of the Advance Partner (ELITBUZZTECH) of Zoho In Gulf Region.

    One of our client who are into trading business, is planning to implement Zoho Apps across their branches and companies.
    Throughout our discussion with the client, all their requirements were possible to achieve using Zoho Books/Inventory and Zoho Analytics.

    Only challenge was to generate separate invoice number for each branch in the master invoice number field, likewise for all modules as Estimate/Sales Order/Payments/PO/Payables/Receipt etc.

    For this we have given a solution with custom function written in the back end to generate separate invoice and other module sequence number.
    It was working fine, but to generate the invoice number Zoho is taking more than 15-20 seconds for each transaction.

    Client find it very difficult to use this, since they have 300-500 transactions on a daily basis.
    Only because of this delay from ZOHO custom function execution, client is not ready to take Zoho Apps.

    Attached are the custom function code and the screenshot for the work flow.

    This is very potential customer, where they have 3-4 companies and multiple branches for the same.
    We request you to consider this as a special request and enable to generate these sequence numbers immediately after saving in the system.

    We try hard to get the client on board, and only because of this they are not ready to go ahead.

    1. Hi Tharish,

      Sorry for the delay in reply. We couldn’t find any attachments or code in the comment. Please send us the custom function code that you are using at support@zohosheet.com, and we’ll look into it with priority. We’ll make sure to do our best to improve the performance of the feature. Thank you!

  2. Thank you.
    Once you have already created these functions could provide me and other developers with the sources to save the time?

    1. Hi Alexander, we do have plans to provide our users with a custom functions gallery. Will make sure to let you know when it’s ready.

      Is there any specific custom function you’d like to use or see in the gallery?

  3. Hi, I can not find any of described functions in Zoho Sheets: _CRM_INFO, _CRM_DATA and so on.
    Should I create them by myself?
    Could you give sources?

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