Zoho is not smooth. Let’s get that out of the way.
Features often feel half built. UI updates take forever. Some modules are just… strange. But if you’re a start up and need an all in one toolset that doesn’t break the bank, Zoho One is hard to beat.
And here’s the kicker: they let you tweak it.
I hate how clunky it gets sometimes. But I’ve got to respect the freedom it gives. Unlike most SaaS bundles, Zoho says, “Sure, go ahead and script that.” And if you’re willing to write a few Deluge lines, you can fix the pain points that most CRMs won’t even let you touch.
Fair Warning: These scripts are mere examples. You’ll need to make sure the fields exist in your own Zoho setup (like Email, Stage, Renewal_Date). Field names can vary, and so do module structures.
If you’ve never touched Deluge before, here’s the good news: Zoho CRM support will often write and test the script with you if you ask. And yes, you can always drop me a line too.
Here are three Deluge scripts I’d write again, each one saved me time, prevented revenue leakage, or helped a team member do more with less.
1. Auto-Assign Lead Source Based on Email Domain
Problem: Reps forget to tag lead source. Analytics break. You’re flying blind.
Script:
if(input.Email.endsWith("@acme.com")) {
input.Lead_Source = "Webinar - May 2025";
}Trigger: On lead creation
Why it’s worth it: Now you know where leads came from, even if your SDR didn’t lift a finger.
2. Sync Deal Stages to Project Milestones in Zoho Projects
Problem: Sales closes, onboarding starts, but no one knows what stage anything’s in.
Script:
if(input.Stage == "Contract Signed") {
zoho.projects.updateProjectStatus("Project_ID", "Kickoff Scheduled");
}Trigger: On deal stage update
Why it’s worth it: Sales to delivery handoff now runs itself. Less email. Fewer misses.
3. Send Renewal Reminder 90 Days Before Expiry
Problem: You miss a renewal. You scramble. You discount too hard. You lose margin.
Script:
today = zoho.currentdate;
renewal_date = input.Renewal_Date;
if(renewal_date - today == 90) {
sendmail
[
to : input.Account_Manager_Email
subject : "Renewal Reminder: " + input.Account_Name
message : "Time to kick off renewal for " + input.Account_Name + "."
];
}Trigger: Daily scheduled function
Why it’s worth it: Revenue ops should never rely on memory. Now they don’t.
Zoho may be rough around the edges, but with a few Deluge scripts, you turn friction into automation and turn that $35/month into a fully armed ops engine.
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