![]() ![]() For example, this might be a Google Images search with the search parameter removed or a Facebook link with the page name removed. This might seem redundant now, but a clear description will help you troubleshoot the link or sort through multiple links created at different times by different users.Įnter the text of the URL that provides the basic structure of your completed link. This name will appear above the link on the record’s detail page, so make sure it’s appropriately descriptive.Įnter a description that explains what the link does and why. On this page, you can begin to build your link.Įnter a name for the link in the Label text box. ![]() In the Links and Buttons tab, click Create New Link. Navigate to Setup > Customization > Modules and Fields and select the module you want to create a link within. The token inside the curly braces will be replaced with the text in the Twitter ID field for each record in the Leads module, automatically generating a valid link to each person’s Twitter feed from within their lead details page. For example, the link might look something like. Provided that the Twitter account with the provided name exists, you’ll see all your leads’ tweets in a moment. With a custom-built link, Zoho CRM can automatically grab the Twitter handle from the appropriate field, slap it on the end of a properly formatted Twitter link, and immediately bring you to the page. ![]() Instead, you’ll need to either paste their name at the end of a properly formatted link or search for their username on Twitter. However, the handle alone won’t link to their Twitter feed. For example, you might store your leads’ Twitter handles. You can also create links for content you already have, but might not be presented in the most convenient format. When opened in a browser, this link will instantly perform a search on Facebook’s website for the lead’s page. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. You can create custom Zoho CRM links that incorporate data from CRM records. ![]()
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