Zoho CRM Widget Example & Client Scripts Explained
What Are Widgets in Zoho CRM?
Widgets are UI blocks on record detail (and elsewhere) that show custom content. They can be HTML + JS, loading data from Custom Functions (Deluge) or external APIs.
What Are Client Scripts in Zoho CRM?
Client scripts run in the browser on forms/layouts; they can validate, show/hide fields, or call APIs. Often used together with widgets for a richer UX.
A Real Example: Insights Inside the Deal Record
Goal: show Deal Health, Next Best Action, and Risk Radar without leaving the record. Architecture: widget (HTML/JS) on Deal/Lead → Custom Function (Deluge) reads record → calls your backend → returns JSON → widget renders.
How Our Extension Uses Widget + Backend
One record-level widget; one Deluge function that posts to POST /api/zoho/insights. Backend returns deal_health, next_best_actions, risk_radar; widget displays them. Optional: custom button to refresh; workflow to auto-run on stage change.