Questions Answered
? 1. (1:00) I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory –> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring.
? 2. (3:53) Hi, thank you for your time. You said in the video that there is a way to integrate existing website contact form to Zoho but did not show it. How is that possible?
? 3. (5:47) I have forward activities scheduled with all Qualified Leads and Contacts. I also collect intel (notes) from each touchpoint. With that said, it is a slight pain in the AZAAZ that I have to complete a scheduled call and then go back to add (+) a new future Call, Meeting, or Task. Can I create a Workflow or Automation that immediately forces me to schedule another future activity at the completion of logging today’s scheduled call?
? 4. (11:59) In Zoho Flow we’re trying to use “Update Related Module Entry” action to associate a project with their CRM account. Seems pretty straight forward and all the functionality seems to be right there in flow. I’ve been trying to do this for a few weeks with no luck. I’m actually not sure if this action in Zoho Flow does anything. I did find this video from BluRoot: Create a Project Automatically From Zoho CRM – No Coding Necessary, where they were able to do this successfully (this was 2 years ago). I haven’t been able to have any success with this. Does this action and functionality still work? If so, how? If no, what’s a potential work-a-round?
? 5. (14:49) Is there a way to sort leads based on the “best time to email” and “best time to call” fields? I’d love to try using a day or two a week, checking the “best time” fields each hour or so.
? 6. (19:05) Thanks, this was very helpful. Do you have anything on how to set yourself up for a service-based business, like a life coach, with 1:1 sessions with clients, and you want to keep records?
? 7. (22:26) Why this method vs. Integrations tab > Zoho CRM?
