Asking The Right Questions For A Successful Zoho and Third-Party Applications Integration via API
Imagine your boss approaches you needing an integration between Zoho and a third-party applications. Where do you start? What do you need to know? This article provides a comprehensive checklist of questions and steps you should consider with API. The more information you have upfront, the quicker the integration work can commence or the faster […]
The Future of Work: Exploring Zoho’s New ChatGPT Integrations
Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one such innovation. In recent months, Zoho has embraced this change with a flurry of integrations into their various applications. These advanced, AI-driven tools have set a new precedent for how we approach tasks and engage […]
Creating A Custom Sync To Zoho Analytics via Deluge
In this in-depth video tutorial, we guide you step-by-step through importing and synchronizing CRM pipeline stages using Deluge for enhanced data insights that will be set to an automated schedule. ? TIME STAMPS ? 0:00 Intro and Setup 3:59 Pull Pipeline Information From The CRM 12:51 Prepare Data For Entry Into Analytics 16:57 Send Data […]
What Is BI? + 5 Best Practices
Making a business decision without data to back it up is a recipe for disaster. Form strategic decisions with solid evidence by using a business intelligence tool. Combine data sets from across your entire organization and use visualizations to dig deeper into your business analysis. What Is Business Intelligence? A Business Intelligence (BI) tool is […]
12 Days of Marketing
On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you might be looking to change up your marketing plans. We’ve gathered some top tips to help you get the most out of your marketing strategy in 2023. While some of […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]
Zoho Analytics Full Product Tutorial – 2022
What is Zoho Analytics? Zoho Analytics is a business intelligence platform. A place where you can pull in a variety of data, either from Zoho apps or non-Zoho apps. You can report, compare, and consolidate all in one spot. Zoho Analytics has many pre-built connections, almost all the Zoho apps as well as outside applications […]
Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful […]
Intro to Advanced Analytics for Zoho Books
Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most […]
How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial
This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide […]
