Automated Lead Conversion in Zoho CRM When Qualification is Complete
Zoho CRM Automation 101: Email Templates
Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM Reads Contact Roles related list and defines the matching Contact there as “Primary” This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
Zoho CRM Automation 101: Workflows
How to Automate Event creation via Zoho CRM Deals
Beginner’s Guide to Zoho CRM Workflows – 2020
Recorded from the CRM Zen Show April 17th, 2020 Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.
Twilio SMS Extension for Zoho CRM
The application we all have been waiting for! Huge shoutout to Jeremy Nagel @NuancedIT for this one. Finally an SMS application for Zoho CRM. Send SMS messages using Twilio from an iMessage style interface Send templated SMS messages to leads and contacts Receive customer SMS replies to your Twilio number Send automated SMS messages via […]
Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
You can create custom Zoho CRM links that incorporate data from CRM records. 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. When opened in a browser, this link will instantly perform a search on Facebook’s website […]
