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 […]
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020
How to Set Next Activity Date in Zoho CRM
Zoho CRM Setting Up Scoring Rules Tutorial – 2020
In this video, you will learn: How to set up meaningful scoring rules for your Leads, Contacts, Accounts, and Deals.
How to Customize your Zoho CRM Home Page
Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]
