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. […]
Say NO To Duplicate Records
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
Dynamic Documents from Zoho CRM sent via Phaxio (Faxing Documents) – Implementation
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
Benefits of using “The Down Arrow” In Zoho CRM
Our very first tip. Utilize the down arrow tool inside your CRM!
Zoho CRM Dynamic Proposals Using Formstack – 2020
The Down Arrow
Organizing views in Zoho CRM using the Down Arrow – ˅
Tip – Autofill Custom Module Record Names
