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 […]
Using Zoho Survey Responses to Kickstart A Campaign Workflow
In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]
The Ultimate Guide to Configuring & Optimizing Zoho Inventory
Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]
Managing Accounting & Physical Stock Levels In Zoho Inventory
In this video, we explore the differences between accounting and physical stock in Zoho Inventory and demonstrate how various transactions impact stock levels. Learn how to manage and balance your stock accurately with tips on inventory adjustments and optional transactions. ? TIME STAMPS ? 0:00 Intro 1:35 Purchase & Sales Transactions Impact on Stock 3:20 […]
Shopify To Zoho Inventory Integration & Automation
? TIME STAMPS ? 0:00 Intro 0:43 ?️ Integration & Set-Up 4:02 ? Create A Chart Of Accounts In Zoho Books 5:28 ? Create Custom Function For Payment & Invoice Record 9:26 ? Create Workflow Rule For New Shopify Order 12:36 ? Create Workflow Rule In Zoho Flow For Fulfillment Automation
Zoho Inventory Full Product Overview With Shopify & WooCommerce Best Practices
Zoho Inventory is a robust inventory management solution. In this month’s full product overview webinar, Kody and Josh do a deep dive into not only Zoho Inventory but the two most common platforms that integrate with Inventory, Shopify & WooCommerce. Below is a quick run-through of the various agenda topics discussed in the webinar. Zoho […]
How to Remove Ticket Numbers From Zoho Desk Email Responses
In this video, we share a quick and valuable tip on how to remove ticket ID numbers from the subject line of your Zoho Desk email replies.
Easy Pick List Management With Zoho CRM Global Sets
In this tutorial, we guide you through step-by-step this long-awaited feature, allowing you to standardize picklist values across different modules, which can help maintain consistency, reduce data entry errors, and save you tons of time.
Embracing GDPR Compliance in Email Marketing with Zoho Campaigns
Introduced by the European Union in 2018, the General Data Protection Regulation (GDPR) has since influenced a global wave of data protection reforms, impacting organizations far beyond the EU’s borders. In this ever-changing marketing landscape, it is important to understand how email marketing has been affected by GDPR. And if you are using Zoho, how […]
Benefits Of Portals And Why We Recommend ZPortals
In the past, portals were primarily only available to large enterprises with vast IT resources and budgets. Luckily, with the constant improvements and availability of online software solutions, portals have become more obtainable for businesses. Today more businesses seek to improve their customer and vendor relationships through enhanced communication and collaboration without needing an exorbitant […]
