7 Zoho Forms Best Practices
If you’ve ever found yourself juggling multiple forms or getting bogged down with clunky workflows, you’re not alone. Zoho Forms offers a plethora of features designed to simplify data collection, automate processes, and improve overall efficiency. But like any powerful tool, knowing how to use it effectively is key to unlocking its full potential. In […]
Don’t Be A Turkey, Switch To Zoho One
As we take a moment to reflect on all the things to be thankful for while slipping into a weekend-long food coma, let’s remember to be grateful for Zoho One. With the new year looming around the corner, wouldn’t it be nice to have all aspects of your business run under one software solution? In light […]
BES – Case Study
Executive Summary BES is an education nonprofit based in the U.S. focusing on leadership development and supporting school leaders through professional development and training. With a small but dedicated team, the organization works to build sustainable results in education across various communities. The Challenge Before partnering with Zenatta, the nonprofit organization faced critical challenges due […]
Zoho and WordPress – How to Integrate & Setup Key Apps
Are you leveraging Zoho and WordPress to their full potential? Integrating Zoho applications with WordPress allows you to track visitors, automate marketing, capture leads, and optimize engagement seamlessly. Whether you use Zoho One or specific tools, this tutorial breaks down key integrations, setup processes, and essential tips to maximize the synergy between these platforms. Zoho […]
Zoho’s Commitment to Data Privacy and Security
Every business needs tools that not only help them grow, but also protect what matters most, their data. This is one of Zoho’s ongoing commitments to their users. With a “privacy-first” philosophy and a comprehensive security framework, Zoho empowers businesses to work with confidence, knowing that their data is in good hands. From robust encryption […]
Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
Streamline Your Processes with Zoho Bigin’s Team Pipelines
Zoho Bigin’s Team Pipelines feature empowers users to manage different workflows and processes all within one streamlined platform. This guide will walk you through how to set up and customize multiple pipelines in Zoho Bigin, enabling you to efficiently handle diverse operations—like sales, onboarding, and project tracking—tailored to your organization’s needs. What are Team Pipelines […]
Zoho Forms New Features: Month/Year Field, Embed Field, and Enhanced Theme Builder
Zoho Forms just introduced three exciting new features—Month/Year field, Embed field, and an upgraded Theme Builder—available to all users. These additions have yet to be officially announced, but they’re already live and ready to use. Here’s a detailed look at what each feature offers and how it can improve your Zoho Forms experience. 1. Month/Year […]
5 Ways Zoho CRM Mail Merge Can Save Your Business Time and Money (with a Step-by-Step Guide)
Zoho CRM Mail Merge can be a powerful tool for businesses looking to streamline their document creation and save valuable time and resources. Here’s how Zoho Mail Merge can simplify tasks and enhance efficiency across various business processes. 1. Automating Repetitive Document Creation Creating documents like contracts, proposals, or quotes can be time-consuming, especially when […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
