How To Link A Lead Record Upon A Zoho Form Submission In An Email
In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]
Zoho Cliq Full Product Tutorial 2022
Zoho Cliq Every business needs a fully functioning messaging application to keep the company’s communication running smoothly. Zoho Cliq does just that. With organized ways to keep your team and conversions flowing, Zoho Cliq works for everyone. Simple to use and get going, this messaging app can be pretty straightforward or customized exactly to your […]
Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
Our Favorite WordPress Themes
When it comes to building websites nowadays, most people aren’t coding whole sites from scratch. In fact, even if you are a talented web developer, most of us are still going to pick a theme. With constant changes to updates, HTML rules, CSS, WordPress versions, and security loop wholes, going back and updating your code […]
Zoho Analytics Full Product Tutorial – 2022
What is Zoho Analytics? Zoho Analytics is a business intelligence platform. A place where you can pull in a variety of data, either from Zoho apps or non-Zoho apps. You can report, compare, and consolidate all in one spot. Zoho Analytics has many pre-built connections, almost all the Zoho apps as well as outside applications […]
Top 5 Job Boards That Integrate With Zoho Recruit
Original Post-April 9, 2921 – Updated February 25, 2022 Zoho Recruit aims to function as an all-in-one recruitment package and Applicant Tracking System. The software comes with a broad range of tools to help recruiters, staffing agencies, and world-class HR departments to identify and recruit the best talent for any given position while streamlining many […]
How to Set Up a Mail Merge Document Inside Zoho CRM
Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Our Top 10 Zoho Implementations of 2021
With over 300 clients in an endless variety of industries, sometimes solutions require out-of-the-box thinking. If you watch the CRM Zen Show, then you know every week Tyler shares a new implementation that our team put together for a client. Well, out of the 52 implementations from last year, here are the top ten. 1 […]
The Only Portal You’ll Ever Need For Zoho, Z Portal
Most businesses in today’s world will find there are A LOT of moving parts to being successful. Having an organized business flow with a business operating system like Zoho is a must. And though these are great for structuring your internal business practices, how can you deliver a similar experience to your customers, clients, vendors, […]
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!