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Webinar – Formstack & Zoho CRM: A Winning Combination

This webinar goes over the power of Zoho CRM & Formstack Documents previously known as Webmerge.  This combination cannot only automate many daily tasks but also save your business thousands in the long run.

This webinar’s agenda:

  1. Introductions
  2. The Zoho Platform
  3. Formstack Documents
  4. Integration Use Case & How-To
  5. Q&A

We apologize for the video quality of the recording. Below are all the slides used in this webinar.  

 

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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