CRM Integration and Sync in Zoho Campaigns
This video on CRM integration and sync was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
CRM Zen Show Episode 214 – What Color Is Your PDFachute
Zoho News Zoho Analytics Q3 Newsletter Download the pdf to learn all about the upcoming updates, including HIPAA compliance, Zia dashboard, and more in this first Analytics newsletter. Zoho Analytics New Updates As they continue to roll out API call usage, dashboards are now inside Analytics as well. Query table view builder got a very […]
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms […]
Segments and Topic Assignments in Zoho Campaigns
This video on segments and topic assignments was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Sending an Email Campaign in Zoho Campaigns
This video on sending an email campaign was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
CRM Zen Show Episode 213 – All Aboard! The CSS SalesIQ
Zoho News Custom CSS for SalesIQ This is awesome, essentially giving you full control of the entire look and feel of your widgets for SalesIQ. New Zoho Desk Marketplace Extensions For all of you Zoho Desk users, these are always worth checking out. Zoho No Lay-Off Policy You might not get a bonus, but if […]
How To Migrate From QuickBooks Into Zoho Books
In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. Here are the resources that I discussed in this video: TIME STAMPS0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1: Clean, Clean, Clean2:20 Key Step 2: Export Your Data3:18 Key Step 3: Data Normalization5:08 Key Step […]
Creating Topics in Zoho Campaigns
This video on creating topics was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Settings Inside Zoho Campaigns
This video on settings was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes
Zoho News Celebrating 10 Years of Campaigns Congrats Campaigns! New AI Product Recommendation For Campaigns This is a pretty cool update that will pull in customer and order data to make recommendations. Campaigns Adds Its Own SMS Gateway Not entirely sure if this is a new connection or just a white label version of something […]
