Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
The CRM Zen Show – Episode 80 – We’ve Seen The Light
Zoho News Zoho Vault New Interface is Open To Public Beta A very nice overhaul. Sign up here. 8 New Zoho Sheets Functions XLOOKUP – Zoho’s take on an improved VLOOKUP Function will be very interesting to spreadsheet power users. And the SEQUENCE function does look to be pretty useful as well Zoho Bookings Gets […]
A Brief Look at Zoho Checkout
As we come to our finale of the Zoho Finance Suite brief overview lets, we will finish up with Zoho Checkout. Capturing a payment is simple with Zoho Checkout. Now we know what you are thinking. Didn’t we just cover collecting payments with Zoho Subscriptions? The answer is yes. While they both share some similarities, […]
The CRM Zen Show – Episode 79 – Truly a Miracle
Zoho News Zoho Workerly adds Roster View This new feature shows job openings and available temps. By accepting or declining a job inside the app, the roster is automatically updated. All New Zoho Books App for Windows 10 Live tiles, Cortana and more. A nice truly native application. Zoho Office Integrator is getting the new […]
An Introduction to Zoho – Webinar
This week at Zenatta we hosted our first Webinar! As we start the new year we are branching out with our media content for you. We are happy to announce that we will be hosting a new Webinar at the end of every month! Also, we have launched a YouTube channel as well to bring you […]
The CRM Zen Show – Episode 78 – Zobot Drug of Choice
Zoho News Analytics Updates Embed / Publish URL dialog has been revamped for better usability Make Views Public Within Organization Customize Auto-Blending in Connectors Bigin Get’s Its Own Community It has now “officially” launched Zobot 101 Webinar Series Learn how to build a Zobot from scratch Zoho To Lock Records During Merge Process On the […]
Zoho Expense – Overview
Zoho Expense is a powerful yet straightforward accounting tool that will make life easier for both your sales team and financial department. For those of you already using Zoho, incorporating this product is a low hanging fruit you don’t want to miss out. Those not using Zoho the great news is you can use this […]
The CRM Zen Show – Episode 77 – Let’s Bigin Again
Zoho News Some New Integrations Were Announced This Week. Zoho Show Integrates with Slack If you are a Slack user, then this adds the /zs command to the slack command line to call up some Zoho Show commands. Zoho Recruit integrates with Jobma This adds video Interviews to Zoho Recruit. I had not heard of […]
3 Reasons to Choose Zoho Subscriptions
You hear the word “Automation” a lot when it comes to our articles. Why work harder when you can work smarter? Whether handling recurring transactions involving physical products or run a SaaS operation, Zoho Subscriptions does it all. Do more with your subscriptions than just see the existing cash flow come in. Use that data […]
The CRM Zen Show – Episode 76 – ZohoUP!
Click Here To Register For Our Upcoming Webinar: An Introduction to Zoho One, January 28, 2020, at 10 AM PT. Zoho News The Zoho Blog has added more “Year In” review blogs (by our count fourteen, and Pac Man fans, be sure to check out the Zoho Mail Post). Including this one that covers Zoho […]