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AZAAZ – Volume 1, Issue No. 12

Questions Answered

1. (1:00) I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory –> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring.

2. (3:53) Hi, thank you for your time. You said in the video that there is a way to integrate existing website contact form to Zoho but did not show it. How is that possible?

3. (5:47) I have forward activities scheduled with all Qualified Leads and Contacts. I also collect intel (notes) from each touchpoint. With that said, it is a slight pain in the AZAAZ that I have to complete a scheduled call and then go back to add (+) a new future Call, Meeting, or Task. Can I create a Workflow or Automation that immediately forces me to schedule another future activity at the completion of logging today’s scheduled call? 

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4. (11:59) In Zoho Flow we’re trying to use “Update Related Module Entry” action to associate a project with their CRM account. Seems pretty straight forward and all the functionality seems to be right there in flow. I’ve been trying to do this for a few weeks with no luck. I’m actually not sure if this action in Zoho Flow does anything. I did find this video from BluRoot: Create a Project Automatically From Zoho CRM – No Coding Necessary, where they were able to do this successfully (this was 2 years ago). I haven’t been able to have any success with this. Does this action and functionality still work? If so, how? If no, what’s a potential work-a-round? 

5. (14:49) Is there a way to sort leads based on the “best time to email” and “best time to call” fields? I’d love to try using a day or two a week, checking the “best time” fields each hour or so.

6. (19:05) Thanks, this was very helpful.  Do you have anything on how to set yourself up for a service-based business, like a life coach, with 1:1 sessions with clients, and you want to keep records?

7. (22:26) Why this method vs. Integrations tab > Zoho CRM?

Links Discussed:

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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