Zoho CRM For Everyone Connected Workflows Guide
Zoho CRM for Everyone’s new Connected Workflows feature lets users automate multi-module processes from one centralized interface. This guide walks through how to configure, trigger, and optimize connected workflows for deals, demos, onboarding, and more. It also highlights when traditional workflows may still be necessary. What Are Connected Workflows in Zoho CRM for Everyone? Connected […]
Salesforce vs. Zoho CRM: Customization, Automation, and Cost Comparison
Choosing between Salesforce and Zoho CRM often comes down to cost, customization, and automation. This guide presents a direct, unbiased comparison based on real-world CRM implementations, helping you determine which platform meets your business needs without overspending. CRM Overview: Salesforce vs. Zoho CRM What are the key modules in both CRMs? Both platforms include standard […]
Zoho Zia Agent Studio: A No-Code AI Agent Builder
Zoho’s new Zia Agent Studio empowers users to create powerful AI-driven agents with no coding required. With a focus on CRM automation and LLM integration, this tool is designed for both technical and non-technical users who want to streamline business workflows. Request early access – CLICK HERE. What Is Zoho Zia Agent Studio? Zia Agent […]
Avalara Integration with Zoho: A Complete Walkthrough
If you’re looking for a reliable way to automate tax compliance, the Avalara integration with Zoho offers a complete solution. Whether you’re managing invoices, exemption certificates, or multi-state filings, this walkthrough shows how Avalara works inside the Zoho ecosystem with ease and accuracy. In this hands-on walkthrough, Jed Sampson from Avalara joins Zenatta to explore […]
Why Zoho One Is a Smart Choice for MSPs
If you run a Managed Service Provider (MSP) business, you’re likely juggling more software than you’d prefer. One tool for CRM, another for ticketing, something else for billing, and yet another for time tracking. These systems rarely play well together, and keeping everything in sync becomes a job of its own. That’s why more MSPs […]
Run Your Real Estate Business on Zoho—Smarter, Faster, and All-in-One
Real estate isn’t just about location anymore. It’s about speed, structure, and staying organized across every deal, client, and listing. When using Zoho in your real estate business, you’re able to centralize your entire operation into one customizable system. No more juggling lead sources, showings, signed docs, and agent updates in ten different tools. With […]
What’s New in 2025 Zoho CRM for Everyone: Full Feature Walkthrough
Originally launched in 2024, Zoho CRM for Everyone introduced a major redesign in how teams interact with and manage their CRM workflows. Now, in 2025, we’re revisiting this powerful update to walk through its most impactful features — from the streamlined UI and flexible team spaces to new ways to organize modules, automate tasks, and […]
25 Zia Agent Ideas to Revolutionize Your Zoho Experience
Zoho’s upcoming Zia Agents are set to revolutionize automation within the Zoho ecosystem. These AI-powered tools promise intelligent decision-making and complex workflows, far beyond basic commands. While the full scope of Zia Agents is still unknown, it’s clear they’ll transform how businesses operate. To help you prepare, we’ve compiled 25 Zia Agent ideas that could […]
Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]