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 […]
How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
Zoho CRM Best Practices for Lead Management
Let’s talk about leads for a second. If you’re in sales, you already know that managing your leads can make or break your results. Zoho CRM has great tools to help you capture, organize, nurture, and eventually convert those leads. But that only happens if you know how to use them. Here are some best […]
Zoho Integrations – Everything you need to know!
Apps, apps, and more apps. This is true for anyone using Zoho One, but for many, it’s not just Zoho. We rely on a plethora of other applications to run our businesses. Integrations are crucial for unifying the various apps and systems we use every day. With different departments often relying on different tools, integrations […]
