Reading Time: 3 minutes In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along[…]
Zoho CRM – Videos
The First 3 Things To Do In Any New Zoho CRM
Reading Time: 3 minutes In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic[…]
Organize YOUR Data in Zoho CRM with Custom Views & Filters
Reading Time: 3 minutes Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views[…]
5 Key Things To Know For Integrating Zoho CRM and Zoho Books
Reading Time: 3 minutes Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting[…]
Dynamically Changing Zoho CRM Email Template Images with WordPress
Reading Time: < 1 minute In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you[…]
Zoho CRM Reports Overview
Reading Time: < 1 minute In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. 🎬 TIME STAMPS 🎬0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
Reading Time: < 1 minute By default, if someone opts out inside Zoho Campaigns, they are also opted out inside Zoho CRM. This could cause issues with existing Leads or Contacts inside your CRM. Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.
Email Verification Using Clearout
Reading Time: < 1 minute In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” 🎬 TIMESTAMPS 🎬0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List[…]
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
Reading Time: 3 minutes 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[…]
How To Set Up Scoring Rules Inside Zoho CRM
Reading Time: < 1 minute Scoring rules can be a great way to filter which leads your sales team should be focusing on first. In this quick tutorial, we show you how to get started with scoring rules inside Zoho CRM. 🎬 TIME STAMPS 🎬 0:00 Intro 0:53 Getting Started 2:19 Creating a Scoring Rule 5:50 Adding Criteria 9:10 Testing[…]
