Zoho CRM Modules – Basic Breakdown and Explanation
CRM Activity Scoring Dashboard in Zoho Analytics
In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To […]
Zoho CRM Calendly Integration Through Zoho Flow – 2020
Here are some keynotes from this implementation: When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address If there is a match, create a CRM Event-related to that specific Lead or Contact -If there is not a match, create a Contact with a related Event Not finding what you […]
Webinar – Formstack & Zoho CRM: A Winning Combination
Zoho CRM – Syncing Deal stage value to related Account and Contact
In this implementation, a workflow is triggered when a Deal Stage is updated. Once the workflow is triggered a Deluge function is used to write Deal Stage into the linked Account and Contact. Then the Deal Stage value in Accounts allows for easy sorting based on engagement and customer status. Lastly, the Deal Stage value […]
Zoho CRM How To Set A Unique Custom Field For Import
Automated Lead Conversion in Zoho CRM When Qualification is Complete
This quick implementation automates the process of lead conversions once a set of criteria are met. Here are the key points covered in this tutorial: Custom fields added to lead to store information used for lead qualification On fill of all qualification fields, check values against set criteria If criteria are met, convert the lead. […]
Zoho CRM Automation 101: Email Templates
In this quick tutorial, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.
Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: