Scheduled Emails via Zoho CRM Workflows
? TIME STAMPS ? 0:00 Intro 1:33 Create A Workflow Rule 7:01 Customize Workflow Based On A Response 8:25 Displaying Workflow Execution Tutorial Summary
Zoho’s NEW CPQ Functionality For CRM
In this tutorial, we take you on a deep dive into the new CPQ functionality in Zoho CRM. You’ll discover how this feature streamlines your sales process by automating complex tasks and providing your team with accurate pricing and quotes in record time
The Best System Design For A Zoho CRM Lead Form Capture
In this tip, we take a look at a better method for capturing lead form data inside of the CRM. Traditionally the data will go straight into the Leads or Contacts module. This isn’t always where we want the form data to live. Use this tip to design where your data goes upon form capture. […]
How To Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]
Connecting Zoho One To RingCentral
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 […]
The First 3 Things To Do In Any New Zoho CRM
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
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
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
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
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
