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[…]

What is CRM? Expert Explanation with Industry Examples

Reading Time: < 1 minute In this video, we dive into what Customer Relationship Management (CRM) really is and how it applies to everyday activities and real-world scenarios. 🎬 TIME STAMPS 🎬 0:09 What is CRM? 0:30 Important Statistics of Using A CRM 1:43 How Do You Reduce The Friction Of Your Sales Process? Marketing Scenario 2:27 Intro To Marketing[…]

Should you be using the Leads Module in Zoho CRM?

Reading Time: < 1 minute In this video tutorial, Drew discusses all things Leads Module and if you should be using it in your business. 🎬 TIME STAMPS 🎬0:00 Intro0:12 Using Leads Overview0:35 Recommended Lead Statuses2:10 How Leads Work2:40 Benefits of Zoho Forms For Lead Generation3:40 What is Lead Conversion Mapping4:25 Converting a Lead5:05 Scenarios for using the Leads Module

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.