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[…]
Zoho CRM – Videos
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[…]
3 Pro Tips for Lead Conversion Mapping in Zoho CRM
Reading Time: < 1 minute There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. 🎬 TIME STAMPS 🎬 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion[…]
7 MUST Have Zoho CRM Automations
Reading Time: < 1 minute All of us have experienced “Man I wish I knew that sooner!” at least a handful of times in life. Well, here are 7 common Zoho automations we hear all too often. 🎬 TIME STAMPS 🎬 0:15 #1 – Form Integration 7:13 #2 – Lead Assignment Rules 11:57 #3 – Lead Conversion Mapping 15:25 #4[…]
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[…]
How to Set Up a Mail Merge Document Inside Zoho CRM
Reading Time: < 1 minute Here are the various action items we cover in this tutorial: Use Cases Getting Started Setting Up The Mail Merge Creating A New Template Zoho Writer Adding Merge Tags Sending A Document Via Mail Merge
Setting Up An Approval Process Inside Zoho CRM
Reading Time: < 1 minute In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
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
How To Integrate QuickBooks with Zoho CRM Tutorial – 2022
Reading Time: < 1 minute In this video tutorial, we walk you through how to integrate QuickBooks with Zoho CRM. Since this isn’t as simple as finding a connector in the CRM we thought we would share all the steps involved in this process. Enjoy!
How To Import Anything Into Zoho CRM Tutorial – 2022
Reading Time: < 1 minute In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
