Overview of the Zoho Commerce Integration with Zoho Inventory
This was taken from our Zoho Inventory webinar. Here is a brief summary of what was discussed in this tutorial:
Automate Zoho Campaign Notifications Through Zoho CRM
Here is a follow-up tutorial explaining how to set up internal email notifications in Zoho CRM based on specific actions such as email clicks or opens. You will be able to set up a Zoho CRM workflow that triggers a task or pushes data to the CRM when a specified email action occurs, such as […]
Zoho Forms vs. Gravity Forms: Which is Better?
Forms, in our opinion, are one of the most overlooked components businesses utilize. They play such a vital role in any organization, yet oftentimes, only tapped into the most basic of their capabilities. With that being said, out of all of the form solutions out there, Zoho Forms & Gravity Forms are the two most […]
Automation In Zoho Desk With Workflows, Macros, SLAs, & More
This tutorial on automation in Zoho Desk with workflows, macros, SLAs, & more was taken from our March 2023 product tutorial series.
Automate Internal Notifications Based On Email Actions In Zoho Campaigns
In this tutorial, we guide you through automating internal notifications based on email actions within Zoho Campaigns. We demonstrate how to create a campaign, set up a workflow for internal notifications based on email click, and suggests different methods for setting up all-inclusive internal notifications.
TVS Pro – Case Study
Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control. They are a team of 34 employees and are based out of Salt Lake City, Utah. The Challenge We’ve been on the same software (Everest (Icode / Versata), since 2003 with no real updates since […]
Categorizing Bank Transactions & Reconciliation In Zoho Books
In this Zoho Books tutorial, we demonstrate the process of categorizing transactions and reconciling bank accounts. We cover handling discrepancies, adjusting categorization, and deleting manually added payments to correct errors. TIME STAMPS 0:00 Intro 0:24 Categorizing Bank Transactions 11:52 Reconciling Bank Account
Creating A Custom Sync To Zoho Analytics via Deluge
In this in-depth video tutorial, we guide you step-by-step through importing and synchronizing CRM pipeline stages using Deluge for enhanced data insights that will be set to an automated schedule. ? TIME STAMPS ? 0:00 Intro and Setup 3:59 Pull Pipeline Information From The CRM 12:51 Prepare Data For Entry Into Analytics 16:57 Send Data […]
Using Zoho Survey Responses to Kickstart A Campaign Workflow
In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]
The Ultimate Guide to Configuring & Optimizing Zoho Inventory
Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]
