How to Link Zoho Creator Forms to Zoho CRM
In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM. ? TIME STAMPS ?0:00 Intro0:49 Connect A Tasks Form With Modules In The CRM4:47 Viewing Tasks In The CRM […]
Email Workflows in Zoho Campaigns
This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
CRM Integration and Sync in Zoho Campaigns
This video on CRM integration and sync was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
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 […]
Segments and Topic Assignments in Zoho Campaigns
This video on segments and topic assignments was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Sending an Email Campaign in Zoho Campaigns
This video on sending an email campaign was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
How To Migrate From QuickBooks Into Zoho Books
In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. Here are the resources that I discussed in this video: TIME STAMPS0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1: Clean, Clean, Clean2:20 Key Step 2: Export Your Data3:18 Key Step 3: Data Normalization5:08 Key Step […]
Creating Topics in Zoho Campaigns
This video on creating topics was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Settings Inside Zoho Campaigns
This video on settings was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Which Zoho Bundle Is Right For You?
When it comes to Zoho, whether you are new or a Zoho veteran, there is a lot to digest. As most of you already know, there are quite a few products (40+), and with that, there are also quite a few bundles. For more information about each app, check out our resource library and if […]
