Mastering The Zoho Desk Knowledge Base & Help Center Features
Zoho Desk offers powerful tools for managing knowledge base articles that enhance customer support and self-service. This guide explains how to organize, publish, and optimize these articles, including their integration with the Help Center, SalesIQ, and internal ticketing workflows. Managing Knowledge Base Articles in Zoho Desk What is the Knowledge Base in Zoho Desk? The […]
The Future of Work: Exploring Zoho’s New ChatGPT Integrations
Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one such innovation. In recent months, Zoho has embraced this change with a flurry of integrations into their various applications. These advanced, AI-driven tools have set a new precedent for how we approach tasks and engage […]
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
ClearVista (formerly TVS Pro) – Inventory & Finance Automation Case Study Industry: Audio-Video Systems Integration | Location: Salt Lake City, Utah, USA | Team Size: 34 Apps: Zoho Inventory, Books, CRM, Analytics, WorkDrive, Cliq Automated Purchasing & Receiving Real-Time Profitability Insights Manager Dashboards & Reporting Executive Summary ClearVista, formerly TVS Pro, is a custom audio-video […]
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 […]