Zoho Forms – Full Product Overview
This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ ? TIME STAMPS ? 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the […]
How Are You Tracking Your Campaigns?
Measuring a marketing campaign’s overall performance and ROI is essential for improving marketing materials and gaining new customers. The only way for a business to understand how and where it can improve its marketing efforts is by tracking ROI and performance. Importance of Campaign Data If your company does business in a competitive industry or […]
Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful […]
New Website? Use Our Getting Started Checklist
Today, websites are the modern storefront for almost every type of business out there. Even brick and mortar businesses such as retail, restaurants, and hospitality, are almost always hybrid with a website representing their business. Often times unless you have a designated web and marketing team, websites are often missing some core components. These overlooked […]
How to sync Zoho Campaigns with Zoho CRM
When it comes to syncing Zoho Campaigns with Zoho CRM, there are a few extra things you will want to know to prevent future headaches. We cover everything from the sync to a couple of extra tips in this video tutorial. ? TIME STAMPS ? 0:00 Intro 0:25 Getting Started 1:25 Creating a Sync 3:50 […]
Zoho Projects Full Product – 2022
What Is Zoho Projects Similar to Microsoft Projects, Zoho Projects is a Project Management Application that does exactly that, lets you manage your products. Here is a quick snapshot of what Zoho Projects is: Zoho Projects is a full-featured Project Management application It follows a waterfall approach to Project Management Allows you to track your […]
Creating a Webhook with Zoho Flow
In this video, Tyler walks you through how to create a Webhook with Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:47 What is a webhook and use cases 2:00 Creating a flow 3:55 Using Postman 6:00 Testing Endpoints 7:20 Building the webhook 15:30 Webhook history
4 Benefits from Automation
When workers think about automation in business, it is often with trepidation, if not outright fear and scorn. That is because the natural conclusion we tend to draw is that robots and automated processes will replace workers, decrease employment, or at least decrease employment among lower-skilled workers. Fortunately, that does not necessarily have to be […]
How To Set Up An Estimate For Digital Signatures For Zoho Books
? TIME STAMPS ? 0:00 Intro 1:18 Turning on the Zoho Sign integration 2:44 Adding the signature line to templates 3:44 Creating and sending an estimate 4:46 Customer viewpoint on estimate & signature
How To Set Up IMAP For Your Personal Email Using Zoho Mail
