Twilio SMS Extension for Zoho CRM

Zoho CRM Twilio SMS Extension Review 2020

The application we all have been waiting for! Huge shoutout to Jeremy Nagel @NuancedIT for this one. Finally an SMS application for Zoho CRM. Send SMS messages using Twilio from an iMessage style interface Send templated SMS messages to leads and contacts Receive customer SMS replies to your Twilio number Send automated SMS messages via […]

Surveys with Zoho Campaigns

Surveys with Zoho Campaigns

An email survey is a repository of topic-relevant questions that reaches respondents and collects suggestions, feedback, and criticisms about that topic. This helps in quickly determining the target audience. This two-way communication system brings the sender and recipient closer. What do respondents look for?  Ask the right questions to gather the exact data you are […]

Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint

Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint - Blog -  - Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint - custom zoho crm links

You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. When opened in a browser, this link will instantly perform a search on Facebook’s website […]

Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020

Zoho Desk Auto-assignment of Tickets Based on CRM Owner 2020

In this week’s implementation, we show how to automate the assignment of tickets inside Zoho Desk to the proper account owner inside Zoho CRM.  This process is made possible by using Zoho Flow.   Here are some key points from this video: On new ticket creation, a flow is triggered Fetches Contact, and then Account information […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.