Zoho Marketing Automation vs Constant Contact vs Mailchimp: Feature & Pricing Comparison (2025)
Choosing the right email marketing platform is critical for managing contacts, sending personalized campaigns, and automating communication. This guide compares three leading tools: Zoho Marketing Automation, Mailchimp, and Constant Contact, focusing on features, automation, pricing, and integrations to help businesses make an informed decision. Feature Comparison Contact & Audience Management All three platforms support contact […]
Zoho CRM For Everyone Connected Workflows Guide
Zoho CRM for Everyone’s new Connected Workflows feature lets users automate multi-module processes from one centralized interface. This guide walks through how to configure, trigger, and optimize connected workflows for deals, demos, onboarding, and more. It also highlights when traditional workflows may still be necessary. What Are Connected Workflows in Zoho CRM for Everyone? Connected […]
Mastering Workflows in Zoho Desk: A Complete Guide
Zoho Desk workflows offer powerful automation tools to streamline ticket management and enhance support operations. This guide provides a comprehensive walkthrough of Zoho Desk workflows, including triggers, criteria, actions, and real-world use cases like ticket assignments and unhappy customer alerts. Understanding Zoho Desk Workflows What are Zoho Desk Workflows? Workflows in Zoho Desk are automation […]
Salesforce vs. Zoho CRM: Customization, Automation, and Cost Comparison
Choosing between Salesforce and Zoho CRM often comes down to cost, customization, and automation. This guide presents a direct, unbiased comparison based on real-world CRM implementations, helping you determine which platform meets your business needs without overspending. CRM Overview: Salesforce vs. Zoho CRM What are the key modules in both CRMs? Both platforms include standard […]
Mastering Zoho Projects Budget Setup: Budget Types, Billing Methods & Pro Tips
Budget management is a critical aspect of project planning and execution. Zoho Projects offers a comprehensive budgeting system that helps businesses track hours, costs, and overall progress efficiently. In this guide, we’ll walk you through the essentials of Zoho Projects budget setup, covering the four budget types, billing methods, forecasting insights, and step-by-step setup instructions. […]
Zoho Zia Agent Studio: A No-Code AI Agent Builder
Zoho’s new Zia Agent Studio empowers users to create powerful AI-driven agents with no coding required. With a focus on CRM automation and LLM integration, this tool is designed for both technical and non-technical users who want to streamline business workflows. Request early access – CLICK HERE. What Is Zoho Zia Agent Studio? Zia Agent […]
Zoho CRM Beginner Tutorial: A Complete Walkthrough for New Users
If you’re new to Zoho CRM and wondering what exactly you’re supposed to do all day, this Zoho CRM beginner tutorial walks you through the actual day-to-day use of the platform. Unlike setup-focused videos, this guide zeroes in on what daily users need: managing leads, following up on tasks, sending emails, and moving deals forward […]
Avalara Integration with Zoho: A Complete Walkthrough
If you’re looking for a reliable way to automate tax compliance, the Avalara integration with Zoho offers a complete solution. Whether you’re managing invoices, exemption certificates, or multi-state filings, this walkthrough shows how Avalara works inside the Zoho ecosystem with ease and accuracy. In this hands-on walkthrough, Jed Sampson from Avalara joins Zenatta to explore […]
How to Use Dynamic Prefill in Zoho Forms with Webhooks and CRM Integration
Zoho Forms just became a whole lot more powerful. With its new dynamic prefill feature, you can now auto-populate form fields based on a real-time lookup to Zoho CRM or any external database—all without URL parameters or complex workarounds. In this tutorial, we’ll walk you through how to implement dynamic prefill using webhooks and authenticated […]
Zoho CRM List Views: Grid, Chart, and Timeline Explained
Zoho CRM just leveled up how you work with your data. With three powerful new list views—Grid View, Chart View, and Timeline View—you can now analyze and edit your CRM records faster and more intuitively than ever. In this breakdown, we’ll explore each of these new views, how they can boost your productivity, and when […]