How To Link A Lead Record Upon A Zoho Form Submission In An Email
In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]
Dynamically Changing Zoho CRM Email Template Images with WordPress
In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you […]
Email Verification Using Clearout
In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” ? TIMESTAMPS ?0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List […]
How To Setup Email Signatures Inside Zoho CRM *NEW* 2021
In this quick 3 minute tutorial, Brett walks you through the new way to setup email signatures inside Zoho CRM. Zoho recently changed the location of email signatures this summer.
Zoho CRM Finding Statistics for Mass Emails – 2020
This is a very quick demo on how to find your statistics for mass emails sent from Zoho CRM inside Zoho CRM.
Zoho CRM How to Setup Your Email
Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho CRM Click Here. Are you looking to give Zoho CRM a try? Here is a free trial to see […]
Zoho CRM Automation 101: Email Templates
In this quick tutorial, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.
