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Automate Zoho Campaign Notifications Through Zoho CRM

Automate Zoho Campaign Notifications Through Zoho CRM - Zoho Campaigns - Videos -  - Automate 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 […]

Automate Internal Notifications Based On Email Actions In Zoho Campaigns

Automate Internal Notifications Based On Email Actions In Zoho Campaigns - Zoho Campaigns - Videos -  - Internal Email notifications through 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.

Categorizing Bank Transactions & Reconciliation In Zoho Books

Categorizing Bank Transactions & Reconciliation In Zoho Books - Zoho Books - Videos -  - booksrecons

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

Creating A Custom Sync To Zoho Analytics via Deluge - Deluge - Videos -  - custom_sync_to_analytics

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 […]

Enable ACH Bank Payments In Zoho Books

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Are you considering offering your customers the option to pay via ACH bank transfer while also saving on payment processing fees? Tyler is once again guiding you through the steps to make this “set it and forget it” connection. Code Share Mentioned: https://club.zenatta.com/c/code-share/automatic-enablement-of-books-customer-bank-payments Deluge Training: https://youtube.com/playlist?list=PLZQZebmrdF7gBb8b2pdTYfq56foPHdXXB

Boost Your Productivity Inside Zoho With ChatGPT

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While it might be intimidating to some (ourselves included), the rise of open AI is revolutionizing the way we work. With ChatGPT launching in November 2022, it has only grown in popularity. Since its launch, academia, businesses, and individuals are frantically trying to get ahead of this new technology. With that being said, implementing ChatGPT […]

How To Style Your Zoho Creator Pages Using HTML & CSS

How To Style Your Zoho Creator Pages Using HTML & CSS - Creator -  - style creator page thumbnail - Style Zoho Creator Pages

Looking to customize your Zoho Creator pages beyond the default choices? We’ve got you covered. In this tutorial, Josh walks you through how to customize and style your Creator pages using HTML/CSS. Key Takeaways Customize an HTML Snippet with Embed & Customizable Page Elements Start out with a blank Creator page, open up the editor […]

Using Dynamic Fields In Zoho Campaigns For Custom User Signatures

Using Dynamic Fields In Zoho Campaigns For Custom User Signatures

In this video, Wayne is guiding you through setting up a dynamic email signature that can be associated with the contact owner. ? TIMESTAMPS ?0:00 Intro1:19 Confirm Your Sync Is Set Up1:54 Create Your Campaign With Dynamic Fields3:11 Create A Custom Merge Tag4:32 Associate The Contact Owner Tag With Each Email Signature

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.

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