Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 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 […]
How to Set Next Activity Date in Zoho CRM
In this implementation, Tyler shows how to populate the most current activity date in its own field. Here are some of the key points from the video: “Next Activity Date” field automation in Deals module for easy Activity-based management of Deals. “Next Activity Date” field added to Deals module. On Create, Update, or Delete of […]
Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
Convert a Message on Cliq into a Task on Zoho Connect
In this week’s episode of Tips & Tricks our developer Skyler Paul demonstrates how to setup your Cliq to convert messages into tasks on Zoho Connect. For the guide mentioned in the video here is the link: https://help.zoho.com/portal/en/community/topic/convert-a-message-on-cliq-into-a-task-on-zoho-connect
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
