Getting Started on WordPress with Zoho PageSense
Needing to integrate Zoho PageSense onto your WordPress website? This tutorial will guide you through the set-up and integration, a full product overview, and a live example of how we used the heatmap feature. Getting started on WordPress with Zoho Pagesense can be a breeze. ? TIME STAMPS ? 0:00 Intro 0:40 What Is Zoho […]
Getting Started on WordPress with Zoho SalesIQ
Needing to integrate Zoho SalesIQ onto your WordPress website? This tutorial will guide you through the set-up and integration, customizing your chat widget, and tracking your live visitor activity. ? TIME STAMPS ? 0:00 Intro 0:21 What Is Zoho SalesIQ 1:30 Initial WordPress with SalesIQ Setup 3:54 Customize Chat Widget To Fit Your Branding 6:47 […]
Creating a Webhook with Zoho Flow
In this video, Tyler walks you through how to create a Webhook with Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:47 What is a webhook and use cases 2:00 Creating a flow 3:55 Using Postman 6:00 Testing Endpoints 7:20 Building the webhook 15:30 Webhook history
How To Set Up An Estimate For Digital Signatures For Zoho Books
? TIME STAMPS ? 0:00 Intro 1:18 Turning on the Zoho Sign integration 2:44 Adding the signature line to templates 3:44 Creating and sending an estimate 4:46 Customer viewpoint on estimate & signature
How To Set Up IMAP For Your Personal Email Using Zoho Mail
How To Setup UTM Tracking For Zoho Forms
In this video tutorial, we walk you through how to set up UTM tracking inside Zoho Forms for your AdWords campaigns. Enjoy!
How To Import Anything Into Zoho CRM Tutorial – 2022
In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data
Zoho SalesIQ Zobot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Zobot inside Zoho SalesIQ. Use the following timestamps to navigate the content of the video: 0:00 Intro 0:40 What is a Zobot? 1:25 Adding a Zobot 1:55 Codeless Bot Builder 3:00 Audience Criteria 5:00 Configuration 7:30 Building the Zobot […]
Zoho SalesIQ Answer Bot Tutorial – 2021
In this tutorial, we do a complete walkthrough of how to set up and configure the Answer Bot inside Zoho SalesIQ. Timestamps & Sections 0:00 Intro 1:30 What is an Answer Bot? 2:10 Answer Bot Profile 3:40 Answer Bot Resource Selection 4:35 FAQ 7:47 Articles 10:57 Response Configuration 13:57 Behaviour Configuration 16:10 Small Talk Settings […]
Zoho Recruit Candidate Pipeline Tutorial – 2021
This segment is from our Zoho Recruit Full Product Tutorial and covers the following: What happens when someone applies to your job posting How to create an interview Managing your pipeline