Automate Zoho 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 […]
Automation In Zoho Desk With Workflows, Macros, SLAs, & More
This tutorial on automation in Zoho Desk with workflows, macros, SLAs, & more was taken from our March 2023 product tutorial series.
Automate Internal Notifications Based On Email Actions In 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
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
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 […]
Using Zoho Survey Responses to Kickstart A Campaign Workflow
In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]
The Ultimate Guide to Configuring & Optimizing Zoho Inventory
Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]
Managing Accounting & Physical Stock Levels In Zoho Inventory
In this video, we explore the differences between accounting and physical stock in Zoho Inventory and demonstrate how various transactions impact stock levels. Learn how to manage and balance your stock accurately with tips on inventory adjustments and optional transactions. ? TIME STAMPS ? 0:00 Intro 1:35 Purchase & Sales Transactions Impact on Stock 3:20 […]
Shopify To Zoho Inventory Integration & Automation
? TIME STAMPS ? 0:00 Intro 0:43 ?️ Integration & Set-Up 4:02 ? Create A Chart Of Accounts In Zoho Books 5:28 ? Create Custom Function For Payment & Invoice Record 9:26 ? Create Workflow Rule For New Shopify Order 12:36 ? Create Workflow Rule In Zoho Flow For Fulfillment Automation
Zoho Inventory Full Product Overview With Shopify & WooCommerce Best Practices
Zoho Inventory is a robust inventory management solution. In this month’s full product overview webinar, Kody and Josh do a deep dive into not only Zoho Inventory but the two most common platforms that integrate with Inventory, Shopify & WooCommerce. Below is a quick run-through of the various agenda topics discussed in the webinar. Zoho […]