Getting Started With Deluge – Write Data
In the final video of our Getting Started With Zoho Deluge series, Greg teaches us how to do the final step of writing data. Make sure to check out the previous videos on Reading Data and Editing Data! Key Takeaways Getting Data Onto The CRM Record As you’ll remember in the last lesson, we got the […]
Boost Your Productivity Inside Zoho With ChatGPT
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 Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]
Getting Started With Deluge – Editing Data
Greg is back with another intro to Deluge tutorial! In this video, we focus on editing data in Deluge. Make sure to check out the previous video on Reading Data! Key Takeaways Pulling in a Lead Record Let’s start out by pulling our lead record in by using the steps learned in the last video. […]
Getting Started With Deluge – Reading Data
If you’re looking to learn Deluge, you’ve come to the right place! In this tutorial, we introduce you to the deluge editor and how to read data. Key Takeaways Creating Your First Deluge Function In the CRM Settings, head into Functions under the Developer Space. Click the blue New Function button to start creating. We […]
Connecting Zoho One To RingCentral
In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along […]
How To Style Your Zoho Creator Pages Using HTML & CSS
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 “Field Alias” To Prefill A Zoho Form
In this tutorial, we cover how to prefill a Zoho Form in two parts. The first part is using “Field Alias” inside Zoho Forms to capture the data, and the second is then applying that to an email inside Zoho CRM.
Why Bots In Zoho Cliq Are A Game-Changer
The video is part of a Cliq full product tutorial, focusing on why bots in Cliq are a game-changer. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.
Integrating Zoho Cliq with Zoho CRM
The video is part of a Cliq full product tutorial focusing how to integrate Zoho Cliq with Zoho CRM. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.