Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]
How to Link Zoho Creator Forms to Zoho CRM
In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM. ? TIME STAMPS ?0:00 Intro0:49 Connect A Tasks Form With Modules In The CRM4:47 Viewing Tasks In The CRM […]
Email Workflows in Zoho Campaigns
This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
CRM Integration and Sync in Zoho Campaigns
This video on CRM integration and sync was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms […]
Segments and Topic Assignments in Zoho Campaigns
This video on segments and topic assignments was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
Sending an Email Campaign in Zoho Campaigns
This video on sending an email campaign was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
How To Migrate From QuickBooks Into Zoho Books
In this video, John walks through all steps needed to migrate your data from QuickBooks to Zoho Books. Here are the resources that I discussed in this video: TIME STAMPS0:00 Intro0:22 Agenda0:43 What Is Zoho Books?1:03 Key Step 1: Clean, Clean, Clean2:20 Key Step 2: Export Your Data3:18 Key Step 3: Data Normalization5:08 Key Step […]
Creating Topics in Zoho Campaigns
This video on creating topics was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/