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 […]
Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
How to Set Up the NEW Zoho Campaigns Sync
Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]
Zoho Forms – Full Product Overview
This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ ? TIME STAMPS ? 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the […]
Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful […]
Zoho Projects Full Product – 2022
What Is Zoho Projects Similar to Microsoft Projects, Zoho Projects is a Project Management Application that does exactly that, lets you manage your products. Here is a quick snapshot of what Zoho Projects is: Zoho Projects is a full-featured Project Management application It follows a waterfall approach to Project Management Allows you to track your […]
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!