Getting Started on WordPress with Zoho SalesIQ

Getting Started on WordPress with Zoho SalesIQ - Zoho SalesIQ - Videos -  - SalesIQ_WP_thumb

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

Zoho Campaigns Review, Articles, Guides, & Video Tutorials -  -  - Screen Shot 2022-06-17 at 1.27.38 PM - Zoho Campaigns Resources

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 Campaigns Review, Articles, Guides, & Video Tutorials -  -  - Campaigns-temp-thumb - Zoho Campaigns Resources

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

Zoho Forms - Full Product Overview - Zoho Forms - Videos -  - 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

Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL - Zoho Analytics - Videos -  - Analytics Formula FieldsColumns Basic SQL - Zoho Analytics Formula

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

Zoho Projects Full Product - 2022 - Blog -  - 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

Creating a Webhook with Zoho Flow - Zoho Flow - Videos -  - Flow Creating A Webhook

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

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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