Difference between Marketing Automation / Campaigns

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• Avinash Avi

  

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

  ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?

• Record Summary Template Improvements

  Hi, Just a few suggestions to improve the usage of record summary templates. Some of them have been asked for before. Dynamic renaming of templates when sent as pdf attachment in sendmail task, also on export to pdf. Option for Page numbering. Option to add current date (${zoho.currentdate}) Option to repeat header and footer on each page. Subforms, more options in "Related Field Properties" for cell borders.(Currently only turns full border on or off)  Choose template to use as record summary from

• In Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics

  In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analytics

• How to customize member portal invite

  Hello, when I sent an invite to users to join member portal, here what they get below. Is there a template to edit or way to change how this mail being sent? I checked /zstore/settings/notification but unfortunately there is no invite mail template here.

• Publish directly to production

  Hello! I am wondering if there is a way to publish changes directly to the production version of an application?

• Infinite phone verification loop

  Hi, I'm trying to test your Mail service, but I am unable to due to a problem with the phone verification. I've correctly received the verification code and verified my phone number, but whenever trying to access the Mail portal in Zoho I am presented

• how to do bulk delete for Zoho Desk tickets?

  how to do bulk delete for Zoho Desk tickets? The old UI has this function and now i cannot find it on the new UI. 

• Workflows being applied and the Large unwanted popup

  When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

• Urgent: Amazon Login Block Issue via Zoho – Suspected Integration Problem

  We’re currently experiencing a critical issue related to our Amazon login through Zoho. Although the client can still access the Amazon Seller Central account directly, our team is being blocked when trying to log in via Zoho. The account itself is not

• Delete a lot of entries...

  Hi!, I synchronized a lot of accounts from my CRM and now I would like to delete them all. How to delete more than 50 accounts at once? Thx

• Automatically create support tickets on a recurring basis

  As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess

• Update Zoho Sign Mobile View?

  Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile device

• AI secretary

  In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694

• CRM Account Owner to be Assigned as Customer Owner

  We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, again

• We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

  if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

• Zoho Books Contact Creation through API.

  I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]

• How Would I get data from a network drive to be feed into creator program.

  What's the easiest and cleanest solution for this?

• Fetching a missing Folder, now creates it

  Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a Folder

• Company Name Update and Chatbot Customization

  We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,

• How does BadgeUp Work?

  When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall

• Custom Script for Validation Rules

  In the Validation Rules I would like to have custom functions, we can do that in Zoho CRM and its really useful There are some custom fields in Sales Orders and Purchase Order Modules We are using Zoho Books With our internal apps, and we need to put

• Invoicing from Saudi Arabia to other countries

  Team, i would like to know if i can invoice the partner in Tunisia as i am not able to push the invoice without Arabic name and National address to the Fatoora Portal which is a mandate

• I want to change a User's role in zoho but it is giving me an error.

  Hi, I want to change a User's role in zoho but it is giving me an error - You cannot change the role of this user as the user's credentials are being used for the integration with Zoho CRM. Assign the super admin role to another user in Zoho CRM, click

• upload attachment to Zoho books bill from Zoho CRM

  Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is not

• Zero in the Invoice Amount Text field is adding onto the figures entered.

  Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want to

• The buying of forign currency

  Hello We had buying USD for AED. Those were bank transfers from a first bank account to a second with bank's exchange rates. We have chosen for those transactions category "The buying of forign currency" and putted bank's exchange rate. Is it correct

• الخصم على مستوى فاتورة المبيعات

  السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

• Having problems invoking Workdrive API via ClientScript

  I'm having problems creating a folder in Workdrive. The connection is invoked successfully, but I get the following return message: {"_keyModified":{},"_status":"error","_code":"SUCCESS","_message":"Invoke action failed","_details":{"statusMessage":"Invalid

• Give Permission for User test in Development/Staging modes

  Hi Everyone, I am using Zoho Creator C6. Where there are development and staging modes. Is it possible to give special / temporary permission for users to test directly in development and staging? Or do you have any other ideas? Thank you very much.

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Add Date_of_Last_Purchase custom Function

  I am looking for a way to create a simple custom function that will execute when a new sales order is created. The function will set a custom field on the customer called "Date_Last_Purchase" to the current date. So as ever new sales order comes in for

• Print a price list or price book

  Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

• Failed job notifications

  Is there are way to receive an alert when a job has failed? If not this would be a useful feature.

• Option to separate First Name and Last Name into separate columns in entry reports

  It would be great if there was a way to show First Name and Last Name as separate columns in Zoho Forms entry reports. At the moment First Name and last name are combined together in reports and this means I need to create a formula in Excel/Sheet to

• default reply email

  In the zoho mail application you can make another email your default email address.  So when you compose a new email it defaults to the email address you have set.  However this functionality does not work when you reply to an email.  you can select the email from a drop down, but I wanted to know if their is a way to set the reply email button as a different default email, just like the compose functionality.  An example:  I write an email from my zoho email account to a client witch show the sender

• Import CRM Vendor Module for Mail Merge

  Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on?  I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors.  Am I missing something? Thank you very much for your assistance!

• Error in SalesIQ Chatbot: "Add Ticket" Card Fails with "Error" Route

  Hello Zoho Community, I'm encountering an issue with my Zoho SalesIQ chatbot. Previously, when the conversation flow reached the "Add Ticket" card, it successfully created a ticket in Zoho Desk. However, recently, upon reaching this card, the flow follows

• Merging 2 tickets

  Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not

• Can’t Send Outgoing Mail

  Hello, one of the email addresses on my account had its outgoing mail privileges blocked. This was due to some bot signups on my website, causing my email to send a bunch of undeliverable emails. I have corrected this issue on my website. Please restore

• Efficient way to get a list of records like Notes under Leads that changed in last N minutes

  Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However

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