Introducing Zoho Sign’s integration with Integromat
Hello, We hope this announcement finds you in sound health amid the ongoing situation. The unprecedented global COVID-19 pandemic has cut off several physical links in the way businesses operate forcing them to go entirely remote. As a result, organizations, both big and small, are aggressively adopting digital applications and online tools to keep their wheels running. As you already know, Zoho Sign helps businesses collaborate and collect signatures on documents and manage the signed paperwork
Say a big "No" to the anonymous web traffic
Look who has joined the league- presenting you all " Clearbit " - The humongous and powerful data suite. What can Clearbit do for you ? Well, it can turn anonymous web traffic of your website(s) into complete company profiles with incredible insights in a jiffy, thus saving you all from the tiring task of scrutinizing your website visitors just to filter out the probable prospects. Well, now lets see what are all the benefits that we can gain by integrating Clearbit with your SalesIQ account, 1.
COVID-19 Resource Hub
The sudden transition to remote working can be challenging to both employees and employers. To make this easy for your organization, we have created a Resource Hub, which is a compilation of all our blogs and infographics that offer valuable insights on remote workforce management. We hope this will be of some help during these tough times. Stay Safe!
Live Webinar: Learn how to make Zoho ShowTime your school's virtual classroom platform
In recent times, an increasing number of teachers are exploring online training methods to deliver online classes for students and create a more collaborative virtual learning experience for everyone. Focusing on this shift to digital learning, Zoho ShowTime is hosting a live webinar to help you transition seamlessly from your traditional classroom setup to a virtual environment and continue offering education. Join us in this webinar to learn more about setting up your digital campus, delivering
What's New - March 2020
Hello everyone, At Backstage, our purpose has always been to help event organizers plan and host their best events with minimal hassle. With the COVID-19 pandemic rapidly evolving and the world moving into uncertain times, our priority, like always, will be to have your back. In the last month, along with our current projects, we also worked on building features that we hope would make the current situation a little easier for you. Our goal is to offer you immediate solutions while continuing to
Zoho Backstage: Looking back, moving forward
To know more about the features we released in the last year, please visit our What's New page.
Enrich your Sales data by integrating SalesIQ with Leadberry
You can now integrate your SalesIQ account with Leadberry to get information on the visitor's company. This would ease the process of your sales team to narrow down your target by reaching-out based on their company profile. Why Leadberry? Leadberry, when integrated with SalesIQ gives you the ability to view information about the visitor's company when they land on your website by analyzing their email and domains. The data from Leadberry, in addition to the features provided by SalesIQ, can speed
Your favorite presentation tool is now available for Google Drive
Hi Everyone! Want to access your Show presentations from Google Drive so you can work faster? Show is now integrated with Google Drive, helping you easily access your slides and collaborate in real time. With this add-on, you can now work on your presentation anywhere with any device. Our Google Drive integration allows you to create, import, and store presentations in your Drive workspace. With Drive's large storage capacity, the platform also offers steps for authentication and verification.
Virtual Community Meetups - Canada
Greetings everyone! We welcome you all to join a one and half hour virtual session to discuss and learn how to use email marketing as a tool for consistent customer engagement. Also, email marketing automation will be the major topic of discussion in this interactive virtual session from May 5th to May 8th, 2020. Now, let us take a quick glance into the agenda: Email marketing in the world of contextual engagement Email marketing automation for behavior-based engagement Ecommerce email marketing
Zoho Japanコミュニティ、バーチャルMeetupが 4/24 (金)オンラインにて開催決定！
Zohoをご利用中の皆さま、 お世話になっております。 Zoho Japan コミュニティチーム です。 本日は皆さまにお知らせがございます。 毎回多くのユーザー様にご参加いただいているオフラインMeetup(ユーザー交流会)を、4月24日(金)オンラインにて開催することが決定しました！ 今回のトピックは、リモートワークだからこそ活用できるZohoサービスの自社利用事例や、Zoho CampaignsEC連携のセッションもございます。オンラインのため場所を問わず、柔軟にどなたでもご参加いただけます。 以下詳細のご案内です。 ・日程：2020年4月24日(金) 16:00-18:00 予定 ・参加方法：Zoho Meetingを利用予定ですが、変更する可能性がございます。詳細は１週間前の通知メールにてお送りいたします。 ※Zoho Meetingの配信の場合、ご自身のカメラをオンにしたビデオ参加人数には制限がございます。（音声のみでのご参加は可能です。また、プレゼンターの画面はご覧いただけます。）申し訳ございませんが、予めご了承ください。 詳細・お申し込みはこちら 皆さまのお申し込み、お待ちしています！
Tip #7: Trigger Zoho CRM workflows and assignment rules upon form submissions
How to trigger Zoho CRM workflows and assignment rules for records added using Zoho Forms? The workflow rules and assignment rules in Zoho CRM let you decide what happens to your entries when they enter your CRM. Usually, workflows or assignment rules trigger an action, send emails, or assign tasks to a user. When you are creating new records from form entries, the workflows that you have configured will still be triggered. On form submission, the configured workflows and assignment rules will be
Video tip 6: How assessments improve learning in a digital training environment
In any kind of training course, assessments are an integral part of the instruction process and in helping your audience learn more. ShowTime offers customizable test forms to display to your learners once a video ends in on-demand sessions. These assessments, using question formats, such as multiple choice, true or false, short answer, and fill in the blank types, are best suited to guide improvement in student learning. These question formats help trainers administer quizzes to effectively evaluate
Virtual Community Meetups - United States
Greetings everyone! We are glad to invite you all to the Zoho Campaigns' virtual community meetup! So, let's connect with each other from our safe working space to discuss and learn how to use email marketing as a tool for consistent customer engagement. We will have a one and half hour interactive session and our major topic of the discussion will be email marketing automation. Date: May 5- 22, 2020 The agenda: Email marketing in the world of contextual engagement Email marketing automation
New Name for Open Status in SO & PO
Hello users, We are introducing a change to the status name, Open, of a sales order and a purchase order. With this change, a sales order in Open status will have its status as Confirmed; a purchase order in Open status will have its status as Issued. We are introducing this change to make sure that the statuses for a sales order and a purchase order are consistent across all the Zoho's finance apps. This change is in development and when released will reflect in all the custom views, custom
Tips and Tricks 6: Project sessions to the audience
Hello everyone, Today we'll see how to project sessions to your audience to keep them visually engaged. To start with, when you're delivering sessions or standing by for upcoming sessions, displaying the slide deck or an intermission screen can keep event participants involved and attentive. To do this, access the Present Sessions tab from the Conduct dashboard in the Event Console when the event has started. You can view the sessions in the timeline based on the track or the venue it is being presented
WFH Tip : 6 Eliminate repetitiveness and boost performance with templates in Zoho SalesIQ
In today's WFH scenario, customer support is substantial and answering the myriad of queries that come from visitors constitutes a major part. Sometimes, these queries become increasingly repetitive and monotonous. To save operators the time and trouble of answering of answering these questions time and again, Zoho SalesIQ offers a bunch of templates that might come in handy. They are as follows: Articles Canned Responses and Email Templates Let customers help themselves with the FAQs in their chat
New Features rolled out on April 23, 2020
Trend Line We are happy to announce that Zoho Analytics now supports plotting Trend Lines in your charts. Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past and future trend in your time series or number series data. Zoho Analytics provides five models to derive the Trend Line. They are Linear, Logarithmic, Exponential, Power, and Polynomial. Click here to know more about Trend Lines. Expand and Collapse Pivot View A new Expand/Collapse option is added
Virtual Community Meetups - United Kingdom
Hello everyone, Hope y'all are keeping well and safe amid everything that's happening. We believe that learning must continue no matter what and so, we have planned on meeting our user groups virtually and discuss how email marketing can help you keep your customers engaged. It's going to be a one and a half hour session and we will have our focus majorly on email marketing automation. Date: April 28-30, 2020 The agenda: Email marketing in the world of contextual engagement Email marketing automation
Deprecating the isInvoiced and isBillable query parameters
If you offer paid support to your customers, it is important to track the time your agents spend on resolving tickets. Zoho Desk provides a time tracking capability and the option to create billable time entries. Besides, by integrating your Zoho Desk portal with Zoho Invoice, you can also create invoices and send them to customers from within Zoho Desk. You can view the time your agents spent on each ticket, under the Time Entry tab on the ticket detail page. All this while, this tab contained
What's new in Zoho Projects Marketplace
March was a happening month for us as we had many new extensions coming in. Here's a list of all the extensions we recommend you to check out: SugarCRM for Zoho Projects If you are an avid SugarCRM user who loves to plan and track your work with an effective
Ask the Experts 08 - Remote working and email marketing with Zoho Campaigns
Ask the Experts is a virtual Q&A session, more like a live chat. You ask us your questions and our experts will help you out with answers. You are given the option to start asking your questions now, while our experts will be answering them only during the specified hours. Hello, everyone! As the remote working is slowly becoming a new reality for us today, the primary goal now, especially for marketers, is to maintain consistent and proper communication with customers and teams who are now spread
ZohoCliqのWeb会議機能(ベータ版)のご紹介
Zohoコミュニティのメンバーの皆様へ Zoho Cliqの動画会議機能（ベータ版）が公開されています！ 複数のユーザーとカメラ動画を共有しながら会議が可能です。 特に在宅勤務を行なっている方は、ぜひcliq web conference toolを試してみてください。 詳細は以下の投稿をご参考ください。 【Zoho Cliq】動画会議の利用 ＜Zoho CliqのWeb会議機能の主な特徴＞ １.無料プランで全部利用できます。 ２.リンク一つで会議が行えます。 ３.最大９人の顔出し/画面共有会議が可能 ４.外部ユーザーが参加可能（Zohoアカウントログイン必要なし） ５.動作が軽いです。 注意点： モバイルでは1vs1の動画通話のみ可能です。 Zoho Japanコミュニティチーム
[Webinar] The 5 key elements of successful BCPs | Responding to crisis using analytics and insights
Hi there! First off, we hope you're all staying safe and well during these trying times. Many organizations across the globe have swiftly implemented Business Continuity Plans (BCP) as a response to emerging uncertainties. Today, BCPs are well underway at most organizations. Join this webinar, where we'll revisit widely adopted BCP practices with the 5 key elements of successful BCPs. With them, we'll open up possibilities for organizations to respond to ongoing business challenges using analytics
What's New this April 2020 in Zoho Invoice?
Hello, everyone! We hope you and your family members are safe. As the world is grappling with the COVID-19 crisis, we at Zoho have taken to working remotely. However, this has not brought any lull to Zoho Invoice's monthly feature updates. We have, as always, been working hard to provide you with a smooth invoicing experience. Read on to know what's new this April. Fresh design for the invoice details page The invoice details page has been redesigned to help you perform invoice related actions more
Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020
Hello everyone, We have released a new version of the Zoho CRM Plug-in for Microsoft Outlook (iOS and Windows) and Microsoft Word (Windows). The new plug-in will follow the OAuth method of authentication instead of Authtokens, used earlier to for signing in. We request you all to install the latest version of the plug-in for MS Outlook and MS Word before 30th April 2020. After 30th April, the old plug-in will be discontinued and data sync will not take place. Regards, Arun
Zoho Desk Community Digest - March 2020
New Features of the Month Automate your custom functions using Schedules Marketplace Updates Introducing Vimeo, Insightly CRM, and 5 other Zoho Desk extensions Other Enhancements You can now add contacts as cc in ticket add form and help center Knowledge base article permalink structure modified to include category name and section name A new option in the KB manage page, to help users choose if they want the feedback form to be displayed for the disliked help articles A new default report called
WFH Tip 5: Provide targeted customer support and keep your customer base intact with SalesIQ's Automation features.
Keeping customer experience standards at a check is always a herculean task. This becomes harder when you have an influx of new visitors on your website and not enough operators to target and engage the right visitors. This might sometimes require you to manually keep an eye on all the visitors, their likes and dislikes, answers to their queries, etc. which can become overwhelming at some point. This is where Zoho SalesIQ's Automation features have your back! There are three major features that can
Introducing Show for Chromebook
Hi everyone, Show supports all Apple and Android gadgets, including phones, tablets, and smart watches. You can also cast Show presentations to smart Tv's and control them using your mobile device. In order to extend our reach further, we are now introducing Show for Chromebook as well. To get started with Show for Chromebook, install the Zoho Show app from the Play Store. The installed app opens in the Chromebook Launcher. You can now enjoy creating engaging presentations, like with Show for
Tips and Tricks 5: Viewing ongoing sessions
Hello everyone, Today we'll learn how to view ongoing sessions in the Present Sessions tab. The Conduct dashboard in the Event Console can be used when your event has started. When you're about to start sessions, the Present Sessions tab will display all sessions you have planned for your event day. When you click any session in the timeline on the left, you can view more details about it in the dock on the right. This includes your session time, title, session track name, location, speaker details,
New Features in Zoho Social- July 2016
Hello, Hope you're enjoying using Zoho Social. We've been working on a bunch of new features, and today, I'm excited to announce them to you! Know your Connections better We've revamped the Connections tab for you, to give you more information about people who engage with your brand. Associate your Connections with their social media profiles and follow their updates on social networks within the Connections tab. You can also see their social media stats (such as the number of follows, followers,
SalesIQ Visitor Tracking issue
Hello everyone! We are experiencing a slowness in one of our server which has affected the SalesIQ's Visitor tracking functionality for all the users. We are currently working on the fix for this issue and the service will be brought online as soon as possible. We will keep this thread active with further developments! Regards, Aslam Team SalesIQ
Zoho Bookings - Improvements and Updates, Dec 2019
A recap of the product: Zoho Bookings is a scheduling app to get appointments booked, classes filled and monetize assets. The distinctive features are The centralized dashboard that gives a calendar view of all appointments for the staff and the resources Syncing of more than one calendar of a staff/a resource to provide a near-zero overlap of personal and business appointments Auto-generated, customizable Booking Page for businesses without a website. Embed code and domain mapping features for those
Introducing Custom Permissions for Extensions
Many times, it is not required for all users of a portal to be able to use your extension fully. In some cases, it is even important to provide restricted access to an extension's range of capabilities. We are now making it possible in Zoho Desk, through a new functionality called Custom Permissions. Custom permissions are a new type of permission that you can provide in the extensions you develop. Using custom permissions, support admins/managers can configure different levels of access to your
Available in Free and Basic Plans: Meet your clients online with Zoho Bookings
Dear customers, Hope you are safe and taking good care of yourselves. Since many of our customers need to avoid in-person meetings and do it online, we're opening up our Zoho Booking - Zoho Meeting integration to all. That means, it will be available in all our pricing plans including the Free plan. This is an offer that will be open until July 1st. Originally part of our premium plan, this integration lets you connect Bookings with Zoho Meeting so that when someone schedules an appointment with
Facebook Reviews are here!
Hello everyone! We know how important feedback and reviews are for running your business. It helps weigh how your product/service is performing amongst your target audience. With a widespread user base, Facebook is a platform where a lot of people give you reviews, these could be endorsements, complaints or feedback sentiments. It's important to keep track of reviews received on Facebook and respond to them as soon as possible. By adding a column in the Monitor tab for Facebook Reviews on Zoho Social
The Zoho People newsletter is out!
The Zoho People newsletter for the month-April is here. Check out the newsletter of the month now!
Webinar: What HR should be doing during this pandemic
These are testing times for organizations, especially for Human Resources. From the reallocation of resources to finding new ways to manage a remote workforce, there are so many things that HR should be focusing on right now. Now is when expert advice can help. Join us for a free webinar and hear it from one of the leading industry experts, Nick Holley, on what HR should be doing during this pandemic. This will be a partially interactive session where Nick will answer your questions once every 10
Infographic - Design practices for high-converting lead generation forms
Video Tip #6: Enabling quick access to your favorite documents
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. Recent Files Spend your valuable time working with important information instead of hunting for it. The Recent Files tab in WorkDrive's left panel will help you quickly access your recently opened or edited files. Favorites WorkDrive allows you to set your crucial, frequently accessed, files
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
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