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Early access for instant messaging channel integrations
We're excited to announce four instant messaging ticketing channels—WhatsApp, Telegram, LINE and WeChat—for Zoho Desk. Integrating with these applications lets you receive and respond to real-time requests from customers through these popular platforms.What's New in Zoho Inventory - August 2022
Hello customers! This month we're adding more ways to communicate with your vendors using the Vendor Portal and much more! Here's what's new in Zoho Inventory for the month of August: Vendor Portal With the Vendor Portal, your vendors can accept or rejectZoho People Newsletter - August 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our August newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and manyNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsConvert a message on Cliq into a task on Zoho Connect
Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one. For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing,
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API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtualZoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?What's New in Zoho Books - August 2022
Hello, users! Hope you all are doing great! We are back with new features and plans to cater for your accounting needs. Let's take a quick look at what's new this August. Ultimate and Elite Plans for US, Saudi Arabia, Kuwait, Qatar, Oman, UAE and BahrainButton to create a sales order from a deal in Zoho CRM
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Sticky Posts
Convert a message on Cliq into a task on Zoho Connect
Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created a board in Zoho Connect, then head over to this help document to know how to create one. For this example, we've created a board for the Zylker Campaigns team in Zoho Connect. The board has three sections: User Interface, Content Marketing,Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMOExtension Pointers: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of
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