Set up recurring tasks and reminders in the Task Module in a new and enhanced way

 

Read on about our new additions to the API circle - Query API and Bulk Write API

 

Calender bookings made easy with Zoho CRM - Check out how

 

Associate and dissociate records from related lists in Zoho CRM

 

Read on about the Zoho CRM and Zoho Backstage integration

 

 

Zoho Community Meetups

 

Register for the upcoming Zoho Community Meetups across US East, Canada and  Australia

 

Tips and tricks

 

How to include customers as a part of your sales process

 

PartnerSpeak on Zoho CRM 

 

Check out Jason's discussion on creating 'Sanity' reports for automated processes 

 

Useful discussions

 

How to set up an auto-recurring rule every time a field is updated

 

On using Java SDKs with API V2 and, adding your own custom subform

 

Allow creation of duplicate records using the same email 

 

How you can update a field in CRM from a survey response 

 

Check out Kevin's workflow if you are not receiving frequent alerts for the change of stage

 

Not a big fan of Autotask? Use Zoho CRM's Global search

 

On accessing email templates in Zoho CRM