Video tip 03: How to invite people from your custom CRM modules to a ShowTime session.

Video tip 03: How to invite people from your custom CRM modules to a ShowTime session.

 
Hello everyone, 
 
Today, we'll learn how to ensure high attendee turnover by using Zoho ShowTime's integration with CRM.
 
Integrating your ShowTime account with CRM helps you invite the entire list of your participants to your session instantly, better manage all your training leads from one dedicated space, and export your registrant data back to the CRM portal. 
 
By default, the integration allows you to access your customer contacts from pre-listed modules in CRM. In some cases, these modules might not have the exact list of contacts you wish to invite. To get the right prospects and build a stronger customer base for your ShowTime sessions, you have the option to invite people from custom CRM modules.   
 
Watch the video below to learn how to invite prospects from a customized module in a CRM account to your ShowTime session. 
 

 
Click here to get the most out of ShowTime's integration with Zoho CRM. 
 
Also, do Follow this page to learn more such useful tips and stay updated on all the upcoming features, community activities, and product announcements on Zoho ShowTime. You can also send us any questions at support@zohoshowtime.com
 
See you next month with another tip.

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime

                                                            Hello everyone,  Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale.   Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis.      Follow this page to learn more such tips and stay updated on all the
                                                          • Video tip 05: Host training courses under your own personalized domain and white-label your email communications.

                                                            Hello everyone,  As a trainer, having your own domain name increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional, established online presence. A custom domain establishes you as a leader in your area of subject expertise, helping you promote your courses and build brand recognition with your global audience.   In today's video tip, we at
                                                          • Video tip 04: Do you want to set up repeated training sessions at regular intervals? Learn how.

                                                            Hello everyone,    Sometimes it is difficult to organize and manage your everyday work and training sessions. Scheduling recurring or repeated sessions can be even more time-consuming as you need to create and maintain the training content, schedule multiple time slots for the training, manage registrants across each session, and more.    Zoho ShowTime offers a smarter option for these cases that only takes a few clicks. Play the video below to learn how to use the same presentation content and set
                                                          • Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app

                                                            With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer.  Considering these facts, we now introduce our next community spotlight series that will focus on Zoho
                                                          • Video tip 1: Record and share trainings on Zoho ShowTime.

                                                            Hello everyone,   We are excited to launch our video tip of the month series within our ShowTime's community, aimed to help our trainers and educators with brief and practical tips on delivering more effective and comprehensive training.   In this month's video tip, we will show you how to record your training sessions quickly and share them with your attendees and other prospective learners externally. We hope this tip was useful. ShowTime also allows you to automatically record your live trainings


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
                                                                                                            • Live webinar: Mastering data migration, organization, and team collaboration

                                                                                                              Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
                                                                                                            • Join our live webinar: Explore the WorkDrive TrueSync application!

                                                                                                              Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
                                                                                                            • Zoho Creator customer portal limitation | Zoho One

                                                                                                              I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                            • Script Editor not an option

                                                                                                              I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                                                                                            • Envio de mails

                                                                                                              Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
                                                                                                            • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                              In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
                                                                                                            • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
                                                                                                            • SLOW EMAILS

                                                                                                              Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
                                                                                                            • POP3 authentication error - SOLVED

                                                                                                              Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
                                                                                                            • Solution to Import PST File into Office 365.

                                                                                                              MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
                                                                                                            • Add Zoho One Groups/Departments to Shared Mailbox Access

                                                                                                              Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
                                                                                                            • Allow Filters with Only Special Characters in Zoho Mail

                                                                                                              Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
                                                                                                            • How to save email as PDF?

                                                                                                              I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
                                                                                                            • Flexible plans

                                                                                                              Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
                                                                                                            • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                              Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                            • Cannot give public access to Html Snippet in Zoho Creator Page

                                                                                                              Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                                                                                            • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                              You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                                                                            • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

                                                                                                              Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
                                                                                                            • Zoho books/payroll tax payment

                                                                                                              I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
                                                                                                            • I can't renew the Finance Plus subscription

                                                                                                              I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
                                                                                                            • Estimate vs Quote

                                                                                                              they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
                                                                                                            • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

                                                                                                              Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
                                                                                                            • Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app

                                                                                                              Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
                                                                                                            • Time to Get Paid Report in ZBooks

                                                                                                              Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently
                                                                                                            • How to prepare a balance sheet for a company that has no operations yet?

                                                                                                              .
                                                                                                            • Project Billing Method from Zoho People

                                                                                                              Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly
                                                                                                            • Zoho Books-Accounting on the Go Series!

                                                                                                              Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
                                                                                                            • Zoho Books | Product updates | July 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
                                                                                                            • Zoho Books | Product updates | August 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                                                                                            • Update or Upsert Records Using Unique Custom Fields

                                                                                                              Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
                                                                                                            • [Webinar] Understanding the New Invoice Management Systems

                                                                                                              Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS
                                                                                                            • Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents

                                                                                                              Hello everyone, We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents. Imagine you’re out meeting clients, and you receive
                                                                                                            • [WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books

                                                                                                              Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
                                                                                                            • Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.

                                                                                                              Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
                                                                                                            • AT - Austrian Accountant familiar with ZOHO

                                                                                                              Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from
                                                                                                            • Zoho Workflow issue

                                                                                                              Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
                                                                                                            • Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center

                                                                                                              Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
                                                                                                            • Update on PDF Download Issues Caused by Antivirus Software

                                                                                                              Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
                                                                                                            • Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List

                                                                                                              Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can
                                                                                                            • Next Page