How to trigger actions based on an Email status in Zoho CRM.
Hello All, In today's post, we are going to see how we can configure actions based on an Email status. Many of us have been using the Mass Mail functionality in Zoho CRM to stay connected with our customers. Now, as a business, It is very crucial for us to know if the Email Campaign we send from Zoho CRM is being opened or clicked. It is also essential to have the ability to configure automation depending on the Email Status.. Quite sometime back, we had provided the option to configure actionsZoho User Group (ZUG) in-person Meetups - APAC region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunityZoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunityZoho CRM with Sap Business One
I need information about integration CRM with Sap BO, thank.Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM hasFocus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on theseCommunity Digest - January 2023
Good day, People! Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year. Announcements: Have you seen Zoho CRM's user interface updated with PuviTip #44: Organizing your Notes in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at how you can organize your notes for records in Zoho CRM based on your preferences. Notes form an integral part of records and play a vital role in your Zoho CRM usage. You can keep track of the status of your individual records using notes. One quick glance at the notes, and anyone who wants to collaborate and work on the record along with you or after you, can easily know the status. However, each person may prefer to read themTip #31: Reorder items on a Blueprint Transition popup window.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip around Blueprint today. As you may already know, a Blueprint helps you build and streamline a business process in Zoho CRM. Take a look at this Help document to learn the scope of a Blueprint and how to create one. Let's dive right into the tip now. When you configure the During Transition settings, you can mandate and validate fields. You can also enter instructionsCommunity Digest - December 2022
Hello there, folks! Here's the last piece of the pie. With this December digest, our digest series of 2022 is complete! Take a look. Announcements: New enhancements in Zia: You can now organize, measure, and scale your business activities with the helpCRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenariosSimplifying global interactions with cross-cultural services | Small Business Heroes E13
This episode of Small Business Heroes, a CustomersSpeak series, features an interview with Hatim Shetiah, Director at 7C Lingo. 7C Lingo started when the founder, Fathy Shetiah, took on a project of translating MEAP test in Michigan. Eventually, theyZoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsHow to become a Mayor of the Podcast Town! - Small Business Heroes E12
The latest episode of Small Business Heroes, a CustomersSpeak series, features an interview with Elzie Flenard: Mayor at The Podcast Town. Elzie left his 9-to-5 job to pursue his passion in entrepreneurship. To learn more about running a business, heCommunity Digest - November 2022
Hello there! This November, we started our Kaizen series, again. Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement." A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions,Zoho CRM email parser - can you upsert records?
Hi, Can the parser upsert records or only create new records? Thank youCommunity Digest - October 2022
Hello, Everybody! We have seen a lot of conversations here on the forums where users go above and beyond to help others, a hallmark of a thriving community. Don't they deserve a token of appreciation? We'd like to honor those who take that extra step,Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsTip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,Zoho User Group (ZUG) in-person Meetups
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, September - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancementsIs there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards RamCommunity Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:Where is the "Record ID" for inclusion in Reports?
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the report?Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding userCommunity Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you thatData Dump
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 times a year). The data is mapped/ defined by means of a contract number alreadyConnect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasZoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catchMy Zoho Story #15 Ben Wagner's extensive & strategic guide to run a real estate business with Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Ben Wagner is the Real Estate Investor for Leavethekey. Listen to his story aboutEmail Address Field
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address field is in the layout customisation tab, however when creating a new client/ZUG Virtual Meetups - February and March 2022
Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of ZohoFocus Group webinar - Revamped reports in Zoho CRM
Any sales-based organization invests heavily in sales, which obviously translates to better revenue and overall growth. But how do we track how deals progress, or estimate how they will progress, or even how they performed? Blindly investing resourcesAdd button/link to schedule Follow-up Call after Call Completed
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that tookCommunity Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users ofThe role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by buildingSetting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automationTip #8: Merge Duplicate Records
Hello everyone, We hope that you are finding our CRM Tips and Tricks useful. Let us know if you are looking for tips on specific topics by commenting below. This week, we are back again with another tip on the clean CRM series. Tip #8: Merge Duplicate Records Maintain a style sheet for a clean CRM database - ✓ Create Unique fields to avoid duplicate records - ✓ Going by our earlier tips, you are now aware of the proactive ways in which you can avoid duplicate records in Zoho CRM. In spite of followingCommunity Digest - April 2022
Announcements CRM’s advanced filter options make it simple to fine-tune your lookup records Custom Buttons in Zoho CRM have been updated to collect users’ locations Introducing Admin Tools, an interface for configuration management Introducing built-inNext Page
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,Zoho CRM Community Digest - December 2023
As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you inZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for thisCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
Top Contributors
Mohamed Nowman N
Swetha Hariharan
service