Zoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity toZoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity toCloning 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'tZoho CRM Community Digest - Nov 2023
November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout theConversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Hello everyone, We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoho CRM. We're thrilled to share the first three short discussions with you all,Zoho for Coaching Business - Client Portal
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not getting much support from their technical team. With so many apps, trying get one that can do all I need is difficult. Not even sure if creator can help. Would like to see how people have set up client portal especially to share documents, log calls, book appointments etc. ThanksCRM Hack #4: Instant access to a Lead from a link in the email template.
Hello everyone! It's that day of the week and we are back with a hack. I'm going to share an interesting yet useful hack that lands a lead as a link in the email template, something that comes handy in your day to day business. What problem does this hack solve? As a lead owner, you get notified when a lead is assigned to you. This hack adds more value to the notification email by inserting a hyperlink to help navigate to the newly assigned lead in CRM.This enables instant follow-up andZoho CRM Community Digest - September 2023
Hello everyone! Ready for a quick September roundup? We've got all the exciting announcements and engaging discussions neatly packed in this digest. Let's dive in! Spotlight: Every year, we recognize the top community contributors by conferring the MVPIn-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,How to clone Email Templates across modules in Zoho CRM.
Hello Everyone, In today's post, we are going to look at cloning of email templates, one of the most widely requested features by many of you. Let us see how to clone an Email Template across modules in Zoho CRM. Email Templates play a crucial role in creating your Email Campaigns. A lot of effort is taken to perfect your Templates from content, design, including merging of tags. The option to create a Template and clone it across other modules makes it easier when setting up campaigns. To cloneFocus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to makeZoho CRM Community Digest - July 2023
Hello everyone! Check out the latest updates and interesting conversations that unfolded throughout the entire month of June. Zoho CRM Product Updates : Zoho CRM's Canvas Builder now offers enhanced customization options like tab orientations, builder[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.Zoho CRM Community Digest - June 2023
Hello Everyone! In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June. Keep reading to explore what June had in store for us! Zoho CRM product updates: Zoho CRM's Voice of the CustomerFocus Group Webinars - Q2:2023
Hey y'all, Thank you for response and interactions to the FGs in the previous quarter. That being said, we're happy and thrilled to announce our next set of Focus Groups for the second quarter of 2023 (May - June). With every Focus Group we aim to tackleZoho User Group (ZUG) In-person Meetups - APAC region
Hello everyone! We are thrilled to announce that the registrations are now open for the APAC Meetups taking place from June to July 2023. During these meetups, we will provide a comprehensive overview of Zoho People, delve into the various componentsZoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout theFunction-9: Concatenate two fields into a single one.
Welcome back everyone! Last week, we learnt how to assign leads based on your sales reps' shift timings. This week, let's look at a custom function that allows you to combine the information in two fields and present them in a single field. Business scenario: Leads are acquired from a variety of sources. Trade fairs, web-forms, referrals, etc are some of the sources. However, you don't get the complete information about a lead at the start. That aside, how will you fill up fields when you don't haveZoho User Group (ZUG) in-person Meetups - Canada
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modulesZoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:Zoho User Group (ZUG) in-person Meetups - ANZ region
Hello everyone! We are thrilled to announce that the registrations are now open for the ANZ Meetups taking place in June 2023. Join us for an engaging day of discussions and networking. During this Meetup, we will discuss two main topics. The first topicZoho User Group (ZUG) in-person Meetups - US region
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modulesZoho User Group (ZUG) In-person Meetups - India region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connectZoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again withZoho User Group (ZUG) In-person Meetups - UK region
Hello everyone! We are delighted to inform you that registration is now open for the UK Meetups taking place in May. Join us for an engaging day of learning, networking, and sharing. During this meetup, we will be exploring the nuances of customizing[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinarsKaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?Zoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail imageHow 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 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 PuviFocus Group webinars - Emails in Zoho CRM
Emails in Zoho CRM always go hand-in-hand with sales processes. From sending basic emails to a lead, to setting up entire mass email campaigns through Zoho CRM's integration with Campaigns, you can do it from a single space rather than having to switchTip #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 helpSimplifying 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, theyNext Page
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Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you buildZoho CRM Community Digest - June 2025 | Part 2
Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM'sHow to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersJoin us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalQ4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM 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,
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