ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Tip #2: Set up lead conversion mapping settings based on page layouts
Hello everyone! We, at Zoho Community, are happy to get back to you with a new tip for this week. In our previous post, we talked about lead scoring. Click here to read about it if you missed it. The tip for this week is related to one of the primary aspects of a CRM - Customization. Tip #2: Set up lead conversion mapping settings based on page layouts If your business deals with multiple products or services, you may be using page layouts in CRM to manage the diverse sales requirements. For instance,
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Save More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregates
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Zoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho User
Lookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referred
Autodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phone
Latest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will have
Meetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflow
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us through
Spotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.
Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leads
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Meetup Snippets 05 - Zoho One setup at Jack Laurie Group
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The fifth snippet in this series taken from Indianapolis ZUG meetup April 2021, features Brian Collins, Indianapolis ZUG Leader, walking us through
ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
Automate Actions and Make Best Use of Your Time with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Accounts in map
Is there any way to see all accounts on a map? As it happens in the cell phone, they are all on the map
An Overview of Process Management in Zoho CRM
If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. Let’s take sales, for example. When we talk about sales and
Focus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. Widgets
Organize Emails According to Sales Priorities | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Use Zoho Mail Integration
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
ZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
Guide to Getting Started with Zoho CRM Features
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
TArgets To Accounts (Modules)
How can i set sale target to Customers (Accounts Module)
Zoho CRM: What You Get in Free Version?
For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing,
Function-10: Add the international call prefix '+' to a phone number.
Welcome back everyone! Last week, we learnt how to concatenate two fields and present them in a single field. This week, let's look at a custom function that prefixes a '+' symbol to phone numbers and removes the alpha characters from the numeric field. Business scenario: Any business involves a lot of communication. The most preferred way is to make a phone call. To make your life easier, Zoho CRM lets you call directly from the system. Naturally, you need an international call access code, which
Round robin lead assignment for leads generated via ZOHO Forms. #23
We are up with the hack for this week. All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by adding them manually . While the leads are added we will also be assigning them
Tip #18: Time saving options in module customization that you may not have noticed! Read now.
Hey everybody, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. Have you had those moments when you realize that what you have been looking for has been right in front of your eyes but you never saw it? You could be wearing your hairband around your wrist and be looking for it for thirty minutes. Or you could be doing something a certain way and having a miserable time with it - until you realize that there was a much easier way
Streamlining Business Processes for Entrepreneurs | Small Business Heroes E09
In the ninth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Pamela Crenshaw from Chicago ZUG. Pamela's entrepreneurial journey has helped her understand the challenges of starting a business and setting up various
Community Digest - December 2021
Announcements Check out what's new in Zoho CRM Winter '21 release Regulate support tickets visibility with Zoho Desk integration in Zoho CRM Rolling out new enhancements in user field and reporting hierarchy Associate subforms and save templates as draft
How to get Zoho CRM to trigger Microsoft 365 Power Automate
I found a workaround to get Zoho and Microsoft 365 Power Automate to "communicate". I guess it's only one way, but I'm just happy I was able to get that far. I'll explain what I did in case it helps someone else. I'm sure you can tie the API and REST languages together somehow, but I'm not that good at writing code yet. Here's what my need was: When new Deal Created in Zoho have Microsoft 365 Create a Sharepoint Folder named my "Zoho Auto Number - Deal Name" #1 - In Zoho create a new Email
How to access text field labeled "Reason for Loss" when Deal Stage is set to Closed Lost?
When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields: Amount Closing Date Stage Reason for Loss I want to create custom categories and reasons so that I can provide our internal teams with information about why
Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500
Zoho CRM Attachment download api not working(API Version 2)
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in CUrl too. But, not downloading. curl "https://www.zohoapis.com/crm/v2/Contacts/2847269000000505009/Attachments/2847269000000766005" -X GET -H "Authorization: Zoho-oauthtoken myauthtoken" In postman tool too, this is not working. I got 204 NO CONTENT error in postman tool. Please help and let me know Am I missing anything?. Thanks,
How to backup Emails of a deleted user in Zoho CRM
Today, let's see how to take an Email backup for a user who has left your organization. As a business, you want to continue the ongoing communication with your clients after a user has left the organization. It is important for a business to retain email communication as much as other data that belongs to your company. To request a backup Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users In this page, select the check box corresponding to the deactivated user. Click Latest
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