Launching Zoho Marketing Automation 2.0

• Topic Participants

• Moncy Samuel

  

• John Legg

  

• Malathi S

  

• angela

• Anand Murali

  

• Sticky Posts

• Marketer’s Space - Automating CRM Actions with Journeys – Part 2

  Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

  Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

• Importing data into Assets

  So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

• Allow instruction field in Job Sheets

  Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

• Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

  Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

• The dimensions of multilingual power

  Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

• Multi-line address lines

  How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

• Accessing Zoho Forms

  Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

• Archiving Contacts

  How do I archive a list of contacts, or individual contacts?

• Cost of good field

  Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

• How to add image to items list in Invoice or Estimate?

  Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

• Issue with the Permission to Zoho Form

  I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

• CRM templates

  Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

• Meet Canvas' Grid component: Your easiest way to build responsive record templates

  Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

• Pending Sales Order Reports

  Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

• lavetisiva1997@gmail.com

  lavetisiva1997@gmail.com. OTP

• Zoho Mail SMTP IP addresses

  We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

• Migrate Your Notes from OneNote to Zoho Notebook Today

  Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

• Zoho Campaigns - Why do contacts have owners?

  When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

• email forwarding not working

  Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

• Google Ads Conversions Not Being Tracked in Zoho CRM

  We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

• Enable Locations for Expense

  Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

• in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

  in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• Rate Limiting in Zoho Flow (OpenAI API)

  Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

• Placing a condition before converting the LEAD

  Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

• it is possible to open a widget via deluge script function

  I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

• Creator - Portal Custom Domain

  I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

• steps and options to change Domain DNS/Nameservers settings

  Please share the options or steps to change  Domain DNS/Nameservers settings 

• Employees in Leave Policy exceptions

  In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

• Modular Permission Levels

  We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

• Kaizen #157: Flyouts in Client Script

  Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

• How get stock name from other column ?

  How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

• Adding a developer for editing the client application with a single user license

  Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

• Download an email template in html code

  Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

• Attachment is not included in e-mails sent through Wordpress

  I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

• Upcoming Changes to the Timesheet Module

  The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

• Best way to schedule bill payments to vendors

  I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

• Cant update image field after uploading image to ZFS

  Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

• Billing Management: #4 Negate Risk Free with Advances

  In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

• Is there an equivalent to the radius search in RECRUIT available in the CRM

  We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

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