Mautic to zoho integration
We are trying to sync our Mautic data with our ZOHO CRM. So we can get our clients info form mautic in to the right places in zoho. We are having a lot of difficulty's with this. Is there anyone hoe can give us some advise? we are kinda at a los at the moment
complex criteria in workflow automation
I need to set workflow automation such as owners of all opportunities in which lead score is A or B and stage is no response for either 3 or 6 or 12 or 18 or 24 or 30 days should get tasks to call/FUP the client. Here's screenshot of how I organized criteria pattern https://prnt.sc/fdd5vh Is it correct?
Email Account Blocked and or Hacked? - Help!
Hello, I urgently need access to my email account but keep receiving message - We are sorry. Your account have too many concurrent active sessions, so access is blocked now. Please contact support@zohoaccounts.com I have tried contacting Zoho via a friends email account but still no response. Any thoughts, advice or anyone else having similar problems?
I'm not receiving any of my emails apart from Zoho ones.
I've sent through about three test emails and not received a single one. I've attached screenshots of my DNS manager. Thanks
Experienced User's Advice
I own/operate a Consulting Firm where we frequently have to save a Client's Username and Password for softwares and websites. Do you have any suggestions as to how we could track this so that the information is consistent in format and available through CRM mobil?
Looking for ways to use Zoho CRM creatively to generate new leads
Hi - I have an eCommerce business. Besides entering my customers into the CRM program and doing follow ups I'm interested in hearing ways that people use Zoho CRM creatively to generate new leads. Any ideas or best practices? Things I should avoid doing ? Thanks, Viv at Hey Viv !
advice for new user and new consultant
Hello, I am experienced in my field but very new to the business of consulting--recent layoff forced me to go it alone. I have been using Zoho Invoice for the past year and as my projects and client list grows I am questioning whether my project/invoicing "structure" is appropriate. I am looking for advice with respect to setting up Zoho Invoice projects for the long-term. Here is my situation: Scientific Consultant; currently one-man-show but looking to grow; multiple clients; a mix of defined