For this tutorial in video form, click here Zoho Sign is great for digital signatures…as long as the other person actually opens the email with the link to sign. If your business sends out a lot of documents every day, it can be hard to remember to follow up with the customer or vendor who […]
If you’d like this tutorial in video form, click here In this article, we’ll show you how to send out an SMS when you get a missed call from an existing contact. This assumes you have a telephony system integrated with Zoho CRM which will create call records for missed calls. Let’s take a look […]
For this tutorial in video form, click here Want to extract data from external services? The first way to do this is by using a simple GET or POST request to retrieve the data. Get ID What is a GET request? It’s essentially the same as typing in your URL in the browser. Consider the […]
Let’s talk about the do’s and don’ts of SMS in Zoho CRM. I’ve got a number of areas I’d like to give you some tips on. Let’s go through each of them in short and we’ll talk about what to do and what not to do. Length of Message SMS stands for short message service. […]
Let’s discuss basic workflows in Zoho CRM. Getting Started In Zoho, hover on the tool icon in the top right, and click “setup”. Then go to automation and click “workflow rules”. Now click “create rule”. For this tutorial, we’ll use the leads module. Feel free to name it whatever you want. Click next. With regards […]
For this tutorial in video form, click here In this article, we’ll cover the use of Python SDK with Zoho CRM. It’s a tricky topic, and many people find themselves stuck figuring it out. The documentation on the subject is notoriously confusing, so we hope to clear things up for you. The Process First, install […]
In this article, we’ll be discussing how to learn Deluge Script. We’ll also be giving handy tips for beginners and expert programmers alike. Finding A Teacher Learning Deluge hasn’t always been so convenient. In the old days, documentation was patchy. Picking up the Script wasn’t as easy as googling “Deluge tutorial”. If you were lucky, […]
For this tutorial in video form, click here. In this article, we’ll show you how to make a Zoho creator form that will update a lead in the CRM. Plus, we’ll be going over URL parameters in Zoho Creator forms which will allow you to send out an SMS link for your prospects and customers […]
Blueprints are one of our favorite features in Zoho CRM. They make the process of fulfilling each customer’s order easy. One powerful aspect of blueprints that we love is the ability to send notifications when a certain blueprint transition occurs. A good example of where this could be useful is in the case of an […]
For this tutorial, let’s imagine that you’ve got another system integrated with your CRM, and you want to send out SMS from that system. That system has knowledge about CRM records. For example, It knows about the IDs of leads. An example of this is an organization that has set up an external ERP system […]