For this tutorial in video form, click here One of the great features of Zoho CRM is the ability to create custom modules. Whereas other more simple CRMs are limited to built in modules like Leads and Contacts, Zoho CRM allows you to create your own. Let’s say you have very particular invoicing needs. Maybe […]
For this tutorial in video form, click here In this article, we’ll show you how to map data in your CRM. Here is an example of the final product: It shows a map of Australian Senators. You can see they are mapped in the appropriate places. They also have different colors, depending on their political […]
For this tutorial in video form, click here In this article, we’re going to go over creating records in Zoho CRM via Deluge Script. Our first step will be to consult the Deluge docs. This page has some helpful examples of how to create new records including bonuses like adding notes to a record. One […]
If you’d like this tutorial in video form, click here In this article, we’ll be talking about fetching records from Zoho Creator. It’s quite a bit easier than Zoho CRM, because you don’t have to worry about the whole API part. How To Fetch A Record All you need to do is specify the form […]
In this article, we’re going to explore how Zoho Marketplace sorts search results, and how it may not be optimal for your needs. Upon searching for an SMS extension, you can see that there are 82 different options! Even if we filter out non-CRM extensions, there are still 56. Here’s what’s odd: there’s no real […]
For this tutorial in video form, click here In this article, we’ll show you how to deactivate certain Twilio numbers in your CRM so that they aren’t used. The Process First, head over to Twilio From Numbers. You’ll get a list of your numbers like this: Now, click on the one you don’t want to […]
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. […]