When Would You Use Webhooks in Zoho CRM?

For this tutorial in video form, click here In this article, we’ll be talking about using webhooks in Zoho CRM. So what is a webhook? What Are Webhooks? To understand what a webhook is, check out this example. The webhooks section can be found in Automation>Actions under setup. Our example is called “Zapier to Slack”. […]

Checklists in Zoho CRM

Zoho CRM has been bestowed with some excellent features in recent years including one that I’m going to show you today, which is the checklist feature within blueprints. I love checklists and I was pretty excited when I saw the feature announcement. Have a look at this. I change to a new status and I […]

Custom Modules in Zoho CRM

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 […]