I guess the API is optional, right? I was able to do what I needed just with "standalone" variable / object

Lior, you never fail to provide simple, concise and digestible insights. Every one of your videos adds value.

How about different user how i gonna do it?

You said that to tie it to a deal is the same, but what field in the document is the lookup to tie it to the deal? I'm sending the zoho sign document from the deal but I'm not sure what id to use in the sign doc

Both QuickBooks and Zoho Books are solid choices, but if you're looking for something even simpler, I'd suggest giving InvoiceBerry a try. I've been using it for four years, and it's been great for hassle-free invoicing and managing my finances with ease. Highly recommended!

I also need for calls please and thank you

Hi liori already download your package but doesn’t work, could you help me with that?

Done all authentication and email relay but my emails from my brand new domain still go to junk/ spam folders what can I do?

Hello Lior, Can I send mass mail in ZOHO CRM with Standard plan package and If yes then how many mass mail can I send at once?

When I provide an integer value 10 via the calling function to an integer attribute "num1" of the global function and this global function has a line "info 5 + num1;" I receive this response: Info 13 {"code":"INVALID_DATA","details":{},"message":"Null value occurred while performing Addition operation. "} Why that? Do you have an idea?

Hi Lior. I have learnt lots from your experience and videos, thank you.l and Shalom from Kurdistan

Thanks Lior & team! I've been using Zoho CRM for several years and never saw this feature, even though I regularly have several Contact Roles for each of my deals. In fact, I've been bugging Zoho for years about providing us the ability to create workflows based on the Contact Role -- but I haven't seen any such ability yet. Thank you for your very informative posts -- as usual!

Is there a way where I can add another email address from 1 Contact? Like this contacts is using multiple emails and I want to receive it in a way that I will not duplicate his name in CRM.

Lior you are the best 👌

So much helpful

Thank you. Very insightful and the base of so many possibilities.

Great insights and more knowledge to share as always!

Wonderful as always! Thank you for sharing such an insightful episode! 😍

Yesthanks

As an IT Consultant with average experience, I understand how challenging it can be to identify business needs "specifically" and apply that to the develpoment platform. "In my world, the most difficult part is actually to identify the business needs and how to connect them to the development platform" I think I am in your world, please welcome me. 😅

Super Cool!

Can you pull quickbooks into zoho? So the reverse of what is shown on the video.

This is a must - watch video! 😎

Super insightful! Looking forward to episode 2!

Thank you very much for the detailed vids.. I am also starting with zoho forms & have a very basic ques. I am looking to add tables in my Zoho Forms.. for eg when did a student start & finish their studies their program name & city of education and same is with their work history. However, I am unable to do this in the zoho forms. Can you pls guide. Best

We have consistent issues with two way sync for reoccurring events when a change is made to the series.😢

Let's go ABR!! Proud to be part of this team of Samurais!!!! 😎

Thanks, super team

great video, only problem is that it is not available yet on our system (no mention of it in the profile...)

how mach is it going to cost to make a design like this?

Very informative , Thanks for sharing

Great video! Super cool! 😂

thanks

Good video! We are using Thirdlane Business PBX as our VoIP solution with Zoho CRM-it works like a charm and is very cost-effective.

Question for Lior in the Creator section: You mentioned better spending money on the web. What are you referring to? Some sort of a web front (what platform? React?) that uses webhooks and API calls to the Zoho backend? Or are you referring to Zoho Sites (I find Zoho sites very difficult to modify and adjust to your needs. I can't imagine integrating it with Zoho applications other than basic CRM intake forms). Can you elaborate on this?

What CRM information would be needed by customers? Is there a portal for Zoho One where customers can see their pending invoices, open tickets, paid invoices, projects, etc?

Very Informative. Thanks for Sharing

Getter better each time. Worth subscribing!

Super informative session! Proud to be a member of this awesome team! 😎

Hiii, I have updated all the fields according to the lead but still it is not showing in the lead conversion mapping . Can you tell me why ?

I always smash the like button on your videos, they really deserve it

Can i do a mass text with an image?

Can i have more then one send and receive phone number?

Ahhh yess indeed ❤ This is precisely what I’ve accidentally discovered as I was « JUST » trying to connect other Zoho apps to my new Zoho site… There is so much to configure & optimise & learn first before any automation can take place !!! A large piece of a humble pie for me lol Question; I get that in order for all Zoho apps to communicate with each other one must connect them using their primary (super admin) email account - but once they are connected -> how can I set-up a customer-only email to handle all external comms across all Zoho apps, so that clients don’t ever see the superadmin email ? Is it possible to tweak this in one place for all apps simultaneously, like in the ZohoMail Admin app ? I have not found that function there, even though my customer-only email is set-up there as the admin of my organisation. I’ve only been able to tweak this in the ZohoBooks app so far in the « Sender email preferences » but don’t see how/where in other apps. I’d greatly appreciate any clues on how to resolve this 🙏

Hey there! On my invoices, is it possible to automatically show the total amount a customer owes me? For instance, if they already owed $150 and the new invoice is for $50, I'd like it to show a final "balance due" of $200. Is there any way to do it in Zoho Books?

Quick Question - on zoho form builder everything is in one column. Can I put first and last name fields next to each other? My form is getting really long compered to the text next to it on my website page. Thanks!

Hello and Thank You for this brilliant explanation 🙏 please could U help with the following, I am getting so confused here; Do I need to create separate forms for « contact » and « bookings » and use either « web-to-contact » or « web-to-lead » or can I just have one and the same form for everyone which will be either filled out to the max when ppl are ready to book or only with the basic 3 fields asking a question ? What would You recommend pls ? From your video it looks like I could just filter later but perhaps it’s better to keep these forms separate from the start ? Also, what is « web to case » ? Many thanks again 😊🙏

Great video as always!

Well explained, and Zoho looks amazingly comprehensive.