I guess the API is optional, right? I was able to do what I needed just with "standalone" variable / object
@TheDskZoho5 күн бұрын
Lior, you never fail to provide simple, concise and digestible insights. Every one of your videos adds value.
@smallbusinessautomation3 күн бұрын
Thank you for the kind words 😄
@roldanmosa58386 күн бұрын
How about different user how i gonna do it?
@smallbusinessautomation3 күн бұрын
Same. The automation can send an alert to any user or even a group od people
@travelwithbyrdadventures6 күн бұрын
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
@smallbusinessautomation6 күн бұрын
I will try to create another video at some point that explains that,
@travelwithbyrdadventures6 күн бұрын
Oh I need to know now. I can take written instruction on just which variable I am looking at
@smallbusinessautomation6 күн бұрын
The structure is different. I will not be able to send instructions. Maybe try with Zoho support and they can help.
@travelwithbyrdadventures6 күн бұрын
@@smallbusinessautomation So it looks like I need to search for the zohosign document id in deals and return the deal id.
@SunblaKhan-lk6ol7 күн бұрын
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!
@manuelestelliAgente9 күн бұрын
I also need for calls please and thank you
@smallbusinessautomation8 күн бұрын
Sure. Nelvin will check it out for you.
@manuelestelliAgente9 күн бұрын
Hi liori already download your package but doesn’t work, could you help me with that?
@smallbusinessautomation8 күн бұрын
Sure. Nelvin is our product manager. Pls book time with him. He will setup and config it all for you at no charge bookings.amazingbusinessresults.com/#/extensiondemo30min
@traumaofmoney12 күн бұрын
Done all authentication and email relay but my emails from my brand new domain still go to junk/ spam folders what can I do?
@smallbusinessautomation12 күн бұрын
Email me your domain name. I can check a few things for you (no charge). [email protected]
@RohitGajjam-f9p12 күн бұрын
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?
@smallbusinessautomation12 күн бұрын
I am sorry but I am not familiar with the Standard plan. We work only with the Enterprise or higher. The main reason is that our channel is about automations. Sorry I cant help here.
@haraldkonig800314 күн бұрын
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?
@koordrozita723614 күн бұрын
Hi Lior. I have learnt lots from your experience and videos, thank you.l and Shalom from Kurdistan
@smallbusinessautomation12 күн бұрын
Thank you. Save some kofta for me :)
@thekaibabcompanies228716 күн бұрын
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!
@smallbusinessautomation3 күн бұрын
Super happy I was able to provide you value!
@JasminDeCastro-m1c18 күн бұрын
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.
@smallbusinessautomation3 күн бұрын
Yes. You can use the "Secondary Email" field. Works great for this purpose.
@JasminDeCastro-m1c2 күн бұрын
@@smallbusinessautomation tried this one, but once the contact use the secondary email it goes directly to a new lead which means I need to create a new contact using this email. It doesn't sync with the original contact.
@holtzmanoren9919 күн бұрын
Lior you are the best 👌
@smallbusinessautomation17 күн бұрын
❤
@taiwodgratified21 күн бұрын
So much helpful
@smallbusinessautomation21 күн бұрын
Thank you. Very happy I was able to help.
@guyhyams446921 күн бұрын
Thank you. Very insightful and the base of so many possibilities.
@smallbusinessautomation21 күн бұрын
Thank you 😍
@user-gx1iw3xu8y22 күн бұрын
Great insights and more knowledge to share as always!
@user-gx1iw3xu8y23 күн бұрын
Wonderful as always! Thank you for sharing such an insightful episode! 😍
@SubhadraNaik-fz9we26 күн бұрын
Yesthanks
@GilbertDesuyo26 күн бұрын
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. 😅
@smallbusinessautomation26 күн бұрын
You are super welcomed :)
@romankantor132626 күн бұрын
Super Cool!
@smallbusinessautomation26 күн бұрын
Super Cool!
@zachtaylor39729 күн бұрын
Can you pull quickbooks into zoho? So the reverse of what is shown on the video.
@SFIRConsulting28 күн бұрын
@zachtaylor397 unfortunately no, QBO is fairly limited from an outward capability perspective. Unlike Zoho Books, it can only work within the limits of the apps shown on their list of "provided apps". let me know if it helps
@user-gx1iw3xu8yАй бұрын
This is a must - watch video! 😎
@smallbusinessautomationАй бұрын
Thank you :)
@user-gx1iw3xu8yАй бұрын
Super insightful! Looking forward to episode 2!
@smallbusinessautomationАй бұрын
Thank you. Me too :)
@nehathakur1056Ай бұрын
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
@smallbusinessautomationАй бұрын
Thank you. Please use the "Subform" option. Let me know how that worked out. www.zoho.com/forms/subform.html
@charriemac1Ай бұрын
We have consistent issues with two way sync for reoccurring events when a change is made to the series.😢
@smallbusinessautomationАй бұрын
Are the changes not syncing properly? Did you try checking with Zoho Support about that?
@user-gx1iw3xu8yАй бұрын
Let's go ABR!! Proud to be part of this team of Samurais!!!! 😎
@mikronbilisimmerkezi4188Ай бұрын
Thanks, super team
@smallbusinessautomationАй бұрын
Thank you 😍
@DavidJachirАй бұрын
great video, only problem is that it is not available yet on our system (no mention of it in the profile...)
@smallbusinessautomationАй бұрын
Hello my friend, let me check it out for you and get you the new version ;)
@jacklarmond4934Ай бұрын
Also don’t see the option of “try new version”
@smallbusinessautomationАй бұрын
@jacklarmond4934 If we are your Zoho partner, please send us an email, and we will hook you up (of course, for free). If you have a different Zoho partner, please contact them, and they will assist you.
@arkadygoldАй бұрын
how mach is it going to cost to make a design like this?
@smallbusinessautomationАй бұрын
its $1500 per module. It includes the architecture, design, development and delivery.
@jatinkumarkakrey4403Ай бұрын
Very informative , Thanks for sharing
@smallbusinessautomationАй бұрын
Thank you!
@arnaudhenrard2007Ай бұрын
Great video! Super cool! 😂
@smallbusinessautomationАй бұрын
Thank you and happy you find it interesting
@midhatziyoiddinov6761Ай бұрын
thanks
@StevenHarris-md4qtАй бұрын
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.
@alexk7837Ай бұрын
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?
@smallbusinessautomationАй бұрын
I will provide a quick answer and will provide more info in the upcoming Q&A. In general when we need to create a portal we create a web portal on a web server (not zoho sites). 99% of the times its react with mongoDB. we will sync data with the portal from zoho apps (crm, books, etc)
@alexk7837Ай бұрын
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?
@smallbusinessautomationАй бұрын
Zoho has a few portals. One for sales, one for accounting, one for projects, etc. If you need your customers to have access to more than one portal i would go with a custom portal. That's assuming you have 20-30k to invest.
@user-qx6ur7fi7pАй бұрын
Very Informative. Thanks for Sharing
@smallbusinessautomationАй бұрын
Thank you
@nelvinneilpanaligan1346Ай бұрын
Getter better each time. Worth subscribing!
@smallbusinessautomationАй бұрын
Thank you
@user-gx1iw3xu8yАй бұрын
Super informative session! Proud to be a member of this awesome team! 😎
@smallbusinessautomationАй бұрын
Proud to have you!
@sheetalwatwale2 ай бұрын
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 ?
@smallbusinessautomationАй бұрын
Its hard to debug a problem from a KZfaq comment page. Maybe try to call Zoho support and see what they have to say.
@fafelo302 ай бұрын
I always smash the like button on your videos, they really deserve it
@smallbusinessautomation2 ай бұрын
Thank you 😍
@ThomasSchumanJr2 ай бұрын
Can i do a mass text with an image?
@smallbusinessautomation2 ай бұрын
not at that time.
@nelvinneilpanaligan13462 ай бұрын
It is not supported as of this writing but we're checking its feasibility for future releases
@ThomasSchumanJr2 ай бұрын
@@smallbusinessautomation I have to say i am VERY impressed with your extension. It checks all boxes in every single way, especially with the new addition for multiple ring central numbers. The only thing i see its still needing is the bulk image sending. If that could be added it would really make this the best ring central extension on market by far!
@ThomasSchumanJr2 ай бұрын
I do have some questions on minor settings, is there someone i can speak with?
@ThomasSchumanJr2 ай бұрын
Can i have more then one send and receive phone number?
@smallbusinessautomation2 ай бұрын
Yes. No problem.
@freespiritkaro34142 ай бұрын
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 🙏
@tessarmada44732 ай бұрын
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?
@thepokerpeople2 ай бұрын
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!
@freespiritkaro34142 ай бұрын
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 😊🙏
@smallbusinessautomation2 ай бұрын
Thank you. You will need a form per module. I hope it makes sense.
@freespiritkaro34142 ай бұрын
@@smallbusinessautomation It does :) I am bingewatching your content - Thank You again for your clear explanations. Now it appears that Zoho Bigin might be better for me as a solopreneur. I appreciate your help greatly 🙏
@user-gx1iw3xu8y2 ай бұрын
Great video as always!
@smallbusinessautomation2 ай бұрын
Thank you.
@dominicjoslin54312 ай бұрын
Well explained, and Zoho looks amazingly comprehensive.