Hi there! Nice video! We used RingCentral with Zoho for a while and recently switched to the Thirdlane Multi Tenant PBX + Zoho CRM combo. While RingCentral was okay, Thirdlane offers deep customization options and multi-tenancy support. Cheers!

Can you help me please I created my smb share, I can see it and remove and change files but when using deluge it download to the mount share just file but can't see it any where else. I use file browser on deluge it's there I can see and play my download from the mounted drive but it doesn't share anywhere else what I'm I doing wrong 😢. PLEASE HELP

How to connect Zoho Analytics with POWERBI ?

The credits thing is annoying when you run out of one type of credit but have a slew of other paid credits.

When I want to integrate the form submission checked to Zoho CRM it doesn’t work, what can I do?

In regards to zoho books templates. Is there a way to have subtotals by category or group rather than individual pricing? I currently do it through zoho writer - CRM integration but itd be nice to have it directly in books

The only use case I can think of for the duplicate images would be if you're pulling in leads from Social channels people maybe use the same profile pic across channels? Maybe some sort of social enhancements are to follow and this is a precursor....?

Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?

It's the best channel for Zoho tutorials.😊

Best school

Hey thanks for this! Let's say I'm a salesperson, where would I see a list of due tasks like calls or manual follow up?

It would have been nice to show us how to do it.

This looks promising, but not all of our leads have email address or phone numbers. We have automated contact sequences set up in workflows right now, which allows you to say "IF phone number exists schedule a call, IF they only have email, send an email." Is there any way of doing that in Cadence other than creating entirely separate ones for each case?

That was brilliant thank you.

Good guy

thanks

Muchas gracias, no hablo mucho inglés, pero tu explicación fue super sencilla y completé la integración perfectamente

if I am building a composite item can I create the final item that will be sold in shopify first and have all of my individual items to make the final item in zoho beforehand?

We have a massage clinic and we use massage specific Software to book clients appointments and generate invoices. Some of these clients use their insurance coverage to pay for the treatments. Since we have setup direct billing with insurance companies, we submit the invoice to the insurers. The insurance companies then direct deposit the payments in to our bank account. Some times these payment is for one client or for multiple clients depending how may invoice we submit on behalf of the clients. Other clients pay us using e-transfer and credit card, and cash. We linked our checking account with Zoho Books, and these payments come through to zoho books as Miscellaneous payment, e-transfers, etc We want to keep using our Massage Practice software for managing clients booking, invoicing and use Zoho books for managing our business finances. What is the most efficient way to categorize insurance deposits, eTransfers, credit card payments and record these income payments in Zoho books without creating invoices in Zoho ? Thank you

Is there an easy way to have a marketing video play as a pop-up using Zoho sites? I've been able to embed a video (youtube) but I'd love for it to play full screen as an overlay/pop up video when clicked and can't figure out how to do that with Zoho Sites. Any advice is appreciated!

Tyler, I find the standard PDF layout tools to restricting. Is it possible to design a template in HTML?

Say hello! Suggest, is it possible to connect Zoho Recruite by API with the site and our own design? In the interface, I see only Forms, and the possibility to create a website, but there everything is based on templates, and we want to use our design

Great list, thanks for sharing.

Hi Jordan and the Zenatta team, I loved the video-it has helped me get pretty far into what I need. However, I was wondering if you could point me in the right direction for an issue that came up. On our website, we use Gravity Forms for customers to submit samples. In these forms, the customer must fill out a field with a deal number. This number was previously assigned to them and the customer knows of it. Once the form has been submitted, I have a flow that creates an entry within a custom module for customer samples. The issue is, that we have a DEALS module and a SAMPLE SUBMISSION module. I have a look-up field from the sample submission module to the deals module but I am not sure how to get the look-up field to work within Zoho Flow. This would help our techs be able to transfer between either module. Let me know if this makes any sense whatsoever, I would love to hear back. Thank you so much!

That was a good video, thanks. Do you have a similar one showing how to deal with the Stripe feed? I'm confused with the clearing account and the actual Stripe account and not sure how to handle the payments when they come through... many thanks. Eva from Australia

thank you

Great video! We've been using RingCentral with Zoho CRM for a while and have moved to the Thirdlane Business PBX + Zoho CRM combo. It's a very cost-effective solution.

Great content!

so is this something that will replace the regular CRM from ZOHO, or will it be like a standalone product of new CRM, similar to bigin?

how can I manage the stock using the LIFO method

How many levels of sub-folders can you create?

when CRM for Everyone comes?

Keep

Very Helpful, Thanks Man.

Very helpful. I am interested in making a vendor payment via ACH. Do you happen to have a tutorial for that, including integration with Forte?

I am stuck on the settings to add learners. Zoho is tricky for us Portconnect nz!

Can we create a dynamic link , because for multiselect field just appending the values doesn't work as for each new value we need to put the field alias as well in the url , So we will need a dynamic url which adjusts based on the number of values selected in multiselect fields.

Thank you very much Tyler. Just signed up zoho one and configuring ring central etc..... had no info on the updates.

The unsubscribe is a big issue!

Hello. Would you be interested in helping me customize my CRM for my semi-pro soccer team?

What kind of MJ is on the wall, lol.

How to set up syncing the subscription preferences of your Leads from Zoho campaign to your Zoho CRM?

I can't connect Zoho Forms to MA 2.0 and the form builder in MA 2.0 is too limited. Is there any work around? Seems I have to switch to Campaigns...

Greetings, I hope this email finds you well. When I send an email from my website to Zoho Mail, it shows that the "To" and "From" email addresses are the same. However, I have already set the "To" and "From" email addresses to be different. Additionally, it displays my email as the subject title, but I want it to show the sender's email as the display name in my Zoho Mail inbox, not the email address I set on my website. For your reference I've attached some screenshots for better understanding as in how I set it up. Thanks

Thanks for the detailed explanation. In this case why did you choose to use the wp webhooks to zoho flow first? Cant you just use the the zoho flow plugin on wordpress and avoid having to use the wp-webhook plugin altogether?

Your team and production is the best I have seen. Great job.

Thank you. Very well done.

This is really important. The default user profile has to have all the setup options disabled. I have yet to come up with something that can't be done today that will be able to be done with CRM for everyone. Have you guys? How would this apply?