Zoho CRM
Name: CRM
Description:
Welcome to Zoho CRM community. Connect with fellow CRM administrators, developers, and sales folks, ask questions and get answers from your peers and CRM experts. Do more with your CRM that helps you sell smarter, better, faster.
Type: Sales
Limits: 8/2/2022 -
Website: https://crm.zoho.com
Help: https://www.zoho.com/crm/help/
Forum: https://help.zoho.com/portal/community/zoho-crm
User Guide: https://www.zoho.com/crm/help/user-guide.html
FAQ: https://help.zoho.com/portal/kb/zoho-crm/faq
Webinar: https://www.zoho.com/zoho-crm/webinars.html/
Blog: https://blog.zoho.com/crm
Video: https://www.zoho.com/crm/help/videos.html
Features: https://www.zoho.com/crm/features.html
New Features: https://www.zoho.com/zoho-crm/whats-new.html
Pricing: https://www.zoho.com/crm/pricing.html
Plan: https://www.zoho.com/one/plan-details.html#zcrm
Marketplace: https://marketplace.zoho.com/crm#action=toprated&f=all,free,all
API: https://www.zoho.com/crm/developer/docs/api/v2/
Help Linx
3 Pro Tips for Lead Conversion Mapping in Zoho CRM - Video - Zenatta - 7/6/2022
5 Key Things To Know for Integrating Zoho CRM and Zoho Books - Comment - Video - Zenatta - 12/11/2022
5 ways to automate Zoho CRM - Article - Zapier - 16/9/2022
6 tips for successful CRM implementation - Article - Zapier - 3/6/2022
7 MUST Have CRM Automations (You'll Wish You Knew About These Sooner!) - Part 1 - Video - Zenatta - 8/3/2022
Advanced Customization: Molding Software to Your Business Needs - Presentation - Zoho - 26/10/2019
Advanced E-Commerce integration to CRM for Course Registration Sales - Comment - Video - Zenatta - 11/7/2023
Aggregate Functions now available in CRM COQL - Article - Zoho - 24/1/2023
Android or iOS - Article - Zenatta - 29/5/2023
API Dashboard - Article - Zoho - 10/8/2019
API Limits - Article - Zoho - 10/8/2019
Automated Call Summary Generation via Zoho CRM, Phonebridge, & OpenAI/ChatGPT - Comment - Video - Zenatta - 23/12/2023
Automated Contractor Bill Generation via CRM Scheduled Function - Comment - Video - Zenatta - 2/12/2023
Automated QR Code Generation for Zoho CRM records via API - Video - Zenatta - 19/7/2024
Becoming a Zoho CRM Admin - Course - Workflow Academy - 4/6/2022
Bidirectional Access to Zoho CRM Data from FileMaker Pro - Article - Zoho - 11/8/2019
Bidirectional Relationships Between Lookup Fields & Subforms in Zoho Creator - Comment - Video - Zenatta - 9/9/2023
Building Expert Business Solutions with Zoho CRM ft. Dominic Harrington - Article - captivate.fm - 26/4/2023
Business Email Generator for Contractor Onboarding in Zoho CRM - Comment - Video - Zenatta - 25/11/2023
Business Process Management Using Canvas and Blueprint in Zoho CRM
- Video - Zoho - 24/7/2023
Calculate Gross Profit for Line Items in a Zoho CRM Quote - Article - Zenatta - 3/12/2022
Call Bar feature is now available in Zoho CRM - Article - Zoho - 17/5/2022
Canvas in Zoho CRM - Article - Zoho - 25/9/2019
Changes in lookup field column headers - Article - Zoho - 14/3/2023
Code Share - Sync CRM Notes (from ALL modules) to Analytics - Article - Zenatta - 19/8/2022
Code Share: Ensuring Data Entry Standardization via Client Scripting - Article - Zenatta - 19/8/2022
Community Digest - August 2022 - Article - Zoho - 13/9/2022
Community Digest - July 2022 - Article - Zoho - 19/8/2022
Community Digest - June 2022 - Article - Zoho - 18/7/2022
Community Digest - March 2022 - Article - Zoho - 19/4/2022
Complete PPC Tracking Dashboard via CRM // Analytics - Video - Zenatta - 13/9/2022
Condition-based data sharing rules are now available in CRM - Article - Zoho - 18/7/2022
Configure Zoho Projects Integration - Article - Zoho - 9/3/2022
Configuring Workflow Rules - Article - Zoho - 18/12/2022
Contacting Zoho support question - Article - Zenatta - 29/5/2023
Create a Task for CRM in Cliq - Article - Zoho - 24/5/2023
CRM - Getting started - Course - Zoho - 23/10/2022
CRM - Integration Tasks will Consume API Credits [2] - Article - Zoho - 26/3/2022
CRM Client Script: VAT Number Validation (for sync with Zoho Books) - Comment - Article - Zenatta - 8/11/2022
CRM Email Parser Configuration for Creating Accounts, Contacts, & Deals - Comment - Video - Zenatta - 1/6/2024
CRM Record Creation via Custom Button in Emails Related List - Comment - Video - Zenatta - 27/3/2024
CRM Strategy: Why You Need One and How to Develop It - Article - HubSpot - 24/1/2023
CRM Zoho seminars - Article - Zoho - 11/8/2019
Custom API Integration with CRM and Zoho Creator - Article - Zoho - 9/1/2024
Custom Integration for Zoho CRM & Zoho Recruit for Launching Multiple Job Openings from One Deal - Comment - Video - Zenatta - 11/11/2023
Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM - Comment - Article - Zoho - 27/1/2024
Customer-Centric Email Marketing - Article - Zoho - 24/2/2022
Customize the sorting order of your picklist values - Article - Zoho - 17/5/2022
Data Migration Extended to Zoho CRM Services & Appointments Modules - Comment - Article - Zoho - 2/12/2023
Dataholics for Zoho CRM - Article - Zoho - 13/9/2022
Deal lookup field is now available for Invoices module in CRM - Article - Zoho - 18/7/2022
Dynamically Changing Zoho CRM Email Template Images with WordPress - Comment - Video - Zenatta - 8/11/2022
[Early Access] — Presenting a new and improved email parser in Zoho CRM! - Article - Zoho - 19/8/2022
Elon Ditches Salesforce, Sridhar Vembu Pitches Zoho - Article - Zoho - 18/2/2023
Email templates in CRM are now responsive on desktop and mobile devices - Article - Zoho - 24/5/2022
Enhance your CX using Zia's Next Best Experience - Article - Zoho - 19/7/2022
Enhanced Reports And Email In Zoho CRM - Video - Zoho - 15/5/2022
Enhancements for Motivator in Zoho CRM - Article - Zoho - 31/5/2022
Enhancements in Canvas - Article - Zoho - 15/3/2022
Enhancements in Email Notifications - Article - Zoho - 8/2/2022
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports - Comment - Article - Zoho - 4/4/2024
Exporting CRM Data - Article - Zoho - 18/12/2022
Field Update from Related Module in Zoho CRM - Video - BluRoot - 30/10/2022
Focus Group Webinar - Zoho CRM Dashboard Components that you can leverage - Video - Zoho - 28/5/2023
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough - Video - Zoho - 27/5/2023
Franchisee-specific Inquiry Follow-up Automation via Zoho CRM + Analytics - Comment - Video - Zenatta - 29/10/2023
GDPR Compliance - Article - Zoho - 10/8/2019
Generate Barcode and QR code in any Zoho crm Module - Video - INFITAR IT - 19/7/2024
Get notified by Zia on different mediums - Article - Zoho - 15/3/2022
Getting Started With CRM - Presentation - Zoho - 26/10/2019
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM - Article - Zoho - 7/11/2023
Groups UI Revamped In CRM - Article - Zoho - 20/3/2023
Hirsh Real Estate – Case Study - Article - Zenatta - 18/1/2022
Host your web and mobile apps of Zoho CRM in Catalyst - Article - Zoho - 26/12/2023
How Can I Sync Stage Changes in Zoho CRM Without Deluge or Flow - Comment - Video - Zenatta - 18/2/2024
How to create Tasks, Meetings, and Calls using Zoho CRM Workflows - New Features | Zoho CRM Tutorial - Video - BluRoot - 30/10/2022
How to Integrate Chat GPT-4 with Zoho CRM via the OpenAI API - Video - ZEPartner.net - 11/6/2023
How To Integrate G-Suite With Zoho CRM Full Walk-Through - Video - YouTube - 12/8/2023
How to Set Up a Mail Merge Document Inside Zoho CRM - Video - Zenatta - 22/2/2022
How To Set Up Scoring Rules Inside Zoho CRM - Video - Zenatta - 18/7/2022
How to sync Zoho Campaigns with Zoho CRM - Video - Zenatta - 8/5/2022
How to upload/delete a file or image in a Zoho CRM upload field - Comment - Video - Zenatta - 4/4/2024
How to Utilize Custom Functions for Daily Email Limits in Zoho CRM's Cadences Studio - Comment - Video - Zenatta - 27/3/2024
HTTP Request Methods - Article - Zoho - 10/8/2019
HTTP Status Codes (Common Errors) - Article - Zoho - 10/8/2019
HubSpot vs. Zoho: Which CRM is best? [2023] - Article - Zapier - 3/2/2023
Import subform entries conveniently in CRM - Article - Zoho - 26/3/2022
Importing Data to Zoho CRM - Article - Zoho - 18/12/2022
In Zoho CRM CPQ, which fields can both Direct and Volume-Based Price Rules affect? - Video - Zenatta - 18/11/2023
Individual Records can now be shared with Roles and Groups - Article - Zoho - 29/3/2022
Integrate Zoho CRM, FSM, & Books for Better Field Operations - Comment - Video - Zenatta - 11/6/2024
Integrating Standard Modules In Zoho CRM With A Zoho Creator Application - Comment - Video - Zenatta - 18/11/2023
Introducing Admin Tools — An Interface for Configuration Management - Article - Zoho - 29/3/2022
Introducing Built-In Telephony in Zoho CRM - Article - Zoho - 3/3/2022
Introducing Cadences Studio, Transforming CRM with Smart Automation - Video - Zenatta - 30/1/2024
Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023 - Article - Zoho - 14/3/2023
Introducing criteria support in Contribution Module for Segmentation - Article - Zoho - 22/2/2022
Introducing Direct Feedback on Zia Recommendations - Article - Zoho - 17/5/2022
Introducing enhancements in Zoho CRM Plus - Article - Zoho - 25/5/2023
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023 - Article - Zoho - 14/3/2023
Introducing Strategy Influencer for Forecasts in Zoho CRM - Article - Zoho - 29/8/2023
Introducing wizard functionality to sandboxes - Article - Zoho - 8/3/2022
Introducing Zia Similarity Recommendation - Article - Zoho - 31/5/2022
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts - Comment - Article - Zoho - 18/2/2024
It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA - Comment - Article - Zoho - 6/2/2024
It is finally here... Rich Text Fields for Zoho CRM (But Not In The USA…) - Video - Zenatta - 6/2/2024
Java SDK - Overview - Article - Zoho - 12/8/2019
Leads, Contacts, Accounts, Deals - Presentation - Workflow Academy - 5/6/2022
Manage Billing Contacts in Zoho CRM via Client Script Streamling QB Integration - CRM Zen Show 290 - Video - Zenatta - 21/2/2024
Managing Billing Contacts in CRM via Client Script to Streamline Quickbooks Online Integration - Comment - Video - Zenatta - 18/2/2024
Map dependency functionality is now available in Sandbox - Article - Zoho - 2/7/2022
Meta (FB/IG) Conversion API Integration with Zoho CRM - Video - Zenatta - 26/10/2022
Minor Enhancement In Zoho CRM - Survey Integration - Article - Zoho - 11/12/2022
MLTPLApp: Google Address Search for Zoho CRM - Article - Zoho - 19/8/2022
Motivator Adds Notifications - Article - Zoho - 2/8/2022
Multi DC - Article - Zoho - 10/8/2019
New CRM? The First 3 Things We Do In Any New Zoho CRM - Article - Zenatta - 11/12/2022
New Email Configuration for CRM - Article - Zoho - 20/3/2023
New Enhancements in Wizards - Article - Zoho - 4/9/2022
NEW FEATURE: Zoho CRM Admin Tools | How to Organize Your CRM with Admin Tools | Zoho CRM Tutorial - Video - BluRoot - 30/10/2022
New Features of API version 2.0 - Article - Zoho - 10/8/2019
New Zia Call Transcription and Intelligence in Zoho CRM - Article - Zoho - 20/3/2023
NEW! Creating Records with Kiosk Studio in Zoho CRM (Advanced Tutorial - Comment - Video - Zenatta - 1/6/2024
NEW! Kiosk Studio for Process Management in Zoho CRM (Tutorial - Comment - Video - Zenatta - 19/3/2024
Optimize business decisions with Zia in Zoho CRM - Video - Zoho - 27/7/2023
Organizational Emails in Zoho CRM | Zoho CRM Tutorial | Zoho CRM Guide - Video - BluRoot - 30/10/2022
Organize Your Data In Zoho CRM With Custom Views & Filters - Article - Zenatta - 3/12/2022
Organize YOUR Data in Zoho CRM With Custom Views & Filters - Video - Zoho - 3/12/2022
Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too! - Article - Zoho - 4/9/2022
Pipedrive vs. Zoho: Which CRM is best? [2023] - Article - Zapier - 3/2/2023
“Reasons For Loss” Changed To A Picklist - Article - Zoho - 16/10/2022
Refine lookup records easily with advanced filter options in CRM - Article - Zoho - 15/3/2022
Reporting in CRM - Presentation - Zoho - 26/10/2019
Response Structure - Article - Zoho - 10/8/2019
Revamped forecasting in Zoho CRM - Article - Zoho - 7/6/2022
Revamped List view is now available in the latest version of Zoho CRM Android mobile app! - Article - Zoho - 3/3/2022
RingCentral SMS - Zoho CRM Workflow - Video - Zenatta - 27/3/2022
Round Up Of Recent Zoho CRM Enhancements - Article - Zenatta - 25/2/2023
Segmenting Customers - Article - Zenatta - 22/2/2022
Selective Lead Activation for Account Based Prospecting - Video - Zenatta - 24/1/2023
Send SMS Notifications Through CRM - Article - Zoho - 20/3/2023
Sending Embedded Loom Videos via CRM Formula Field - Video - Zenatta - 14/3/2023
Sharing Records - Article - Zoho - 29/3/2022
SMS For Zoho CRM by MessageMedia - Article - Zenatta - 14/3/2023
SMS for Zoho CRM by MessageMedia (Smooth Messenger) - MPLApp - Zoho - 19/8/2022
SMS for Zoho CRM by MessageMedia (Smooth Messenger) clarification - Comment - Article - Zenatta - 24/9/2022
Software Should Fit Your Business—Not the Other Way Around - Presentation - Zoho - 26/10/2019
Sync CRM Parent Account Contacts to Books Customer Child Account - Comment - Article - Zenatta - 15/1/2023
Syncing CRM Accounts and Contacts to Books Customers and Contact Persons via API - Comment - Article - Zenatta - 15/1/2023
Tags are now available in Sandbox - Article - Zoho - 8/5/2022
The best CRM software
for every business in 2020 - Article - Zapier - 12/5/2020
The best CRM software in 2023 - Article - Zapier - 28/4/2023
The Best System Design For A Zoho CRM Lead Form Capture - Video - Zenatta - 25/2/2023
The Only Ten Slides You Need in Your Pitch - Video - Zenatta - 28/9/2021
Time Tracker for Zoho CRM - Article - Zoho - 4/9/2022
Translation support expanded for Modules, Subforms and Related Lists - Article - Zoho - 15/3/2022
Tutorial video of the CRM mobile app - Video - Zoho - 9/7/2023
UI enhancements for mass actions - Article - Zoho - 6/4/2022
UI Enhancements in list view for Zoho CRM - Article - Zoho - 14/3/2023
Update to CRM Custom Buttons: Collect Users' Location - Article - Zoho - 19/4/2022
Updated Zoho CRM Email Parser - Article - Zoho - 25/2/2023
User field support for subforms - Article - Zoho - 19/8/2022
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM - Video - Zenatta - 5/9/2022
Validate Zia Insights with your feedback to improve email intelligence - Comment - Article - Zoho - 18/2/2024
Voice-based forecast analysis in Zoho CRM - Article - Zoho - 20/3/2023
Webinar - New feature enhancements in Zoho CRM Q 2024 - Article - Zoho - 10/7/2024
Webinar - New feature enhancements in Zoho CRM Q2 2024 - Article - Zoho - 10/7/2024
Webinar - New feature enhancements in Zoho CRM Q2 2024
- Article - Zoho - 19/7/2024
What Is A Mobile CRM? + 9 Best Solutions For 2023 - Article - HubSpot - 18/2/2023
What is CRM? Expert Explanation with Industry Examples - Video - Zenatta - 27/3/2022
What is NPS? And How To Implement It With The Zoho Product Suite - Comment - Article - Zoho - 17/12/2022
What’s New In Zoho CRM? - Video - Zoho - 6/6/2022
Whats new in Zoho CRM - Presentation - Zoho - 26/10/2019
Wizard support extended for portals - Article - Zoho - 14/3/2023
Workflow Academy (Youtube Channel) - Video - Workflow Academy - 25/12/2022
Workflow Rules & Automation - FULL Overview Zoho CRM | Complete Guide Zoho CRM Automation - Video - BluRoot - 30/10/2022
XML Related List in CRM to Show Purchase Orders Related to a Deal - Comment - Video - Zenatta - 27/5/2023
Your apps and integrations, powered by Zoho CRM. - Article - Zoho - 19/8/2019
ZCRM + Writer + ZSign Custom Automation for Storing ZSign Response Information in CRM - Video - Zenatta - 22/7/2023
Zenatta Consulting & The CRM Zen Show
- Video - Zenatta - 27/3/2022
Zoho Billing (Subscriptions) Improved Integration to Zoho CRM using Zoho Analytics - Comment - Video - Zenatta - 12/12/2023
Zoho Books - Zoho CRM Integration - Article - Zoho - 24/10/2019
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM - Video - Zenatta - 16/10/2022
Zoho CRM - Updates to Assign and Remove Territories APIs - Article - Zoho - 1/6/2024
Zoho CRM & Cliq Integration to Generate Channels for New Deals - Comment - Video - Zenatta - 6/7/2024
Zoho CRM & You - Go Further Together - Article - Zoho - 28/2/2023
Zoho CRM Account-Based Prospecting Email Schedule Automation - Comment - Video - Zenatta - 4/11/2023
Zoho CRM April’23 Community Digest - Article - Zoho - 23/5/2023
Zoho CRM Automated Alerts Custom Module to Allow Users to Easily Configure Custom Workflow Automations - Comment - Video - Zenatta - 5/3/2024
Zoho CRM Client Script for Secure Capture + Masking of Private Contact Information - Comment - Video - Zenatta - 16/12/2023
Zoho CRM Community Digest - July 2023 - Article - Zoho - 22/8/2023
Zoho CRM Community Digest - May 2024 - Article - Zoho - 2/7/2024
Zoho CRM Community Digest - Nov 2023 - Article - Zoho - 9/1/2024
Zoho CRM Community Digest - October 2023 - Article - Zoho - 1/6/2024
Zoho CRM Community Digest - September 2023 - Article - Zoho - 24/10/2023
Zoho CRM Digest - February 2024 - Article - Zoho - 1/6/2024
Zoho CRM Digest - January 2024 - Article - Zoho - 5/3/2024
Zoho CRM Email Deliverability Improvements - Article - Zoho - 22/7/2023
Zoho CRM expands Actions by Zoho Flow to Standard and Professional plans - Comment - Article - Zoho - 19/7/2024
Zoho CRM for Everyone Tutorial and Demo - Article - Zoho - 29/6/2024
Zoho CRM Full Product Overview - 2022 - Video - Zenatta - 22/2/2022
Zoho CRM Full Product Overview - 2022 - Video - Zenatta - 27/3/2022
Zoho CRM Full Product Overview - 2023 - Article - Zenatta - 25/2/2023
Zoho CRM Full Product Tutorial - 2023 - Video - Zenatta - 21/2/2023
Zoho CRM Introduces Enhancements to Email Intelligence, Ask Zia, and Zia Presentation - Comment - Article - Zoho - 13/2/2024
Zoho CRM June'23 Community Digest - Article - Zoho - 22/7/2023
Zoho CRM Next Follow Up Date controlled via Validation Rules - Comment - Video - Zenatta - 25/5/2023
Zoho CRM Plus in 2023: Let's rewind - Article - Zoho - 9/1/2024
Zoho CRM Reports Overview - Video - Zenatta - 26/10/2022
Zoho CRM REST API - Article - Zoho - 10/8/2019
Zoho CRM Tips Tricks & Hacks - Article - Alderbest - 22/9/2022
Zoho CRM User Profiles & Permissions Tutorial - 2022 - Video - Zenatta - 11/1/2022
Zoho CRM Voice of Customer (VoC) feature is now available for public access - Comment - Article - Zoho - 5/3/2024
Zoho CRM/VerifyTX Integration - Automated Verification of Benefits - Video - Zenatta - 3/12/2022
Zoho CRM+Books Integration for WooCommerce Subscriptions using WP-Webhooks & Zoho Flo - Comment - Video - Zenatta - 7/1/2024
Zoho Forms Integration to CRM for Adding Subform Entries as Contacts - Comment - Video - Zenatta - 19/7/2024
Zoho Forms Integration to Zoho CRM “Form Submissions” Custom Module - Comment - Video - Zenatta - 1/6/2024
Zoho Projects Integration - Overview - Article - Zoho - 9/3/2022
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you! - Article - Zoho - 24/1/2023