[Zoho CRM] Creating A Lead
Leads in Zoho CRM can be created in several ways;
- Direct creation
- Social media connection (Facebook and Twitter)
- Zoho Mail integration
- Zoho Cliq (website ) integration
To create directly, click on the '+' icon at the top right of the screen. Fill in all the compulsory fields. Click 'Save'
[Zoho CRM] Cannot integrate with Zoho Campaign? "Organization already integrated"?
Zoho CRM cannot be integrated with Marketing Automation and Zoho Campaign at the same time. To enable Zoho Campaign-Zoho CRM integration, the organization has to disable the existing integration from Marketing Hub to Zoho CRM first; and vice versa if ...
[Zoho CRM] How Do I Send An Email Automatically When A Lead Is Created?
Workflow rules help you automate the process of sending an email to a lead as soon as they are added to CRM. Before you set up the workflow rule, you must create the email template. To do this: Navigate to Setup > Customization > Templates > Email. ...
[Zoho CRM] Sending Twilio SMS Using Custom Function
If you're using Twilio as your SMS provider in Zoho CRM, this is the way to automate SMS sending using Workflows and Custom Function. To do this, you have to be in the Enterprise edition or higher and you have to have permission from your ...
[Zoho CRM] Copying Field Value to Another Field
In Zoho CRM, it is possible for you to copy a field's value to another field; given if the data type is compatible. What do we mean by this? For example, if you're looking to copy from a text field to a date field, this is not possible as the data ...
[Zoho CRM] How to create a function for mass action button?
In the function you are about to write, you can edit the Arguments. Let's say for example we're dealing with the Deals module, then what you want to do is add an argument mapping to the Deal ID field. I would suggest putting the mapping value as a ...