Ideas, guides & things we’ve learned.
Practical notes on Zoho, building better workflows, and the things we’re working on.
Zoho CRM implementation plan: a practical guide
Build a Zoho CRM implementation plan covering migration, fields, pipelines, accounting handoffs, automation, training and launch checks.
Zoho CRM and Zoho Books integration: plan the handoff
Compare the native Zoho CRM and Zoho Books integration with custom work. Plan record ownership, invoice and payment handoffs, and checks before syncing.
Fill a new Contact's phone from its Account in Zoho CRM
Zoho CRM copies an Account's address to new Contacts, but not its phone or fax. A small workflow and Deluge function fill the gap.
Adding your own fields to Calls in Zoho CRM
Record a call's outcome, next step or anything else your team needs: custom fields on Calls, and when a separate module is the better home.
Setting up the Gong and Zoho CRM integration
The four decisions to make before we connect Zoho CRM to Gong: which records, how often, which custom fields, and how the mapping is maintained.
Moving your data into Zoho CRM, a checklist
Clean, map and import your records in the right order, so Contacts land on the right Accounts and nothing is lost on the way in.
Letting customers book meetings from Zoho CRM
Zoho Bookings, Calendly or YouCanBookMe: how to choose a booking tool that checks your calendar and puts every meeting in the CRM.
Five ways to lower your Zoho CRM bill
Pay for the edition, users and apps you actually use. A short review of your Zoho subscription often finds savings.
How to send SMS from Zoho CRM with Twilio
Set up outgoing SMS from Zoho CRM in three steps: install the extension, connect your Twilio account and send your first test message.
Copy email templates between Zoho CRM modules
Clone a template from Leads to Contacts, replace its merge fields and test the result without rebuilding the design.
Show the latest note in a Zoho CRM report
Understand why a recent-date filter can return several notes, and plan a reliable one-note-per-record reporting approach.
Zoho CRM implementation plan: a practical guide
Build a Zoho CRM implementation plan covering migration, fields, pipelines, accounting handoffs, automation, training and launch checks.
Share picklist values between Zoho CRM Leads and Contacts
Use global sets to keep shared CRM picklists consistent, and check lead conversion mapping before rolling out changes.
Zoho CRM and Mailchimp: plan a sync without duplicates
Define sync direction, record matching, field ownership and subscription handling before connecting Zoho CRM to Mailchimp.
Drip campaigns in Zoho CRM and Zoho Campaigns
Choose where your email sequence should run, define entry and exit rules, and test the handoff between marketing and sales.