Blog tagged as zoho crm

Zoho CRM and Custom Functions

29.03.23 09:00 PM - By Ravi Mirchandani - Comment(s)

Custom Functions in Zoho CRM allow you to extend the functionality of the CRM by adding your own custom code. This can include things like custom calculations, validations, or automation workflows. Custom functions are written in Deluge, an easy-to-use programming language specific to Zoho, and can ...

Using Workflows in Zoho CRM

28.03.23 07:40 PM - By Ravi Mirchandani - Comment(s)

Workflows can replace many manual tasks, saving time, effort and ensuring data integrity. Let us take an example of; Updating the Account status when a Deal is progressed in Zoho CRM, as this can provide several benefits, such as:

  1. Improved visibility: Updating the Account status can provide better vi...

Constant Contact integration with Zoho CRM

22.03.22 11:57 PM - By Ravi Mirchandani - Comment(s)

We are excited to announce our integration between two well-respected world-class solutions, Zoho CRM and Constant Contact.

Quick introductions before we get into the functionality provided.

Constant Contact is a purpose-built Campaign Management platform and is very popular for Email Marketing, with...



Quotewerks enhancements for Zoho CRM

27.01.22 06:24 PM - By Ravi Mirchandani - Comment(s)

Quotewerks, a purpose-built quotation management tool, has just released Ver 5.7 with some amazing new features for Zoho CRM, making the integration so much better!

How QuoteWerks Integrates with Zoho CRM

  • QuoteWerks leverages your existing Zoho CRM Contacts so you can pull in information to the S...


Canvas for Zoho CRM

12.08.21 06:10 PM - By Ravi Mirchandani - Comment(s)

Canvas is in two words, simply brilliant, and enables you to change the User Interface (UI), increasing user adoption and enabling faster navigation to the more important information held in your Zoho CRM.

You don't need to be a coder, techy or even a painter, as it is a drag and drop design editor! ...

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