Practical Zoho guides.
How-tos written up from our webinars and client work — how to set things up in Zoho, and how to get more from the apps you already pay for.
Zoho Marketing Automation
How to Build Email Sequences That Convert in Zoho
Plan welcome and nurture email sequences that convert, then build them in Zoho Marketing Automation with splits, delays, tags and plain-looking emails.
Read the guide Zoho Marketing AutomationZoho Campaigns vs Zoho Marketing Automation
The difference between Zoho Campaigns and Zoho Marketing Automation, which one most businesses should choose, and how bundles like Zoho One affect the cost.
Read the guide Zoho Marketing AutomationGetting Started with Zoho Marketing Automation
Set up Zoho Marketing Automation properly: sync from Zoho CRM, keep topics simple, use segments not lists, and build better email campaigns.
Read the guide Zoho Marketing AutomationZoho Marketing Automation Journeys and Website Tracking
Build automated journeys in Zoho Marketing Automation, test them safely, and use website tracking, goals, pop-ups and landing pages to follow up.
Read the guideZoho CRM
How to Re-engage Cold Leads with Zoho CRM Cadences
Automatically enrol inactive leads into a Zoho CRM Cadence, move them on when they reply, and track which leads the sequence brought back.
Read the guide Zoho CRMZoho CRM Analytics vs Zoho Analytics: Which Should You Use?
The difference between Zoho CRM's built-in dashboards and the separate Zoho Analytics app — what each does well, and how to decide which your team needs.
Read the guide Zoho CRMZoho CRM Cadences: A Step-by-Step Setup Guide
How to build a Zoho CRM Cadence: personal-looking email templates, branching follow-ups, call tasks, WhatsApp steps, auto-enrolment, exit rules and reporting.
Read the guide Zoho CRMZoho CRM Canvas: Design Your Own Record Pages
Use Zoho CRM Canvas to redesign record pages, surface key fields, show data from related modules, and give sales and marketing their own layouts.
Read the guide Zoho CRMZoho CRM Custom Views: Filter by Related Records
Use cross-module filtering in Zoho CRM custom views to find accounts with open deals and contacts with no future follow-up — in real time, without reports.
Read the guide Zoho CRMHow to Build Zoho CRM Dashboards Your Team Will Actually Use
A step-by-step guide to Zoho CRM dashboards: KPI widgets, scorecards, charts, funnels, targets and anomaly alerts — plus the settings most people miss.
Read the guide Zoho CRMHow to See Which Deals Moved This Week in Zoho CRM
Build a Zoho CRM report on the Stage History module to see how much deal value moved into each stage this week — and who moved it.
Read the guide Zoho CRMHow to Set Up Email Sync in Zoho CRM
Connect Outlook or Microsoft 365 to Zoho CRM, choose how much history to sync, keep private emails out with excluded domains, and pick IMAP or POP.
Read the guide Zoho CRMZoho CRM Layout Rules: Show Fields When You Need Them
Use Zoho CRM layout rules to show sections and make fields mandatory by stage, plus the newer options: filtered pick lists, read-only fields and verification.
Read the guide Zoho CRMZoho CRM Mirrored Fields and Roll-up Summary Fields
Show account or contact details on related records with Zoho CRM mirror components, and roll deal and task data up to accounts with roll-up summary fields.
Read the guide Zoho CRMZoho CRM Scoring Rules: Score Leads by Real Activity
Set up scoring rules in Zoho CRM using fields, email activity, calls and call duration, Zoho Desk tickets and more — and use scores to prioritise follow-up.
Read the guideZoho Books
Custom Approval Processes in Zoho Books
Set up rule-based approvals in Zoho Books: approve purchase orders over a threshold, route by department account, and require approval for bills without a PO.
Read the guide Zoho BooksZoho Books: Progress Invoicing and the Fixed Asset Register
Invoice part of a Zoho Books quote by percentage or line amount without sales orders, and automate depreciation journals with the fixed asset register.
Read the guideZoho Forms
Zoho Forms Analytics: Track Conversions and Drop-off
Turn on Zoho Forms analytics to see views, starts, submissions and field-level drop-off, capture UTM data automatically, and verify emails before submission.
Read the guide Zoho Forms9 Zoho Forms Tips for Better Website Forms
Zoho Forms tips: limit event places, fix name casing, block free email domains, capture page URL and UTM data, and reset forms for trade-show kiosks.
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