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Past Webinars
What's New in Zoho - August 2026
Jake Harris runs through August 2026's Zoho updates with live demos: custom buttons on create, edit and related lists in Zoho CRM, a preview of the new CRM layout rules, routing forms and new availability limits in Zoho Bookings, and the new OKR module in Zoho People.
What's New in Zoho - June 2026
A roundup of the biggest Zoho updates from June 2026, focused on Zoho CRM (email sync duration controls and vastly improved bulk importing), Zoho Forms (new form tracking analytics), and Zoho Books (revamped approval processes).
Building Email Sequences That Actually Convert in Zoho Marketing Automation
Most businesses have Zoho Marketing Automation in their stack but aren't getting near the value out of it. Either the journeys never get built, or they do — and the emails fall flat. This webinar fixes both in one sitting. Jake Harris (Founder, Limitless IT Consultancy) will build a multi-step journey live in Zoho — triggers, branching, wait steps, the lot. No skipped steps. Vicki Handley (Founder, Quirk Copywriting) then shows you what to put inside those emails: how to structure a nurture sequence, write for different stages of buyer awareness, and earn the click instead of the unsubscribe. The how and the what. You'll leave able to build your own sequence this week.
What's New In Zoho - May 2026 (+ Bonus: Connecting Claude AI to Your Zoho CRM)
This session covers recent updates for Zoho CRM and Zoho Books, new features in Analytics, Projects, and Mail, and a demonstration of integrating Zoho with AI platforms like Claude for advanced data tasks and automation.
Getting Started with Zoho Marketing Automation
A practical 90-minute walkthrough of Zoho Marketing Automation — covering contact management, CRM sync, building campaigns and emails, automated journeys, and website integration. Live demos throughout, plus Q&A.
Master Zoho Cadences: Email Sequences, Auto-Enrolment & WhatsApp
A step-by-step guide to building Zoho CRM Cadences from scratch, covering email sequences with branching logic, auto-enrolment using custom views, WhatsApp messaging, cadence reporting funnels, and pro tips for combining cadences with workflow automations.
What's New in Zoho - August 2025
A packed update covering Zoho's August 2025 releases including CRM static subforms, enhanced multi-channel scoring rules, connected records, cross-module filtering, Zoho Forms verification codes and limited pick lists, and Zoho Bookings redesign.
CRM Reporting & Dashboards Masterclass
A comprehensive walkthrough of Zoho CRM's built-in dashboards and reporting tools, covering KPI widgets, scorecards, charts, comparison tables, stage-based reporting, anomaly detection, and how to build a full sales performance dashboard from scratch.
What's New in Zoho - June 2025
A roundup of the latest Zoho updates for June 2025, featuring cross-module data filtering in CRM, Canvas flexbox layouts, Zoho Desk multi-department management, WorkDrive enterprise features, and privacy-focused data retention settings.
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