How to Create a Custom Workflow in Zoho Creator
Zoho Creator allows you to automate actions using custom workflows, helping you streamline processes and improve efficiency. Here's a step-by-step guide to creating a custom workflow in your Zoho Creator application: Step 1: Access the Application Log in to your Zoho Creator account. Open the application where you want to create the workflow. On the top-right corner, click on the “Edit this application” button. Step 2: Navigate to the Workflow Section Once you're in the edit mode,...
Top 10 Reasons Why Businesses Choose Zoho CRM for Customer Engagement
In a highly competitive business setting where customer engagement will define success, companies need a CRM platform that would allow them to build better relationships, close more deals, and provide the best customer service. As one of the leading choices for companies from multiple industries, Zoho CRM is evidently growing in popularity. The following are the 10 reasons for which companies are choosing Zoho CRM for their customer engagement needs: User-Friendly Interface Zoho CRM is...
Zoho Projects Plus: Comprehensive Project Management Suite for Teams
Project management is the success mantra in the competitive business scenario today. With multiple tasks, team meetings, and deadlines to manage, businesses need one platform with everything combined in a hassle-free way. Zoho Projects Plus is designed for exactly that. This suite of rich-feature tools offers an end-to-end project management system by integrating a suite of Zoho applications to increase productivity and simplify workflow management. What is Zoho Projects Plus? Zoho Projects Plus is a bundled suite...
Enhancing Travel & Hospitality Customer Experience using Zoho CRM
With cutthroat competition today in the hospitality and travel industry, delivering world-class customer service is no longer an added value—it's the norm. Passengers have come to expect frictionless experiences, customized services, and prompt responses. Boutique hotels, luxury resorts, or travel company establishments need to be at the top of their game by using technology to streamline processes and maximize customer satisfaction. This is where Zoho CRM, a customer relationship management revolution, comes in. Why Customer Experience...
How to Set Up Custom CRM Workflows for Manufacturing in Zoho
Sharing data freely among varied software applications is essential in the modern business world if there is to be high productivity and efficiency. With the Zoho CRM API, businesses can marry the third-party apps with the CRM software for automatic workflow, better customer intelligence, and real-time data synchronization. We will provide a step-by-step guide on getting a seamless and automated data migration between systems by means of APIs, including how Zoho CRM can be integrated with...
Using Zoho Recruit to Change the Game for Recruiting in the Education Sector
Recruitment in education is a rather complex process that requires efficiency, accuracy, and adherence to industry regulations. Educational institutions have a duty to hire the best possible talents, be it teachers, administrative staff, or support personnel. The traditional hiring method is time-consuming and ineffective, especially when dealing with large numbers of applications. Hence, this is where Zoho Recruit is a true game-changer. Zoho Recruit is a cloud-based recruitment software or applicant tracking system designed to ease...
How Zoho Inventory Assists E-Commerce Businesses in Managing Their Stock Efficiently
E-commerce is a fast-growing industry, which is synonymous with the need for handling stock in an efficient manner. Whether you are selling through Amazon or Shopify or through your own personal site, keeping track of stock levels, fulfilling orders on time, and preventing overstocking or stockout can be quite overwhelming. This is where Zoho-Inventory comes. Zoho Inventory is a cloud-based inventory management solution that helps streamline the stock tracking, automation of order processing, and integration with...
The Role of Zoho Products in the Manufacturing Industry
Introduction First and foremost, it can be said that the manufacturing section is perhaps one of the biggest contributors to the global economy in the sense that it generates a huge labor force, innovates the market, and manages the production of various goods. That being said, there are challenges that the industry faces such as those related to supply chains, inventory management, efficient production, and customer relationship management. Such problems push many businesses toward modern solutions...
Integrating Third-Party Payment Gateways in Zoho Books via Webhooks
Introduction - Briefly introduce Zoho Books as a reliable accounting software. - Explain why seamless payment gateway integrations are essential to businesses. - Introduce webhooks as an economical way of sending data syncs between systems automatically. What Are Webhooks? - Definition and operation. - Explain the benefits of offering webhooks' real-time updates of data. - Example: How a webhook informs Zoho Books about a payment in the external gateway. Why Use External Payment Gateways with Zoho Books? - Easier books of accounts. - Reconciliation and...
Integrating Third-Party APIs with Zoho CRM: A Step-by-Step Tutorial
Zoho CRM is a powerful platform that enables businesses to manage customer relationships effectively. One of its main strengths is the flexibility of integration with third-party applications, allowing companies to optimize processes and increase productivity. In this tutorial, we will guide you through the process of integrating third-party APIs with Zoho CRM, from authentication to data synchronization. Prerequisites Before you begin, make sure you have the following: Zoho CRM Account: A Zoho CRM account with admin access. ...
