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Very nice video, thank you very much! I'm just wondering how you handle the Google Ads extension, as the GCLID can be created on the Lead module but cannot be fed from a custom module to the Lead module. Does this mean that you don't recommend using the Google Ads extension?
I clicked the link and signed into Zenatta. I am on the Code Share page, but I can not access the entire code. It's like the message needs to be expanded, but I can not expand it. It's faded after line 5 so I can not copy it. I can like/unlike the post, but I can not comment on the post. I hope you can picture what I am trying to describe. Why can I not see the whole code?
Hi DeLisaLee, Thank you for letting us know about your issue with the link. We have updated the link in the video to the correct view. So sorry for the trouble and you should be able to view the whole code here: club.zenatta.com/c/code-share/chat-gpt-message-handler-for-zoho-cliq-bot
Hi there! Nice video! We used RingCentral with Zoho for a while and recently switched to the Thirdlane Multi Tenant PBX + Zoho CRM combo. While RingCentral was okay, Thirdlane offers deep customization options and multi-tenancy support. Cheers!
Can you help me please I created my smb share, I can see it and remove and change files but when using deluge it download to the mount share just file but can't see it any where else. I use file browser on deluge it's there I can see and play my download from the mounted drive but it doesn't share anywhere else what I'm I doing wrong 😢. PLEASE HELP
In regards to zoho books templates. Is there a way to have subtotals by category or group rather than individual pricing? I currently do it through zoho writer - CRM integration but itd be nice to have it directly in books
The only use case I can think of for the duplicate images would be if you're pulling in leads from Social channels people maybe use the same profile pic across channels? Maybe some sort of social enhancements are to follow and this is a precursor....?
Thank you so much for all of your content. Do you have any videos showing how to create the bidirectional connection between Books and Projects in terms of time tracking?
Unfortunately, the implementations we share typically take a long time to build. These videos are meant to showcase what is possible and highlight the unique builds we have done for clients, demonstrating that these solutions can be achieved.
This looks promising, but not all of our leads have email address or phone numbers. We have automated contact sequences set up in workflows right now, which allows you to say "IF phone number exists schedule a call, IF they only have email, send an email." Is there any way of doing that in Cadence other than creating entirely separate ones for each case?
if I am building a composite item can I create the final item that will be sold in shopify first and have all of my individual items to make the final item in zoho beforehand?
We have a massage clinic and we use massage specific Software to book clients appointments and generate invoices. Some of these clients use their insurance coverage to pay for the treatments. Since we have setup direct billing with insurance companies, we submit the invoice to the insurers. The insurance companies then direct deposit the payments in to our bank account. Some times these payment is for one client or for multiple clients depending how may invoice we submit on behalf of the clients. Other clients pay us using e-transfer and credit card, and cash. We linked our checking account with Zoho Books, and these payments come through to zoho books as Miscellaneous payment, e-transfers, etc We want to keep using our Massage Practice software for managing clients booking, invoicing and use Zoho books for managing our business finances. What is the most efficient way to categorize insurance deposits, eTransfers, credit card payments and record these income payments in Zoho books without creating invoices in Zoho ? Thank you
Is there an easy way to have a marketing video play as a pop-up using Zoho sites? I've been able to embed a video (youtube) but I'd love for it to play full screen as an overlay/pop up video when clicked and can't figure out how to do that with Zoho Sites. Any advice is appreciated!
Say hello! Suggest, is it possible to connect Zoho Recruite by API with the site and our own design? In the interface, I see only Forms, and the possibility to create a website, but there everything is based on templates, and we want to use our design
Hi Jordan and the Zenatta team, I loved the video-it has helped me get pretty far into what I need. However, I was wondering if you could point me in the right direction for an issue that came up. On our website, we use Gravity Forms for customers to submit samples. In these forms, the customer must fill out a field with a deal number. This number was previously assigned to them and the customer knows of it. Once the form has been submitted, I have a flow that creates an entry within a custom module for customer samples. The issue is, that we have a DEALS module and a SAMPLE SUBMISSION module. I have a look-up field from the sample submission module to the deals module but I am not sure how to get the look-up field to work within Zoho Flow. This would help our techs be able to transfer between either module. Let me know if this makes any sense whatsoever, I would love to hear back. Thank you so much!
That was a good video, thanks. Do you have a similar one showing how to deal with the Stripe feed? I'm confused with the clearing account and the actual Stripe account and not sure how to handle the payments when they come through... many thanks. Eva from Australia
Great video! We've been using RingCentral with Zoho CRM for a while and have moved to the Thirdlane Business PBX + Zoho CRM combo. It's a very cost-effective solution.
Can we create a dynamic link , because for multiselect field just appending the values doesn't work as for each new value we need to put the field alias as well in the url , So we will need a dynamic url which adjusts based on the number of values selected in multiselect fields.