Zoho CRM How To Videos

Zoho CRM How To Videos

Click here to see our collection of Zoho CRM 101 videos
    • Related Articles

    • Zoho CRM + Google Calendar Sync

      Each user must enable a sync between Zoho CRM and Zoho Calendar as well as from Zoho Calendar to Google Calendar from their own account.  Please follow the instructions below: Zoho CRM – Zoho Calendar Sync Zoho Calendar provides the option to have a ...
    • Importing Customers and Appointments From Bookeo To Zoho CRM

      Importing customers from Bookeo: 1.  Export the customer record and make sure each row is unique.  Add a column (it must be the first column for the events steps below to work) called “Customer ID” and assign a unique identifier to each customer. ...
    • Zoho to Quickbooks Integration Tools

      www.zapier.com - Zapier only works with the online version of Quickbooks, not any of the desktop versions. We also can't make any changes to records anywhere, best we could do is create a brand new contact in Zoho CRM when there's a new invoice or ...
    • Can I Automatically Post My YouTube Videos To Facebook and Twitter?

      YES Here's how: Login to your YouTube account. Click on your username in the top-right corner of the provided personalized homepage, and click "YouTube Settings". Click on the "Connected Accounts" from the left-hand tabs at the left of your screen. ...
    • How to synchronize your Zoho contacts with Google contacts

      Below is an article on synchronizing your Zoho contacts with Google Contacts https://www.zoho.com/crm/help/google-contacts-synchronization.html And this explains how to synchronize your Zoho Calendar with Google Calendar.  I suggest using the 2-way ...