SalesIQ
Introduction to Zobot - Zoho SalesIQ
Introduction to Zobot - Zoho SalesIQ Zobot is Zoho SalesIQ's bot development platform, using which you can build efficient chatbots to automate customer interactions. You can design chatbots to interact with your visitors conversationally from the ...
Audio Calls in SalesIQ
Initiating Audio Calls With Zoho SalesIQ's "Audio Call" feature, you can make and receive audio calls, just like using a traditional phone. All you need is a pair of computer speakers and a microphone or a headset attached to your computer or ...
Set Up Your SalesIQ Chat Window Flow
Setup Pre chat forms Getting contact information from the visitor in chat and managing them is a challenging task. When the data is lost, it is a tedious process to view the entire chat to get that single piece of information you're looking for in ...
Zoho SalesIQ - Video Tutorials
Getting Started Let's Get Started!1:02 Create, Edit and Delete a Website1:04 Answering Chats0:58 Customizing SalesIQ Automation Tracking Visitor Data Advanced Integrations Video Tutorials Getting Started 1:02 Let's Get Started! Learn how to embed the ...
How to Add Zoho SalesIQ Chat in Your Email Signature
How to Add Zoho SalesIQ Chat in Your Email Signature Click the link below for an overview document on Set-up: https://www.zoho.com/salesiq/help/signature-chat.html#outlook
How to Close Your Zoho Account - Video
There are time when you may need to close your Zoho Account... watch this video for how-to instructions: Closing My Zoho Account Video
How to Setup Sync with Zoho Calendar
The following link provides detailed instructions on how to synchronize your Zoho CRM Calendar with Zoho Calendar, Google, Outlook, Thunderbird, etc! https://www.zoho.com/calendar/help/user-guide/synchronize.html
Where Can I See Quick Videos on Zoho Projects
https://www.zoho.com/projects/projects-videos.html
Where Can I find the Zoho-WordPress Web Forms Plug-In
https://wordpress.org/plugins/zoho-crm-forms/
How to Check Zoho Services Availability
Wondering if Zoho applications are up and running as they should? Click the link below to view real-time status and operational details of a Zoho service. US Status US Data Center All Data Centers All Data Centers
Dealing with "Bounce" Warnings in ZohoCRM
If you have received a bounce warning, it means that your email bounce rate has exceeded acceptable limits. It can be frustrating to discover that your emails have bounced, however, it is more important to understand what caused these bounces and how ...
How to Add ZohoCRM Extension for Gmail
This Chrome Browser extension is a wonderful enhancement to your productivity and workflow when using Gmail: Here's a quick overview from a recent Zoho Blog post: https://www.zoho.com/crm/blog/zoho-crm-for-gmail-a-chrome-extension.html And here's a ...
Managing ZCRM Last Modified Fields
Heads Up: Change in "Modified by" field Post from Zoho Support: Hello, One thing we heard repeatedly from our customers was that we probably needed to tweak how users manage their records in Zoho CRM. Specifically, people wanted an easy way to sort ...
Mass Email to Leads or Contacts from ZCRM Using Alternate Organizational Email Addresses
Be aware that when sending mass emails from with ZohoCRM and using an alternate email address you have verified in CRM, you messages will be delivered and appear as follows:
Security Enhancements in Zoho CRM API Framework
Recent Zoho announcement regarding changes to the ZohoCRM API framework, in the event these changes might impact the work you are completing: https://www.zoho.com/crm/help/api/security-enhancement.html
New Zoho CRM Interface Video Introduction
Click here to view the You Tube orientation video for the new Zoho CRM User Interface
Using Zoho Mail - How to Configure Your Domain MX Records
https://www.zoho.com/mail/help/adminconsole/configure-email-delivery.html
How to Correct: EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS
This can occur when you have exceeded the number of connections to other Zoho or 3rd Party Apps. To resolve, log in to https://accounts.zoho.com/ - Click Active Authtoken - Remove unwanted Authtoken, so that you can generate new authtokens.
How to Integrate ZohoCRM to PandaDoc
When logged in to your PandaDoc Account, follow the steps below: From: https://www.pandadoc.com/faqs/zohocrm-integration-pandadoc/
How To Log Email Sent From Other Email Clients (like GMail, Outlook, Thunderbird, etc) Back to the ZCRM System.
Zoho has now made it possible for you to associate your emails to Zoho CRM from any of your email clients like GMail, Outlook, Thunderbird, etc.! Try the new BCC Dropbox! How do you make it work? All you have to do is to Blind Carbon copy (BCC) the ...
How to Change Your Email in ZCRM
How to change the primary email address in Zoho? You can change the primary email address for all the Zoho services by following the steps given below: Log in to http://accounts.zoho.com or if logged in to CRM, click the User picture in upper right ...