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Beckmann Collaborative
United States
เข้าร่วมเมื่อ 13 พ.ค. 2015
Lovingly Honest Marketing Consulting and Training. Beckmann Collaborative supports businesses with marketing operations, content strategy, and Zoho marketing app customization and training.
Visit www.beckmanncollaborative.com
Visit www.beckmanncollaborative.com
Understanding Automation Rules
We continue our Database Basics series with a look at Automation Rules, the customized systems that help to ensure data accuracy and customize the experience for each potential customer. Learn how to translate your business processes into programmatic rules in your online applications, which will cut down on tedious manual data entry and save time.
Contact Beckmann Collaborative for support: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=DB%20Automation%20Rules
Contact Beckmann Collaborative for support: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=DB%20Automation%20Rules
มุมมอง: 18
วีดีโอ
Auto-Generate a Document for Specific Tasks in Zoho Projects
มุมมอง 130หลายเดือนก่อน
In this video you'll learn how to automatically create and associate a Zoho Writer document to a certain type of task in Zoho Projects. We'll use a custom function written in Zoho's proprietary scripting language, Deluge. This method greatly expands our options to create highly customized and automated solutions for integrating project management with our document creation and storage. More abo...
Systematize the Hiring Process with Workflow Rules in Zoho Recruit
มุมมอง 84หลายเดือนก่อน
Learn about Workflow Rules in Zoho Recruit, and how you can use them to create automated systems in your hiring process. In this video, we show you how to automatically send customized email templates to each candidate at the right time, based on their unique status as a job candidate. Zoho Recruit is a cloud-based hiring platform that gives HR teams and recruitment agencies the digital tools n...
Data Relationships: Parent and Child
มุมมอง 232 หลายเดือนก่อน
For this chapter of our Database Basics series, we discuss a unique type of lookup relationship: the Parent-Child Relationship. A child record's existence depends on the existence of its parent. Learn how this relationship applies to sub-forms, which collect information about line items within a financial transaction. Contact Beckmann Collaborative for support: zfrmz.com/WHPG8UzHifhpu8ycRojk?vi...
Automate Emails to Referral Contacts in Zoho CRM
มุมมอง 892 หลายเดือนก่อน
Learn how to create a custom function in Zoho CRM to send an email to a referral contact when the deal they referred is closed. To do this we'll use Zoho's proprietary scripting language called Deluge (Data Enriched Language for the Universal Grid Environment). Deluge custom functions help you automate repetitive and tedious tasks out of CRM management. We'll show how to access the full Zoho CR...
Data Relationships: Lookup Fields and Related Lists
มุมมอง 273 หลายเดือนก่อน
We continue our Database Basics series with a discussion of Lookup Fields and Related Lists. These features allow you to create a unique architecture of relationships between records in your database, across all modules. These relationships lay the groundwork for being able to automate your business processes. Contact Beckmann Collaborative for support: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=...
Customize Web Forms with Rules in Zoho Forms
มุมมอง 1653 หลายเดือนก่อน
Explore the Field Rules and Form Rules features in Zoho Forms, to learn how to customize the web form experience for your customers. Depending on which option they select in the form, you can show unique additional fields, or redirect them to a different URL upon submission of the form. Zoho Forms is a no-code online form builder that can integrate with third-party applications like your CRM to...
Understanding Data Type & Formatting
มุมมอง 463 หลายเดือนก่อน
We continue our Database Basics series by exploring the concepts of data type, field type, and data formatting. Measuring the success of a business strategy depends on the quality of your reporting, which in turn depends on the quality of data entered in your database application. This video will help you understand how to leverage different types of information to achieve accurate reporting. C...
Schedule a Recurring Message to a Channel in Zoho Cliq
มุมมอง 1344 หลายเดือนก่อน
Find out how you can schedule a recurring message in Zoho Cliq, to provide ongoing updates about critical business metrics or tasks. To do this we'll use Zoho's proprietary scripting language called Deluge (Data Enriched Language for the Universal Grid Environment). Deluge has simple, pre-defined tasks to perform actions in most Zoho applications, including Cliq. Get your whole team on the same...
Enhance Productivity with Automation Rules in Zoho Projects
มุมมอง 2774 หลายเดือนก่อน
Learn how to create conditional rules in Zoho Projects, that allow you to automate your project management and reduce human error. Workflow Rules are set to trigger automatically based on the selected criteria, and Macro Rules can be triggered by your users to perform mass updates. Each rule can trigger unique actions like field updates, email notifications, and pushing data to another applicat...
Understanding Modules, Records, and Fields
มุมมอง 804 หลายเดือนก่อน
In the first video of our Database Basics series, we cover the core concepts behind online database applications. Databases consist of modules, records, and fields, and it is the relationships between these components that enable powerful business automations. This video will give you a foundation to unlock the full potential of your CRM, Bookkeeping, or other online database application. Conta...
Update Related Contacts with a Custom Function in Zoho CRM
มุมมอง 3724 หลายเดือนก่อน
Learn how to create a custom function in Zoho CRM to update all related records. To do this we'll use Zoho's proprietary scripting language called Deluge (Data Enriched Language for the Universal Grid Environment). Deluge has pre-defined tasks to perform actions in most Zoho applications, including CRM. Deluge custom functions help you automate the repetitive and tedious tasks out of your CRM m...
Automate Quickbooks Invoice from a Form Submission with Zoho Flow
มุมมอง 1295 หลายเดือนก่อน
Today we look at how to automatically generate and send a Quickbooks invoice from a form submission. We first create a pre-filled Zoho Form with an offer for existing CRM contacts. Then Zoho Flow allows us to trigger invoice actions in Quickbooks and other applications effortlessly, without writing any code. Learn how you can create complex workflows with conditional logic, to automate your bus...
Dynamically Track KPIs in Zoho Analytics
มุมมอง 3635 หลายเดือนก่อน
Learn how to integrate your sales and marketing data into Zoho Analytics, and create a dashboard to monitor your KPIs in real-time. In this video we discuss KPI widgets, and show you how to customize them to the needs of your business. We also show you how to create a basic chart to show KPI trends over time. Your data has a story to tell, and having that story at your fingertips allows you to ...
Customize Email Marketing Journeys in Zoho Campaigns
มุมมอง 2145 หลายเดือนก่อน
Discover how to automate an email marketing campaign, using Workflows in Zoho Campaigns. We can customize a unique sequence of actions based on how customers engage with an email, customizing their experience to match their level of interest. This allows us to keep leads engaged until our sales team can reach out to them, or nurture existing customers based on their unique interests. Learn more...
Generate Proposal Document from a Deal in Zoho CRM
มุมมอง 5355 หลายเดือนก่อน
Generate Proposal Document from a Deal in Zoho CRM
Simplify Task Management with Blueprints in Zoho Projects
มุมมอง 8526 หลายเดือนก่อน
Simplify Task Management with Blueprints in Zoho Projects
Use Pre-Fill URLs in Zoho Forms to Track Lead Details
มุมมอง 1306 หลายเดือนก่อน
Use Pre-Fill URLs in Zoho Forms to Track Lead Details
Automate Lead Engagement in Zoho CRM with Workflow Rules
มุมมอง 2456 หลายเดือนก่อน
Automate Lead Engagement in Zoho CRM with Workflow Rules
What if the approval needs to come from 2 or more persons?
Thanks for your comment! A process with multiple approvers can be easily accommodated through a Blueprint. You do have the option to assign multiple owners to a Task. The other option would be to create a separate stage in the Blueprint for each stage of approval, in order of their hierarchy.
Nice video, thanks a lot. Do you have found a tip to get the folder id of the workdrive team folder of the project ? It would allow to work dynamically instead of hard coding the folder id. Thanks
Great question. The method to get the project's associated Team Folder ID via API is revealed in this recent forum post: help.zoho.com/portal/en/community/topic/power-of-automation-upon-archiving-the-project-files-will-be-automatically-removed-from-zoho-workdrive *Note that the request URL is different from what is in the API documentation, and Workdrive Scopes are required for the OAuth connection. I tried the method from the post and it worked.
Excellent ! Thanks !
Great video. Thank you. How would you recommend handling the billing portion we want to use books. Converting to sales order or invoice then allowing multiple payments?
Thanks for your comment! Our recommendations would be dependent on the unique factors of your specific business scenario. There are many different ways to configure the integration between Zoho CRM and Zoho Books, and certain options work better for certain types of businesses. You can reach out to us for a free consultation at this link: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=CRM%20Writer%20Merge%20Doc
I just signed up for One and this was a life saver. It's the one piece of the prospecting process that I was missing. Appreciate it!
That's great, I'm glad to know this video was helpful to you!
This is so important to understanding how many Zoho apps work
Thanks for this video! How do you associated the contact from CRM to their specific project?
This video clip from @zohocrm shows how you can use the integration between CRM and Projects: th-cam.com/video/ZwP5h-dXAZ8/w-d-xo.htmlfeature=shared&t=35
Thank you for this..I was able to create my first workflow
Great video. We have 2 service options on our proposal which we created..but our proposal is done on powerpoint or Zoho Show. Should we transfer the document to writer or try to format it there? Also how do you give the client a way to choose from one of the options...then hit approve?
Thanks for watching, great questions! Zoho is working on a native integration between CRM and Show. For now it can be achieved using Zoho Flow, which works in a similar way to Workflow Rules in CRM, but goes between applications: help.zoho.com/portal/en/kb/show/zoho-show-integrations/zoho-show-integration-with-zoho-flow/articles/zoho-show-integration-with-zoho-flow#Zoho_CRM__Zoho_Show For allowing the client options, you should be able to create checkbox fields in your CRM and then merge the checkbox field for each option.