Zoho CRM Blueprint | Bypass The 10 Fields Limit | From Our March 10th 2022 Q&A Session

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  • เผยแพร่เมื่อ 1 ต.ค. 2024
  • Today I will show you and easy way to bypass blueprint limitations in Zoho CRM. This can be done in the layout rules by adjusting a few settings.
    Let's get started!
    Join our Q&A session: www.liorizik.c...
    My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada, and West Palm Beach, USA. Our company provides various Zoho and Business solutions. More details on our website www.amazingbus...
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ความคิดเห็น • 6

  • @250Danyz
    @250Danyz 2 ปีที่แล้ว +1

    Hello! Can you do a video of building a calendly integration into CRM via Flow?
    Looking for a flow that creates a new lead / updates a lead when a calendly booking has been created, and pulls the fields from custom questions within Calendly.
    For example -
    first name
    last name
    email
    phone number
    And then custom question: which color do you prefer Red or White

    • @smallbusinessautomation
      @smallbusinessautomation  2 ปีที่แล้ว

      Thank you. Its too specific my friend. I am usually doing videos that are more for the general public. We have this integration in-house so I know it's doable. We use flow for this purpose.

  • @alonbardavid4709
    @alonbardavid4709 ปีที่แล้ว +1

    Toda Lior, that was very helpful ! I thought of even doing a form at some point but this is much better.

  • @miguelbertonatti
    @miguelbertonatti 2 ปีที่แล้ว +2

    Great insight