Dropbox Integration for Zoho Sign via Zoho Flow - CRM Zen Show Episode 306
Zenatta Consulting Zenatta Consulting
19.7K subscribers
573 views
19

 Published On Premiered Jun 7, 2024

Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded LIVE for Friday, June 7, 2024, and hosted by Brett Martin, Greg Belnap, Tyler Colt, & Josh Oliver.

Get Your Zenatta Swag at:
https://shop.zenatta.com

🚨 UPCOMING LIVE STREAMS 🚨
Zoho Sign Full Product Overview
September 17, 2024, 10:00 AM Pacific Standard Time
https://club.zenatta.com/c/zenatta-ev...

Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - https://zenatta.com/newsletter/

đź“Ť*Google Address AutoComplete Extension*đź“Ť
Map Out Your Success with Precision!
👉https://marketplace.zoho.com/app/crm/...

🏥 Zenatta CRM Health Check Extension 🏥
A Clean System Is A Better System!
👉https://marketplace.zoho.com/app/crm/...

đź’Ą Zoho Team Training Programs đź’Ą
Train Your Team In Less Than A Week!
👉https://zenatta.com/training/?utm_sou...

🌀 ZPortals 🌀
Sign Up Through Zenatta Consulting for 10% Off Your First Month -
👉https://zportals.com/signup/?plan=CP0...

🎬 TIMESTAMPS 🎬
This Episode Was Produced By - Podcaster Zen
----https://podcasterzen.com/
0:00 Intro
1:04 Special Guest Appearances

Zoho News
7:48 Zoho CRM Dynamic Filters for Lookup Fields
10:02 Dedupe Checking Enhancements for Zoho CRM
12:03 Zoho CRM Calls Module can now import data
13:20 Zoho Recruit ChatBot Now Integrates with the Candidate Portal
14:23 Bigin gets a new topping… Shopify!

Implementation of the Week
15:45 Dropbox Integration for Zoho Sign via Zoho Flow

Code Share Of The Week
17:35 Inventory to QBO integration
----https://club.zenatta.com/c/code-share...

New On Zenatta
19:50 Setup Your Team For Success With Zoho Campaigns Team Training
----https://zenatta.com/success-with-zoho...

Tip Of The Week
25:17 Integrate Zoho CRM, FSM, & Books for Better Field Operations
   • Integrate Zoho CRM, FSM, & Books for ...  

This Week’s Quizzes
What new options have been introduced in Zoho CRM for more flexible validation rules?
----   • Post  
What feature was introduced in Zoho Social allowing users to publish directly to Facebook?
----   • Post  

👇 SUBSCRIBE 👇
️ ♦️ YouTube -    / @zenatta  
️ ♦️ Newsletter - https://zenatta.com/newsletter/
️ ♦️ LinkedIn -   / zenatta  
️ ♦️ Twitter -   / zenattaconsult  
️ ♦️ Facebook -   / zenattaconsulting  

🧠 OTHER RESOURCES 🧠
️ ♦️Resource Library - https://zenatta.com/resources/
️ ♦️Events - https://club.zenatta.com/c/zenatta-ev...
️ ♦️Club Zenatta - https://club.zenatta.com/

đź’» ABOUT US đź’»
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑
Visit - https://zenatta.com/

#CRMZenShow #ZoholicsUS #Zoho

show more

Share/Embed