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Zoho Zoho CRM

Zoho CRM Integration with CF7 – Pro Plugin

Zoho CRM Integration with CF7 – Pro Plugin This Plugin supports Zoho CRM Integration and is used to integrate Contact Form 7 on WordPress website with Zoho CRM. It supports in-built modules, custom modules, custom fields and File upload fields as well. You can implement synchronization of unlimited forms with one single license. The plugin […]

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API v2 Uncategorized Zoho Creator Zoho CRM

Why To Replace Authtokens with OAuth

Digital security is one of the primary concerns while operating in the Digital World.  OAuth 2.0 is the industry standard protocol for authenticating user data.  It is a highly secured & open data sharing standard that offers full-suite protection to every app.  It provides access to the user data by offering access to the user’s […]

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Zoho Zoho CRM

Zoho CRM

CRM: CRM stands for Customer Relationship Management. It is an approach to building and sustaining long term business with customers. CRM basically focused on: Existing customer Potential customer (Future customer) Existing customer: Existing customers are those customers who has purchased goods or services from a particular organisation. Potential customer: Potential customers are those customers which […]

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Zoho Zoho CRM

How to Create Conditional Layout

The conditional layout plays a vital role in Zoho CRM. It manages dependency between fields in layouts You can have a look here. For Instance: In The Lead information the particulars required for Interviewers may have a different dependency on the interview type- Pre-interview form or a Post-interview form. If you will Choose the Pre-interview […]

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Zoho Zoho CRM

Zoho CRM Leads Module Introduction

Leads Module: In Zoho CRM all data of any organisation is added into leads module. Data may be of online mode, offline mode or from any third integrated party with zoho crm. In zoho CRM user can change view like tabular view or kanban view. In leads module there are two ways to add data: […]

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Custom Buttons Zoho Zoho CRM

Re-Order Custom Buttons in Zoho CRM

Creating a new button to perform custom actions, is common and have great documentation by the Zoho Team. You can have a look here . But, What if you have a number of buttons in a module (you can create up to 50 custom buttons for each module in Zoho CRM), and want to re-order […]