Cali Matt
Cali Matt
  • Видео 2
  • Просмотров 256
13 BEST Features in Zoho Forms [Advanced Tips & Tricks]
In this video, I reveal 13 essential Zoho Forms tips, tricks, and hacks to help you create better forms and boost your conversion rates. Whether you're a beginner or looking to optimize your forms like a pro, these powerful features will ensure you get the most out of Zoho Forms!
0:35 Assigning hidden values to a picklist
0:59 Payment Integration
1:28 Data Encryption
1:46 Allowed Date Ranges
2:27 Image Upload
2:55 Automatically Generate PDFs
3:42 Instant Email and SMS Notifications
4:18 Embedding Form on Website
4:48 Tracking UTM parameters
5:11 Prefilling Form Fields
5:36 Translate to Any Language
6:03 Geolocation
6:25 Advanced Analytics
Просмотров: 174

Видео

Convert Lead When Contact or Deal is Created in Zoho CRM
Просмотров 842 месяца назад
In this video, I show you how to automate lead conversion in Zoho CRM using a Deluge function. Learn to automatically convert leads into contacts when a contact is created by matching email addresses. This tutorial simplifies your sales process, prevents duplicate contact efforts, and ensures cleaner data. We will set up workflow rules, write the Deluge custom function script, and test the auto...

Комментарии

  • @OwnedStuff
    @OwnedStuff 21 день назад

    Could be a little bit more advanced for me though.

  • @OwnedStuff
    @OwnedStuff 21 день назад

    Nice

  • @mbs9257
    @mbs9257 Месяц назад

    Great video! I embed my zoho form on my website and never noticed the width. I really really appreciate it!!!

  • @Cali_Matt
    @Cali_Matt Месяц назад

    There are a bunch more amazing new features in Zoho Forms. Stay tuned for the video dropping in next few weeks!

  • @forgedbyfirecoaching
    @forgedbyfirecoaching 2 месяца назад

    Thanks for this info. I'm going to use this for my marketing!

  • @KristinM-he8gz
    @KristinM-he8gz 2 месяца назад

    Thank you! How would I find lead record by Phone?

    • @Cali_Matt
      @Cali_Matt 2 месяца назад

      Here's the code to search for the phone (instead of email) -> // Make sure you grab the Contacts Phone contact_phone = contact_record.get("Phone"); // To search lead by phone number search_leads = zoho.crm.searchRecords("Leads", "(Phone:equals:" + contact_phone + ")"); Good luck!