Online Meeting Providers
Click Meeting
Click Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Click Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create ...
Mega Meeting
Mega Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Mega Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create ...
Star Leaf Meeting
Star Leaf Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Star Leaf Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you ...
RingCentral Video
Every business, no matter what size, deals with setting up professional meetings almost everyday. It can be a meeting with customers on a product demo or a discussion with the team members on a project, setting up a meeting is almost inevitable. ...
TeamViewer
TeamViewer is a collaboration software which allows you to set up online meeting with participants. Integrating your TeamViewer account with Zoho CRM allows you to create events/meetings using TeamViewer directly from Zoho CRM. Setup Integration This ...
Cisco Webex
Cisco Webex is a collaboration software which allows you to set up online meeting with participants. Integrating your Cisco Webex account with Zoho CRM allows you to create events/meetings using Cisco Webex directly from Zoho CRM. Setting up the ...
BlueJeans
BlueJeans is a collaboration software which allows you to set up online meeting with participants. Integrating your BlueJeans account with Zoho CRM allows you to create events/meetings using BlueJeans directly from Zoho CRM. Setup Integration This ...
Zoom
Zoom is a collaboration software which allows you to set up online meeting with participants. Integrating your Zoom account with Zoho CRM allows you to create events/meetings using Zoom directly from Zoho CRM. Setup Integration This integration can ...
Join.Me
Join.Me is a collaboration software which allows you to set up online meeting with participants. Integrating your Join.me account with Zoho CRM allows you to create events/meetings using Join.me directly from Zoho CRM. Setup Integration This ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...