General
SMS Automation
Overview You can trigger a custom SMS using webhooks from your Zoho CRM. This article will run you through the steps to setup SMS automation using webhooks. You can customise these webhooks to interact with specific modules and what SMS templates to ...
FAQ - Zoho CRM 2 ClickSend SMS
Here's a handy FAQ that we've made to address some common questions and issues. Hopefully you find the answer to your questions here. Q1. Where do I signup for a ClickSend SMS? You can signup with ClickSend SMS through these links here. ...
USER GUIDE - Zoho CRM 2 Moodle (Advanced)
CRM Modules Customizations: During the installation of the Moodle extension in your Zoho CRM, custom fields will be created in modules for easy operating and usage during the sync. Contacts: Moodle Role: dropdown values (Student, Teacher). Moodle ID: ...
Demo - Zoho CRM 2 Moodle (Advanced)
You can see a complete introduction of this plugin in this video - Demo Video The Moodle Advanced Extension for Zoho CRM allows your Zoho CRM to integrate records from standard modules such as Contacts, Deals (Enrollments), Courses (Products), and ...
FAQ
Here's a handy FAQ that we've made to address some common questions and issues. Hopefully you find the answer to your questions here. Q1. What are the basic requirements for this extension? To use our Zoho CRM 2 Moodle (Advanced) extension, you need ...
Zoho CRM 2 Google Drive - Installation Guide
To install the extension Go to Setup > Marketplace > All. Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. Go to All Extensions, and ...
Overview
SHORT DESCRIPTION Google Drive Extension is developed by the team of Oscillosoft which gives the flexibility to the end-user to choose the desired location of the Leads and Deals folder which will accommodate the necessary documents, files, and ...
Default Folder Settings & Hierarchy
Google Drive Settings This section is under Setup Process, you will get this set-up page from the "Google Drive Settings" module. Deals Module After clicking Next the user will be taken to the Folder Settings tab where the user can select the default ...
Zoho CRM 2 GoogleDrive - Demo
You can see a complete introduction of this plugin in this video - Demo video With the Google Drive extension you can choose the desired location, which will accommodate the necessary documents, files, and folders of leads and deals. It will also ...
Demo - Zoho CRM 2 GoogleDrive extension
In this video you can see - How to find the extension from Marketplace? How to install? How to Setup? How to use?
Frequently Asked Questions
Q1. What are the basic requirements for this extension? To use our Zoho CRM 2 GoogleDrive extension, you need an active Zoho and Google account. Q2. Can I try Zoho CRM 2 GoogleDrive out before I pay? Yes you can! Test out Zoho CRM 2 GoogleDrive with ...
How to allow/deny users to use the plugin.
Usually Zoho plugins are installed under the super admin but you will have the opportunity to select users as per your requirement during installation. But you can change the settings even after the installation. Please follow the below process step ...
Overview
The Zoho Vault 2 Zoho CRM extension for Zoho CRM enables your clients to share passwords and sensitive information securely through Zoho Vault with the strongest encryption standard. This extension will work with Zoho CRM's Contact and Deal Module. ...
How to install 'Zoho Vault 2 Zoho CRM'
To install the extension ➢ In CRM, go to Settings -> MarketPlace -> All Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. ➢ Go to All ...
How to use 'Zoho Vault 2 Zoho CRM'
Initializing Zoho Secret Transaction Pre-requisites ❖ Contact ‘Email’ field is filled in ❖ Contact ‘Mobile’ field is filled in. ❖ Contact ‘Mailing Country” field is filled in. (if no mailing country is selected then by default Australia (+61) phone ...
Price Details
How much does the extension cost? You will get the monthly subscription at $5 USD. We offers 10% discount on yearly subscription and it comes $54 USD only, for the whole year.
How to Buy the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the Buy Now button to buy the extension. Please check the below screenshot to get a more clear picture. If you have any more queries ...
FAQ
Q.1 What are the basic requirements for this extension? To use our Zoho Vault 2 Zoho CRM extension, you need to have an active Zoho CRM and Zoho Vault account. Q.2 How much does the extension cost? You will get the monthly subscription at $5 USD. We ...
Overview
Deal Sync to Zoho Projects is an extension developed by Oscillosoft which reduces your manual labor and quickly creates projects from your Deals (in Zoho CRM's Deals module). It allows the user to customize how they want the project to be set up for ...
Installation and Setup Guide
Find the extension Go to Setup -> Marketplace -> All. Click Extensions Text Browse Deal to Project converter for Zoho CRM extension Install You can go with the free trial or Buy the plugin directly, Click the button according to your choice Agree ...
How to Use
This extension is built to create Zoho projects from Zoho CRM deals (deal module). The extension provides 2 ways to create the deal Automatic Manual Automatic In an automatic process, the project will create from the deal based on the rules or ...
How to uninstall the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the uninstall button to uninstall the extension. Please check the below screenshot to get a more clear picture. If you have any more ...
How to Buy the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the Buy Now button to buy the extension. Please check the below screenshot to get a more clear picture. If you have any more queries ...
Price Details
Q.1 How much does the extension cost? You will get the monthly subscription at $5 USD. We offers 10% discount on yearly subscription and it comes $54 USD only, for the whole year.
FAQ
Q.1 What are the basic requirements for this extension? To use our Deal to Project converter for Zoho CRM extension, you need to have an active Zoho CRM. Q.2 How much does the extension cost? You will get the monthly subscription at $5 USD. We offers ...
Overview
Overview The Burst SMS extension for Zoho Desk allows your business to send SMS messages from your Zoho Desk ticket directly to a client's mobile number, driving customer acquisition and retention with a new communication channel. The extension ...
Received/Replied SMS
Once a client received an SMS on their mobile phone, they will be able to reply to that SMS. Whenever the client will replied to the SMS, it will be noted in the ticket as conversation and marked as “Inbound SMS”. Note: If you still have any query ...
Create SMS Template
The plugin provides the opportunity to use templates, so you do not need to write the SMS content every time. Custom Templates can be created or used for the widget. By clicking on the “Templates” button, the template page will open. There will be no ...
Use SMS Templates
Using Templates If you have already created SMS templates, you can use those templates to send SMS to your clients. You can use the template for messaging by selecting the template and click in “Use Template” button. Created templates can be found ...
Price Details
How much does the extension cost? You will get the monthly subscription at $10 USD. We offers 10% discount on yearly subscription and it comes $108 USD only, for the whole year. This is separate from the text pricing. For the number of texts you are ...
FAQ
Q.1 What are the basic requirements for this extension? To use our Burst SMS Extension for Zoho Desk extension, you need to have an active Zoho Desk account and an active Burst SMS account. Q.2 How much does the extension cost? You will get the ...
Getting Started
1.1 Introduction Oscillosoft has customized the Zoho applications to cater the business processes for any Non for profit Organizations. The entities involved and addressed inside the Zoho applications are show in the diagram. a. Zoho Functionalities ...
9.1 - Two types of Zoho Subscriptions
To send invoices out of Zoho CRM, you need to use the deals module. We have configured automatic invoice creation for NFP Zoho CRM so there is no hassle in creating or selecting templates or sending out invoice templates to Zoho CRM. Types of Zoho ...
9.2 - Steps Involved in Sending Subscriptions
Step 1: You need to make sure a deal has all the fields such as contacts, accounts and amounts filled in before you can create an invoice as it throws an error message as below; Step 2: Once all the information is filled and you are ready to send the ...
9.3 - Zoho Subscription Plan and Invoices in Contacts Module
You can see the invoices generated and associated in both contacts and deals module, but the subscription plans can only be seen in the contacts module. Below screenshot shows the invoices generated for a deal and the corresponding subscriptions in ...
9.4 - Handling Recurring Subscriptions
Below is an example deal of donor type where the donations frequencies can be configured in the deals module. We have a field name called “Donation Frequency” where if you select “one time” then you need not enter any other fields in Donation ...
10 - Send Agreements Using Zoho Writer
Zoho Writer is an online word processor that allows you to create and share documents online. You can create mail merge templates in Zoho Writer and use CRM data (Leads, Accounts, Contacts and Potentials) to create mail merge documents. Please see ...
11 - Working with Analytics and Dashboard
We have some standard reports created for Zoho Analytics in CRM. You can access the dashboard and reports by clicking the “Analytics” in Zoho CRM as show in the screenshot. Below is a screenshot of Deal insight dashboard where you can find all the ...
12 - Working with Zoho Backstage
Getting Started with Zoho Backstage Creating anything from scratch is a hard task, something event organizers know all too well. You have to know the right people for each job, organize your programs, invite attendees, keep track of those ...
13 - Working with Zoho Campaigns
You can use Zoho Campaigns to send newsletters, promotional emails to your CRM leads and contacts or even can import a list of contacts through an excel file and shoot email marketing campaigns. The beauty of Zoho campaigns compared with a mail chimp ...
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