Growthline Insights

Welcome to our Insights, where we share our deep industry knowledge of the field with you and your team. Each week we will add a few articles written about Zoho CRM and Salesforce Customizations.

Zoho Product Enhancement 

Growthline presents: Zoho CRM Module Enhancements Zoho has announced the availability for general release an enhancement to their CRM that will allow the emails for multiple contacts to be associated with an opportunity. This zoho product enhancement enables emails from multiple contact roles can be linked to an opportunity in Zoho CRM Before, only the

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Zoho Calendar Integration with Zoom, Microsoft 365; Feature Enhancements

Zoho Announcement: Zoho Calendar Integration with Zoom, Microsoft 365; Feature Enhancements January 5, 2023 — Zoho announced major enhancements to the integration between Microsoft 365 calendar and and Zoho calendar applications. Previous integration was limited to a one-way sync between the two calendars with Zoom integration being problematic. With this new release there is true

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Additional Zoho workflow reporting capabilities

Configuring workflow rules makes it easier to manage sales, marketing or support related activities by automating the entire process. While configuring workflows, you define a specific set of conditions based on which either a rule is applied or its not applied on the records. Most certainly, before configuring a rule you will have a vague

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Zoho Flow: The Missing Ingredient

Your business is complicated, and despite the broad array of services offered in Zoho One, you may find that automating aspects of your process requires more granular attention, or more robust workflow logic than Zoho’s standard integration tools can offer. Parts of your process may not fit into Zoho’s offerings at all.  At Growthline, we believe Zoho Flow is the “Missing Ingredient” that many businesses overlook in strategizing their Zoho

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