Zoho Resources and Case Studies

Case Studies, Zoho Tutorials, and More

Do I need a Zoho CRM implementation partner for my business?

Should you look for a Zoho CRM Implementation Partner for your business?

Andrew Simpson

How much should a Zoho CRM Implementation Cost?

Are you looking to get the most out of your business with a Zoho implementation? If so, it can be difficult to gauge the cost of a Zoho implementation

Andrew Simpson

What to Look for When Selecting a Zoho CRM Consultant

When implementing a Zoho CRM, selecting the right consultant to handle the project is essential. Here's what consider when selecting a Zoho CRM consultant:

Andrew Simpson

Top 10 things to Automate with Zoho Deluge

It can be difficult to manage all the essential tasks that keep your business running. However, with Zoho Deluge, you can automate many of these tasks

Andrew Simpson

Zoho Projects vs. Zoho Sprints

When it comes to project management, Zoho has two tools—Zoho Sprints and Zoho Projects. But which one should you use?

Andrew Simpson

how to read the Zoho CRM API documentation

If you use Zoho CRM, it is important to understand the API documentation. To help you out, here is a quick guide to reading the Zoho CRM API documentation.

Andrew Simpson

Why you should use Zoho Deluge

Automation has become a critical part of modern business operations, and Zoho Deluge is an excellent tool to help you achieve this.

Andrew Simpson

Zoho Books or Quickbooks?

You may have heard about both Zoho Books and QuickBooks Online. But which one is better for your business?

Andrew Simpson

Case Study: Manufacturing Company Automation

Aether Automation worked with a manufacturing company specializing in cladding for buildings that was struggling to keep up with the demand for their products.

Andrew Simpson

How to Add and Sort Accounts in Zoho Creator

Are you trying to import data into Zoho Creator, but are having issues sorting that data? In this video you'll learn how to add options to a static dropdown list

Andrew Simpson

How to add Quotes after filling out a Zoho Creator Form

Are you trying to add you quote back to Zoho CRM after filling out your custom quoting tool in Zoho Creator? In this video you'll learn how

Andrew Simpson

Case Study: Voice Enabled Zoho Creator

A logistics consulting company reached out to Aether Automation looking for help with one of their clients.

Andrew Simpson

eCommerce Sales Machine: Company’s CRM Success Story

The client is a technology reseller, who resells a SaaS product. The Client reached out to Aether Automation looking for a customer portal within Zoho Creator.

Andrew Simpson

How to Create a Quoting tool in Zoho CRM and Zoho Creator

Are you trying to figure out a way to quote your projects in Zoho CRM? In this video you'll learn an easy system to build out in Zoho to make quoting simple.

Andrew Simpson

How to Dynamically update a Picklist in Zoho Creator

Are you trying to dynamically update a picklist in Zoho Creator, without having to migrate your data into Zoho Creator? In this video I'll show you how.

Andrew Simpson

How to Format Date Time Org Variables in Zoho CRM

Are you trying to update a date time org variable in Zoho CRM, but keep getting errors? This video will show you how to fix this.

Andrew Simpson

Case Study: Engineering and Construction

A construction company had a problem managing their purchase orders (POs) when they're related to projects. They reached out to Aether Automation for help.

Andrew Simpson

Case Study: Construction and Development Company

A property development company reached out to us with their problem. They were having troubles managing their subcontractors.

Andrew Simpson

Save Money by switching to Zoho One

Are you using multiple softwares to help manage your business? By switching to Zoho One you can reduce complexity and cost

Andrew Simpson

Case Study: Digital Transformation

A CDAP advisor reached out to us looking for help with one of his clients. The client was a family owned business and was looking for a way to modernize.

Andrew Simpson

Zoho Emerging Partner of the Year

Aether Automation wouldn't be where it is today without our partners, and we're grateful for their support. This award is for you.

Andrew Simpson

Case Study: Omni-channel Ecommerce Integration

When it comes to ecommerce, there is no room for error. One wrong move and you could lose a customer for life. This was the challenge that our team at Aether Automation faced when we were approached by a client who needed a solution for their multiple ecommerce websites.

Andrew Simpson

How to Create Related List Buttons in Zoho CRM

Are you trying to create a related list button in Zoho CRM? In this video I'll show you how to create a related list button in Zoho CRM.

Andrew Simpson

How to send Zoho Workdrive files in Zoho CRM

Are you trying to send your CRM attachments to a Client but the attachments are all in Zoho Workdrive? In this video I'll show you how to do this automatically

Andrew Simpson

Case Study: Quoting Tool

Aether Automation was contacted by one of their Clients, an engineering firm, who needed help automating their Quote creation process.

Andrew Simpson

Case Study: Non-Profit Pick and Pack

In the Winter of 2022, a non-profit organization in Langley British Columbia reached out to us for help. They were struggling to keep up with the demand for their website, and needed a way to speed up the process of getting order from their online store to a shipped package in their warehouse. We worked with them to develop a "Pick and Pack" system that would allow them to automate the process of sorting and packing orders. This case study will explore how we developed this system and the benefits it has brought to the non-profit.

Andrew Simpson

How to add Time Entries in Zoho Desk using Zoho Creator

Are you trying to add a Time Entry to a ticket in Zoho Desk from a Zoho Creator form? In this video I'll show you how to add a Time Entry to a Ticket in Zoho Desk when you submit a form in Zoho Creator

Andrew Simpson

Add a comment to a Ticket in Zoho Desk using Zoho Creator

Are you trying to add a comment to a ticket in Zoho Desk from a Zoho Creator form? I'll show you how to automate this when you submit a form in Zoho Creator

Andrew Simpson

Pull in Zoho Desk Tickets to a Zoho Creator Dropdown field

Are you trying to enhance your Zoho Desk functionality with Zoho Creator? I'll show you how to pull in Zoho Desk tickets into a dropdown field in Zoho Creator

Andrew Simpson

How to Change the From Email in Zoho Deluge

Are you trying to change the "From" email address in a send mail function in Zoho CRM? In this video you'll learn how to fix this.

Andrew Simpson

Convert Sales Order to Purchase Orders in Deluge Part 2

Are you trying to convert your Sales Orders to Purchase Orders in Zoho CRM for your Dropshipping business? You'll learn how to in part 2 of this video series.

Andrew Simpson

Convert a Sales Order to a Purchase Order in Zoho CRM

Are you trying to convert Sales Orders to Purchase Orders in Zoho CRM for your Dropshipping business? In this video you'll learn how to set up this automation

Andrew Simpson

How to Make a Round Robin in Zoho CRM

Are you trying to assign leads to your Sales team based on the type of Lead? In this video I'll show you how to set up a Round Robin tool in Zoho CRM.

Andrew Simpson

How to: Instant Responses to Email Requests in Zoho CRM

Are you trying to send emails faster after someone fills out a Contact Us form on your website? In this video you'll learn how to set up an Instant email response

Andrew Simpson

How to Save Zoho Sign Files to Zoho Workdrive with Deluge

Are you trying to Save files to your custom Zoho Workdrive folder structure, but are having trouble? In this video you'll learn how to set up this automation

Andrew Simpson

Manage Files in Deluge for Zoho CRM and Zoho Workdrive

Are you trying to manage files within Zoho CRM, but are having trouble organizing those files effectively? In this video you'll learn how to automate this

Andrew Simpson

Zoho Creator Find Duplicates

Zoho Creator allows businesses to make custom apps with any kind of logic they want. In this video, you'll learn how to use Deluge to find and delete duplicates

Andrew Simpson

Zoho Creator update record in another form

Zoho Creator allows businesses to make custom apps with any kind of logic they want. In this video, you'll learn how to update a record in another form.

Andrew Simpson

How to Set up Zoho CRM for Events

Do you run a business where you run events or conferences? In this video I'll show you how to set up a basic Event driven database in Zoho CRM

Andrew Simpson

How to Set up Zoho CRM for Classrooms

Do you run a business where you educate your customers in a Classroom setting? In this video I'll show you how to set up a basic classroom in Zoho CRM

Andrew Simpson

How to use Invoke URL in Zoho Deluge

Are you trying to use Invoke URL in Zoho Deluge, but don't know how it works? In this video I'll show you you can use the Invoke URL in Zoho Deluge

Andrew Simpson

How to Search records with Null value in Zoho CRM

Are you trying to search for records with a null field in Zoho CRM using deluge? In this video you'll learn how to find these records using Deluge

Andrew Simpson

How to use Workaround 5+ Lookup fields in Zoho CRM

Are you trying to use more than 5 Lookups in a Zoho CRM Module? In this video you'll learn how to have the Related Module callback to the original record

Andrew Simpson

How to use more than 5 Lookup fields in Zoho CRM

Are you trying to use more than 5 Lookups in a Zoho CRM Module? In this video I'll show you a workaround that lets you connect a multiple Zoho CRM Records

Andrew Simpson

How to Update Multi Select Picklists using Zoho Deluge

Are you trying to update a Multi Select Picklists field in Zoho CRM? In this video you'll see how to update these fields using Zoho Deluge

Andrew Simpson

Zoho Workflow Rules Not Working?

If you're experiencing issues with your Zoho Workflow Rules, don't worry - we're here to help! This video provides troubleshooting tips that may help

Andrew Simpson

Zoho Workflow Automation Loops Tutorial

In this video, you will learn how to loop Workflow Automation in Zoho CRM

Andrew Simpson

How to Link Deals to Products in Zoho CRM

In this video, you will learn how to link a Product to a Deal in Zoho CRM using Deluge Zoho CRM allows you to link Products to Deal records

Andrew Simpson

How to get clean responses from Zoho Deluge

Zoho Deluge is a powerful tool for Automating your business, but it can be tricky to get it to send API responses that are similar to other services.

Andrew Simpson

How to get a Response Code in Zoho Deluge

This video will teach you how to get a response code in Zoho CRM using the Webhooks function in Deluge.

Andrew Simpson

How to Attach Notes using Deluge in Zoho CRM

Are you trying to attach notes to records using Deluge in Zoho CRM? In this video you'll learn how Zoho CRM understands Note records

Andrew Simpson

How to do a CoQL query in Zoho CRM using Deluge

Are you trying to use search for specific records in Zoho CRM Deluge? In this video I'll show you how to use Zoho Coql in Deluge to search for special records

Andrew Simpson

How to Set up the Mass Action Button in Zoho CRM

Are you trying to create a Mass Action Button in Zoho CRM, but can't get it work? In this video you'll learn how Zoho Deluge interprets Mass Action Data

Andrew Simpson

How to use Special Characters in Zoho CRM Deluge

Are you trying to use escape characters in Zoho CRM Deluge? In this video you'll learn how Zoho Deluge processes special characters and escape characters

Andrew Simpson

How to Add Hyperlinks to Custom Related Lists in Zoho CRM

Are you trying to Create a Custom Related list in Zoho CRM, that lets you click to the related record in another module? In this video you'll learn how

Andrew Simpson

Update a Multi Select Lookup field with Deluge in Zoho CRM

Are you trying to update a Multi Select Lookup field in Zoho CRM, but are getting weird errors? In this video You'll learn how to fix this

Andrew Simpson

How to Attach Files to CRM Records using Zoho Deluge

Are you trying to Attach a file to a Record in CRM in Zoho Deluge? In this video you'll learn how to save the files from the endpoints and store it in a Contact

Andrew Simpson

Search with Special Characters in Zoho CRM using Deluge

Zoho Deluge allows you to search for records. But what happens if you're searching for a record that has special characters? In this video I'll show you how

Andrew Simpson

How to Create a Task in Zoho CRM through Zoho Forms

Zoho CRM allows you create tasks attached to Contacts. In this video you'll learn how to create Tasks in your CRM when someone fills out a Zoho Form.

Andrew Simpson

How to Update a Custom Field in Zoho Inventory through API

If you want to learn how to update a Custom Field through API in Zoho Inventory, this video will walk you through his

Andrew Simpson

How to use Composite items in Zoho Books

Composite items are not "Out of the Box" in Zoho, heres how you get them anyway

Andrew Simpson

Can Zoho Send Text Messages

There are a number of ways in which you can send SMS text Messages within Zoho.

Andrew Simpson

How to Send Webhook Data into Zoho CRM

If you're working with third party softwares you may be looking for a way to send webhook data into Zoho CRM without coding your own middleware. In this video I'm. going to show you a simple way to send webhook information into your Zoho CRM without complicated authorization.

Andrew Simpson

Deluge tip for new Coders

If you're new to Deluge and API integrations, you may encounter this problem. The Webhook Body out of Deluge automatically changes to URLEncoded.

Andrew Simpson

How to make Custom Related list in Zoho CRM

In this Video, I'm going to show you how to make a custom Related List in Zoho CRM using Deluge

Andrew Simpson

How to Send Email templates in Zoho Deluge

Is it possible to send Zoho CRM email templates from Zoho Deluge? YES! but it will take a bit of programming.

Andrew Simpson

Integrating Zoho with Your Wordpress Website

What are the different ways you can integrate Zoho with Wordpress? There are many ways to integrate Zoho with Wordpress, but it depends on your business.

Andrew Simpson

Zoho with Quickbooks

Integrating QuickBooks with Zoho CRM, Inventory, and People. QuickBooks online can be integrated with a number of other Zoho applications as well.

Andrew Simpson

Can Zoho integrate with Quickbooks

Can Zoho Integrate with Quickbooks? YES! But there are some things you need to know

Andrew Simpson

Lead Approval System

Leads are manually verified as qualified, then added to Zoho CRM. Contracts for each lead are filled out manually then checked for signature daily to ensure they have not become void. These repetitive and simple tasks take away precious time from prospecting and communicating with new potential leads.

Inga Michaelsen

Case Study: Zoho Payroll Portal

The clients payroll was being tracked with several large spreadsheets. We streamlined and automated their whole process.

Inga Michaelsen

Automating Proposals and Contracts

Due to the high volume of potential deals, our client was having difficulties tracking and managing proposals and contract statuses. Check out this article to see our solution.

Inga Michaelsen

Tracking Inventory with Zoho One

Our client’s inventory tracking system was inefficient. Zoho automation was the best solution for them.

Inga Michaelsen

Converting Leads to Customers

Due to the high volume of leads, our client was having difficulty following up with leads and converting them into customers. We have a solution.

Inga Michaelsen
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