Course curriculum

Lior Izik
Teacher Lior Izik
Category Zoho Forms Course
Students 1810 (Registered)
Review
The Basics
  • Basic Fields Setup (Text, Phone, Email, Dropdown, etc)
  • Advanced Fields Configuration (Sub forms, Payment, Matrix, Signature)
  • Design Your Zoho Form And Increase Conversion
Configurations & Settings
  • Zoho Forms Basic and Advanced Settings
  • Send Emails And SMS Using Zoho Forms
  • Email Deliverability, Custom Domain, SMS Gateway & More
  • Merge Form Data To A Document
  • Add Google Captcha To Avoid Spam
Advanced Stuff
  • Add Logic To Your Form Using Conditional Rules
  • Sharing Your Form Internally, Publicly, Tracking Options, etc
  • Zoho Forms Layouts and Views
Cool Integrations
  • Zoho CRM Integration (Push Data From Zoho Forms To Zoho CRM)
  • Prefill Data From Zoho CRM on Your Zoho Form
  • Zoho Forms To Zoho Flow Integration
  • Zoho Forms And Zoho Bookings Flow
About this course
  • $95.00
  • 15 Lessons
  • 3 hours of video content

Maximize Results with
Zoho Forms Integration:

A Course for Superior Outcomes

Seamless Integration with CRM:

Learn to integrate Zoho Forms with your CRM, ensuring that information flows seamlessly between the two systems.

Efficient Information Collection:

Overcome the challenge of scattered information by adopting a new approach to collecting data, including leads, client updates, project updates, and more.

Time Savings:

Automate the process of sending intake forms and instantly adding client-submitted information to your CRM. This results in significant time savings for administrative tasks.

Professionalism:

Impress your clients by effortlessly managing information and projects. The automated system enhances your professionalism as client details seamlessly transition into your CRM.

Client Qualification:

Implement a system where potential clients must fill out forms before booking appointments. This helps filter out non-serious inquiries, avoiding time-wasters and ensuring a focus on genuine prospects.

Streamlined Project Approval:

Utilize automated forms for the project approval stage. Clients can provide feedback or approve submissions, and the system can generate final invoices for completed projects.

Comprehensive Course Content:

The course covers various ways to connect Zoho Forms with your CRM, creating a powerful information-gathering system tailored to your business needs.

Optimization Strategies:

Gain insights into important tweaks, such as using Google Captcha to prevent spam and addressing any missing links in the process. Ensure that your automation runs smoothly with these optimization strategies.

Step-by-Step Learning:

Gain insights into important tweaks, such as using Google Captcha to prevent spam and addressing any missing links in the process. Ensure that your automation runs smoothly with these optimization strategies.

Well-Oiled Information Machine:

Learn valuable tips and implement these optimization techniques to guarantee seamless automation. This will guarantee that your automation will run smoothly and spare you troubles.

ABOUT ME

Lior in the Spotlight:

Glowing Client Testimonials and 5-Star Reviews

I have been working with Lior for about +2 years now. It has been a delight and extremely helpful for my Business. Lior is able to combine real world business experience and knowledge of ZOHO -- this is what makes his courses and service so powerful. Working with him has been worth every penny spent. - Flint Ferkin

I have been watching Lior's videos on You Tube for over a year. My only regret is that I did not sign up for his courses earlier.

Lior and Amazing Business Results has software insights and business common sense. It is easy to find someone that has software knowledge or business insights. It is extremely difficult to find one that has both.

Lior's ability to take a business problem and break it down to its component parts and lead you to the right path with the ZOHO solutions is uncanny.

Thank you Lior! - Basil Kezios

My promise to you is simple.

If you don't feel Satisfied with this course I insist that you email success@amazingbusinessresults.com to get a refund within 7 days.

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