Premium ZOHO Solutions for Small & Medium Businesses in North America

In this Zoho CRM Tutorial, we’ll show you how to automatically capture leads from Facebook, X (Twitter), and other social ads directly into Zoho CRM. No more downloading CSV files or losing hot leads — this automation makes sure every ad lead is instantly available for your sales team.

👉 What you’ll learn in this video:
- Why manual CSV exports from Facebook Ads waste time
- How to connect Facebook & X Ads to Zoho CRM
- Auto-creating leads from ad campaigns in real-time
- Best practices for faster follow-ups and higher conversions
- How this integration saves your team hours every week
- Zoho CRM Facebook Ads integration
- Zoho CRM Social Ads integration

By the end of this lesson, you’ll know how to turn your ad campaigns into real leads automatically, boosting efficiency and revenue.

This training is part of our FREE $950 Zoho One Marketing Course here on YouTube.
📌 Subscribe and click on the bell icon to get every lesson.

Here is a timeline of the YouTube video on connecting social media ads to a CRM:

00:00-00:41: The video introduces a solution for the problem of managing leads from social media ads1. The common issue is that leads are captured on the social platform (e.g., Facebook), and someone has to manually download a CSV file and import it into the CRM2. By the time the leads are contacted, they often don't remember filling out the form3. The goal is to have leads from Facebook ads automatically sent to the Zoho CRM in real time, so they can be acted upon quickly4444.
00:41-01:14: The speaker notes that Zoho has changed its method for handling this process, and they now use the "Lead Chain" extension instead of Zoho Social5.
01:14-02:07: To get started, you go to "Setup," then "Marketplace," and search for "Lead Chain"66. You then install the extension, agree to the terms, and select which users or profiles will have access7777.
02:07-03:19: The video highlights the main advantage of using this extension: it enables a two-way integration8. Leads are sent from social media ads to the CRM, and once a lead is converted, the CRM can report this back to the social media platform (e.g., Facebook)9999. This allows Facebook to optimize ad delivery to find more similar leads, which can lead to better results for less money10.
03:19-03:46: The video shows pre-made integrations for Facebook and Instagram. One integration syncs leads from the ads to the CRM, and the other impacts Facebook by pushing conversion data from the CRM11.
03:46-04:18: The process is simple: click on the link for the integration you want, pay a small fee, and then authenticate with the social media platform12.
04:18-05:06: The speaker also shows an example of the field mapping feature, which allows you to select which fields from the CRM will be pushed to Facebook to help with optimization13. This is an automated process that leads to better conversions14.
05:06-05:40: The video concludes by emphasizing that these tools are essential for anyone running paid advertisements, and the small cost can lead to a significant increase in lead conversion15.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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3 1

In this session, we dive deep into Record View Options in Zoho CRM — one of the most powerful features for managing and customizing your client data efficiently. You’ll learn how to personalize records, add photos, use tags, manage duplicates, and even leverage Zoho’s AI-powered tools like Enriched Data to work faster and smarter.

At Amazing Business Results, we don’t just show you how Zoho works — we show you how to make it work for you. Whether you’re a sales rep looking to save time or a business leader optimizing your team’s workflow, these record view insights will help you get the most out of your CRM and keep your data clean, actionable, and organized.

Highlights:

-Learn how to customize your Record View in Zoho CRM

-Add profile images and tags for better personalization

-Use “Find & Merge Duplicates” to clean up your database

-Explore Enriched Data — Zoho’s built-in AI for smarter insights

-Organize your sections and fields for faster navigation

All in all, we dive into Zoho CRM's record view options, including adding photos, using tags for organization, and efficiently managing your leads and contacts. Learn how to navigate CRM records, convert leads to contacts, and utilize features like cloning, merging duplicates, and enriching data. We also cover customizing business cards for your team, and how to optimize the record layout for better workflow.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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1 1

🔗 Try the Platforms (with Our Help)

• 💥 Try GoHighLevel free + get our setup help → https://www.gohighlevel.com/?fp_ref=revenue-engine-pro12

• 🚀 Try Zoho free and sign up with us → https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec

Can GoHighLevel (GHL) actually do everything it claims — funnel builder, AI, project management, bookings, reputation, CRM — or do you still need Zoho One?

In this honest GoHighLevel VS Zoho One comparison, a Zoho Pro) and a GHL Specialist break down real-world results, frustrations, and wins from using both systems.

⏱️ Timestamps
0:00 – Intro: Zoho vs. GoHighLevel — why this comparison matters
1:00 – Comparing Marketing & Social Media: Zoho Social vs. GHL Social Planner
4:40 – Lead Capture from Ads & DMs
5:10 – Funnels, Websites & Landing Pages
9:40 – Chatbots: Zoho SalesIQ vs. GHL AI Bot
13:00 – AI Conversation Builder & Use Cases
14:00 – Support Experience (The Pain & Reality)
15:50 – Lead & Pipeline Management (CRM vs Spreadsheet)
20:00 – Business Operations & Blueprints vs. Pipelines
23:00 – Online Learning Platforms: GHL Courses vs. Zoho TrainerCentral
24:50 – Calendar Booking Systems Compared
27:00 – Email Integration & Deliverability (SendGrid, SMTP, Google, Outlook)
28:30 – Phone & WhatsApp Integration
29:20 – Project Management — Myth or Reality?
29:50 – Reputation Management & AI Review Responses
31:40 – Pricing & “SaaS Agency” Mode ($97 / $297 / $497 tiers)
34:40 – Final Thoughts: What GHL Does Great & Where Zoho Wins
36:00 – Our Hybrid Setup: GHL for Leads, Zoho for CRM
37:00 – Summary & Which Platform Fits You

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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Top Zoho Extensions:
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My top-rated Zoho CRM Course
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4 2

In this Zoho CRM Tutorial, we’ll show you how to connect your Facebook, Instagram, and X (Twitter) messages directly to Zoho CRM. Every time someone messages your brand, a new lead is created automatically — no more logging into multiple accounts or missing opportunities.

👉 What you’ll learn in this video:
- How to connect Facebook, Instagram, and X with Zoho CRM
- Setting up automated lead creation from incoming messages
- Why this saves sales teams time and keeps data centralized
- Best practices for managing social leads in CRM
- How to use Zoho Social integration for seamless communication

By the end of this lesson, you’ll know how to turn every social media message into a trackable lead, so your team never misses a chance to connect.

This training is part of our FREE $950 Zoho One Marketing Course here on YouTube.
📌 Subscribe and click on the bell icon to get every lesson.

00:00-00:09: The video introduces how to automatically create leads in a system from messages received on Facebook, Instagram, or X. This process eliminates the need for salespeople to access company social media accounts.
00:09-00:54: The video outlines two ways to access the setup: either go to "channels" under the "setup" section or go directly to "social" and then to "automated lead generation" or "brand and admin".
00:54-01:37: The next steps are to create a new brand and connect it to a social media account. The speaker demonstrates connecting a Facebook business page (not a personal one).
01:37-02:17: After connecting, you navigate to "automated lead generation". The speaker notes that while you can create leads from likes or comments, a message is the most useful trigger because it indicates the person wants to be contacted.
02:17-02:38: The system is configured to create a new lead whenever a message is sent. The video explains that multiple messages from the same person will be added to the same lead, not create a new one.
02:38-03:16: Once a message is received, the lead is automatically created. The lead's information and the message are visible in the social section of the system, where you can also communicate with them.
03:16-04:20: A demonstration shows a message from the speaker's wife creating a new lead. The message is visible in the social section of her new lead profile.
04:20-05:21: The video briefly mentions a more advanced feature: creating automation workflows to get notifications (like an email) whenever a new message is received.

05:21-05:42: The video concludes by stating that the next lesson will discuss how leads from various platforms, including Facebook, Instagram, and LinkedIn, are created in Zoho.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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Top Zoho Extensions:
https://marketplace.zoho.com/vendor/amazing-business-results

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_Tutorial_Auto_Create_Leads_from_Facebook_Instagram_X_Lesson_8_Zoho_One_Marketing_Course

Zoho Courses
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3 6

Discover how to take control of your CRM with Related Lists in Zoho CRM. In this video, we break down how to manage notes, activities, attachments, products, and more—all in one place. You’ll learn how to document sales calls, track follow-ups, and keep your entire team aligned without wasting hours in meetings.

At Amazing Business Results, we don’t just show you how to use Zoho—we teach you why it matters for your business growth. Watch to see how we use smart configurations, integrations (like RingCentral, Twilio, and Zoho Sign), and automation to help businesses like yours stay organized, efficient, and client-focused.

Highlights:

-Learn what Related Lists are and why they matter

-See how to use Notes, Tasks, and Meetings to stay on track

-Discover seamless CRM integrations for calls and emails

-Understand how to attach documents and track Zoho Sign agreements

-Explore the ABR custom SMS extension that enhances communication visibility

Learn how to effectively utilize related lists in Zoho CRM to enhance team communication and workflow management. This video explains what related lists are, how modules like notes, open activities, and closed activities connect to CRM records, and why proper documentation is critical. See a real-world example of how documenting sales interactions in the notes section streamlines the transition to demos, helping your team deliver targeted presentations. Additionally, find out how to add tasks, meetings, and calls directly within the related lists menu to stay organized and efficient.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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Top Zoho Extensions:
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8 6

In this Zoho Social Tutorial, we’ll show you how to schedule and create posts across all your social media channels directly inside Zoho Social. Instead of jumping from platform to platform, Zoho Social helps you manage everything in one place.

👉 What you’ll learn in this video:
- How to connect Instagram, Facebook, and other channels to Zoho Social
- Creating and scheduling social media posts
- Managing multiple accounts from one dashboard
- Why Zoho Social is a great tool for marketers and teams
- Best practices to save time and stay consistent with posting

By the end of this lesson, you’ll know how to schedule posts, stay organized, and manage your social media marketing directly from Zoho Social.

This training is part of our FREE $950 Zoho One Marketing Course here on YouTube.
📌 Subscribe and click on the bell icon to get every lesson.

00:00-00:26: The video introduces Zoho Social as a tool for scheduling posts and managing social media, highlighting its advantage over jumping between different platforms.
00:26-00:58: The first step is to connect your social media channels. The speaker explains that you can add channels like Instagram and Facebook, and you will be prompted to log in to connect your accounts.
00:58-01:36: The video demonstrates creating a new post. You can add multiple channels to post to all of them simultaneously. The post can include photos uploaded from your device or selected from stock image libraries like Pixabay and Pexels.
01:36-02:14: The speaker reviews the publishing options. You can publish now, schedule for a specific date and time, or repeat the post. The repeat function is great for recurring content like a weekly webinar. You can also add the post to the queue to be published in the next available time slot.
02:14-02:40: The video covers the send for approval option, which allows you to have a designated approver for the brand. Once the content is created, it is sent to the approver to be approved before it is published.
02:40-03:07: In addition to regular posts, you can also schedule stories in bulk for platforms like Facebook and Instagram.
03:07-03:41: The video shows how to view your post history. The Posts section displays a history of published posts, scheduled posts, and posts awaiting approval. An approver would receive a notification when something needs to be approved.
03:41-04:18: The calendar view provides a great overview of your scheduled content for the entire month. You can also create new posts, stories, or events directly from the calendar.
04:18-04:22: The video concludes by mentioning that the next lesson will cover managing social media messages and comments.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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5 4

Keeping your CRM organized is the key to staying efficient. In this session, we’ll show you how to manage modules in Zoho CRM — from deleting or disabling outdated ones to creating new modules that fit your business needs.

By learning how to rearrange, remove, or customize modules, you’ll ensure your CRM stays clean, streamlined, and easy to use. We’ll also walk through creating new modules for unique use cases, like real estate or team-specific requirements.

This isn’t just about setup — it’s about making your CRM work smarter for you every day.

What you’ll learn in this video:

-How to remove or disable unused modules in Zoho CRM

-The benefits of disabling vs. deleting modules

-Rearranging modules for faster access

-Creating new organization-wide or team-specific modules

-Best practices for keeping your CRM clean and effective

Learn how to manage CRM modules effectively to keep your system organized and user-friendly. Explore how to access customization settings, remove outdated modules, and toggle modules on or off to maintain flexibility without losing important data. Additionally, discover how to rearrange modules for better accessibility and create new ones tailored to specific teams or your entire organization. By the end, you’ll have practical techniques to optimize your CRM setup for smoother daily operations.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
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Enhanced Support Package
Unlock the full potential of Zoho with our free training and support packages: https://www.amazingbusinessresults.com/updated-support-package/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Organizing_Modules_in_Zoho_CRM_Create_Rearrange_and_Simplify

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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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Top Zoho Extensions:
https://marketplace.zoho.com/vendor/amazing-business-results

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Organizing_Modules_in_Zoho_CRM_Create_Rearrange_and_Simplify

Zoho Courses
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My Book
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3 4

In this Zoho CRM Tutorial, we cover how to use UTM parameters to track exactly where your leads are coming from. Whether it’s YouTube, LinkedIn, PPC, or a specific campaign, UTM tags give you the data you need to know which marketing efforts are actually working.

👉 What you’ll learn in this video:
- What UTM parameters are and why they matter
- How to create and add UTM tags to your links
- Tracking traffic sources inside Zoho CRM
- Using UTM data to see which campaigns convert
- How to optimize future marketing based on UTM reports

By the end of this lesson, you’ll know how to track every lead source with precision, so you stop guessing and start making data-driven marketing decisions.

This training is part of our FREE $950 Zoho One Marketing Course here on YouTube.
📌 Subscribe and click on the bell icon to get every lesson.

Video Timeline: Tracking Marketing Campaigns with UTM Parameters
0:00-0:55 - Introduction to UTM parameters and their purpose: tracking where website visitors come from (e.g., YouTube) and which specific content they clicked on.
0:55-1:25 - Explanation of UTM parameter naming conventions (e.g., UTM source, UTM medium) as an industry standard used by platforms like Google and Facebook.
1:25-2:15 - How UTM parameters work: a web developer can save UTM information from the URL as cookies on a visitor's computer. This ensures that even if they leave and return later, the lead is still attributed to the original source when they fill out a form.
2:15-3:40 - A demonstration of how tracked leads appear in a custom CRM view, showing the UTM source (e.g., Tik Tok) and campaign name (e.g., New York 2024 trade show).
3:40-4:40 - The final goal: viewing campaign performance in a central dashboard, including the number of leads, contacts, revenue, and return on investment (ROI).
4:40-6:28 - A step-by-step guide on how to enable and configure UTM tracking in Zoho Forms using the track entries feature under the share tab.
6:28-7:07 - How to manually add UTM parameters to a form's URL to track a lead's source and term.
7:07-9:26 - A real-world case study of a plastic surgery business that used UTM tracking to identify which marketing campaigns were actually leading to conversions, allowing them to reallocate their budget for dramatically better results.
9:26-10:28 - A final recommendation to always track UTM parameters, as this practice is critical for knowing how to best spend your marketing dollars and drive conversions.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Zoho_CRM_Tutorial_Tracking_Leads_with_UTM_Parameters_Lesson_6_Zoho_One_Marketing_Course

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Let's elevate your Zoho CRM game! Click on the link below to check our website:
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Dashboards are the heartbeat of your CRM — giving you instant insights at a glance. In this session, we walk you through how to create, customize, and share dashboards in Zoho CRM so you can stay prepared and focused every day.

Whether you’re managing sales, marketing, or service teams, dashboards help you organize critical information in one place. We’ll show you how to build them step-by-step, customize layouts for your workflow, and share them with your team to keep everyone aligned.

See why our approach goes beyond setup — it’s about turning your CRM into a decision-making tool that empowers your business.

What you’ll learn in this video:

-How to create and edit dashboards in Zoho CRM

-Customizing your homepage with the right widgets

-Sharing dashboards across departments for better alignment

-Switching between multiple dashboards with ease

-Why dashboards matter for daily productivity

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

Contact Sales
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Mastering_Dashboards_in_Zoho_CRM_Create,_Customize_Share

Enhanced Support Package
Unlock the full potential of Zoho with our free training and support packages: https://www.amazingbusinessresults.com/updated-support-package/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Mastering_Dashboards_in_Zoho_CRM_Create,_Customize_Share

Zoho One FREE Trial - No Credit Card Required!
World: https://store.zoho.com/ResellerCustomerSignUp.do?id=eb8a8cd68b7824798c2b2ab2424fc8ec
Europe: https://store.zoho.eu/ResellerCustomerSignUp.do?id=bf82da72b998af37730031ab7aca0c13

Looking for a Zoho Partner?
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Let's elevate your Zoho CRM game! Click on the link below to check our website:
https://www.amazingbusinessresults.com/contact/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Mastering_Dashboards_in_Zoho_CRM_Create,_Customize_Share

Top Zoho Extensions:
https://marketplace.zoho.com/vendor/amazing-business-results

My top-rated Zoho CRM Course
https://www.amazingbusinessresults.com/zoho-crm-course/?utm_source=Youtube&utm_medium=Videos&utm_campaign=YoutubeOrganic&utm_term=Mastering_Dashboards_in_Zoho_CRM_Create,_Customize_Share

Zoho Courses
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My Book
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3 4