This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. Thank you for sharing such wonderful insights into the crazy world of Zoho.  My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms?  I have a long list of different business categories in CRM, but I need to figure out how to share that with a Form so that when someone enrolls in the program to select that pre-defined category/value.  Or is there a simple way to export my Global Set to copy and paste into the form?  Whatcha got for me?   - Thanks again.

• 💬 2. When I put an image into an email template, can I dynamically change the image from a custom field, assuming the custom fields are URLs that are supported in a WordPress site?

• 💬 3. With regard to employee onboarding... wouldn't using Zoho People be the best solution, as it has onboarding as a built-in process...

• 💬 4. I've been thinking about integrating ChatGPT into my email so that some of the emails are auto-generated. Could I do it with Zoho Flow?

• 💬 5. I have watched the webinar on Zoho Survey.  During the webinar, Tyler said it is possible to prepopulate fields if the survey is sent from the candidate's record.  I have been unsuccessful in making the pre-population work.  This afternoon Zoho Tech Support said prepopulating the name, phone, and email is not possible.  Which is correct?

• 💬 6. Biggest issue I have had with Zoho Flow and decision trees is with Zoho Sheets and CRM lead lookup. I ask it to look up lead based on email if null, then default create lead...what happens, however, is that flow brings through empty information, so the output to create a new lead has no email or name, etc.. really annoying. I looked up your previous how-to with Tyler and with Zoho sheets, and it still didn’t work...but it works ok for Zoho Checkout in trying to create a deal /contact.

• 💬 7. Dear Tyler, Thanks for your great explanation, I have one question about workflows, I want to change the deal's status to 75% whenever an estimate is created. How can I access the Zoho Finance module in CRM, in workflow rules in Zoho CRM?

• 💬 8. I am now designing a blueprint thanks to you guys!  Do you have a tutorial on building an accept button for quotes without the use of the Zoho portal?

• 💬 9. I like to measure how many incoming leads in our Zoho CRM are actually coming from our Google Ads. We use Zoho Forms on the landing pages and we have connected the Google Ads App (via Marketplace) with Zoho CRM. We have done the following settings, but I am not sure if it is now properly installed for complete tracking. Question: What is now (2023) the best way to track the Google Ads vs incoming leads in Zoho CRM? via the Google Ads app and Google Tag Manager, or better using UTM tracking? Settings done: Connected Google Ads app with Zoho CRM. Zoho Forms: Marked check box in Zoho Forms:  GCLID - send GCLID details to Zoho CRM. Share: Track entries: Google Tag Manager set up incl. event: Submit Form. Tracking code: