Making Zoho Work For You
What We Do
Zoho Consulting
& Implementation
As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.
Zoho Finance
Services
Professional back office bookkeeping and accounting services catered to your individual business needs.
Web
Services
The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Zoho’s #1 Partner
in the Americas.
Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world.
Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
Case Studies
Learn Why Companies Choose Zenatta
TVS Pro – Case Study
Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control.
Televic – Case Study
Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies
Keller Williams Heritage – Case Study
Executive Summary Within Keller Williams Heritage is an apartment locating division, the first of its kind, located in San Antonio.
Latest In The World Of Zoho
The CRM Zen Show
Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.
Zoho Blogs
We drop an article every week covering the latest Zoho news, technical trends, and professional tips. new content added every week.
Zoho Forum
Have Zoho related questions? Need help with code, join the Code Share group? Visit club.zenatta.com to join the community for all of this and more!
This Week's CRM Zen Show
Zoho News
- Zoho FSM Officially Launches
- Finally, it is out of beta, with app extensions ready to go. This will not be included with Zoho One.
- Zoho Analytics Updates – August’23
- Nothing crazy this month, mainly QOL of life features and enhancements.
- Zia Integration with Open AI for CRM
- You can now use ChatGPT within CRM through Zia.
- Zoho CRM Introduces Profile-Based Home Pages Sharing
- Before this update, you could only assign one profile-based home page. Now you have up to 10 custom home pages.
- Zoho Mail Mobile Adds SecurePass Email Support
- Support for this feature is now available for mobile versions of Zoho Mail.
- Kaizen Celebrates 100 Posts
- “Continues Improvements” Zoho’s developer community celebrates its 100th post.
- Zoho Meeting Adds New Files Tab
- Share files associated with your meeting now in one location.
- Zoho Desk Monthly Round-up – July’23
- In case you missed it, here is everything that happened last month with Zoho Desk.
- Zoho CRM Community Digest – July’23
- And CRM.
- Bigin iOS App Update To Organization Details
- Lastly, wrapping up this week’s news, you can now edit your organization’s details directly in Bigin iOS.
Implementation of the Week
- Automated File Management as Component of CRM Cases Workflows
- In this implementation, we’re working in the CRM Cases module where records are created via a Zoho Form integration
- These cases represent specific service requests placed to our client
- These service requests oftentimes contain video/photo attachments provided by the customer
- Natively, these attachments are added to the Attachments related list on the CRM Case
- However, our client is a heavy user of ZWorkDrive to avoid paying the high costs for additional CRM file storage
- To solve for this, we set up a custom function that runs after Case creation
- This function searches the related Account for a WorkDrive Folder URL created specifically for that Account
- The files will be placed in a subfolder for that Case within the Account-specific folder
- Lastly, the files are linked back to the case for easy access, and the CRM attachments are deleted to not inflate storage amounts.
Code Share of the Week
- Update CRM Deals with CallRail Data
- CallRail is a call tracking tool that provides UTM data on leads that call your business.
- This snippet is used in connection with Zoho Flow and Zoho Analytics to move that data from CallRail to Zoho CRM.
- The basic idea is a Zoho Flow that triggers on a CallRail webhook payload and adds it to an analytics table. Then a pivot table shows only data rows that are not synced to the CRM.
This Week’s Read
- AI’s transformative impact on business intelligence and its role in predictive analytics
- This week’s read comes from the Zoho Blog about their take on utilizing AI/Zia and integrating it with BI to extract insights.
New On Zenatta
- Zenatta Blogs
- Telephony Solutions For Zoho
- In case you missed it, last week, we did our monthly webinar on telephony solutions for Zoho. Here is a complete write-up along with the video.
- Telephony Solutions For Zoho
Tips and Tricks
- Understanding Lookup Fields In Zoho Creator
- This week’s tip is a foundational walk-through of Lookup Fields in Zoho Creator.