Making Zoho Work For You
Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we are a Zoho Partner that understands how to build systems your employees will use, giving you the information you need to make informed decisions about your business.
FALL SALE
UNLIMITED TEAM SEATS 100% SATISFACTION GUARANTEED TRAIN YOUR TEAM IN 7 DAYS
Our Services
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 accounting services catered to your individual business needs.
Zoho Creator Services
Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Our
Marketplace Apps
Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!
Zoho Partner of the Year
in the Americas.
Learn Why Companies Choose Zenatta As Their Zoho Partner
Zoho Partner For Over 700 Clients Across Many Industries...
Did We Mention Our Content?
New Zoho Videos
Every Week!
We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.
The Ultimate
Zoho Resource Library
Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!
Our Zoho
Community Forum
Join us and other Zoho enthusiasts on our FREE online community. Visit club.zenatta.com to join the community for all of this and more!
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.
Ask Zenatta
Anything About Zoho
Do you have a specific Zoho-related question? This Zoho Partner has the answers! Check out our Q&A section on Club Zenatta!
Our Zoho Newsletter
Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter. Dropped into your inbox every Monday morning at 6 AM PST!
This Week's CRM Zen Show
Zoho News
- Zoho Desk: Answer Bot Enhancements
- It’s not entirely clear if anything significant has changed, but it seems there are some Zia enhancements to the Answer Bot.
- Zoho Forms: Halloween themed templates
- Grab your spooktacular-themed templates for Zoho Forms!
- Zoho CRM: Enhanced Forecasting with Deal Likelihood Predictions
- Deals are now assigned a success likelihood forecast based on historical deal data.
- Zoho Projects: In App Audio & Video Player (Android)
- The title says it all.
- Zoho Desk: New Qntrl Integration
- A sleek new integration now brings Zoho Desk insights directly into Qntrl.
- Bigin: New Bigin 360 plan
- Bigin keeps getting bigger! This new plan comes with Toppings pre-installed and increased limits.
- Trident: Windows Updates (v.1.16.5.0)
- You can now record meetings and check calendar availability.
- Zoholics UK announced 2025
- Though there isn’t an official landing page out yet, emails went out this week letting everyone know about Zoholics London. Shoutout to A2Z Cloud for putting together this landing page.
Implementation of the Week
- Automated Storage of Sales Order PDFs in Customer-Specific Workdrive Folders
- In this implementation, our goal was to configure an automation to generate and store PDF copies of all created Sales Orders within Workdrive
- This allows these PDFs to be easily available for clients in the future via a customer portal that pulls in the Workdrive link
- To accomplish this, we configured a workflow + deluge automation within Zoho Books that triggers upon the confirmation of a Sales Order
- We access the Zoho Books REST API, which provides an endpoint to download the PDF copy of the Sales Order
- Then, we pull the Workdrive Folder Info from the CRM Customer Account record
- Last, we use that Workdrive data to upload our Sales Order PDF to the appropriate folder
Code Share of the Week
- Access and Update Zoho Desk Custom Lookup Fields via API
- This code share is more of a PSA that has to do specifically to Zoho Desk custom lookup fields. In order to update or access Zoho Desk custom lookup fields you have to pass in an extra parameter to the headers for the api call. This functionality applies to both standard and custom modules in Zoho Desk.
New On Zenatta
- Zenatta Blogs
- 13 Email Marketing Tricks (or Treats) for Zoho Campaigns
- Here are 13 quick tips you may not know to make your Zoho Campaigns experience smoother.
- 13 Email Marketing Tricks (or Treats) for Zoho Campaigns
Tips and Tricks
- Custom Modules Tutorial for Zoho CRM
- In this week’s tip, Tyler walks you through the process of building custom modules, linking them to other records, and managing your data more effectively
This Week’s Quizzes
Why Choose Zenatta As Your Zoho Partner?
01.
We Are A Zoho Premium Partner
02.
Top Tier Development Team
03.
We Make Zoho Work For Your Business Needs
04.