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.


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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.




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
- Sridhar Vembu Steps Down As Zoho’s CEO
- This transition makes a lot of sense given Sridhar’s passion for R&D. He will now take on the role of Chief Science Officer (CSO), while Shailesh Kumar Davey will step in as Group CEO, and Tony Thomas will lead the U.S. division.
- New Zoho PDF Editor
- We discussed this application last year, and it is now officially released! If you need to make standard PDF edits, this tool is available.
- Zoho Social: Introducing Social Toolkit
- A new free tool available to everyone, featuring a few Instagram-related functions and a campaign builder.
- Zoho Desk: Formula Fields
- Formula fields are extremely useful in CRM, and it’s great to see them added to Zoho Desk—especially for date and cost calculations that some organizations may need.
- Zoho Books: Locations Module Migration in Zoho Analytics Integration
- For those pulling this module into Zoho Analytics, there are a few minor changes to be aware of.
- Zoho Forms: Convert PDFs and Images into Fillable Forms
- This is a huge time saver! We still recommend double-checking the conversion to ensure accuracy, but it’s a great addition to Zoho Forms.
- Zoho Projects: Group and Clone Task Custom Views
- The title says it all.
- Zoho Recruit: Enhanced Apply with SEEK – Now with JobStreet & JobsDB
- Always great to see more enhancements in Zoho Recruit, especially around integrations with external job platforms.
- Zoho Recruit: Introducing Form Rules for Webforms & Candidate Applications
- For standalone Zoho Recruit users, it’s great to see some Zoho Forms functionality now available within Recruit.
- Zoho Assist: End of Support for Mac OS 10.(9-13)
- If you’re using an older version of macOS, Zoho Assist support will be ending soon.
- Things We Noticed: Zia LLM Smart Prompts For Less Than 20 Users
- It appears that the 20-license minimum for LLM has been removed for Ultimate users.
- Things We Noticed: BluePencil by Zoho Writer (Website Link)
- A cool new browser extension from the Zoho Writer team, similar to Grammarly.
Implementation of the Week
- Salesforce File Migration into CRM-linked WorkDrive Folders
- In this implementation, our goal was to migrate Files exported from Salesforce into Workdrive folders created for each Zoho CRM Account record
- To accomplish this, we first made sure to include Salesforce ID in all Zoho CRM records during the initial import
- Then, we set up a function to create Workdrive folders for each Account
- Next, we loaded all of the Files into a Team Folder in WorkDrive. Each File is named based on the File ID from Salesforce
- Then, we created a master SQL table in Analytics, rolling up all child records of a CRM Account to the CRM Account ID
- Lastly, we configured a scheduled Deluge function to move and rename the Workdrive folders based on our CRM Account ID roll-up
Code Share of the Week
- Functionality to Dynamically Add and Remove Tags from a Deal
- This function automatically adds or removes tags from a Deal based on updates to a “Task Step” field. The idea is to keep Deal tags synchronized, replacing the tag for the current step with “Completed” as the step is updated.
New On Zenatta
- Zenatta Blogs
- Zoho Pricing Guide (2025)
- New year, new pricing! Most products have remained the same, but some standalone products have seen slight price reductions and user limit increases.
- Zoho Pricing Guide (2025)
Tips and Tricks
- How to Migrate from SalesForce to Zoho CRM | FULL STEP-BY-STEP WALKTHROUGH
- Tyler walks through the entire Salesforce-to-Zoho migration process in this week’s tutorial.
- How to Set Up & Use Sales Funnels in Zoho CRM
- And for a bonus tip, learn how to customize lead statuses, deal stages, pipelines, and workflows, and create actionable funnel reports for better tracking and automation.
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.