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& Implementation
As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.
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Professional back office bookkeeping and accounting services catered to your individual business needs.
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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

Select Communications – Case Study
Executive Summary Select Communications operates within a brokerage model, offering cutting-edge technology solutions. With a dedicated team of approximately 30

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
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
- Canvas Now Supports Sandboxes
- Design and adjust until your final configuration is ready to push over.
- Zoho Analytics September’23 Updates
- Lots of updates in this batch, including the introduction of Mixpanel, more fields supported across various platforms, and more.
- Zoho Launches Academy For Zoho Payroll
- Kudos to Zoho for launching another set of resources for everyone to use.
- Bigin September’23 Feature Additions
- Checklist support was added in this month’s update.
- Bigin Stage Transition Rules Enhancements
- Some nice enhancements with this update including checklists and mandating a file upload.
- Books Accounting on the Go Series-3
- From the lock screen, you can now create an invoice, track time, and add time entries.
- Zoho CRM August Community Digest
- It’s always worth checking out not only for the update round-ups but other code shares and news from the community.
- Zoho Writer Org Default Templates
- Predefine your default templates for your organization.
- Zoho Campaigns Mobile App Introduces Workspace Functionality
- You can now switch between workspaces in the Zoho Campaigns mobile app.
- iOS 17, iPadOS 17, and macOS Sonoma PALOOZA
- Zoho never disappoints when it comes to a new iOS major update by updating the various apps to use the latest feature rollouts.
Implementation of the Week
- Zoho CRM Deal “Last Email Date” via Email Workflows
- In this implementation, our goal was to automatically stamp a CRM Deal anytime a Contact within the related Account is sent an email
- The first step is to ensure that all relevant users have their IMAP integration activated and set to public for their email accounts
- Then, I set up a workflow to trigger on Emails in CRM, where this function triggers a custom function
- This function gets the Account related to the Contact who received the email, and then pulls all related Deals to that Account
- The script then checks each Deal, and if it is Type = Service, the function will datestamp the appropriate field
Code Share of the Week
- Create a Running Total in SQL
- This SQL query uses what’s called a TABULAR FUNCTION which is denoted by the use of the OVER() keyword following an aggregate function like SUM(). Using this tabular function creates a running total for each row of data grouped by the column(s) specified in the PARTITION BY segment.
- In this example, we are grouping by Deal Owner. Since a running total is dependent on order, we specify that we want to ORDER BY the “Created Time” and that when performing the SUM() calculation, the ROWS that should be included are all rows up to the current row of data.
This Week’s Read
- How to read newsletters without clogging up your inbox
- It is easy over time for your newsletters to get lost in the shuffle. Here are some quick tips to organize your inbox and utilize AI to summarize those emails coming in.
New On Zenatta
- Zenatta Blogs
- Zoho SalesIQ Full Product Overview
- In case you missed it, this month’s webinar was on Zoho SalesIQ. Tyler gives a full product overview of everything you need to know to get started with SalesIQ.
- Zoho SalesIQ Full Product Overview
Tips and Tricks
- Effortless Data Updates Using Stateless Forms in Zoho Creator
- This week’s tip comes from Alex on our development team, covering core concepts of stateless forms, how to set one up, and explore features within them.