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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

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Zoho Consulting
& 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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Zoho Finance
Services

Professional back office accounting services catered to your individual business needs.

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Zoho Creator Services

Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.

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Training
Programs

Looking to get your entire team trained up for one low price? Check out our team training programs.

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Our
Marketplace Apps

Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!

Zoho Partner of the Year
in the Americas.

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Zenatta at Zoholics 2024 receiving the Zoho Partner of the Year Award

Learn Why Companies Choose Zenatta
As Their Zoho Partner

Zoho Partner For Over
700 Clients Across Many Industries...

Did We Mention Our Content?

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New Zoho Videos
Every Week!

We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.

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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!

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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!

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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.

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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!

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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

Implementation of the Week

  • Custom Void Invoice Button in CRM Finance Modules
    • Using the CRM + Finance integration for Zoho CRM, Estimates, Sales Orders, and Invoices can be displayed natively within the CRM, connected to the appropriate CRM records
    • This integration allows for most of the functionality to carry over to CRM, but does not support the ability to Void an Invoice from within CRM
    • Voiding an Invoice should occur if it is determined that an Invoice is not going to be paid, and needs to be closed out
    • To solve this, our team added a custom button to the Finance Invoices module in CRM that triggers a custom function in Deluge
    • This function reached into Zoho Books, and voids the appropriate Invoice based on the selection in CRM

Code Share of the Week

  • Auto Create Invoices for Packages when Shipped
    • In Zoho Inventory there is no workflow trigger available for the Packages module, so in order to create automation around Packages we will need to use Zoho Flow. In Flow,  the Trigger can be set to “Package updated” and in the criteria for the trigger we should only be looking at records where the “Status” is “Shipped”.  This week’s code share solves for that.

New On Zenatta

  • Zenatta Blogs
    • 7 Zoho Forms Best Practices
      • There are many tips and tricks when it comes to Zoho products.  Here are a handful of useful tips to get the most out of Zoho Forms.

Tips and Tricks

Question of the Week (AZAAZ)

  • Everything You Need to Know About Zoho Desk
    • I am new to zoho desk, off to a great start. However, every time a contact replies to a ticket it creates a new ticket and instead of putting it in the thread of the original ticket? Can’t seem to find the solution. -@rmendez4970

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.

Proudly Serving North, Central, and South America Since 2012

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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