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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 understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.



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.

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Zoho Finance

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.

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

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zoho premium partner

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. 

Brett Martin of Zenatta Consulting
Brett Martin
Brett Martin of Zenatta Consulting and Shridar Vembu, CEO of Zoho, posing by a car

Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.

Case Studies

Learn Why Companies Choose Zenatta

TVS Pro – Case Study

Reading Time: 3 minutes Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control.

Televic – Case Study

Reading Time: 3 minutes Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies

Over 400 Clients Across Many Industries...

Latest In The World Of Zoho

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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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Zoho Blogs

We drop an article every week covering the latest Zoho news, technical trends, and professional tips. new content added every week.

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Zoho Forum

Have Zoho related questions? Need help with code, join the Code Share group? Visit to join the community for all of this and more!

This Week's CRM Zen Show

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Zoho News

Implementation of the Week

  • XML Related List in CRM to Show Purchase Orders Related to a Deal
    • In this implementation, we were working with a customer that uses Zoho CRM and Zoho Books to manage their sales processes
    • They don’t carry any inventory, so all Sales Orders need to be back-ordered. This works great in Books, as we can create a Purchase Order directly from the Sales Order for this use-case
    • However, in CRM, you can only see Estimates, Sales Orders, and Invoices from within the Deal view. This causes a problem when the customer calls in to check on order status, as the sales-person would need to access Zoho Books to answer
    • To solve for this, we first used a custom Deluge function in Zoho Books to assign the Deal ID to the Purchase Order when it is created from a Sales Order (the Sales Order stores this for us natively via the integration)
    • Then, because we have our Deal ID assigned to the Purchase Order, we can create an XML related list that can display all relevant Purchase Order data for the Sales Orders related to that particular Deal

Code Share of the Week

  • Use RegEx to Find an Order Number In a Desk Email Body 
    • This code uses the “Get Latest Thread” API call to get the last message associated to a ticket and searches for an order number with the prefix DP (ignoring case) followed by 8 numbers. There may be any number of spaces or dashes between the DP prefix and the numbers.

This Week’s Read

New On Zenatta

Tips and Tricks

Why Choose Zenatta?


We Are A Zoho Premium Partner


A Top Tier Development Team


We Make Zoho Work For Your Business Needs


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

Senior Developer

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.