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.
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 CRM: Introducing Dark Mode and Light Mode
- Which do you prefer?
- Zoho Bigin: Splitting Activities Module into Tasks, Events, and Calls
- Following CRM’s lead, this update separates Dashboard components for Activities into distinct modules.
- Zoho Desk: Enhanced Zia Integration with GPT
- If Zia can’t provide the answer, ChatGPT will step in.
- Zoho Desk: Knowledge Base with Primary Department
- The title says it all.
- Zoho Books: November 2024 Update
- This month, Zoho Books has introduced several updates for its German and Indian editions, enhancing the platform’s functionality. Notably, the ability to set multiple conditions in workflows is now available across all editions, allowing for more precise automation and improved efficiency.
- Zoho Billing: November 2024 Updates
- Zoho Billing now integrates seamlessly with Zoho Payments.
- Zoho Mail: Group Management Updates
- A few minor updates to group management for improved functionality.
- Zoho Recruit: Enhanced Skill Management and Custom View Security
- Skill management now allows you to categorize skills as Primary or Secondary.
- Zoho Backstage: October 2024 Updates
- Saudi Arabia users now have early access to VAT, along with minor email enhancements across all versions.
- Zoho Developer Hackathon 2024
- Register by the 29th of this month for your chance to win this year’s Zoho Hackathon.
- Zoho Developer Community Digest October 2024
- And to wrap up the news, stay connected with upcoming developer events and discussions in this past month’s Developer Digest.
Implementation of the Week
- CRM Automation to Notify Lead Owners upon Email Bounces
- In this implementation, our client was looking for a way to notify the appropriate Salesperson (Lead Owner) if an email to one of their Leads were to bounce
- This client has many automated outbound emails that go out through the prospecting process, so salespeople have trouble tracking the bounces manually
- To configure this, we set up a workflow triggered on the “Emails” module. This workflow triggers specifically when an outbound email bounces upon delivery to the Lead
- When a bounce is detected, a Deluge function triggers to create a CRM Task on that Lead, assigned to the Lead Owner, notifying them to reach out via phone and/or SMS to confirm Lead information
Code Share of the Week
- Understanding Deluge Code for Sharing CRM Records in Zoho
- Streamline record sharing in Zoho CRM by programmatically assigning permissions and sharing records with users, groups, or roles.
- Fetch records, extract user IDs, set permissions, and utilize the Zoho CRM API for seamless sharing.
- Enhance collaboration and data accessibility with this practical Deluge script.
New On Zenatta
- Zenatta Blogs
- Zoho’s Commitment to Data Privacy and Security
- This week, we examine Zoho’s unwavering commitment to data privacy and security since its inception.
- Zoho’s Commitment to Data Privacy and Security
Tips and Tricks
- Wizards Tutorial for Zoho CRM
- This week’s spell-casting tutorial explores Wizards—a powerful tool for standardizing record creation.
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.