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
- Desk
- Zoho Desk IM Enhancements
- A barrage of enhancements including IG/FB messaging, a new business messaging widget, and updates to guided conversations.
- WhatsApp Bulk Messaging Enhancement for Zoho Desk
- Create a template and send them out in bulk to 50 people at a time.
- Pin Important Comments
- Within tickets, you can now pin comments or threads.
- Pin Important Comments (Android)
- Zoho Desk IM Enhancements
- FSM
- Introducing Job Sheets for Zoho FSM
- These are essentially forms to be filled out for services.
- Multi-language Support for Zoho FSM
- 10 languages are now supported in Zoho FSM at the user-level.
- Introducing Job Sheets for Zoho FSM
- Projects
- Zoho Projects Rename Task Module
- The title says it all.
- Zoho Projects Rename Task Module
- Creator
- Zoho Creator Connector Updates
- Backend updates to Forte and Paypal connectors.
- Zoho Creator Improves Email Deliverability
- If you are using public domains, this is coming to an end. So be sure to switch from your @yahoo to your company domain. You will also want to make sure you set up your DKIM/SPF/DMARC.
- Zoho Creator Connector Updates
- Other Product News
- Zoho Lens now Supports Apple Vision Pro
- Cool to see new support features being rolled out for those using the Apple Vision Pros.
- Bigin iOS 18 Update
- Bigin is always on top of the game with the latest iOS rollouts. Check out all the new enhancements rolled out with the latest iOS updates.
- Bot Filtering Analytics for Zoho Campaigns
- Filter out bot engagement with emails that you have sent out.
- Payment Updates to Zoho Bookings Gateways
- Just like the creator update above, Forte and Paypal connections have been updated for security purposes.
- Zoho Writer: Update Required for Published and Embedded Documents
- This is more of a PSA, if you have old documents that have embed links that are still being shared with the public, you will want to revisit and update them.
- More META API changes impacting metrics
- And some more endpoints have been removed further reducing some metrics that were previously available.
- Zoho Lens now Supports Apple Vision Pro
Implementation of the Week
- Zoho CRM + CompanyCam Integration
- CompanyCam is an excellent tool that allows your field team to easily take and annotate pictures while on site, and store them in a unique folder for each Project
- While we can recreate some of that functionality within Zoho, it’s definitely not as smooth as a process
- In this case we chose to integrate, rather than replace, this tool so that our client’s team has the best experience
- To accomplish this, we set up a function where, once a Deal hits the appropriate stage in CRM, a new Project/Folder is created in CompanyCam
- Then, a link to this folder is added back to the Deal so that it is easy to access the correct Project as needed
Code Share of the Week
- Understanding the Zoho Deluge Code for Project Archival
- Automates the export of data from a Zoho Analytics table containing completed Zoho projects using Zoho’s API.
- Includes a delay to ensure the export process completes, then retrieves the exported data using the job ID.
- Iterates through the exported data to identify and archive the completed projects in Zoho Projects, logging the results for review.
New On Zenatta
- Zenatta Blogs
- Zoho and Integrations – Everything you need to know!
- Learn more about Zoho integrations in this week’s article, covering everything from native integrations to third-party apps connected via API.
- Zoho and Integrations – Everything you need to know!
Tips and Tricks
- Configure Skill-Based Ticket Assignments in Zoho Desk
- We’ve added more training videos to our Zoho Desk Team Training! This week’s tip comes directly from our training course.
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.