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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

  • CRM Deal Owner History Tracking via Subform 
    • This implementation actually comes from within the Zenatta CRM, as we built this for ourselves
    • The goal here was to create a cleaner way to track the history of Deal Ownership throughout the lifecycle of an engagement
    • We needed this because, while an engagement generally stays with one Consultant for it’s lifecycle, there are teams we may reassign clients based on the skill requirements, timeline, and internal bandwidth
    • First, Greg added a subform to our Deal record where we can store a row for each Consultant who has owned a Deal, as well as the start and stop dates of their ownership
    • Then, we set up a workflow/custom function that triggers upon change of owner that will write appropriately to this subform
    • Lastly, we just needed to pull this data into Analytics, such that we can use it for our reporting requirements

Code Share of the Week

  • Automate Task Owner Assignment in Zoho Projects with Custom API Function
    • This code snippet demonstrates how to update a task owner using the Task Update API in Zoho Projects. It runs as a custom function within Zoho Projects.
    • For the custom function parameters, I include the Project ID and designate the new task owner as the project owner. Therefore, the second parameter is the project owner’s data.

New On Zenatta

Tips and Tricks

  • Lookup Fields Tutorial for Zoho CRM || Zoho Premium Partner
    • In this tutorial, we guide you through setting up and using lookup fields in Zoho CRM. You’ll learn how to create both one-to-one and multi-select lookups, filter related records, auto-fill data, and use linking modules to effectively manage relationships between records.

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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