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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

  • Automated Late Fees in Zoho Books Invoices
    • In this implementation, our goal was to configure an automation that would automatically apply late fees to Invoices in Zoho Books if that invoice is unpaid 15 days after the due date
    • First, we set up a field at the Customer level that would exempt that Customer from late fees
    • Then, we set up a function that triggers 15 days after the due date, only for unpaid Invoices
    • This function will check if the Customer is exempt, and if not, proceed with calculating the appropriate late fee
    • This late fee is calculated via a logical rule, either selecting 15% of the Invoice value, or a fixed fee depending on the Invoice Total

Code Share of the Week

  • Converting Full State/Province Names to Two-Letter Codes in Zoho Deluge
    • Sometimes, when writing code, you come across data that you are grabbing that is in the full name. You need to convert the data to something else to use in a CRM picklist before you can create or update the record. In this code, we’ll show you how you can create a map of the incoming data and use that to create a new map that is used to create or update your record.
    • In this example, we will convert full state and province names to their respective two-letter codes, specifically for the USA and Canada.

New On Zenatta

  • Zenatta Blogs
    • Zoho Campaigns Full Product Tutorial
      • In case you missed it, this month’s full product overview covers Zoho Campaigns. You can find the webinar and an accompanying full write-up.
    • Tayden Impact Partners – Case Study
      • Huge shoutout to Dynasti and the team at Tayden Impact Partners for this month’s case study. They were a fantastic client to work with, and the custom Zoho build-out was a lot of fun.

Tips and Tricks

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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