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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.

INTRODUCING THE #1 ZOHO CRM TEAM TRAINING COURSE

ONE PURCHASE UNLIMITED TEAM SEATS 100% Satisfaction Guaranteed TRAIN YOUR TEAM IN 7 DAYS

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
Services

Professional back office bookkeeping and accounting services catered to your individual business needs.

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Web
Services

The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.

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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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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
President
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

Trinity Engineering – Case Study

Reading Time: 3 minutes Executive Summary Trinity Engineering is a third-party, non-biased engineering firm that specializes in inspections for major insurance carriers. They are

Dwell Inc – Case Study

Reading Time: 3 minutes Executive Summary Dwell Inc provides apartment locating and residential real estate buying/selling services to clients in the Dallas/Ft. Worth Metroplex.

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 club.zenatta.com to join the community for all of this and more!

This Week's CRM Zen Show

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Zoho News

ZOHO WORKPLACE

CRM

OTHER APPS

Implementation of the Week

  • Automated QR Code Generation for Zoho CRM records via API
    • In this implementation, our goal was to create an easy way for our client’s team to “scan” assets before providing service, so that they could log any work completed to the CRM
    • To accomplish this, we needed to find a 3rd party platform that can generate these QR codes via API. We landed on RapidAPI because it is a free service
    • On a trigger within CRM, we can leverage Deluge scripts to send the URL of that record to RapidAPI, which responds with a QR code which is automatically attached to that record
    • As part of the process of finalizing an asset, our client prints this QR code and affixes it for future reference
    • Lastly, when that asset comes back into the shop for servicing or updates, we can easily scan the QR code to open directly to that record in CRM for easy note-taking and work logging

Code Share of the Week

  • Shopify / Zoho Inventory – Taking the integration to the next level
    • When a sales order (SO) is created in Zoho Inventory an Invoice, Payment, Package and Shipment will also need to be created to close out the SO for proper accounting and stock management. However, these records are not created via the standard integration with Shopify. The only record that is created is a SO in a ‘Draft’ status.
    • To complete this, you will need to set up two automations:
      • A custom function in Zoho Inventory to create the Invoice and Payment records.
      • A Zoho Flow to create the Package and Shipment records once the order is fulfilled in Shopify.

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Everything You Need To Know About Zoho Desk
      • Greg and Josh, this week, covered everything you need to know about Zoho Desk in our longest webinar to date.  If you missed it, here is the webinar and a full write-up on it.

Tips and Tricks

Why Choose Zenatta?

01.

We Are A Zoho Premium Partner

02.

A Top Tier Development Team

03.

We Make Zoho Work For Your Business Needs

04.

Proudly Serving North, Central,
and South America Since 2012.

Vote for Your Favorite

Zoho Application

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.

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