Making Zoho Work For You

We do business automation for the busy business owner. As Zoho Experts and a Zoho Premium Partner, we understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.

What We Do

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Zoho Consulting
& Implementation

We are here to simplify your life and build systems that fit YOUR business.

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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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A new community for Zoho Fans and Clients to connect and collaborate.

 

General Discussion | Code Share | Q&A For CRM Zen | Zoho News

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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

Zoho News

Implementation of the Week

  • Custom Proposal Generation App via Creator // CRM
    • In this implementation, we fielded a request to be able to easily send out a variety of templates, and dynamically request additional information from the user based on the template type.
    • To accomplish this, the team created a Creator Form related to the CRM Contact. This form shows up as a related list in the CRM.
    • When opening this form related to a Contact, all of the primary contact information pulls into the form.
    • The user then selects a template and fills out any other additional information that is shown based on the template choice.
    • Once completed, the user is presented with an option to preview the document, as well as attach it to the CRM Contact, and/or send for signature.

Code Share of the Week

  • Sync CRM Notes (from ALL modules) to Analytics
    • Zoho Analytics is a great tool, and we all love it, but some data sources lack crucial information in the sync.
    • It’s the case of CRM Notes that, because it’s not an actual module, can’t be synced via the out-of-the-box connection. You might want to report on how many notes are created by the user, or want to know what was the latest note recorded on a record, but without Notes data, you just can’t have it in a pretty Analytics Report or Dashboard.
    • To get around that, we use some Deluge and leverage Zoho CRM’s schedules and Zoho Analytics API to make it happen!

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

Tips and Tricks

Watch this weeks CRM ZEN Show

The CRM Zen Show Episode 210 – Old McZoho Had A Farm: EUeID

Zoho News Zoho CRM Improved Email Parser Early Access We are excited about this one, and you actually don’t need to fill out the form to request early access; there is a button inside settings to enable it. Zoho CRM July Community Digest We did cover these last month, but definitely a nice roll-up of all the updates. Zoho Social Adds Hashtag Groups & Carousel Posting For IG We know a lot of our clients using IG have been waiting for this one. Zoho Sign Adds EU eID Verification Sign continues to improve and add to their secure verification process.

Read More »

Latest Zoho News

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The CRM Zen Show

Every Monday we scrape the web for the latest Zoho news and publish it as a video, podcast, and email blast.

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Zoho Blogs

Weekly articles written by us covering the latest Zoho news, technical trends, and professional tips.

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Zoho Forum


Check out our Zoho forum. Ask  Questions and interact with the zoho community. Sign up and get involved!

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List of companies that zenatta consulting works with

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.

Zenatta Client Inquiry Form

Please fill out this simple form to let us know how we can help with your Zoho Implementation.

Billy

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

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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