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.
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UNLIMITED TEAM SEATS 100% SATISFACTION GUARANTEED TRAIN YOUR TEAM IN 7 DAYS
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 bookkeeping and 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.
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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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THE Premier Zoho 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.
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THE Premier Zoho 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](https://zenatta.com/wp-content/uploads/2020/11/Zenatta-Website-Asset-9@2x-min.png)
![DataYard](https://zenatta.com/wp-content/uploads/2024/03/datayard_logo.jpg)
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Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
Learn Why Companies Choose Zenatta
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Over 700 Clients Across Many Industries...
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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.
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!
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? We’ll we’ve got answers. Every week we pick a question from our community and answer it on AZAAZ!
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
- Enhancements to Zoho Cliq “Start Call”
- Three new permission settings have been added to direct conversations.
- New – Data Art for Zoho Show
- This new tab allows you to quickly pull data from your spreadsheets and visually display it in a chart or table within Zoho Show.
- Bigin iOS Caller ID
- A major feature addition to Bigin, similar to one in CRM, allows incoming calls from unknown numbers to check if they exist in Bigin.
- New – Zoho Mail eWidget for Bigin
- Additionally, with Bigin, you can now quickly add the user as a contact, create a task, and more directly from the Zoho Mail app.
- Zoho Contracts API Updates
- Three new API calls for Contracts have been added: Transfer Contract Ownership, Clause Overrides key in Creation APIs, and Contract Type Template All Fields.
- Zoho MA WhatsApp Workflow Enhancements
- Introducing Automation and Utility conversations, further enhancing workflows and customer engagement with personalized messages.
Implementation of the Week
- Multiple Shipping Addresses on SOs for Single Books Customer
- Our client has Zoho Books customers set up so that hundreds of different people that place orders on Shopify can be billed under one customer record
- Orders will be sent to many different people and individual company locations, but still billed under the parent customer record
- The goal was to show the shipping address individual to the order instead of the one listed on the parent record in Books
- To do this, we created two custom fields on the Sales Order module (“Company” and “Attention”)
- We have those fields on the Shopify order mapped to those custom fields
- We updated the Sales order template to not show the parent company name and attention field under “Contact Information” where it allows you to adjust address formatting
- We added attention information (option under “Document Details”) and used placeholders for the custom fields to insert them on the document.
- Now every order gets billed to the parent company but is easily shipped to the correct location and is labeled correctly.
Code Share of the Week
- Updating Contact in Zoho Invoice ACH and Communication Preferences
- In this week’s codeshare, we dive into a Zoho Deluge script designed to update the contact persons associated with specific customers in Zoho Invoice.
- The list is created in Analytics using SQL, and we then create a schedule in CRM to run the automation from the table.
New On Zenatta
- Zoho Thrive – Full Product Overview
- If you run an online shop and want to create a loyalty or affiliate program, Zoho Thrive is worth checking out.
- MCAM Northwest, Inc. – Case Study
- Huge shoutout to MCAM NW for this month’s case study. Learn how switching from Solve360 to Zoho was a massive success for them.
Tips and Tricks
- How To Create Alert Messages In Zoho Creator
- In this week’s tip, Josh teaches you how to implement alert messages for validation, confirmation, error handling, and user guidance within your applications. Perfect for developers looking to enhance user experience and ensure data integrity.