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

zoho consulting and implementation services

Zoho Consulting
& Implementation

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

Learn More
Finance Services icon for zenatta consulting

Zoho Finance
Services

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

Learn More
website services for for zoho customers

Web Services

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

Learn More
Club Zenatta logo image for registration banner

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

 

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

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

Zoho News

Implementation of the Week

  • Plaid Integration with Zoho Books/Stripe for easy ACH payment
    • Accepting ACH payments can be a great way to reduce transaction costs, but it can present friction for the customer when attempting to pay
    • Natively, Books/Stripe cannot accept ACH for invoice payments without the customer accessing the client portal in Books and using microdeposits for bank authorization
    • Plaid provides a platform for instant bank authorization via API
    • Using integration with Plaid and Stripe, Stripe can leverage Plaid to provide instant ACH payments
    • Then, plugging Plaid into Zoho Books allows us to present the customer with ACH payment options when opening an Invoice via email, rather than through the client portal

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Plaid
    • Following up on our implementation of the week here are Plaid’s key features:
      • Instantly authenticate accounts
        • Retrieve account and routing numbers when users connect their checking or savings accounts using bank credentials
      • Connect accounts from any US bank
        • Set up ACH transfers from any bank or credit union in the US
      • Set up frictionless payments
        • Plaid works with any ACH processor, including Stripe and Dwolla

Tips and Tricks

  • Getting Started with Zoho Bigin 
    • Are you looking into getting started with Zoho Bigin? Tyler will walk you through a general overview, basic customization, and some workflow setups in Zoho’s lightweight CRM application.

Watch this weeks CRM ZEN Show

The CRM Zen Show Episode 204 – Pip! Pip! Cheerio!

Zoho News Zoho Social Adds Advanced Statistics This is a very nice roll-up, the depth of analytics provided in this update is excellent. Map Dependency Function Added to Sandbox This is a way to essentially test filtering picklists and test it before pushing live. Another nice update to the Sandbox. Zoho Meeting Introduces PIP Feature Essentially allows the video feeds to float outside the web browser.   Zoho Show Introduces Pexels Add-On Another free image library was added to Show.   Custom Layouts & Fields Now Supported In Sprints iOS The title says it all. New May Zoho Marketplace Apps Some good

Read More »

Latest Zoho News

crm zen show icon

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.

mobile phone for zoho related blogs

Zoho Blogs

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

Club Zenatta logo image for registration banner

Zoho Forum


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

Over 400 clients, in several industries and sectors

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

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.

.

.