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
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 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.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Our
Marketplace Apps
Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!
Zoho Partner of the Year
in the Americas.
Learn Why Companies Choose Zenatta As Their Zoho Partner
Zoho Partner For Over 700 Clients Across Many Industries...
Did We Mention Our Content?
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!
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.
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!
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
- Zoho Deluge: New invokeAPI Task
- A notable update with this task is that you no longer need the base URL for the service. You can simply use the service name, e.g., service: zohocrm.
- Zoho CRM: WhatsApp for Business Integration Enhancements
- You can now manually initiate a chat, but it still needs to be sent through a template. Threaded replies and audio previews have also been added.
- Zoho Analytics: Mandatory Email Domain Verification
- This trend has been ongoing across other Zoho applications. If you haven’t completed this yet, you have two weeks to update it in Zoho Analytics.
- Zoho Analytics: Mobile Bi January’25 Updates
- Color themes now apply universally on mobile, along with other enhancements.
- Zoho Desk: Cliq Integration With Agent Details Page
- This is a useful feature for larger organizations with extensive customer support teams.
- Zoho Desk: KB Alt Tags
- Applying alt tags to your content is always important, not only for SEO purposes but also to meet ADA compliance requirements where applicable.
- Zoho Mail: Rich Text Editor for Android
- Was this really not supported before this update?
- Zoho Meeting: Mobile WorkDrive Integration (Android & iOS)
- You can now access your recordings directly from WorkDrive within the Zoho Meeting mobile app.
- Zoho Projects: Disable Tasks Module on Mobile
- As per your portal configuration, you can now disable the Tasks Module on mobile.
- Zoho Developer Community Digest December’24
- Wrapping up the news, be sure to check out the community digest for updates on upcoming events, community discussions, news, and more.
- Wrapping up the news, be sure to check out the community digest for updates on upcoming events, community discussions, news, and more.
Implementation of the Week
- Zoho CRM Deal-stage Integration for Zoho Bookings
- In this implementation, we’re working with a client with a relatively simple booking configuration that is well-managed by Zoho Bookings
- These bookings occur as part of their pipeline sales process, and so our goal here was to connect the specific types of meetings that are books with the CRM Deal to keep the Deal stage accurate without manual intervention
- To accomplish this, we first set up a few different Service types in Bookings that correspond to meetings that occur at different points in the pipeline
- Then, we configured a custom function within Bookings that, upon a new booking occurring, we check the CRM for open Deals against the Contact who booked the session
- When a Deal is found, we update the Deal stage accordingly based on the type of Service booked
Code Share of the Week
- Get Custom Lookup Fields From Desk Ticket Via API
- When retrieving ticket data via API, you may notice that custom lookup fields do not appear. To get data for these fields, you need to add a specific header. This week’s code share demonstrates how to do just that.
New On Zenatta
- Zenatta Blogs
- What is Zoho One? The Ultimate Guide to the Operating System for Business
- Whether you’re considering switching to Zoho One or simply want to learn more about it, this week’s article is for you.
- What is Zoho One? The Ultimate Guide to the Operating System for Business
Tips and Tricks
- What is Zoho One? | EXPLAINED for Beginners
- If you don’t feel like reading the article, this will take you straight to the video breakdown.
- Zoho GenAI Zia LLM for Zoho Desk | Customer Support AI
- Following up on last week’s news, Tyler provides an in-depth review of this exciting new feature release.
Question of the Week (AZAAZ)
- Optimizing Blueprint for Field Updates and Task Automation
- Watch the full answer by clicking here.
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.