Getting Started With Deluge – Reading Data
If you’re looking to learn Deluge, you’ve come to the right place! In this tutorial, we introduce you to the deluge editor and how to read data. Key Takeaways Creating Your First Deluge Function In the CRM Settings, head into Functions under the Developer Space. Click the blue New Function button to start creating. We […]
Connecting Zoho One To RingCentral
In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along […]
Accelerated Program Benefits
What is an Accelerated Program? Get on the fast track to success by opting for an accelerated program. Whether it be education for school or work, accelerated programs are able to save time and money. While the program might be on a quicker timeline, learning is still held to the highest standard. The goal is […]
5 Overlooked Zoho Applications
The Third Annual Zenmys rounded up your favorite Zoho applications from 2022. The winners include Zoho CRM, Analytics, Cliq, Creator, and WorkDrive. While we do agree that these are amazing applications, there are some other top applications that didn’t grab a Zenmy this year. Here’s our picks for the most underrated Zoho applications! Zoho Flow […]
How To Style Your Zoho Creator Pages Using HTML & CSS
Looking to customize your Zoho Creator pages beyond the default choices? We’ve got you covered. In this tutorial, Josh walks you through how to customize and style your Creator pages using HTML/CSS. Key Takeaways Customize an HTML Snippet with Embed & Customizable Page Elements Start out with a blank Creator page, open up the editor […]
Zoho One Full Product Overview – 2023
With 2021 bringing us 6 new applications, 300+ integrations, and over 150 new features, it only made sense that 2022 had tons of updates! Zoho One applications had many notable updates including the addition of ChatGPT to Notebook, topic management settings in Campaigns, embedded signing with Zoho Sign, and much more. See how these updates, […]
4 Automated Emails You Should Consider
Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and future customers. While scheduling emails is also a great option it’s not always the best fit. Schedules don’t always align with certain trigger points and can cause issues if sent too early or late. Give […]
Using “Field Alias” To Prefill A Zoho Form
In this tutorial, we cover how to prefill a Zoho Form in two parts. The first part is using “Field Alias” inside Zoho Forms to capture the data, and the second is then applying that to an email inside Zoho CRM.
Zenatta 2022 – Year in Review
Another Year To Celebrate! 2022 turned out to be another incredible year here at Zenatta. With the pandemic finally behind us, we saw incredible growth! This year we managed to grow our team and clients with: We couldn’t have had another phenomenal year without all of you. It has truly been a blessing. Looking Back […]
Trinity Engineering – Case Study
Trinity Engineering – Zoho One Platform Buildout Case Study Industry: Engineering Services | Location: United States | Team Size: ~15 Apps: Zoho Creator, CRM, Books, Desk, Calendar, Writer Unified Inspection Operations Automated Invoicing Improved Security & Visibility Executive Summary Trinity Engineering is a third-party, non-biased engineering firm specializing in inspections for major insurance carriers. With […]