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.
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.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Web
Services
The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.
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.
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.
Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
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? 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
- Changes to X API support for Zoho Social
- X is forcing a handful of tools to only be managed inside of X.
- Mark as read from the notification screen for Zoho Mail Android App
- The title says it all.
- Zoho Desk Android app now supports multilingual functionality
- Customize translations and preferred language settings directly inside of Zoho Desk Android app.
- Zoho Projects iOS App thumbnail and in-app document previewer
- Nice QOL addition.
- Zoho Marketing Automation Now Offers WhatsApp Marketing Integration
- Great feature add to MA to send messages via WhatsApp through MA at only $.025 per message.
- Zoho Marketing Plus Introduces Marketing Project Drafts
- Since Marketing Plus doesn’t come with Projects, this is essentially a marketing slimmed-down version of projects being added.
Implementation of the Week
- CRM Record Creation via Custom Button in Emails Related List
- In this implementation, our goal was to provide our client with an easy way to convert an email sent by a client into a work item within their CRM system
- Luckily, Zoho CRM allows us to create custom buttons that run functions against specific emails connected to a record
- In this case, we added a custom button that runs for an individual email, that can use information about that email to create a CRM record
- For example, we use the Subject of the email as the record name and can query the Contact that originally sent the Email to link the new CRM record back to that Contact, as well as the related Account
Code Share of the Week
- Search Zoho Sign Documents
- Zoho Sign lets you list documents, but the API documentation does not explicitly state that you can search. However, the intrepid and found a “search_columns” parameter in the sample input data on the API page.
- After some testing, we can confirm that you can input a search parameter in Zoho Sign document API calls. However, you are limited to the same fields that you can sort by.
New On Zenatta
- Zenatta Blogs
- Zoho Voice Full Product Tutorial
- In case you missed it, last week, Tyler did a complete demo of Zoho Voice.
- Zoho Voice Full Product Tutorial
Tips and Tricks
- Serialized Item Tracking in Zoho Desk using NEW Custom Modules
- In this week’s tip, Tyler reviews the new feature of creating custom modules in Zoho Desk.
Question of the Week (AZAAZ)
- How to Utilize Custom Functions for Daily Email Limits in Zoho CRM’s Cadences Studio
- And in this week’s question that we answer, we cover how to implement daily limits on your email outreach in Zoho CRM’s Cadences Studio, utilizing custom views and simple deluge scripts to automate and refine your email strategies.