Early access to Zoho Books - Zoho CRM integration
Hello Everyone,
We're enhancing the integration between Zoho Books and Zoho CRM.
As part of this enhancement, you will be able to
- Access Zoho Books module (invoices,estimates,sales orders) inside Zoho CRM.
- Create/edit/view/email invoices, estimates and sales orders from Zoho CRM.
- Create custom views, reports and dashboards for the Zoho Books module in Zoho CRM.
- Associate activities and notes to the Zoho Books module from within Zoho CRM and view them in Zoho Books as well.
- View the comments added to invoices, estimates and sales orders inside Zoho Books in Zoho CRM.
If you would like to get an early access to this, add your votes to this feature and we'll include your name in the early access customer list.
Regards,
Reshma
55
votes
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
Hello Everyone,
The new module is now available in your Zoho CRM. Please head to Settings in Zoho CRM and update your integration.
Please refer to the help document for more details.
https://www.zoho.com/books/help/integrations/crm-books-integration.html
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mike christiansen
commented
sounds great! Please send me access when avialable.
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Ryan Ghere
commented
Early access please