Link emails sent from zoho books to zoho crm
when sending an estimate or invoice from zoho books we can not see the email as a sent item in Zoho CRM Email or in Zoho Mail.
the email does not show as well in the communications sent to the customer under the (contact, or potential ect..)
Nadine
shared this idea
Hi there,
We now have the option to integrate Zoho Mail and Zoho Books. Please take a look at this link for further information on this https://www.zoho.com/books/help/integrations/zoho-mail-integration.html
Hope this helps!
Good day
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Hi there,
We now have the option to integrate Zoho Mail and Zoho Books. Please take a look at this link for further information on this https://www.zoho.com/books/help/integrations/zoho-mail-integration.html
Hope this helps!
Good day
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Mark Gross
commented
work-around...You can add a BCC on your Books template that would include this in emails on CRM.
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Kevin_Mind
commented
Yes please! This is essential. the whole point of using zoho books for a lot of customers is to integrate it with zoho crm and other applications. If we cannot track estimates from within crm, then the integration is somewhat limited in its use. If we have to go to zoho books to track sent estimates, then the integration is somewhat pointless.
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Nik Vorfi
commented
This would really us-full function to have!
A specially the ability to see the "email contents" when sending quotes, sales orders, invoices and statements to costumers / contact.
Right now we can see when the quote was sent but can't see what was agreed unless you cc yourself every-time we send quotes to customers.
Otherwise integrate ZoHo mail in order to deliver this function. It would help ZoHo increase their customer base were more people with sing into ZoHo mail for convinces!
Win win situation.
Nik
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Michel Nauwelaers
commented
If you add the CRM BCC email address to your email templates they should appear linked to the contact in Zoho CRM.
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Paula Atherill
commented
This is essential. Clients can not search for content that has been written in emails unless they cc every email to their own email account.