synchronize the estimates and invoices with CRM zoho
Do not just view invoices and quotes in the list related to Zoho CRM; we must ensure that you can synchronize individual Zoho Books fields with Zoho CRM fields ... QUOTATION and INVOICES
4
votes
Alessandro De Florio
shared this idea
Hello Everyone,
We’ve introduced Zoho Books module inside Zoho CRM. You don’t have to worry about syncing your data anymore as it will be automatically synced.
To try the new integration, please head to Settings in Zoho CRM and update your integration details with Zoho Books.
Please refer to the help document for more details.
https://www.zoho.com/books/help/integrations/crm-books-integration.html