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Integración with the moduls of "Products Details" of CRM

In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

The integratión should enable to equivalent modules, I mean;

*CRM quotes with Books estimates
*CRM sales order with Books sales order
*CRM invoice with Books invoice

The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that have product details.

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Ofelia Guzman shared this idea  ·   ·  Report…  ·  Admin →
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  • Jenelia Dcruz commented  ·   ·  Report

    ERP Gold Software
    Why do sellers on eBay need inventory management software?
    Inventory management involves the process of ordering, handling, storing, and processing a company’s inventory. This is done because, without an effective inventory management system, the full potential of the supply chain becomes unattainable.
    For further information about ERP GOLD inventory management, click on the link below
    https://www.erp.gold/erp-gold-works-inventory-management-software-ebay/

  • Arsl test commented  ·   ·  Report

    Also please allow zoho books "Price List" method integration through API method, like items/sales order/customer

  • AleRoss commented  ·   ·  Report

    When are you going to release this Feature....? Before I read by Feb 2017, but now this date has been cancelled....
    We really need this integration.

  • Anonymous commented  ·   ·  Report

    ALSO ADD A FEATURE IN CRM
    CUSTOM FIELDS OF BOOKS CONTACTS SHOW IN CRM

  • Dave commented  ·   ·  Report

    Looks like these items were left out of the integration:
    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice
    Hopefully these capabilities will be added soon!!

  • AdminReshma (Community Manager, Zoho Corporation) commented  ·   ·  Report

    Hi Ofelia,

    Thanks for sharing your request with us.

    We do have something similar on what you've suggested but we will not sync the SO, Estimates and Invoice fields of Zoho CRM with Zoho Books. Instead, we will show Zoho Books modules inside Zoho CRM which will be far better.

    If you're interested to know more about it, read the link below.
    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration

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