Create subscriptions from CRM
Create a subscription from Zoho CRM interface.
6
votes
WIll COmbs
shared this idea
Hi,
Now, You can directly create and edit a subscription in Zoho CRM without having to push them from Zoho Subscriptions. To setup integration with Zoho CRM, follow the steps given below,
1. Login to your Zoho CRM account and head to Settings > Marketplace > Zoho > Zoho Finance Suite > Finance Modules > Edit > Enable Subscriptions and Recurring Billing option.
2. Now Zoho Subscriptions tab will show up in Zoho CRM. Click ‘+ New Subscription’ button to create a new subscription.
3. In Subscriptions list, click on the ‘Pencil’ icon to edit the particular subscription.
If you have any further queries, kindly drop us mail to support[at]zohosubscriptions.com