Integration with Zoho CRM and Zoho Forms
Integration with Zoho CRM and Zoho Forms
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Justin commented
This would be incredibly helpful! Setting up invoices inside the CRM has been a major painpoint. It would be so much easier, if instead of an invoice, I could create a workflow rule to trigger an email with a Checkout page linked to the email. And then, upon payment completion, the Deal can be updated to Closed Won.