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  1. Create subscriptions from CRM

    6 votes
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    0 comments  ·  Zoho Subscriptions » Integrations  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    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

    WIll COmbs shared this idea  · 

  2. Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

    3 votes
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    0 comments  ·  Zoho Books » Zoho Integrations  ·  Admin →
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    WIll COmbs shared this idea  · 

  3. Integración with the moduls of "Products Details" of CRM

    119 votes
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    Work In Progress  ·  10 comments  ·  Zoho Books » Third Party Integrations  ·  Admin →
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    WIll COmbs supported this idea  · 

  4. Work flow automation Estimate to Sales Order

    19 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    WIll COmbs supported this idea  · 

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