Zoho CRM can be integrated with Zoho Books in two ways. Native Integration(Zoho finance suite) Custom Integration Zoho finance suite is a selected set of modules from Zoho Books, Zoho Expense, Zoho Subscriptions and Zoho Inventory that can be integrated into Zoho CRM to view and analyse invoices, estimates, purchase orders, sales orders, expenses, expenses
Category Archives: Zoho CRM Integration
01
Apr
Apr
Gone are the days when companies used to rely on Excel sheets to manage their whole sales process. According to Grand View Research, “91% of companies with 10 or more employees use a CRM” According to Fortune Business Insights By 2028, the CRM Industry is going to be worth about $128.97 billion worldwide. In this
29
Mar
Mar
Introduction Use case: Recently We received a business use case where a client is using Zoho CRM to manage their Sales process and was in need to send the contract for Digital signature to his customers. Clients wanted to use the PandaDoc Digital signature tool for signature. We created a trigger point in Zoho CRM