5 Key Things To Know for Integrating Zoho CRM and Zoho Books

[@ClearviewTeam]

GREAT video overview of CRM to Zoho Books integration. What is left out is what happens when you have multiple Contacts under an Account when Books adds them as Customers. Does each Contact represent a separate Zoho Books Customer OR do we end up with one Customer with multiple contacts? I do not want to add integration until I know for sure how this specific scenario is addressed. Thank you.

[@dergymacentyre1611]

Wow, loaded with info. I'm going to need to watch it five times at slowest setting just to get it all. Thanks much!!

[@Zenatta]

Glad it was helpful!

[@omotoshofolorunsho8075]

Thay very much for this insightful Video.. Here is my question please..In the donation module in the CRM, there's a rate or amount field. Can we not map this to reflect a received payment in our accounting records in books? And how do I create a donation items in book to properly track those donations records, now that we can only sync the Account and Contact module? Thanks in anticipation.

[@ahmad-rateb]

Thanks for tutorial i just wanna ask abut products and qu in stock when i make integration q in stock is not work between two sides (zoho crm and zoho innventory')

[@Zenatta]

Hey Ahmed, We answered your question in this week's issue of AZAAZ. 🎞-kzbin.info/www/bejne/haaal6SKoKyMgpo