Zoho CRM & Finance Workflows & Automations Tutorial

[@antistaticagency]

Wow, thank you so much! This explains all the elements I needed. I've been looking on the internet for a week now but never found a full scale solution. This is the first tutorial that binds them neatly together, amazing!

[@michelleconder9110]

This is amazing information! Thank you! What happens if your clients only take quotes and not estimates? How do you convert that easily into books?

[@Zenatta]

Hi Michelle, Quotes and Estimates are the same, however, when you integrate Zoho CRM to Zoho Books the basic Zoho CRM Quotes Module is replaced with the Zoho Books Estimates Module. Hope this answers your question.

[@Dorsetwatersofteners]

Great info. Just wish price list worked within CRM,

[@replicatme]

If a business uses zoho commerce, this makes a Sales order each time a sale is made in books automatically. But not in CRM. So I was wondering how to make a workflow for each time a Sales Order is made in books; make a new deal on CRM. thanks

[@Zenatta]

Hey Jose, We answered your question in this week's episode of the CRM Zen Show. Use this link to jump straight to our answer - kzbin.info/www/bejne/e6jPdWSfn5uUp8U

[@cloudconsulting1063]

super

[@Zenatta]

Thank you