How Do You Integrate Zoho Books with Zoho CRM for Seamless Sales-to-Invoice Workflow?
Zoho Books integrates with Zoho CRM to sync contacts, deals, products, and financial documents, streamlining your entire sales and finance process.
Set Up the Integration:
Go to Settings → Integrations → Zoho Apps → Zoho CRM → Connect.
Map Modules:
Sync Accounts, Contacts, Deals → Customers, Invoices, Products.
Create Invoices from Deals:
When a deal is closed in CRM, generate an invoice directly from the deal record.
Enable 2-Way Sync (Optional):
Updates in either system reflect in both if bi-directional sync is enabled.
Why This Workflow Matters:
Sales-to-invoice automation improves billing accuracy, reduces duplication, and provides a single source of truth for both sales and finance teams.
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