How Do You Integrate Zoho CRM with Zoho Books for End-to-End Sales and Finance Tracking?
Integrating Zoho CRM with Zoho Books allows seamless transfer of customer and deal data to your accounting system—enabling invoicing, payment tracking, and revenue analysis.
Set Up Integration:
Go to Setup → Marketplace → All → Zoho Books → Install and authorize.
Sync Contacts and Products:
Enable sync for Accounts, Contacts, Products, and Quotes.
Choose one-way or two-way sync based on your workflow.
Convert Deals to Invoices:
From a closed Deal, click Create Invoice to push the data into Zoho Books.
Sync payments and view invoice status inside CRM.
Track Financial KPIs:
Add custom fields or reports to track invoice value, payment status, or outstanding balances per customer.
Why This Workflow Matters:
CRM and accounting integration eliminates duplicate data entry, shortens billing cycles, and ensures accurate, real-time sales-to-cash reporting.
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