Integrate Zoho CRM And Zoho Books The Easy Way

Описание к видео Integrate Zoho CRM And Zoho Books The Easy Way

Zoho CRM is great for managing your customers, Zoho Books is awesome at managing your transactions and finances!

However there are a few things you need to be aware of before you can connect them together.

Check out my video on how to integrate Zoho CRM and Zoho Books.

Here are the main things you will learn:

Zoho Books vs Zoho CRM transaction modules.
What to do before you syncronise the apps.
Integrating the apps from the Zoho CRM side.
Integrating the apps from Zoho Books side - the preferred option.
Synchronising the customers, Vendors and products.

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