I have Zoho CRM integrated with Zoho Books. I also have Zoho CRM integrated with Zoho Projects.
When I create an invoice for a customer A within Zoho Projects, in result I have a duplication of contacts in Zoho Books:
- 1 contact coming from Zoho CRM
- 1 contact coming from Zoho Projects
In fact, this customer is exactly the same!
You should be able to have in the background a reference number for this contact which is going to be used cross products. Let us say you have an organization with CRM Plus. Let us imagine you will integrate Zoho Support with Zoho Books. Are you going again to duplicate the contact in Zoho Books?
Could you please have a look and provide feedback?
Many thanks in advance!
Best regards,
Christophe Mendez |
MZ Consultants - Zoho Alliance Partner